Pushing Open the Jorum
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  • As things have turned out, I should just have submitted our prize-winning poster from 2001 !!!
  • As many of you will know, JISC is the Joint Systems Committee of the UK funding bodies for higher and furtjher education. It has a number of sub-committees which help inform policy and also watch over programmes of funding and the operation of services, such as those provided by the two National Data Centres. It has also set up a company, JISC Collections as a legal body to broker licences.
  • It is a national academic data centre, established in 1995 following the success of the University of Edinburgh putting forward its Data Library in an open competition to set up three datacentres capable of hosting and providing access to bibliographic datasets and numeric research data. The other two were BIDS, which subsequently moved into the private sector as Ingenta, and MIDAS, the data centre at the University of Manchester - its now renamed as Mimas. The mission of EDINA, which incidentally is the older poetic name for Edinburgh, is to enhance productivity of research, learning and teaching in the UK. It used to host a range of key A&T databaes like BIOSIS ~Previews, Compendex, Inspec, Art Abstracts etc, but now the services on journal ….
  • This screenshot is the Jorum website, with URL , now featuring JorumOpen I will say more about JorumOpen
  • Jorum is a social word, it’s a cup and its contents – to be shared and enjoyed. It is mentioned in the Old Testament of the Bible, so it has provenance …
  • Jorum has some pre-history, at least from the perspective of Open Educational Resources It began as a keep-safe for output from JISC-funded projects, having had its origins in two different projects funded under the JISC 5/99 Call (1999 that is) It was a support service for the X4L Programme
  • It all seemed quite busy then too. IntraLibrary was chosen through open procurement as the repository software for Jorum
  • This simple diagram summarises how Jorum works. Jorum Contributor allows institutions to submit resources, Jorum User gives institutions access to these resources. An R&D strand runs in parallel with the service where we explore issues relevant to our work.
  • Two years ago, this was what Jorum was for – meeting needs of learning technologists and the enthusiasts – and quite a few teachers too!
  • Jorum supports a range of object types, from single file resources to more complex content packages. Jorum can also store records for resources held elsewhere which can be pointed to upon previewing the object. This is useful for contributors who still wish to host their own resources but want to increase its use.
  • I don’t want to trespass too much into what Malcom Read may say in his plenary on Friday, but let be give you a flavour of how we saw what was happening.
  • The OER pilot programme
  • This was a pilot but a major pilot intended to be a game changer
  • Open Repositories, web 2.0, release for easy discovery
  • This screenshot is the Jorum website, now featuring JorumOpen which was launched on 19 th January 2010.
  • This is from the Jorum website
  • There are 2 user interfaces to Dspace - XML (Manakin) or JSP (Java Servlet Pages). Jorum chose the Manakin route as it was felt at that time, that the XML route would offer greater flexibility in changing the user interface and would allow the Jorum team to make significant changes to the interface more easily. It was also felt that basing the user interface on XML would mean that the interface could be transformed using XSLT for various devices e.g. mobile. Hindsight has shown that the Manakin interface is very complex and requires significant work in the XSL stylesheets - it may have been quicker and easier to use the JSP interface.
  • This screenshot shows the initial front page of the JorumOpen collection (based on the Manakin XML interface).
  • This screenshot shows the JorumOpen entry in ROAR - shows that the OAI-PMH target is available now.
  • The screenshot shows a Google site search as this limits the results just to one site (namely open.jorum.ac.uk). We produce Google sitemaps nightly which lists every resource in JorumOpen.Google then crawls these links and any subsequent links it finds on those pages (hence you can see in the screenshot it found a video called “Lennox Castle Hospital” which was found on the preview page of a content package). You do not have to perform a site search in Google to find results in JorumOpen - you can search as normal. A site search just makes the search more specific and targets it at a certain website.
  • Depositor can add additional DC metadata to a deposited resource
  • As the screenshot shows, we now present the 6 UK Eng & Wales v2.0 CC licences to the depositor at the same time to let them choose. This was felt to be a better approach than the existing Dspace chooser (which led the user off to the CC website, went through their wizard and then navigated back to DSpace). This approach makes the deposit process more streamlined, maintains look and feel and allows the depositor to more efficiently choose a licence if they know which one they want.
