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Supporting Technical
Innovation in the UK:
RepositoriesUK

Paul Walk
p.walk@ukoln.ac.uk

                                                    UKOLN is supported by:




     www.ukoln.ac.uk
     A centre of expertise in digital information management
innovation support
•   UKOLN is now one of two JISC-funded Innovation
    Support Centres

•   this role is being worked out

•   UKOLN has a long-standing role supporting and
    helping to develop the JISC Information
    Environment
    •   repositories

•   UKOLN has an increasing role in supporting
    developers in UK HE

•   RepositoriesUK is a JISC-funded UKOLN project

                                                     2
provenance....
•   Intute IRS
    •   nothing to do with taxes....

•   Intute Institutional Repository Search
    •   a managed aggregation underpinning a search interface for
        researchers

•   ePrints UK and the Resource Discovery Network




                                                                    3
lessons
•   the aggregation has general potential value
    •   a cache on the network

•   a search service is only one realisation of that
    potential value

•   separation of concerns was needed

•   a particular service (such as search) should not
    dictate the entire infrastructure

•   lessons from this project complemented some
    thinking I was doing elsewhere....


                                                       4
familiar?
              machine interfaces



                      API            AP
          I                                I
       AP

        some aggregated data of broad
       interest and potential usefulness


                      UI




                   end-user                    5
a pessimistic view....
                                       end-user
                end-user                                       end-user
                                          UI
                  UI                                               UI

                                        Future
                 Future                3rd-party                Future
                3rd-party                 dev                  3rd-party
                   dev                                            dev


                                          API            AP
                              I                                I
                           AP

                            some aggregated data of broad
                           interest and potential usefulness


  = certainty                             UI

  = belief
  = speculation
                                      end-user
                                                                           6
why is this?
•   funding follows services & happy users (& new
    features?)

•   funders like to see their investment showcased

•   infrastructure is mostly invisible - hard to ascertain
    impact from users

•   so, there is strong motivation to develop a user-
    facing service, and then concentrate resources on
    this




                                                             7
a better pattern?
   = certainty
   = belief
                          end-user                end-user
   = speculation
                              UI                      UI




                          3rd-party              focussed
                            app                     app
                                                              application
  pre-existing user-                                          developed for
  facing service                                              specific
  (OPAC, VLE,                           API                   requirement
  Facebook,                                                   (might be simply
  NetVibes....)                                               for research and
                           some aggregated data of broad
                          interest and potential usefulness   development)
http://blog.paulwalk.net/2009/12/07/an-infrastructure-service-anti-pattern/      8
RepUK
•   RepositoriesUK

•   a managed aggregation of repository metadata
    from UK HE institutions

•   un-normalised records
    •   well-formed XML (no check for validity)

•   focussed on academic papers

•   goals:
    1. support innovation
    2. develop some business intelligence
    3. develop infrastructure component for services
                                                       9
design principles
•   tiered service model (quasi SOA)

•   serving intermediaries
    •   negotiated supply to consumers

•   built around an unnormalised cache of metadata

•   well-formed is good enough                                                    Local
                                                                                 Service


    •
                                                  Common
        just as well really....                    Service

                                                                                  Local
                                       Core                                      Service
                                      Services               API


                                                  Common
                                                   Service                        Local
                                                                                 Service


                             closely integrated

                                                               loosely coupled             10
RepUK                                                                  2
                                                                                              XML
                                                                                               XML
                                                                                                 XML
                                                                                               Files
                                                                                                 Files
                                                                WorldCat
                                                Google                             LCSH
                                                               Identities &
                                               language                              &
                                                                 MIMAS
                                               identifier                           JACS
                                                                 Names                    3
                                                                                                SOLR
                                                                                                  SOLR
                                                                                                Index
                                                                                                  Index




                                 Operational
                                  Metadata
                                                                                                MySQL
  Registry                                                                                     Database
(OpenDOAR)                                                            Export
                                                                        Export
                                                                     Process
                                                                          Export
                                                                       Process
                                                                         Process

                                                                                                 RDF
                                 Scheduler                                                     Database
                Harvester           &
                                  Admin
                                                                                          4

                                                           XQuery                          HTML
                                                                                            &XML
                                                                                           RDFaXML
                                                                                             Files
                                                                                          5 Files
Repository                        XML
 Repository
   Repository                   Database

                            1                                                                 Document
                                                                                                HTTP
                                                                                               Server




                                                                                                          11
progress
•   750,000+ metadata records

•   ~140 repositories

•   6 consuming projects so far....




                                      12
‘consumers’ to date
•   RIDIR
    •   identifiers

•   Writeslike.us & FixRep
    •   metadata & full-text

•   RKBExplorer & sameas
    •   metadata to inform linked data

•   NaCTeM
    •   full-text (text-mining)

•   Talis....?
    •   hosting linked data
                                         13
developer appreciation
 "We have found that the RepUK aggregated repository
 datasets are a very useful basis on which to build, and
 have used the data in a number of projects....
 The ability to build on other services means that we can
 reuse what has been done, rather than replicating
 functionality, freeing more time to work on the key
 functionality of our own projects."




                                                            14
issues
•   state management is the real challenge!
    •   deletions

    •   changes

•   federation is consequently non-trivial

•   scale & inequality (one repository = half of all the
    records)

•   linking?
    •   should the records in the aggregation ever be the target of a
        link? Or, should such links point to the source repository?

    •   if we succeed with SEO, are we undermining source
        repositories?
                                                                        15
new lessons
•   developers need infrastructure too!

•   finding the right place to intervene

•   funders need to find ways to measure value which
    does not necessarily stem from direct end-user
    satisfaction
    •   a leap of faith....

