SESSION I. CONTENT IN A NEW FORM: WHO WILL USE IT AND WHAT WILL THEY DO?

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DALY * Acknowledgements * A new Latin authors disk * Effects of the new

technology on previous methods of research *

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Serving as moderator, James DALY acknowledged the generosity of all the

presenters for giving of their time, counsel, and patience in planning

the Workshop, as well as of members of the American Memory project and

other Library of Congress staff, and the David and Lucile Packard

Foundation and its executive director, Colburn S. Wilbur.

DALY then recounted his visit in March to the Center for Electronic Texts

in the Humanities (CETH) and the Department of Classics at Rutgers

University, where an old friend, Lowell Edmunds, introduced him to the

department's IBYCUS scholarly personal computer, and, in particular, the

new Latin CD-ROM, containing, among other things, almost all classical

Latin literary texts through A.D. 200. Packard Humanities Institute

(PHI), Los Altos, California, released this disk late in 1991, with a

nominal triennial licensing fee.

Playing with the disk for an hour or so at Rutgers brought home to DALY

at once the revolutionizing impact of the new technology on his previous

methods of research. Had this disk been available two or three years

earlier, DALY contended, when he was engaged in preparing a commentary on

Book 10 of Virgil's Aeneid for Cambridge University Press, he would not

have required a forty-eight-square-foot table on which to spread the

numerous, most frequently consulted items, including some ten or twelve

concordances to key Latin authors, an almost equal number of lexica to

authors who lacked concordances, and where either lexica or concordances

were lacking, numerous editions of authors antedating and postdating Virgil.

Nor, when checking each of the average six to seven words contained in

the Virgilian hexameter for its usage elsewhere in Virgil's works or

other Latin authors, would DALY have had to maintain the laborious

mechanical process of flipping through these concordances, lexica, and

editions each time. Nor would he have had to frequent as often the

Milton S. Eisenhower Library at the Johns Hopkins University to consult

the Thesaurus Linguae Latinae. Instead of devoting countless hours, or

the bulk of his research time, to gathering data concerning Virgil's use

of words, DALY--now freed by PHI's Latin authors disk from the

tyrannical, yet in some ways paradoxically happy scholarly drudgery--

would have been able to devote that same bulk of time to analyzing and

interpreting Virgilian verbal usage.

Citing Theodore Brunner, Gregory Crane, Elli MYLONAS, and Avra MICHELSON,

DALY argued that this reversal in his style of work, made possible by the

new technology, would perhaps have resulted in better, more productive

research. Indeed, even in the course of his browsing the Latin authors

disk at Rutgers, its powerful search, retrieval, and highlighting

capabilities suggested to him several new avenues of research into

Virgil's use of sound effects. This anecdotal account, DALY maintained,

may serve to illustrate in part the sudden and radical transformation

being wrought in the ways scholars work.

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MICHELSON * Elements related to scholarship and technology * Electronic

texts within the context of broader trends within information technology

and scholarly communication * Evaluation of the prospects for the use of

electronic texts * Relationship of electronic texts to processes of

scholarly communication in humanities research * New exchange formats

created by scholars * Projects initiated to increase scholarly access to

converted text * Trend toward making electronic resources available

through research and education networks * Changes taking place in

scholarly communication among humanities scholars * Network-mediated

scholarship transforming traditional scholarly practices * Key

information technology trends affecting the conduct of scholarly

communication over the next decade * The trend toward end-user computing

* The trend toward greater connectivity * Effects of these trends * Key

transformations taking place * Summary of principal arguments *

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Avra MICHELSON, Archival Research and Evaluation Staff, National Archives

and Records Administration (NARA), argued that establishing who will use

electronic texts and what they will use them for involves a consideration

of both information technology and scholarship trends. This

consideration includes several elements related to scholarship and

technology: 1) the key trends in information technology that are most

relevant to scholarship; 2) the key trends in the use of currently

available technology by scholars in the nonscientific community; and 3)

the relationship between these two very distinct but interrelated trends.

The investment in understanding this relationship being made by

information providers, technologists, and public policy developers, as

well as by scholars themselves, seems to be pervasive and growing,

MICHELSON contended. She drew on collaborative work with Jeff Rothenberg

on the scholarly use of technology.

