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  1. 1. 1. Objectives The ADDRESS project will: • Define the architecture for supporting learner-centric services and third-party service integration from a knowledge resource handling perspective. It is important to note that the project will not develop a Learning Management System (LMS) but will collaborate with vendors of existing systems. • Collaborate closely with a range of projects in Europe, Australia, the United States, and South East Asia to develop common functional architecture to be promoted to a wider public. • Conduct pilot implementations of the ADDRESS architecture to allow the validation of the technical approach and to demonstrate the resulting system. • Participate in standards development processes at the global level, including contributing to the development of public specifications of the common functions utilized so that these can readily be adopted across the cultural heritage and eLearning communities. These common functions developed across a range of projects will cover features such as: authentication, authorization, enrolment, search, location and retrieval, digital rights management, user preferences and profiling, payment and search gateways across services. While the ADDRESS project will focus on the resource discovery and delivery aspects of this problem space, the close collaboration and concerted activities taking place across the related projects will ensure that all aspects are addressed within the context of a common architectural framework. 2. Technology 2.1 Brokerage Centered Architecture The technical architecture outlined below represents a unique attempt to provide the arena of large-scale resource discovery and retrieval with a set of key software components that are both extensible (as new media types, protocols and record structures become available) and able to link to existing applications such as Digital Library systems and Learning Management Systems. The proposed architecture is centered around a middle-tier brokerage component which handles the profiling of users and resources, using a conceptual framework original developed in the PRIDE Project1 under the EU 4th Framework Programme2, and is able to interact with a range of independent search agents, each designed to be protocol specific. The brokerage service will take queries, along with a set of query targets, from the User Interface and pass query terms to appropriate search agent through a defined interface (API or IDL3) and receive the results sets from each, combining them and mapping key fields – where appropriate also adding functions such as sorting, filtering, and the removal of duplicate entries. The results of this process will then be passed back to the user interface component. Within the brokerage component this will require the functionality to convert records from a wide variety of formats and syntaxes to a canonical format, while at the same time retaining the original record structure for future use as appropriate. The brokerage service need not only identify the protocol to be used with a particular search target (in order to call the correct search C. Project Description 1
  2. 2. agent) but also a range of profile information associated with that target which will allow accurate query propagation. A profile database of this kind has already been successfully developed in the EU 4th Framework UNIverse4 project. However, this database was designed to be specific to the Z39.505 protocol and was based on an EXPLAIN6 schema. The design work involved in this phase of the project will implement a similar schema that is generic enough to cope with a range of possible protocols including common information and protocol specific extension. The other main part of the profile database which will be developed is that containing descriptions of the search targets and their content. It is this information that will be used by the User Interface module to help guide users through the information landscape. As such, it will not only contain descriptive information about the target itself but also details of the ways that targets relate to each other as well as the ways in which users and groups of users relate to targets. In this it will be possible to define “clusters” of search targets that are linked in a variety of ways. The ways in which targets are linked may vary between individual users, groups of users or, indeed, user context. For example, it may be useful for user see targets classified by sector, geographic location and subject coverage amongst others. It is helping users navigate through the n-dimensional information space that is one of the major challenges for the User interface component. A main advantage of this architecture is that it is easily extensible. It is currently planned to develop search agents for (at least) Z39.50, XQL7, and LDAP8. However, the State of the Art survey will identify new and emerging search protocols from a range of sources – such as the World Wide Web consortium (e.g. DASL9) – and include important ones as part of the development phase. In this way, the project will be able to interact with as broad a range of search targets as possible, including web based and other resources via harvested metadata. 