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Developing the
Hydra - Blacklight Way
Tom Cramer
Chief Technology Strategist
Stanford University Libraries
@tcramer
CNI Membership Meeting
St. Louis * April 1, 2014
Agenda
• What is Hydra?
• What is Blacklight?
• Where are they going?
• What does it all mean?
What Is Hydra?
• A robust repository fronted by feature-rich,
tailored applications and workflows (“heads”)
➭ One body, many heads
• Collaboratively built “solution bundles” that
can be adapted and modified to suit local
needs.
• A community of developers and adopters
extending and enhancing the core
➭ If you want to go fast, go alone. If you
want to go far, go together.
Fundamental Assumption #1
No single system can provide the full range
of repository-based solutions for a given
institution’s needs,
…yet sustainable solutions require a
common repository infrastructure.
Books
Articles
Theses
Images
Maps
Data (Raster)
Data (Comp.)
Data (Observ.)
Audio
Video
Documents
Point Solution Approach …Welcome to Siloville
ETDs
(Theses)
Books,
Articles
Images
Audio-
Visual
Research
Data
Maps
& GIS
Docu-
ments
Management Access Preservation(?)
Effective? Sustainable?
Repository-Powered Approach
ETDs
(Theses)
Books,
Articles
Images
Audio-
Visual
Research
Data
Maps
& GIS
Docu-
ments
Scalable, Robust, Shared
Management and
Preservation Services
One Body, Many Heads…
ETDs
(Theses)
Books,
Articles
Images
Audio-
Visual
Research
Data
Maps
& GIS
Docu-
ments
Scalable, Robust, Shared
Management and
Preservation Services
Hydra Technical
Framework
CRUD in Repositories
Repository/
Persistent Storage
Create/Submit/Edit
(CUD)
Search/View
(R)
CRUD in Repositories
Repository/
Persistent Storage
Create/Submit/Edit
(CUD)
Search/View
(R)
Major Hydra Components
Fedora Solr
Solrizer
Blacklight
(R)
hydra-head
Rails Plugin
(CUD)
Blacklight
(Read Only)
A Note on Ruby on Rails
• Rapid application development for web
applications: “Convention over configuration”
– 10x productivity
• Supportable: MVC (Model-View-Controller) and
Rails framework make code well-structured,
predictable
• Testable: Rspec and Cucumber give powerful,
automatable, testing tools
• Learnable: Stanford went from 1 to 8 Ruby savvy
developers in one year (no new hires)
– 1 week learning curve to basic proficiency
A Note on Fedora
• Flexible, Extensible, Durable Object
Repository Architecture
– Flexible: model and store any content types
– Extensible: easy to augment with apps and services
– Durable: foundation of preservation repository
• Proven, sustained and successful digital
repository
– 100’s of adopters; 12 years of development, 3 releases
– Vibrant community & funding under DuraSpace
• Fedora 4 in development; co-evolving with
Hydra
Hydra Community
Framework
Fundamental Assumption #2
No single institution can resource the
development of a full range of solutions on
its own,
…yet each needs the flexibility to tailor
solutions to local demands and workflows.
Hydra Philosophy -- Community
• An open architecture, with many
contributors to a common core
• Collaboratively built “solution bundles” that
can be adapted and modified to suit local
needs
• A community of developers and adopters
extending and enhancing the core
• “If you want to go fast, go alone. If you
want to go far, go together.”
One body, many heads
Community
• Conceived & executed as a distributed, collaborative,
open source effort from the start
• Initially a joint development project between Stanford,
Univ of Virginia, and Univ of Hull
• Hydra Partners are the backbone of the project
• Coalition of the willing
• No fees or dues
• Apache-style consensus and governance
• Steering Group provides administration, continuity, and
serves as backstop when needed
• But no central planning, no Project Director, no “one” architect
Hydra Partners…
…are individuals, institutions, corporations or
other groups that have committed to contributing
to the Hydra community; they not only use the
Hydra technical framework, but also add to it in
at least one of many ways: code, analysis,
design, support, funding, or other resources.