•   doing what no one else wants to do, to paraphrase
    Prof. David Baker

•   creating the right environmental conditions to
    allow innovative services to emerge

                                                        16

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JISC CNI Meeting, Edinburgh 2010

  • 1. Supporting Technical Innovation in the UK: RepositoriesUK Paul Walk p.walk@ukoln.ac.uk UKOLN is supported by: www.ukoln.ac.uk A centre of expertise in digital information management
  • 2. innovation support • UKOLN is now one of two JISC-funded Innovation Support Centres • this role is being worked out • UKOLN has a long-standing role supporting and helping to develop the JISC Information Environment • repositories • UKOLN has an increasing role in supporting developers in UK HE • RepositoriesUK is a JISC-funded UKOLN project 2
  • 3. provenance.... • Intute IRS • nothing to do with taxes.... • Intute Institutional Repository Search • a managed aggregation underpinning a search interface for researchers • ePrints UK and the Resource Discovery Network 3
  • 4. lessons • the aggregation has general potential value • a cache on the network • a search service is only one realisation of that potential value • separation of concerns was needed • a particular service (such as search) should not dictate the entire infrastructure • lessons from this project complemented some thinking I was doing elsewhere.... 4
  • 5. familiar? machine interfaces API AP I I AP some aggregated data of broad interest and potential usefulness UI end-user 5
  • 6. a pessimistic view.... end-user end-user end-user UI UI UI Future Future 3rd-party Future 3rd-party dev 3rd-party dev dev API AP I I AP some aggregated data of broad interest and potential usefulness = certainty UI = belief = speculation end-user 6
  • 7. why is this? • funding follows services & happy users (& new features?) • funders like to see their investment showcased • infrastructure is mostly invisible - hard to ascertain impact from users • so, there is strong motivation to develop a user- facing service, and then concentrate resources on this 7
  • 8. a better pattern? = certainty = belief end-user end-user = speculation UI UI 3rd-party focussed app app application pre-existing user- developed for facing service specific (OPAC, VLE, API requirement Facebook, (might be simply NetVibes....) for research and some aggregated data of broad interest and potential usefulness development) http://blog.paulwalk.net/2009/12/07/an-infrastructure-service-anti-pattern/ 8
  • 9. RepUK • RepositoriesUK • a managed aggregation of repository metadata from UK HE institutions • un-normalised records • well-formed XML (no check for validity) • focussed on academic papers • goals: 1. support innovation 2. develop some business intelligence 3. develop infrastructure component for services 9
  • 10. design principles • tiered service model (quasi SOA) • serving intermediaries • negotiated supply to consumers • built around an unnormalised cache of metadata • well-formed is good enough Local Service • Common just as well really.... Service Local Core Service Services API Common Service Local Service closely integrated loosely coupled 10
  • 11. RepUK 2 XML XML XML Files Files WorldCat Google LCSH Identities & language & MIMAS identifier JACS Names 3 SOLR SOLR Index Index Operational Metadata MySQL Registry Database (OpenDOAR) Export Export Process Export Process Process RDF Scheduler Database Harvester & Admin 4 XQuery HTML &XML RDFaXML Files 5 Files Repository XML Repository Repository Database 1 Document HTTP Server 11
  • 12. progress • 750,000+ metadata records • ~140 repositories • 6 consuming projects so far.... 12
  • 13. ‘consumers’ to date • RIDIR • identifiers • Writeslike.us & FixRep • metadata & full-text • RKBExplorer & sameas • metadata to inform linked data • NaCTeM • full-text (text-mining) • Talis....? • hosting linked data 13
  • 14. developer appreciation "We have found that the RepUK aggregated repository datasets are a very useful basis on which to build, and have used the data in a number of projects.... The ability to build on other services means that we can reuse what has been done, rather than replicating functionality, freeing more time to work on the key functionality of our own projects." 14
  • 15. issues • state management is the real challenge! • deletions • changes • federation is consequently non-trivial • scale & inequality (one repository = half of all the records) • linking? • should the records in the aggregation ever be the target of a link? Or, should such links point to the source repository? • if we succeed with SEO, are we undermining source repositories? 15
  • 16. new lessons • developers need infrastructure too! • finding the right place to intervene • funders need to find ways to measure value which does not necessarily stem from direct end-user satisfaction • a leap of faith.... • doing what no one else wants to do, to paraphrase Prof. David Baker • creating the right environmental conditions to allow innovative services to emerge 16

Notas do Editor

  1. the cache is valuable without having to layer on added value ourselves SOA?
  2. Who recognises this? lots of standards based apis allowing seamless interoperability I think this is an antipattern In software engineering terms, an anti-pattern is a design approach which seems plausible and attractive but which has been shown, with practice to be non-optimal or even counter-productive.
  3. what this often means in reality (pessimistic but frequently observed) orange stuff is what actually gets built and delivered the users are yellow because they represent an expected demand, rather than an actual demand major investment in UI is wasted. Investment in APIs is also wasted neither infrastructure, nor focussed end-user service
  4. a slightly better version investment in API is immediately realised - service is built on API - both infrastructure and service risk of locally built focussed app is reduced because API is developed anyway. This might be orange if properly understood. It might be OK to be yellow because might be R&D reality will be more than this.
  5. we have concentrated on 1 and 2, with 2 being the test for the approach being taken in 1 rapid innovation projects - 6 months, small grants, waste of time and money assembling the data. Lot’s of interest in linked data R&D on this data set. business intelligence - shape of UK research, gap analysis, topic maps etc.
  6. we started to think about infrastructure. Infrastructure might not serve end users. It might serve those who provide services to end users. opportunistic developers
  7. white is an external system blue is wholly controlled by the project - we might call this infrastructure yellow is negotiated between RepUK and developer projects. This might eventually become a candidate for infrastructure google & SEO from HTML & RDFa