2.2 Digital Library and LMS Integration Another key component of innovation present within the project is the integration of Digital Library systems and Learning Management Systems (LMS). The emerging standards for Learning Object Metadata10 (LOM) will allow local repositories of learning resources (in both “raw” and “packaged” formats) to be searched alongside other repositories as shown in the architecture diagram. This project will build on work undertaken in the EASEL. As the use of ICT for training and education begins to catch up with the cultural heritage community, then the scope for this level of integration will grow exponentially. The latest LMS developments incorporating distance learning - where personalized learning programs can be delivered over the web to support learning anytime, anywhere – are becoming so sophisticated that they require the integration of various services covering delivery platforms, learner information systems, enterprise MIS systems and content packaging distribution platforms. The integration of the search, locate and deliver functions mentioned above will significantly advance the richness of these eLearning services. A key innovation proposed in this project is development of a Knowledge Packager which can construct in real time packages of learning resources drawn from a range of repositories – including both active and passive content. Where the metadata refers to a digital resource that may be held in a number of different physical locations, linking will be facilitated by a locator service that draws on OpenURL11 rules for resolution into proprietary physical locations based on rights management rules. C. Project Description 2
  3. 3. 2.3 User Interface Developing interoperable middleware and multi-layered architectures is a necessary but not sufficient step to ensure natural and personalized access to large heterogeneous datasets. It is also crucial to consider the user interface. ADDRESS will develop novel interfaces that enable users to make sense of complex information landscapes and that are suitable for deployment in a variety of public environments where citizens access cultural heritage information such as libraries, museums and galleries. The approach of the project will integrate two key innovations. 3D information landscapes The project will build on recent advances in interactive 3D visualization of databases. Researchers have proposed various approaches to constructing 3D images of large datasets so that users can easily and naturally browse and search them. A core aim of these techniques is to exploit the power of human visual information processing in being able to spot patterns and anomalies in images that might, in turn, reveal trends in the underlying data that would not emerge from the use of traditional query languages. A second aim is to make these images interactive so that users can gradually home in on key information by refining visual queries within the information landscape. Such techniques have recently been applied to the design of next generation interfaces to the Web. The project will extend these approaches with new techniques for visualizing heterogeneous datasets and, in particular, for interactive searching. One initial approach will be to extend and refine the algorithms from the VR-VIBE12 system. To briefly summarize, one or more users define multiple search queries that they can interactively position in a 3D landscape. Documents that match these queries are then pulled into the landscape and are positioned within it according to their relative strengths of attractions to the queries – a document that is attracted to only one query will appear next to it in the 3D landscape, a document that is attracted to two queries will appear somewhere between them and so on. Users interactively add, remove and reposition queries so as to explore the search space and to gradually refine a complex search (in a way that is not possible with the current generation of search engines that typically only display the results of one query at a time). ADDRESS will refine this approach to cope with visualizing multiple simultaneous datasets and also incorporating richer representations of meta-information to further guide searching. It will also be possible to save useful frameworks of queries and associate them with individual users so that they might be applied to other datasets at a later date, thereby supporting personalized access to visualizations. Tangible Interaction Surfaces Although interactive 3D visualization techniques may potentially provide users with powerful new techniques for searching and accessing large datasets, they also introduce further problems, most notably difficulties with 3D navigation and manipulation. Interaction with complex 3D spaces using a standard screen, mouse and keyboard may be difficult due to lack of display space and problems with using 2D devices to perform 3D interactions. On the other hand, fully immersive interfaces such as head-mounted displays and CAVEs are either clumsy or impracticable for many applications due to their prohibitive size and cost. C. Project Description 3
