Mendeley as CiteBank: some ideas

Here are some quick notes on how BHL could use Mendeley as a "CiteBank".

As a repository of bibliographic data

If the goal is to assemble a "bibliography of life" then there are various ways this could be done.

Taxon-specific bibliographies

Create groups that are taxon-specific (or find existing groups in Mendeley. For example, I've created groups for amphibias (Amphibian Species of the World) and reptiles (TIGR/JCVI Reptile Database) based on the Amphibian Species of the World and TIGR/JCVI Reptile Database, respectively. Taxon-specific groups are probably going to be attractive to users, but the quality of bibliographic metadata can be variable. However, a bibliography for a specific taxonomic group that is populated with links to BHL content would be very useful.

Journal-specific bibliographies

This is where I've spent most of my efforts. I've created around 300 groups for various journals (see list below, or go directly to http://dl.dropbox.com/u/639486/groups.html). In some cases I've managed to populate these with the complete set of articles published in that journal, typically harvested from the journal's own web site. Typically the metadata from journal sites is high quality, although one has to be wary of Orwellian metadata.



I use these groups in two ways. The first is as a source of metadata for extracting articles from BHL using BioStor. If you have article-level metadata finding articles in BHL becomes easier, and can be automated so that 1000's can be added in a few minutes.

The second is for the taxon-literature mapping project, where one strategy is to use approximate string mapping to find equivalent citations in Mendeley and the ION database. Ultimately I'd like to link to the Mendeley citations as they tend to be higher quality than those in the original ION database.

BHL could create Mendeley groups for journals it has scanned, and populate those.

As an article-level index to BHL

This is perhaps the most direct way BHL could use Mendeley is as follows:

1. Create a BHL account.
2. For each BHL title create a Mendeley group (the name would be the BHL TitleID).
   
3. For each item in that title create a folder in the corresponding group (the folder name would be the ItemID).
4. Within each folder list the articles, book chapters or other component parts. If these aren't available yet, encourage people to add them. Some of these could be pre-populated with content from BioStor.
5. Harvest the contents of these groups to provide an article-level index to BHL (which for me is the single biggest impediment to using BHL). Previously I've suggested a way to easily add article data to BHL, Mendeley title/item groups and folders might be way to facilitate this process.

PDF storage

Although Mendeley offers PDF storage, this is one feature I'd be less inclined to use. Mendeley's rule for sharing PDFs and making them publicly available are too restrictive (they often don't know whether a PDF can, in fact, be shared). Plus you want tools to visualise, index, and archive PDFs. In effect a big file store with added features. I have some ideas on how this can be implemented (and have a rough working version to support http://iphylo.org/~rpage/itaxon). Alternatively, one could use Internet Archive services.

Summary

As I've often argued, given the success of tools like Mendeley it seems pointless for anyone to try and build yet another online bibliographic database. The trick is to figure out how to leverage what Mendeley provides to support what the taxonomic (and broader biodiversity) community needs.

Journals I'd like BHL to scan

I've recently updated my database of links between animal taxonomic names and literature identifiers, which now has over 280,000 names linked to some form of identifier (127,000 of these being DOIs). You can see the current version here:

http://iphylo.org/~rpage/itaxon/

As an experiment I've added a feature to list the number of names for each journal. Based on this list (limited to journals that I've found an ISSN for) here are some journals I'd like to see digitised by the Biodiversity Heritage Library (BHL). Note that by digitised I mean beyond the 1923 cutoff applied to many journals. This will mean negotiating with the journal publishers, but in a number of cases these are scientific societies or institutions, some associated with BHL. Given that major partners in BHL have made post-1923 content available, it would nice to extend this to other key taxonomic journals.

Revue Suisse de Zoologie

Revue Suisse de Zoologie has published nearly 10,000 taxonomic names but has essentially zero digital presence, which is extraordinary. Another Swiss journal, Entomologica Basiliensia is also an obvious candidate.

Revue de Zoologie et de Botanique Africaines

Revue de Zoologie et de Botanique Africaines has published over 5,000 names, and given the interest in providing information resources for Africa (e.g., http://www.mendeley.com/groups/1681811/bhl-africa/) this seems an obvious journal to scan completely.

Bulletin of the British Museum (Natural History) journals and books

The Natural History Museum [formerly British Museum (Natural History)] is a member of BHL so I'd expect it to have better coverage of it's own publications in BHL. There are gaps in journals such as Bulletin of the British Museum (Natural History) Entomology, which means there is a significant chunk of research published by Museum staff that simply doesn't exist digitally. At one point The Natural History Museum renamed the journals and moved them to Cambridge University Press, resulting in further gaps in digitisation. It's interesting that museums that haven't changed the title of their publications (such as the American Museum of Natural History and the Australian Museum) have better digital coverage than the NHM, which has flirted with various title changes in the last few decades. The Museum also published a series of monographs in the 20th century, many of these aren't in BHL.