Hydra Partners collectively advance the project
and the community for the benefit of all
participants.
https://wiki.duraspace.org/display/hydra/Hydra+Community+Framework
Code Licensing
• All Hydra code is available under Apache
License, Version 2.0
• All code commitments are being managed
through Contributor License Agreements
• Individual – so each developer is clear about
what they are contributing
• Corporate – so each institution is clear about
what it is contributing
• Code contributors maintain ownership of
their IP
• …and grant a non-exclusive license to the project
and its users
Hydra Current State
Hydra Partners
0
5
10
15
20
25
OR09 OR10 OR11 OR12 OR13
OR = Open Repositories Conference
Hydra Partners and Known Users
0
5
10
15
20
25
30
35
40
OR09 OR10 OR11 OR12 OR13 Now
OR = Open Repositories Conference
Hydra Partners @ UCSD, 2012
University of Virginia, 2008
LibDevConX^3, Stanford, 2012: (Hydranauts and Fellow Travelers)
First Worldwide Hydra Connect @ UCSD, 2013
Trending
Trending
Hydra Heads: Institutional Repositories
University of Hull
Hydra Heads: Institutional Repositories
ScholarSphere / Sufia @ Penn State
Hydra Heads: Institutional Repositories
Hydramata
• 6-institution collaboration
• Build a shared Hydra head to
serve as an IR
• Distributed, agile team
University of Notre Dame
Northwestern University
Indiana University
University of Cincinnati
University of Virginia
Hydra Heads of Note
Avalon & HydraDAM for Media
Sufia
BPL Digital Commonwealth
UCSD DAMS
Northwestern Digital Image Lib.
Hydra-based Applications at Stanford
ETD’s – Electronic Theses
& Dissertations
SALT – Self-Archiving
Legacy Toolkit
EEMs – Everyday
Electronic Materials
Argo – Repository Reporting
and Management
Hypatia – Archives &
Special Collections
SDR – Web UI (aka Hydrus)
Sustainability
No animals were harmed
in the making of this film.
Current State of Hydra
• Doubled in size, thrice, since its founding
• Achieved all its original goals
• Entering a new phase
Three critical priorities
1. Technical framework continue to advance
to enable easy code sharing and reuse
2. Community framework evolves to
accommodate growth in partners.
3. Create a full suite of solution bundles
Eight strategic priorities
1. Develop solution bundles
2. Develop turnkey applications
3. Grow the Hydra vendor ecosystem
4. Codify a scalable training framework to fuel
community growth
5. Develop a documentation framework
6. Ensure the technical framework allows code
sharing
7. Refresh and intensify the community ties
8. Grow the community of users and adopters
Blacklight
Blacklight for Repositories
• Repository-agnostic, feature-rich, content-
aware, turnkey access interface
• Aggregate content from multiple repositories,
with links back to source systems
• Vibrant, multi-institutional, open source
community on its own
• Can be used independently, or as the first
component of, Hydra
Blacklight
• Who’s Using It?
– Scores (probably hundreds) of institutions
– Notables: UVa, Stanford, Columbia, Cornell, Princeton, Yale,
Johns Hopkins, WGBH, BPL, NYPL, Danish Technical University,
Tufts, Indiana University, Univ. of Wisconsin, et al.
– Every Hydra institution
• Remarkably strong community
– Regular workshops and tutorials at Code4Lib, DLF, et al.
– 328 members on blacklight-development@googlegroups.com
Blacklight Development
http://www.ohloh.net/p/blacklight
Library Catalog @ Stanford
CLIO at Columbia University – Bento Box results w/ article search
Virgo at University of Virginia – Music Search View
Forward at University of Wisconsin
Revs Digital Library at Stanford: Blacklight for Image Collection
FRDA at Stanford: Blacklight for text & image collection
Digital Manuscript Index at Stanford: Blacklight for MS Catalog
Bassi-Veratti at Stanford: Blacklight for EAD and digital archive
Rock & Roll Hall of Fame: Blacklight for Catalog, EAD and Media
OpenVault: Blacklight for Video at WGBH
Digital Commonwealth at BPL: Blacklight for statewide repository
GeoBlacklight: Blacklight for geospatial resources
Spotlight: Blacklight for exhibits
The Hydra-Blacklight Way
Why Hydra?