  • The blue button “Download Original Content Package” when clicked will initiate a download of the original content package archive the depositor submitted to Jorum (the licence in the manifest however may have been altered to match the CC licence chosen on deposit). The orange button “Export Resource” when clicke will initiate download of a file in the Dspace Simple Archive Format. This is essentially a Zip file containing all the files in the resource, a single file containing the DC metadata and licence files. This format will contain the most up to date metadata for the item. From the DSpace manual: “ The basic concept behind the DSpace's simple archive format is to create an archive, which is directory full of items, with a subdirectory per item. Each item directory contains a file for the item's descriptive metadata, and the files that make up the item.”
  • Screenshot which shows the file listing in a content package I.e. it shows the individual package components View links (or clicking on the thumbnails) will show the content in the browser. Download links will force the browser to save the file to their local machine.
  • This screenshot shows the HTM preview of an IMS content package. Notice the tree view on the left showing the package components. Clicking on a component on the left will render this on the right hand side.
  • DIM stands for “DSpace Intermediate Metadata”. DIM is the XML notation for DSpace's internal Item metadata, that is, the metadata fields stored in the database for each Item. It is used by the metadata crosswalking component. . It is called the Intermediate format because it is intended solely as an intermediate stage in XML-translation-based crosswalks.
  • JorumOpen - learning and teaching resources whose creators/owners have made available for sharing under Creative Commons (CC) licences. JorumUK - learning and teaching resources deposited in Jorum prior to January 2010 that creators/owners made available for sharing through an institutional licence . The JorumUK collection contains resources that their creators and owners prefer to share only within UK Higher and Further Education. This collection contains all resources deposited in Jorum before 2010 which were licensed under the institutional-based licence. At present, JorumUK still requires an institutional subscription to deposit, search, browse and download resources. Depositing resources into JorumUK, requires institutions to subscribe as a JorumUK Depositor , and for individual staff members to be nominated as depositors. You will then receive a JorumUK Depositor account and will be able to deposit resources in JorumUK, authenticating via the UK Access Management Federation. Further developments in 2010 will extend JorumUK to enable sharing across all UK Further and Higher Education institutions, without the need for an institutional subscription, through the introduction of the JorumEducationUK licence . Further enhancements in 2010 Spring: a unified search – enabling users to search across all resources held within both JorumOpen and JorumUK collections – one simple search! Summer: a central deposit tool – a single point for depositors to contribute resources automatically under either JorumOpen or JorumUK

Transcript

  • 1. Peter Burnhill & Jackie Carter Jorum Co-Directors My Day Job: Director, EDINA national data centre University of Edinburgh, UK [email_address] Pushing Open The Jorum: A national repository for learning materials OCWC, Hanoi, May 2010 www.jorum.ac.uk
  • 2. Greetings!
    • A distant voice from a small island in the Far West of shared land mass
      • … but now the world is a stage with Hanoi at its centre
  • 3.
  • 4. Perhaps I should just have submitted our prize-winning poster from 2001 !!!
  • 5.
    • What I’ll be covering today…
    • Very brief scene setting about the UK: JISC, EDINA & Mimas
    • Some background on Jorum
      • What it is, how it came about and what it contains
    • Reference to the Open Educational Resource (OER) Vision
      • UKOER Programme [Malcolm Read is Friday’s Plenary speaker]
    • How we have been re-shaping Jorum for OER/OCW
      • JorumOpen & other licensing options
        • Support for existing & licensed material
      • adopting and adapting DSpace for JorumOpen
    www.jorum.ac.uk OCWC, Hanoi, May 2010
  • 6.  
  • 7. Joint Information Systems Committee
    • Standing committee of the UK funding councils for higher and further education (a creature of Government Agencies)
    • Responsible for ‘top-slice’ recurrent funding + special capital grants:
    • It manages and funds projects within thematic programmes
      • Their outputs and lessons made available to HE and FE community.
    • It supports Services that provide online resources, expertise, advice
      • 3 largest services are
        • JANET(UK) - which oversees high speed networking
        • two national academic data centres, EDINA and Mimas
  • 8. UK funding councils for HE & FE Content, Tools & Infrastructure JISC Sub-Committees JISC Collections acting as platform for network-level services & helping to build the JISC Integrated Information Environment research, learning & teaching in UK universities & colleges UK Research Councils National Data Centres
  • 9.  