Memoirs of the Queensland Museum

The Memoirs of the Queensland Museum is an important journal (> 3,000 names) but has only early issues scanned in BHL and recent issues as PDFs on the Museum web site (vulnerable to link rot when the site gets redesigned, as I've discovered to my cost).

Russian journals

Russian journals contain large numbers of taxonomic descriptions, but their digital presence is patchy. Springer has started to publish translations online (e.g., http://dx.doi.org/10.1134/S0013873810050155 in Entomological Review, which is a translation of an article in Zoologicheskii Zhurnal), but much of the Russian literature seems unavailable in digital form. BHL has spread from it's US-UK origins to BHL-Europe, BHL_China, and BHL_Australia, maybe it's time for BHL-Russia?

Summary

There are huge holes in the availability of taxonomic literature (where I equate "availability" with being digitised and online, free or otherwise). But on the other hand I've been pleasantly surprised by just how much taxonomic literature is online. It looks quite feasible to link at least 300,000 animal names to digital publications.

The journals I've highlighted are just a few obvious candidate for scanning. I suspect that as one goes down the list of taxonomic journals the rate of return will decline, to the point where scanning entire journals will be less efficient than scanning targeted articles.

Towards an interactive taxonomic article: displaying an article from ZooKeys

One of the things I keep revisiting is the way we display scientific articles. Apart from Nature's excellent iPhone and iPad apps, most efforts to re-imagine how we display articles are little more than glorified PDF viewers (e.g., the PLoS iPad app).

Part of the challenge is that if we make the article more interactive we immediately confront the problem of how to link to other content. For example, we may have a lovingly crafted ePub view (e.g., Nature's apps), but what happens when the user clicks on a citation to another paper? If the paper is published by the same journal, then potentially it could be viewed using the same viewer, but if not then we are at the mercy of the other publisher. They will have their own ideas of how to display articles, so the simplest fallback is to display the cited article in a web browser view. The problem with this is that it breaks the user experience - the other publisher is unlikely to follow the same conventions for displaying an article and its links. If we are lucky the cited article might be published in an Open Access journal that provides, say, XML based on the NLM DTD standard. Knowing whether an article is Open Access or not is not straightforward, and different journals have their own unique interpretation of the NLM standard.

Then there is the issue of other kinds of content, such as taxonomic names, specimens, DNA sequences, geographic localities, etc. We lack decent services for many of these objects, as a result efforts like PLoS Biodiversity Hub end up being underwhelming collections of reformatted journal articles, rather then innovative integrations of biodiversity knowledge.

With these issues in mind I've started playing with ZooKeys XML, initially looking at ways to display the article beyond the conventional format. Ultimately I'd like to embed the article in a broader web of citations and data. ZooKeys articles are available in PDF, HTML, and XML. The HTML has links to taxon pages, maps, etc., which is nice, but I personally find this a little jarring because it interrupts the reading experience. The ZooKeys web site also surrounds the article with all paraphernalia of a publisher's web site:


As a first experiment, I've taken the XML for article At the lower size limit for tetrapods, two new species of the miniaturized frog genus Paedophryne (Anura, Microhylidae) http://dx.doi.org/10.3897/zookeys.154.1963 and used a XSLT style sheet to reformat the article. I've borrowed some ideas from Nature's apps, such as the font for the title, displaying the abstract in bold, and showing all the figures in the article as thumbnails near the top. I've also added some basic interactivity, which you can see in the video below. Instead of figures being in one place in the article, wherever a figure is mentioned in the article (e.g., "Fig. 1") if you click on the reference to the figure it appears. If the article display a point locality using latitude and longitude, instead of launching a separate browser window with a Google map, click on the locality and the map appears. The idea is that the flow of reading isn't interrupted, figures, maps, and citations all appear in the text.

This demo (which you can see live at http://iphylo.org/~rpage/zookeys) is limited, but most of its functionality comes from simply reformatting XML using XSLT. There's a little bit of jQuery for animation, and I ended up having to write a PHP script to convert verbatim latitude and longitude coordinates to the decimal coordinates expected by Google Maps, but it's all very light weight. It wouldn't take much to add some JSON queries to make the taxon names clickable (e.g., showing a summary of a taxon from EOL). Because ZooKeys uses the NLM DTD for its XML, some of this code could also be applied to other journals, such as PLoS, so we could start to grow a library of linked, interactive taxonomic articles.