MICHELSON sought to place the phenomenon of electronic texts within the

context of broader trends within information technology and scholarly

communication. She argued that electronic texts are of most use to

researchers to the extent that the researchers' working context (i.e.,

their relevant bibliographic sources, collegial feedback, analytic tools,

notes, drafts, etc.), along with their field's primary and secondary

sources, also is accessible in electronic form and can be integrated in

ways that are unique to the on-line environment.

Evaluation of the prospects for the use of electronic texts includes two

elements: 1) an examination of the ways in which researchers currently

are using electronic texts along with other electronic resources, and 2)

an analysis of key information technology trends that are affecting the

long-term conduct of scholarly communication. MICHELSON limited her

discussion of the use of electronic texts to the practices of humanists

and noted that the scientific community was outside the panel's overview.

MICHELSON examined the nature of the current relationship of electronic

texts in particular, and electronic resources in general, to what she

maintained were, essentially, five processes of scholarly communication

in humanities research. Researchers 1) identify sources, 2) communicate

with their colleagues, 3) interpret and analyze data, 4) disseminate

their research findings, and 5) prepare curricula to instruct the next

generation of scholars and students. This examination would produce a

clearer understanding of the synergy among these five processes that

fuels the tendency of the use of electronic resources for one process to

stimulate its use for other processes of scholarly communication.

For the first process of scholarly communication, the identification of

sources, MICHELSON remarked the opportunity scholars now enjoy to

supplement traditional word-of-mouth searches for sources among their

colleagues with new forms of electronic searching. So, for example,

instead of having to visit the library, researchers are able to explore

descriptions of holdings in their offices. Furthermore, if their own

institutions' holdings prove insufficient, scholars can access more than

200 major American library catalogues over Internet, including the

universities of California, Michigan, Pennsylvania, and Wisconsin.

Direct access to the bibliographic databases offers intellectual

empowerment to scholars by presenting a comprehensive means of browsing

through libraries from their homes and offices at their convenience.

The second process of communication involves communication among

scholars. Beyond the most common methods of communication, scholars are

using E-mail and a variety of new electronic communications formats

derived from it for further academic interchange. E-mail exchanges are

growing at an astonishing rate, reportedly 15 percent a month. They

currently constitute approximately half the traffic on research and

education networks. Moreover, the global spread of E-mail has been so

rapid that it is now possible for American scholars to use it to

communicate with colleagues in close to 140 other countries.

Other new exchange formats created by scholars and operating on Internet

include more than 700 conferences, with about 80 percent of these devoted

to topics in the social sciences and humanities. The rate of growth of

these scholarly electronic conferences also is astonishing. From l990 to

l991, 200 new conferences were identified on Internet. From October 1991

to June 1992, an additional 150 conferences in the social sciences and

humanities were added to this directory of listings. Scholars have

established conferences in virtually every field, within every different

discipline. For example, there are currently close to 600 active social

science and humanities conferences on topics such as art and

architecture, ethnomusicology, folklore, Japanese culture, medical

education, and gifted and talented education. The appeal to scholars of

communicating through these conferences is that, unlike any other medium,

electronic conferences today provide a forum for global communication

with peers at the front end of the research process.

Interpretation and analysis of sources constitutes the third process of

scholarly communication that MICHELSON discussed in terms of texts and

textual resources. The methods used to analyze sources fall somewhere on

a continuum from quantitative analysis to qualitative analysis.

Typically, evidence is culled and evaluated using methods drawn from both

ends of this continuum. At one end, quantitative analysis involves the

use of mathematical processes such as a count of frequencies and

distributions of occurrences or, on a higher level, regression analysis.

At the other end of the continuum, qualitative analysis typically

involves nonmathematical processes oriented toward language

interpretation or the building of theory. Aspects of this work involve

the processing--either manual or computational--of large and sometimes

massive amounts of textual sources, although the use of nontextual

sources as evidence, such as photographs, sound recordings, film footage,

and artifacts, is significant as well.