  • 10. /
  • 11. www.jorum.ac.uk / /
  • 12. “ Pushing the Jorum” Jorum tune Jorum could be an acronym … but it is a word that embodies sharing 'jo-r-*m, 'jo.r- n [perhaps from Joram “ … brought with him vessels of silver" (2 Sam 8:10 - AV)] : a large drinking vessel or its contents Brewers Phrase & Fable hypertext Webster Interface Jorum sharing content
  • 13.
    • Jorum began as ‘keep-safe’ repository
      • commissioned and grant-funded by the JISC
    • for publicly-funded outputs and content developed in projects at UK institutions
    • it became a support service within X4L Programme
        • eXchange for Learning
    • It was then transformed into a JISC-funded national repository
      • to promote sharing, reuse and repurposing of learning materials
        • across UK institutions: active further education (16+) sector
    www.jorum.ac.uk OCWC, Hanoi, May 2010
  • 14. www.jorum.ac.uk OCWC, Hanoi, May 2010 XOR and Intrallect kindly ‘lent’ their software to the Jorum Project.
  • 15.  
  • 16. www.jorum.ac.uk Jorum Contributor ‘ putting content in’ Jorum User ‘ getting content out’ ‘ keep-safe’ Two Services + ‘Keep-safe’ mandate + Jorum R&D Jorum pre-dates emergence of OA & Institutional Repositories
  • 17.
    • for sharing learning and teaching materials
    • for finding learning and teaching materials
      • for download from Jorum
      • into local learning environment (VLE)
    www.jorum.ac.uk OCWC, Hanoi, May 2010
  • 18. www.jorum.ac.uk
  • 19.
    • Single files
    • Content Packages / Learning Objects
    • Virtual Objects
    Text documents, Spread Sheets, PowerPoints, Images, Video, Audio, Flash Animations Bundling learning resources together with metadata. Content can be moved between programs, facilitating easier delivery, reuse and sharing of materials. Jorum can catalogue and point to resources stored elsewhere e.g. a licensed service at EDINA, Mimas or elsewhere … and now Open CourseWare A variety of content
  • 20. 3. OER & ukoer Vision
    • “ ...digitised materials offered freely and openly for educators, students and self-learners to use and reuse for teaching, learning and research.”
          • Giving Knowledge for Free: The Emergence of Open Educational Resources
            • Organisation for Economic Co-operation and Development (OECD, 2007)
    • “ The UK must have a core of open access learning resources organised in a coherent way to support on-line and blended learning by all higher education institutions and to make it more widely available in non-HE environments.”
          • Sir Ron Cooke (as Chairman of JISC, 2008)
  • 21. Some Milestones in OER
    • 1998 - Open Content Initiative
    • 2000 - UNESCO conference
    • 2001 - Wikipedia
    • 2002 - MIT OpenCourseWare [UK]
    • 2002 - Creative Commons
    • 2006 - OU OpenLearn [UK]
    • 2007 - Cape Town Open Educational Declaration
    • 2009 - HEFCE/JISC/Academy OER (Pilot) Programme
    • (Adapted from Yuan et al (2008), http://jisc.cetis.ac.uk/oerbriefing )
  • 22. OER Pilot Programme
    • one year programme – HEFCE-funded; managed by JISC & the Higher Education Academy.
    subject institution individual 14 projects 9 projects 7 projects support function – covering technical, legal, strategic advice, workshops, support for deposit and aggregation of materials, communities of practice. Based around existing JISC services & OU “SCORE” project. OER infokit – a “how to” guide for future work evaluation & synthesis function Programme Management
  • 23.
    • 3 strands of funding over 12 months:
      • Institutional projects @ up to £250k per project
      • Subject consortia 1@ up to 250k per project
      • Individual projects @ up to £20k per project
    • c.30 pilot projects in all
    • Over 80 institutions involved in OER Programme
    UKOER Pilot Programme
  • 24.
    • Aim is that the funded projects would ...