• Need a flexible, rich, robust repository solution
• Be part of a community
– Shared resources, shared risk, shared advances
• “We” is smarter than “me”
– Especially in this crowd
• Control your own destiny
• Build institutional capacity
• Practice best practices
• The way work is getting done now
Breadth & Depth: Access, Mgmt & Pres
ETDs
(Theses)
Books,
Articles
Images
Audio-
Visual
Research
Data
Maps
& GIS
Docu-
ments
Scalable, Robust, Shared
Management and
Preservation Services
If You Want To Go Fast …go alone.
…use Hydra
1) Notre Dame deployed a video cataloging
head in 6 weeks, from scratch
https://github.com/projecthydra/hypatia/graphs/impact
2) Hypatia development at Stanford
• First 20% of project took 80% of time (modelling,
data acquisition and preparation)
• 80% of deliverables (coding) happened in
8 week spurt, by leveraging Hydra
Becoming a Hub
• Working Groups forming
– Repository Managers
– Archivsists
– Hydra RDF
– Fedora…
• Jobs
Sustainability…
• For institutions
Partners help shoulder the load
• For other projects
Post-project maintenance & governance
• For leveraging funders’ investments
Adoption by growing user community
The Hydra Way
• Not a directed project
• Investment in a framework, not an application
– Contributions back to core code base
• Investment in a community, not a vendor
– Contributions back to community: Training,
documentation, modeling, evangelism, support
• Travel / face-time
http://projecthydra.org

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Hydra for CNI Spring 2014 Meeting

  • 1. Developing the Hydra - Blacklight Way Tom Cramer Chief Technology Strategist Stanford University Libraries @tcramer CNI Membership Meeting St. Louis * April 1, 2014
  • 2. Agenda • What is Hydra? • What is Blacklight? • Where are they going? • What does it all mean?
  • 3. What Is Hydra? • A robust repository fronted by feature-rich, tailored applications and workflows (“heads”) ➭ One body, many heads • Collaboratively built “solution bundles” that can be adapted and modified to suit local needs. • A community of developers and adopters extending and enhancing the core ➭ If you want to go fast, go alone. If you want to go far, go together.
  • 4. Fundamental Assumption #1 No single system can provide the full range of repository-based solutions for a given institution’s needs, …yet sustainable solutions require a common repository infrastructure.
  • 6. Point Solution Approach …Welcome to Siloville ETDs (Theses) Books, Articles Images Audio- Visual Research Data Maps & GIS Docu- ments Management Access Preservation(?) Effective? Sustainable?
  • 8. One Body, Many Heads… ETDs (Theses) Books, Articles Images Audio- Visual Research Data Maps & GIS Docu- ments Scalable, Robust, Shared Management and Preservation Services
  • 10. CRUD in Repositories Repository/ Persistent Storage Create/Submit/Edit (CUD) Search/View (R)
  • 11. CRUD in Repositories Repository/ Persistent Storage Create/Submit/Edit (CUD) Search/View (R)
  • 12. Major Hydra Components Fedora Solr Solrizer Blacklight (R) hydra-head Rails Plugin (CUD) Blacklight (Read Only)
  • 13. A Note on Ruby on Rails • Rapid application development for web applications: “Convention over configuration” – 10x productivity • Supportable: MVC (Model-View-Controller) and Rails framework make code well-structured, predictable • Testable: Rspec and Cucumber give powerful, automatable, testing tools • Learnable: Stanford went from 1 to 8 Ruby savvy developers in one year (no new hires) – 1 week learning curve to basic proficiency
  • 14. A Note on Fedora • Flexible, Extensible, Durable Object Repository Architecture – Flexible: model and store any content types – Extensible: easy to augment with apps and services – Durable: foundation of preservation repository • Proven, sustained and successful digital repository – 100’s of adopters; 12 years of development, 3 releases – Vibrant community & funding under DuraSpace • Fedora 4 in development; co-evolving with Hydra
  • 16. Fundamental Assumption #2 No single institution can resource the development of a full range of solutions on its own, …yet each needs the flexibility to tailor solutions to local demands and workflows.