Scholars have discovered that many of the methods of interpretation and

analysis that are related to both quantitative and qualitative methods

are processes that can be performed by computers. For example, computers

can count. They can count brush strokes used in a Rembrandt painting or

perform regression analysis for understanding cause and effect. By means

of advanced technologies, computers can recognize patterns, analyze text,

and model concepts. Furthermore, computers can complete these processes

faster with more sources and with greater precision than scholars who

must rely on manual interpretation of data. But if scholars are to use

computers for these processes, source materials must be in a form

amenable to computer-assisted analysis. For this reason many scholars,

once they have identified the sources that are key to their research, are

converting them to machine-readable form. Thus, a representative example

of the numerous textual conversion projects organized by scholars around

the world in recent years to support computational text analysis is the

TLG, the Thesaurus Linguae Graecae. This project is devoted to

converting the extant ancient texts of classical Greece. (Editor's note:

according to the TLG Newsletter of May l992, TLG was in use in thirty-two

different countries. This figure updates MICHELSON's previous count by one.)

The scholars performing these conversions have been asked to recognize

that the electronic sources they are converting for one use possess value

for other research purposes as well. As a result, during the past few

years, humanities scholars have initiated a number of projects to

increase scholarly access to converted text. So, for example, the Text

Encoding Initiative (TEI), about which more is said later in the program,

was established as an effort by scholars to determine standard elements

and methods for encoding machine-readable text for electronic exchange.

In a second effort to facilitate the sharing of converted text, scholars

have created a new institution, the Center for Electronic Texts in the

Humanities (CETH). The center estimates that there are 8,000 series of

source texts in the humanities that have been converted to

machine-readable form worldwide. CETH is undertaking an international

search for converted text in the humanities, compiling it into an

electronic library, and preparing bibliographic descriptions of the

sources for the Research Libraries Information Network's (RLIN)

machine-readable data file. The library profession has begun to initiate

large conversion projects as well, such as American Memory.

While scholars have been making converted text available to one another,

typically on disk or on CD-ROM, the clear trend is toward making these

resources available through research and education networks. Thus, the

American and French Research on the Treasury of the French Language

(ARTFL) and the Dante Project are already available on Internet.

MICHELSON summarized this section on interpretation and analysis by

noting that: 1) increasing numbers of humanities scholars in the library

community are recognizing the importance to the advancement of

scholarship of retrospective conversion of source materials in the arts

and humanities; and 2) there is a growing realization that making the

sources available on research and education networks maximizes their

usefulness for the analysis performed by humanities scholars.

The fourth process of scholarly communication is dissemination of

research findings, that is, publication. Scholars are using existing

research and education networks to engineer a new type of publication:

scholarly-controlled journals that are electronically produced and

disseminated. Although such journals are still emerging as a

communication format, their number has grown, from approximately twelve

to thirty-six during the past year (July 1991 to June 1992). Most of

these electronic scholarly journals are devoted to topics in the

humanities. As with network conferences, scholarly enthusiasm for these

electronic journals stems from the medium's unique ability to advance

scholarship in a way that no other medium can do by supporting global

feedback and interchange, practically in real time, early in the research

process. Beyond scholarly journals, MICHELSON remarked the delivery of

commercial full-text products, such as articles in professional journals,

newsletters, magazines, wire services, and reference sources. These are

being delivered via on-line local library catalogues, especially through

CD-ROMs. Furthermore, according to MICHELSON, there is general optimism

that the copyright and fees issues impeding the delivery of full text on

existing research and education networks soon will be resolved.

The final process of scholarly communication is curriculum development

and instruction, and this involves the use of computer information

technologies in two areas. The first is the development of

computer-oriented instructional tools, which includes simulations,

multimedia applications, and computer tools that are used to assist in

the analysis of sources in the classroom, etc. The Perseus Project, a

database that provides a multimedia curriculum on classical Greek

civilization, is a good example of the way in which entire curricula are

being recast using information technologies. It is anticipated that the

current difficulty in exchanging electronically computer-based

instructional software, which in turn makes it difficult for one scholar

to build upon the work of others, will be resolved before too long.

Stand-alone curricular applications that involve electronic text will be

sharable through networks, reinforcing their significance as intellectual

products as well as instructional tools.