    • Release a significant amount of resources ‘openly’
    • Prompt change and clarity in institutional policies about online learning resources.
        • adapt processes and policies to ensure release is sustained
    • Act as a pilot to inform the design of a next (and larger) phase of the OER Programme
      • offering value for money to the UK HE sector.
      • promoting a positive profile for institutions and the sector worldwide
      • testing a “business model” for open release
    • contribute to understanding of practicalities of open release in different contexts
    UKOER Pilot Programme
  • 25.
    • Projects are expected to:
        • represent them in Jorum
        • publish them online, via Jorum or otherwise
          • Yet to consider long term access (preservation)
    • publish materials via:
      • Open institutional repositories
      • Web 2.0 services
      • Institutional websites
      • all must have an exposed RSS feed
    OAI6, Geneva, June 2009 www.jorum.ac.uk
  • 26.
    • To act as a place where JISC-funded open content can be stored, managed, represented and made available
    • 2. To stand as “ a national statement of the importance of creating interoperable, sustainable materials”
    www.jorum.ac.uk Jorum had 2 main purposes in ukoer Programme
  • 27.
    • The OER Pilot Programme does not mandate :
      • a single platform from which to disseminate resources
      • a single metadata application profile to describe content
      • But … projects do need to ensure that content can be:
      • Found / Used / Analysed / Aggregated / Tracked
    • The only mandated metadata were:
      • Programme tag – “ukoer”
      • Title / Author [owner, contributor, from user profile] / Date / URL
      • Technical info – file format, name & size
    • Platforms had to be capable of generating RSS/Atom feeds
      • particularly for collections of resources e.g. YouTube channels
    • Projects should use appropriate standards for sharing complex objects:
      • e.g. IMS Content Packaging, IMS Common Cartridge, OAI ORE
      • e.g. IMS QTI for assessment items
    UKOER Pilot Programme
  • 28.
    • For existing content (not about digitisation or content creation)
    • Geared at transforming this for release as OER
    • Recommendations on usability, accessibility and design
    • Pointers to guidelines on management of IPR/Copyright
    • It’s a pilot!
    • Encouraged bold, innovative experimentation
      • different approaches / use of variety of platforms
    • but
    • Need to register description and location of content with Jorum
    • Need to track use of content
    • key role for Jorum and for ukoer tag
    UKOER Pilot Programme
  • 29. 4. Re-shaping Jorum for OER/OCW
    • The JorumOpen story
    • lots of new, open content to be available via Jorum
      • OER Programme; JISC Digitisation projects; RePRODUCE/RLO-CETL
    • JorumOpen and other licensing options
      • One of three licensing regimes
    • Re-stating role of Jorum and JorumOpen
      • Sharing, Finding, Discussing
  • 30.
    • We investigated three enabling licensing schemes:
    • regarding all content as licensed!
    • JorumOpen [ open to the world]
    • JorumEducationUK [for ‘authenticated’ members of community ]
    • JorumPlus [requiring ‘authorisation’ ]
    www.jorum.ac.uk
  • 31.
    • Three enabling licensing schemes:
    • JorumOpen
      • content whose creators/owners are willing & able to share materials for anyone to use via the web; uses Creative Commons (CC) licences
    • JorumEducationUK
    • JorumPlus
    www.jorum.ac.uk
  • 32.
    • Three enabling licensing schemes:
    • JorumOpen
    • JorumEducationUK
      • [ a custom licence] content whose creators/owners who need/opt to restrict availability of resources to members of UK further and higher education; authenticated via the UK Access Management Federation
    • JorumPlus
    www.jorum.ac.uk
  • 33.
    • Three enabling licensing schemes:
    • JorumOpen
    • JorumEducationUK
    • JorumPlus
      • for sharing content with additional restrictions
        • for example where material licensed via JISC Collections or from third parties
        • typically requires institutional licence/authorisation
    www.jorum.ac.uk
  • 34.
    • JorumOpen
    • Anyone in the world is able to search, browse, download and use resources on JorumOpen, respecting licence terms for each resource
      • Content deposited under JorumOpen will be exposed to search engines
    • In first instance, sharing (deposit) via JorumOpen requires ‘authentication’
      • intended for people within UK FE/HE with necessary rights and wish to release materials under Creative Commons licences
      • depositors are responsible for content deposited via JorumOpen
        • just as they would on web2.0 services such as Slideshare, YouTube, flickr etc
    www.jorum.ac.uk
  • 35. OER10 – 22nd March 2010 www.jorum.ac.uk
  • 36.