  • 17. Hydra Philosophy -- Community • An open architecture, with many contributors to a common core • Collaboratively built “solution bundles” that can be adapted and modified to suit local needs • A community of developers and adopters extending and enhancing the core • “If you want to go fast, go alone. If you want to go far, go together.” One body, many heads
  • 18. Community • Conceived & executed as a distributed, collaborative, open source effort from the start • Initially a joint development project between Stanford, Univ of Virginia, and Univ of Hull • Hydra Partners are the backbone of the project • Coalition of the willing • No fees or dues • Apache-style consensus and governance • Steering Group provides administration, continuity, and serves as backstop when needed • But no central planning, no Project Director, no “one” architect
  • 19. Hydra Partners… …are individuals, institutions, corporations or other groups that have committed to contributing to the Hydra community; they not only use the Hydra technical framework, but also add to it in at least one of many ways: code, analysis, design, support, funding, or other resources. Hydra Partners collectively advance the project and the community for the benefit of all participants. https://wiki.duraspace.org/display/hydra/Hydra+Community+Framework
  • 20.
  • 21. Code Licensing • All Hydra code is available under Apache License, Version 2.0 • All code commitments are being managed through Contributor License Agreements • Individual – so each developer is clear about what they are contributing • Corporate – so each institution is clear about what it is contributing • Code contributors maintain ownership of their IP • …and grant a non-exclusive license to the project and its users
  • 23. Hydra Partners 0 5 10 15 20 25 OR09 OR10 OR11 OR12 OR13 OR = Open Repositories Conference
  • 24. Hydra Partners and Known Users 0 5 10 15 20 25 30 35 40 OR09 OR10 OR11 OR12 OR13 Now OR = Open Repositories Conference
  • 25. Hydra Partners @ UCSD, 2012 University of Virginia, 2008 LibDevConX^3, Stanford, 2012: (Hydranauts and Fellow Travelers)
  • 26. First Worldwide Hydra Connect @ UCSD, 2013
  • 29. Hydra Heads: Institutional Repositories University of Hull
  • 30. Hydra Heads: Institutional Repositories ScholarSphere / Sufia @ Penn State
  • 31. Hydra Heads: Institutional Repositories Hydramata • 6-institution collaboration • Build a shared Hydra head to serve as an IR • Distributed, agile team University of Notre Dame Northwestern University Indiana University University of Cincinnati University of Virginia
  • 32. Hydra Heads of Note Avalon & HydraDAM for Media Sufia BPL Digital Commonwealth UCSD DAMS Northwestern Digital Image Lib.
  • 33. Hydra-based Applications at Stanford ETD’s – Electronic Theses & Dissertations SALT – Self-Archiving Legacy Toolkit EEMs – Everyday Electronic Materials Argo – Repository Reporting and Management Hypatia – Archives & Special Collections SDR – Web UI (aka Hydrus)
  • 34. Sustainability No animals were harmed in the making of this film.