The second aspect of electronic learning involves the use of research and

education networks for distance education programs. Such programs

interactively link teachers with students in geographically scattered

locations and rely on the availability of electronic instructional

resources. Distance education programs are gaining wide appeal among

state departments of education because of their demonstrated capacity to

bring advanced specialized course work and an array of experts to many

classrooms. A recent report found that at least 32 states operated at

least one statewide network for education in 1991, with networks under

development in many of the remaining states.

MICHELSON summarized this section by noting two striking changes taking

place in scholarly communication among humanities scholars. First is the

extent to which electronic text in particular, and electronic resources

in general, are being infused into each of the five processes described

above. As mentioned earlier, there is a certain synergy at work here.

The use of electronic resources for one process tends to stimulate its

use for other processes, because the chief course of movement is toward a

comprehensive on-line working context for humanities scholars that

includes on-line availability of key bibliographies, scholarly feedback,

sources, analytical tools, and publications. MICHELSON noted further

that the movement toward a comprehensive on-line working context for

humanities scholars is not new. In fact, it has been underway for more

than forty years in the humanities, since Father Roberto Busa began

developing an electronic concordance of the works of Saint Thomas Aquinas

in 1949. What we are witnessing today, MICHELSON contended, is not the

beginning of this on-line transition but, for at least some humanities

scholars, the turning point in the transition from a print to an

electronic working context. Coinciding with the on-line transition, the

second striking change is the extent to which research and education

networks are becoming the new medium of scholarly communication. The

existing Internet and the pending National Education and Research Network

(NREN) represent the new meeting ground where scholars are going for

bibliographic information, scholarly dialogue and feedback, the most

current publications in their field, and high-level educational

offerings. Traditional scholarly practices are undergoing tremendous

transformations as a result of the emergence and growing prominence of

what is called network-mediated scholarship.

MICHELSON next turned to the second element of the framework she proposed

at the outset of her talk for evaluating the prospects for electronic

text, namely the key information technology trends affecting the conduct

of scholarly communication over the next decade: 1) end-user computing

and 2) connectivity.

End-user computing means that the person touching the keyboard, or

performing computations, is the same as the person who initiates or

consumes the computation. The emergence of personal computers, along

with a host of other forces, such as ubiquitous computing, advances in

interface design, and the on-line transition, is prompting the consumers

of computation to do their own computing, and is thus rendering obsolete

the traditional distinction between end users and ultimate users.

The trend toward end-user computing is significant to consideration of

the prospects for electronic texts because it means that researchers are

becoming more adept at doing their own computations and, thus, more

competent in the use of electronic media. By avoiding programmer

intermediaries, computation is becoming central to the researcher's

thought process. This direct involvement in computing is changing the

researcher's perspective on the nature of research itself, that is, the

kinds of questions that can be posed, the analytical methodologies that

can be used, the types and amount of sources that are appropriate for

analyses, and the form in which findings are presented. The trend toward

end-user computing means that, increasingly, electronic media and

computation are being infused into all processes of humanities

scholarship, inspiring remarkable transformations in scholarly

communication.

The trend toward greater connectivity suggests that researchers are using

computation increasingly in network environments. Connectivity is

important to scholarship because it erases the distance that separates

students from teachers and scholars from their colleagues, while allowing

users to access remote databases, share information in many different

media, connect to their working context wherever they are, and

collaborate in all phases of research.

The combination of the trend toward end-user computing and the trend

toward connectivity suggests that the scholarly use of electronic

resources, already evident among some researchers, will soon become an

established feature of scholarship. The effects of these trends, along

with ongoing changes in scholarly practices, point to a future in which

humanities researchers will use computation and electronic communication

to help them formulate ideas, access sources, perform research,

collaborate with colleagues, seek peer review, publish and disseminate

results, and engage in many other professional and educational activities.