    • Jorum is now open to the world!
    • for finding learning and teaching materials
      • in Jorum and elsewhere
        • downloading to use under terms of licence
    • for sharing learning and teaching materials
      • both deposit and issue under CC
        • and other licences
    • for exchanging views and tools
      • the Jorum Community Bay
    www.jorum.ac.uk OCWC, Hanoi, May 2010
  • 37.  
  • 38.
    • Jorum Community Bay [to share KnowHow]
    • knowledge exchange and discussion about all aspects of sharing, reuse and repurposing of learning & teaching resources
      • beginners and experts
    • complete with the Jorum Forum
    • we are keen to populate
      • So, come and get involved!
    • target: area for UKOER projects to engage in discussions
    • http://community.jorum.ac.uk/
    www.jorum.ac.uk
  • 39. OAI6, Geneva, June 2009 www.jorum.ac.uk
  • 40.
    • Next part of presentation on what the Team* has done in adopting and adapting DSpace for JorumOpen:
      • The various ways resources can be found & deposited
      • technical changes made to underlying repository platform
    • … . * led by Gareth Waller, Jorum Technical Manager
    www.jorum.ac.uk
  • 41.
    • Provide 3 ‘interfaces’ for finding content in JorumOpen
      • Web based user interface
        • Jorum selected the DSpace “Manakin” XML interface
      • Machine to machine (M2M) interfaces
        • OAI-PMH target
          • listed in ROAR http://roar.eprints.org/2360/
          • developed by MIT as component of DSpace
      • Exposure to major search engines
        • Google sitemap generation and crawling
    www.jorum.ac.uk
  • 42. www.jorum.ac.uk Using the Dspace XML/Manakin user interface
  • 43. OAI-PMH target is now available
  • 44. OER10 – 22nd March 2010 www.jorum.ac.uk
  • 45.
    • Our tech team has 6 major modifications to DSpace for deposit:
      • Support for deposit of URL links to resources
      • Minimal (streamlined) metadata profile (ukoer pilot prog.)
      • CC licence chooser
      • Support for IMS and SCORM content packages
        • Preview of content packages
      • Resource registration via RSS feed (RSS ingest)
      • Extant Metadata detection
        • with metadata cross-walk
    www.jorum.ac.uk
  • 46. www.jorum.ac.uk URL links to resources
  • 47.
    • 2. Minimal metadata profile
      • Title
      • Description
      • Keywords
      • Author
      • Licence
    www.jorum.ac.uk
  • 48.
    • 3. CC licence chooser
    • Depositor can select on one screen:
    • UK Eng & Wales v2
    • Do not prevent use of ND CC licence
    www.jorum.ac.uk
  • 49.
    • 4. Content Package Support
    • Support for deposit of content packages
    • successfully re-purposed DSpace for a Learning Resource Repository!
      • Builds upon initial work by MIT as part of the CWSpace project
      • new package detector step
        • automatically determines if a user is submitting a IMS or SCORM package
      • new IMS and SCORM ingesters: read package and store in DSpace
        • Metadata automatically read from manifest
        • Licence automatically read from manifest
    www.jorum.ac.uk
  • 50.
    • 4. Content Package Support cont.
    • Support for viewing content packages
      • Individual package components viewable and downloadable
      • Package preview generator -> HTML “view” of package
    www.jorum.ac.uk
  • 51. OER10 – 22nd March 2010 www.jorum.ac.uk
  • 52.  
  • 53. www.jorum.ac.uk
  • 54.
    • 5. Registration of metadata via RSS feeds:
      • registration of metadata
        • with link to the resource [important for OCW]
        • support for DC, IMSMD, LOM metadata
      • JorumOpen administrator can deposit a web link to an external RSS v2.0 feed
      • each item listed in the feed will be stored under a chosen classification in JorumOpen
        • along with the relevant metadata and licence
        • iff feed meets JorumOpen submission guidelines for RSS feeds
    www.jorum.ac.uk
  • 55.