  • 35. Current State of Hydra • Doubled in size, thrice, since its founding • Achieved all its original goals • Entering a new phase
  • 36. Three critical priorities 1. Technical framework continue to advance to enable easy code sharing and reuse 2. Community framework evolves to accommodate growth in partners. 3. Create a full suite of solution bundles
  • 37. Eight strategic priorities 1. Develop solution bundles 2. Develop turnkey applications 3. Grow the Hydra vendor ecosystem 4. Codify a scalable training framework to fuel community growth 5. Develop a documentation framework 6. Ensure the technical framework allows code sharing 7. Refresh and intensify the community ties 8. Grow the community of users and adopters
  • 39. Blacklight for Repositories • Repository-agnostic, feature-rich, content- aware, turnkey access interface • Aggregate content from multiple repositories, with links back to source systems • Vibrant, multi-institutional, open source community on its own • Can be used independently, or as the first component of, Hydra
  • 40. Blacklight • Who’s Using It? – Scores (probably hundreds) of institutions – Notables: UVa, Stanford, Columbia, Cornell, Princeton, Yale, Johns Hopkins, WGBH, BPL, NYPL, Danish Technical University, Tufts, Indiana University, Univ. of Wisconsin, et al. – Every Hydra institution • Remarkably strong community – Regular workshops and tutorials at Code4Lib, DLF, et al. – 328 members on blacklight-development@googlegroups.com
  • 42. Library Catalog @ Stanford
  • 43. CLIO at Columbia University – Bento Box results w/ article search
  • 44. Virgo at University of Virginia – Music Search View
  • 45. Forward at University of Wisconsin
  • 46. Revs Digital Library at Stanford: Blacklight for Image Collection
  • 47. FRDA at Stanford: Blacklight for text & image collection
  • 48. Digital Manuscript Index at Stanford: Blacklight for MS Catalog
  • 49. Bassi-Veratti at Stanford: Blacklight for EAD and digital archive
  • 50. Rock & Roll Hall of Fame: Blacklight for Catalog, EAD and Media
  • 51. OpenVault: Blacklight for Video at WGBH
  • 52. Digital Commonwealth at BPL: Blacklight for statewide repository
  • 53. GeoBlacklight: Blacklight for geospatial resources
  • 56. Why Hydra? • Need a flexible, rich, robust repository solution • Be part of a community – Shared resources, shared risk, shared advances • “We” is smarter than “me” – Especially in this crowd • Control your own destiny • Build institutional capacity • Practice best practices • The way work is getting done now
  • 57. Breadth & Depth: Access, Mgmt & Pres ETDs (Theses) Books, Articles Images Audio- Visual Research Data Maps & GIS Docu- ments Scalable, Robust, Shared Management and Preservation Services
  • 58. If You Want To Go Fast …go alone. …use Hydra 1) Notre Dame deployed a video cataloging head in 6 weeks, from scratch https://github.com/projecthydra/hypatia/graphs/impact 2) Hypatia development at Stanford • First 20% of project took 80% of time (modelling, data acquisition and preparation) • 80% of deliverables (coding) happened in 8 week spurt, by leveraging Hydra
  • 59. Becoming a Hub • Working Groups forming – Repository Managers – Archivsists – Hydra RDF – Fedora… • Jobs
  • 60. Sustainability… • For institutions Partners help shoulder the load • For other projects Post-project maintenance & governance • For leveraging funders’ investments Adoption by growing user community
  • 61. The Hydra Way • Not a directed project • Investment in a framework, not an application – Contributions back to core code base • Investment in a community, not a vendor – Contributions back to community: Training, documentation, modeling, evangelism, support • Travel / face-time

Notas do Editor

  1. Future development progress will be 1) based on leveraging the existing toolsin the ecosystem to assemble new solutions, and 2) ongoing investments in and extensions to the infrastructure.
  2. Future development progress will be 1) based on leveraging the existing toolsin the ecosystem to assemble new solutions, and 2) ongoing investments in and extensions to the infrastructure.
  3. Future development progress will be 1) based on leveraging the existing toolsin the ecosystem to assemble new solutions, and 2) ongoing investments in and extensions to the infrastructure.
  4. One body, many heads: Stanford has developed 5 distinct Hydra Heads, all fronting a Fedora repository—and each with their specialized interfaces and workflows for distinct audiences.