In summary, MICHELSON emphasized four points: 1) A portion of humanities

scholars already consider electronic texts the preferred format for

analysis and dissemination. 2) Scholars are using these electronic

texts, in conjunction with other electronic resources, in all the

processes of scholarly communication. 3) The humanities scholars'

working context is in the process of changing from print technology to

electronic technology, in many ways mirroring transformations that have

occurred or are occurring within the scientific community. 4) These

changes are occurring in conjunction with the development of a new

communication medium: research and education networks that are

characterized by their capacity to advance scholarship in a wholly unique

way.

MICHELSON also reiterated her three principal arguments: l) Electronic

texts are best understood in terms of the relationship to other

electronic resources and the growing prominence of network-mediated

scholarship. 2) The prospects for electronic texts lie in their capacity

to be integrated into the on-line network of electronic resources that

comprise the new working context for scholars. 3) Retrospective conversion

of portions of the scholarly record should be a key strategy as information

providers respond to changes in scholarly communication practices.

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VECCIA * AM's evaluation project and public users of electronic resources

* AM and its design * Site selection and evaluating the Macintosh

implementation of AM * Characteristics of the six public libraries

selected * Characteristics of AM's users in these libraries * Principal

ways AM is being used *

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Susan VECCIA, team leader, and Joanne FREEMAN, associate coordinator,

American Memory, Library of Congress, gave a joint presentation. First,

by way of introduction, VECCIA explained her and FREEMAN's roles in

American Memory (AM). Serving principally as an observer, VECCIA has

assisted with the evaluation project of AM, placing AM collections in a

variety of different sites around the country and helping to organize and

implement that project. FREEMAN has been an associate coordinator of AM

and has been involved principally with the interpretative materials,

preparing some of the electronic exhibits and printed historical

information that accompanies AM and that is requested by users. VECCIA

and FREEMAN shared anecdotal observations concerning AM with public users

of electronic resources. Notwithstanding a fairly structured evaluation

in progress, both VECCIA and FREEMAN chose not to report on specifics in

terms of numbers, etc., because they felt it was too early in the

evaluation project to do so.

AM is an electronic archive of primary source materials from the Library

of Congress, selected collections representing a variety of formats--

photographs, graphic arts, recorded sound, motion pictures, broadsides,

and soon, pamphlets and books. In terms of the design of this system,

the interpretative exhibits have been kept separate from the primary

resources, with good reason. Accompanying this collection are printed

documentation and user guides, as well as guides that FREEMAN prepared for

teachers so that they may begin using the content of the system at once.

VECCIA described the evaluation project before talking about the public

users of AM, limiting her remarks to public libraries, because FREEMAN

would talk more specifically about schools from kindergarten to twelfth

grade (K-12). Having started in spring 1991, the evaluation currently

involves testing of the Macintosh implementation of AM. Since the

primary goal of this evaluation is to determine the most appropriate

audience or audiences for AM, very different sites were selected. This

makes evaluation difficult because of the varying degrees of technology

literacy among the sites. AM is situated in forty-four locations, of

which six are public libraries and sixteen are schools. Represented

among the schools are elementary, junior high, and high schools.

District offices also are involved in the evaluation, which will

conclude in summer 1993.

VECCIA focused the remainder of her talk on the six public libraries, one

of which doubles as a state library. They represent a range of

geographic areas and a range of demographic characteristics. For

example, three are located in urban settings, two in rural settings, and

one in a suburban setting. A range of technical expertise is to be found

among these facilities as well. For example, one is an "Apple library of

the future," while two others are rural one-room libraries--in one, AM

sits at the front desk next to a tractor manual.

All public libraries have been extremely enthusiastic, supportive, and

appreciative of the work that AM has been doing. VECCIA characterized

various users: Most users in public libraries describe themselves as

general readers; of the students who use AM in the public libraries,

those in fourth grade and above seem most interested. Public libraries

in rural sites tend to attract retired people, who have been highly

receptive to AM. Users tend to fall into two additional categories:

people interested in the content and historical connotations of these

primary resources, and those fascinated by the technology. The format

receiving the most comments has been motion pictures. The adult users in

public libraries are more comfortable with IBM computers, whereas young

people seem comfortable with either IBM or Macintosh, although most of

them seem to come from a Macintosh background. This same tendency is

found in the schools.