    • 6. Leveraging Extant Metadata: detection & cross-walk
    • metadata automatically detected in a content package or RSS feed
      • format is discovered, copied and converted
    • Crosswalk via DSpace Intermediate Metadata (DIM) Format
      • http://wiki.dspace.org/index.php/DSpaceIntermediateMetadata
      • XML notation for DSpace's internal Item metadata
        • the metadata fields stored in the database for each Item
      • Extant metadata is converted from the source format to DIM
        • via a metadata crosswalk into “ D Space I ntermediate M etadata”
    • Extra crosswalks developed for Jorum:
      • Modified LOM->DIM crosswalk based on one supplied by MIT
      • New DC ->DIM
      • New IMSMD -> DIM
    www.jorum.ac.uk
  • 56.
    • Looking Ahead: Towards a Jorum Roadmap
    • Publication of release schedule
      • JorumOpen Survey closed last Friday
        • half the respondents from the ukoer Programme & half not
    • Delivery of additional search technology
      • Search JorumOpen via SRW/U
      • Unified repository search tool
        • Metadata cache layer (for performance)
          • Cache populated via regular harvesting by OAI-PMH
          • Supplemented by on demand SRU search
    • Determination of contribution of software engineering work (back) into DSpace community
    www.jorum.ac.uk
  • 57.
    • Jorum is open to the world!
    • for finding learning and teaching materials
      • in Jorum and elsewhere
        • downloading to use under terms of licence
    • for sharing learning and teaching materials
      • both deposit and issue under CC
        • and other licences
    • for exchanging views and tools
      • the Jorum Community Bay
    www.jorum.ac.uk OCWC, Hanoi, May 2010
  • 58.
    • Any questions?
    www.jorum.ac.uk
  • 59.
    • Some useful links
    • Jorum http://www.jorum.ac.uk/
    • Jorum Collection Development Policy http://www.jorum.ac.uk/policies.html
    • Creative Commons http://creativecommons.org/
    • MrCute http://www.learningobjectivity.com/mrcute/
    • RePRODUCE project http://www.jisc.ac.uk/whatwedo/programmes/elearningcapital/reproduce.aspx
    • JISC Digitisation programme http://www.jisc.ac.uk/whatwedo/programmes/digitisation/projects.aspx
    • RLO-CETL http://www.rlo-cetl.ac.uk
    www.jorum.ac.uk
  • 60. Resources
    • Cetis Briefing Paper (2008), Open Educational Resources – Opportunities and Challenges for Higher Education , http://wiki.cetis.ac.uk/images/0/0b/OER_Briefing_Paper.pdf
    • Cooke, R. (2008) On-line Innovation in Higher Education http://tinyurl.com/5vt5lo
    • Downes, S. (2006) Models for Sustainable Open Educational Resources, National Research, Council Canada, http://tinyurl.com/64xqym
    • OEDb (2007), 80 Open Education Resource (OER) Tools for Publishing and Development Initiatives, http://oedb.org/library/features/80-oer-tools
    • OECD (2007), Giving Knowledge for Free: the Emergence of Open Educational Resources, http://tinyurl.com/62hjx6 .
    • OECD (2007), Open Content Licensing (OCL) for Open Educational Resources, http://tinyurl.com/5oh3es
    • UNESCO, 2008, UNESCO OER Toolkit, http://tinyurl.com/5zmnwn
    • Wiley, D. (2006) On the Sustainability of Open Educational Resource Initiatives in Higher Education, www.oecd.org/edu/oer .
    • ZaidLearn, (2008), University Learning = OCW + OER = FREE!, http://tinyurl.com/5hcd5o
  • 61.
    • two collections:
    • JorumOpen
      • Resources for sharing via Creative Commons (CC) licences
    • JorumUK
      • resources for sharing only within UK FE and HE
        • all resources deposited in Jorum prior to 2010, shared via institutional licence
        • a new JorumEducationUK licence, enabling sharing across UK FE and HE
          • no need for an institutional subscription
        • resource stubs using data/objects held under 3 rd -party licence
          • e.g. Digimap
    www.jorum.ac.uk