What kinds of things do users do with AM? In a public library there are

two main goals or ways that AM is being used: as an individual learning

tool, and as a leisure activity. Adult learning was one area that VECCIA

would highlight as a possible application for a tool such as AM. She

described a patron of a rural public library who comes in every day on

his lunch hour and literally reads AM, methodically going through the

collection image by image. At the end of his hour he makes an electronic

bookmark, puts it in his pocket, and returns to work. The next day he

comes in and resumes where he left off. Interestingly, this man had

never been in the library before he used AM. In another small, rural

library, the coordinator reports that AM is a popular activity for some

of the older, retired people in the community, who ordinarily would not

use "those things,"--computers. Another example of adult learning in

public libraries is book groups, one of which, in particular, is using AM

as part of its reading on industrialization, integration, and urbanization

in the early 1900s.

One library reports that a family is using AM to help educate their

children. In another instance, individuals from a local museum came in

to use AM to prepare an exhibit on toys of the past. These two examples

emphasize the mission of the public library as a cultural institution,

reaching out to people who do not have the same resources available to

those who live in a metropolitan area or have access to a major library.

One rural library reports that junior high school students in large

numbers came in one afternoon to use AM for entertainment. A number of

public libraries reported great interest among postcard collectors in the

Detroit collection, which was essentially a collection of images used on

postcards around the turn of the century. Train buffs are similarly

interested because that was a time of great interest in railroading.

People, it was found, relate to things that they know of firsthand. For

example, in both rural public libraries where AM was made available,

observers reported that the older people with personal remembrances of

the turn of the century were gravitating to the Detroit collection.

These examples served to underscore MICHELSON's observation re the

integration of electronic tools and ideas--that people learn best when

the material relates to something they know.

VECCIA made the final point that in many cases AM serves as a

public-relations tool for the public libraries that are testing it. In

one case, AM is being used as a vehicle to secure additional funding for

the library. In another case, AM has served as an inspiration to the

staff of a major local public library in the South to think about ways to

make its own collection of photographs more accessible to the public.

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FREEMAN * AM and archival electronic resources in a school environment *

Questions concerning context * Questions concerning the electronic format

itself * Computer anxiety * Access and availability of the system *

Hardware * Strengths gained through the use of archival resources in

schools *

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Reiterating an observation made by VECCIA, that AM is an archival

resource made up of primary materials with very little interpretation,

FREEMAN stated that the project has attempted to bridge the gap between

these bare primary materials and a school environment, and in that cause

has created guided introductions to AM collections. Loud demand from the

educational community, chiefly from teachers working with the upper

grades of elementary school through high school, greeted the announcement

that AM would be tested around the country.

FREEMAN reported not only on what was learned about AM in a school

environment, but also on several universal questions that were raised

concerning archival electronic resources in schools. She discussed

several strengths of this type of material in a school environment as

opposed to a highly structured resource that offers a limited number of

paths to follow.

FREEMAN first raised several questions about using AM in a school

environment. There is often some difficulty in developing a sense of

what the system contains. Many students sit down at a computer resource

and assume that, because AM comes from the Library of Congress, all of

American history is now at their fingertips. As a result of that sort of

mistaken judgment, some students are known to conclude that AM contains

nothing of use to them when they look for one or two things and do not

find them. It is difficult to discover that middle ground where one has

a sense of what the system contains. Some students grope toward the idea

of an archive, a new idea to them, since they have not previously

experienced what it means to have access to a vast body of somewhat

random information.

Other questions raised by FREEMAN concerned the electronic format itself.

For instance, in a school environment it is often difficult both for

teachers and students to gain a sense of what it is they are viewing.

They understand that it is a visual image, but they do not necessarily

know that it is a postcard from the turn of the century, a panoramic

photograph, or even machine-readable text of an eighteenth-century

broadside, a twentieth-century printed book, or a nineteenth-century

diary. That distinction is often difficult for people in a school

environment to grasp. Because of that, it occasionally becomes difficult

to draw conclusions from what one is viewing.

FREEMAN also noted the obvious fear of the computer, which constitutes a

difficulty in using an electronic resource. Though students in general

did not suffer from this anxiety, several older students feared that they

were computer-illiterate, an assumption that became self-fulfilling when

they searched for something but failed to find it. FREEMAN said she

believed that some teachers also fear computer resources, because they

believe they lack complete control. FREEMAN related the example of

teachers shooing away students because it was not their time to use the

system. This was a case in which the situation had to be extremely

structured so that the teachers would not feel that they had lost their

grasp on what the system contained.

A final question raised by FREEMAN concerned access and availability of

the system. She noted the occasional existence of a gap in communication

between school librarians and teachers. Often AM sits in a school

library and the librarian is the person responsible for monitoring the

system. Teachers do not always take into their world new library

resources about which the librarian is excited. Indeed, at the sites

where AM had been used most effectively within a library, the librarian

was required to go to specific teachers and instruct them in its use. As

a result, several AM sites will have in-service sessions over a summer,

in the hope that perhaps, with a more individualized link, teachers will

be more likely to use the resource.

A related issue in the school context concerned the number of

workstations available at any one location. Centralization of equipment

at the district level, with teachers invited to download things and walk

away with them, proved unsuccessful because the hours these offices were

open were also school hours.

Another issue was hardware. As VECCIA observed, a range of sites exists,

some technologically advanced and others essentially acquiring their

first computer for the primary purpose of using it in conjunction with

AM's testing. Users at technologically sophisticated sites want even

more sophisticated hardware, so that they can perform even more

sophisticated tasks with the materials in AM. But once they acquire a

newer piece of hardware, they must learn how to use that also; at an

unsophisticated site it takes an extremely long time simply to become

accustomed to the computer, not to mention the program offered with the

computer. All of these small issues raise one large question, namely,

are systems like AM truly rewarding in a school environment, or do they

simply act as innovative toys that do little more than spark interest?

FREEMAN contended that the evaluation project has revealed several strengths

that were gained through the use of archival resources in schools, including:

* Psychic rewards from using AM as a vast, rich database, with

teachers assigning various projects to students--oral presentations,

written reports, a documentary, a turn-of-the-century newspaper--

projects that start with the materials in AM but are completed using

other resources; AM thus is used as a research tool in conjunction

with other electronic resources, as well as with books and items in

the library where the system is set up.

* Students are acquiring computer literacy in a humanities context.

* This sort of system is overcoming the isolation between disciplines

that often exists in schools. For example, many English teachers are

requiring their students to write papers on historical topics

represented in AM. Numerous teachers have reported that their

students are learning critical thinking skills using the system.

* On a broader level, AM is introducing primary materials, not only

to students but also to teachers, in an environment where often

simply none exist--an exciting thing for the students because it

helps them learn to conduct research, to interpret, and to draw

their own conclusions. In learning to conduct research and what it

means, students are motivated to seek knowledge. That relates to

another positive outcome--a high level of personal involvement of

students with the materials in this system and greater motivation to

conduct their own research and draw their own conclusions.

* Perhaps the most ironic strength of these kinds of archival

electronic resources is that many of the teachers AM interviewed

were desperate, it is no exaggeration to say, not only for primary

materials but for unstructured primary materials. These would, they

thought, foster personally motivated research, exploration, and

excitement in their students. Indeed, these materials have done

just that. Ironically, however, this lack of structure produces

some of the confusion to which the newness of these kinds of

resources may also contribute. The key to effective use of archival

products in a school environment is a clear, effective introduction

to the system and to what it contains.

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+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

DISCUSSION * Nothing known, quantitatively, about the number of

humanities scholars who must see the original versus those who would

settle for an edited transcript, or about the ways in which humanities

scholars are using information technology * Firm conclusions concerning

the manner and extent of the use of supporting materials in print

provided by AM to await completion of evaluative study * A listener's

reflections on additional applications of electronic texts * Role of

electronic resources in teaching elementary research skills to students *

+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

During the discussion that followed the presentations by MICHELSON,

VECCIA, and FREEMAN, additional points emerged.

LESK asked if MICHELSON could give any quantitative estimate of the

number of humanities scholars who must see or want to see the original,

or the best possible version of the material, versus those who typically

would settle for an edited transcript. While unable to provide a figure,

she offered her impressions as an archivist who has done some reference

work and has discussed this issue with other archivists who perform

reference, that those who use archives and those who use primary sources

for what would be considered very high-level scholarly research, as

opposed to, say, undergraduate papers, were few in number, especially

given the public interest in using primary sources to conduct

genealogical or avocational research and the kind of professional

research done by people in private industry or the federal government.

More important in MICHELSON's view was that, quantitatively, nothing is

known about the ways in which, for example, humanities scholars are using

information technology. No studies exist to offer guidance in creating

strategies. The most recent study was conducted in 1985 by the American

Council of Learned Societies (ACLS), and what it showed was that 50

percent of humanities scholars at that time were using computers. That

constitutes the extent of our knowledge.

Concerning AM's strategy for orienting people toward the scope of

electronic resources, FREEMAN could offer no hard conclusions at this

point, because she and her colleagues were still waiting to see,

particularly in the schools, what has been made of their efforts. Within

the system, however, AM has provided what are called electronic exhibits-

-such as introductions to time periods and materials--and these are

intended to offer a student user a sense of what a broadside is and what

it might tell her or him. But FREEMAN conceded that the project staff

would have to talk with students next year, after teachers have had a

summer to use the materials, and attempt to discover what the students

were learning from the materials. In addition, FREEMAN described

supporting materials in print provided by AM at the request of local

teachers during a meeting held at LC. These included time lines,

bibliographies, and other materials that could be reproduced on a

photocopier in a classroom. Teachers could walk away with and use these,

and in this way gain a better understanding of the contents. But again,

reaching firm conclusions concerning the manner and extent of their use

would have to wait until next year.

As to the changes she saw occurring at the National Archives and Records

Administration (NARA) as a result of the increasing emphasis on

technology in scholarly research, MICHELSON stated that NARA at this

point was absorbing the report by her and Jeff Rothenberg addressing

strategies for the archival profession in general, although not for the

National Archives specifically. NARA is just beginning to establish its

role and what it can do. In terms of changes and initiatives that NARA

can take, no clear response could be given at this time.

GREENFIELD remarked two trends mentioned in the session. Reflecting on

DALY's opening comments on how he could have used a Latin collection of

text in an electronic form, he said that at first he thought most scholars

would be unwilling to do that. But as he thought of that in terms of the

original meaning of research--that is, having already mastered these texts,

researching them for critical and comparative purposes--for the first time,

the electronic format made a lot of sense. GREENFIELD could envision

growing numbers of scholars learning the new technologies for that very

aspect of their scholarship and for convenience's sake.

Listening to VECCIA and FREEMAN, GREENFIELD thought of an additional

application of electronic texts. He realized that AM could be used as a

guide to lead someone to original sources. Students cannot be expected

to have mastered these sources, things they have never known about

before. Thus, AM is leading them, in theory, to a vast body of

information and giving them a superficial overview of it, enabling them

to select parts of it. GREENFIELD asked if any evidence exists that this

resource will indeed teach the new user, the K-12 students, how to do

research. Scholars already know how to do research and are applying

these new tools. But he wondered why students would go beyond picking

out things that were most exciting to them.

FREEMAN conceded the correctness of GREENFIELD's observation as applied

to a school environment. The risk is that a student would sit down at a

system, play with it, find some things of interest, and then walk away.

But in the relatively controlled situation of a school library, much will

depend on the instructions a teacher or a librarian gives a student. She

viewed the situation not as one of fine-tuning research skills but of

involving students at a personal level in understanding and researching

things. Given the guidance one can receive at school, it then becomes

possible to teach elementary research skills to students, which in fact

one particular librarian said she was teaching her fifth graders.

FREEMAN concluded that introducing the idea of following one's own path

of inquiry, which is essentially what research entails, involves more

than teaching specific skills. To these comments VECCIA added the

observation that the individual teacher and the use of a creative

resource, rather than AM itself, seemed to make the key difference.

Some schools and some teachers are making excellent use of the nature

of critical thinking and teaching skills, she said.

Concurring with these remarks, DALY closed the session with the thought that

the more that producers produced for teachers and for scholars to use with

their students, the more successful their electronic products would prove.

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