  4. 4. ADDRESS will develop solutions to these problems based around a combination of medium- sized projection surfaces (e.g., tabletop projections) combined with tangible interaction techniques. The following figure shows two early examples of this approach. In the first (left), two users are interacting with a purpose-built tabletop surface. They are using a number of physical icons (phicons) to control a simple visualization. These are constructed as Perspex13 blocks that are covered with infrared reflective tape so that their positions can be tracked by an infrared sensitive camera that is mounted above the table. By positioning the blocks and removing and replacing various plugs from them, users are able to manipulate the display in a simple and intuitive way. In the second (right), a map overview of a virtual world is projected onto a horizontal surface. A virtual camera can then be placed in this map in order to bring up a second, more detailed view of the 3D world on an adjacent vertical surface. A notable benefit of these interfaces is that they are inherently collaborative – several users can naturally work together to manipulate the display. Two early examples of tangible interaction surfaces ADDRESS will build on these technologies, extending them in several key areas. First, the project will integrate these kinds of interactive surfaces with our 3D visualization software described previously. Second, the project will explore the use of personalized phicons that embody an individual’s query set or profile that they can carry with them wherever they go. For example, the user might carry one or more radio frequency ID (RFID) tags with them. Any interactive surface that they encountered would be able to read these tags and so immediately introduce the users personal query set into the visualization (in the simplest case each tag could be mapped to a single VR-VIBE style query that could instantly be loaded in and then positioned on the table). Physical documents could also be tagged (using RFID tags or barcodes) so that the placing them on the table would introduce their data into the visualization. In summary, a key innovation in the ADDRESS user interface will be to combine advances in 3D visualization and interactive surfaces to create displays that will make accessing complex information landscapes inherently natural, collaborative and engaging. In particular, the ADDRESS project intends that the displays implemented will be suitable for deployment in public environments that are concerned with providing access to cultural heritage – museums, galleries, exploratoriums and so forth. C. Project Description 4
  5. 5. 3. Collaboration As the worlds of the web-based searching, digital libraries, and education continue to converge, the need to define clear standards and protocols for information interchange becomes even more critical. It will be increasingly rare for any organization to rely on a single vendor for it’s entire infrastructure. It is therefore important that the components developed as part of the ADDRESS project are able to interact not only with each other but with other components which make up the Digital Library or Learning Management System ‘jigsaw’. A central plank of the project is to interact with a range of actors worldwide to enable this level of interoperability The following US and Australian projects have agreed to collaborate closely with ADDRESS to work towards a common functional architecture: • COLIS (Australia) • SMETE14 (USA) • ADL Academic Co-Lab15 (USA) The vehicle for this ongoing collaboration will be the IMS Digital Repositories working group. Active members of the IMS consortium include Blackboard, Campus Pipeline, EDUCAUSE, SCT, and WebCT Educational Technologies. It is planned that other projects, including EU- and NSF-funded projects, will be identified to take part in collaborative activities and to contribute to the process mentioned above as appropriate. Potential EU projects will be identified through collaboration with the DELOS16 supporting measure. Projects already identified as covering related areas include such as COVAX17 and MIND18. 4. Project Management 4.1 Organization The Project will be managed through a Project Board, which is chaired by the Project Director, Neil Smith (FDI). All partners will nominate a senior member of their staff to membership of the Board, who may if necessary send an alternate to meetings. Project staff may attend Board meetings unless staff-confidential matters are under discussion. The Board will meet at intervals no greater than six months. Project Board meetings will be scheduled to coincide with key decision points within the project, and will be more frequent at key stages such as project start up and as key software components are tested and delivered. Decisions of the Board are decisions of the consortium and will be made by consensus or by vote under rules described in the Consortium Agreement. The Project will be divided into nine Work Packages, as outlined in the table below. Management of each Work Package will be the responsibility of a named member of staff from one of the consortium members. The Work Package leader will report progress to the Project Director at least monthly during the timescale of the particular Work Package. C. Project Description 5
  6. 6. Work Package Title Start End Deliverables 1 Project Management 1 30 D1,D2,D13 2 User Requirements Analysis and Standards 1 27 D3 Synchronization 3 State-of-the-Art and Emerging Technologies Review 2 27 D5 4 Functional Architecture 6 30 D6 5 Digital Library – Development & Integration 9 22 D7 6 LMS – Development & Integration 11 23 D8 7 System Testing 23 25 D9 8 Formative Evaluation & User Trials 1 28 D4,D10 9 Dissemination 7 30 D11,D12,D13 The Project Board may set up sub-committees to address particular issues as appropriate. Any such sub-committees will be established under terms of reference decided by the Project Board. 4.2 Responsibilities The consortium is comprised of a combination of academic research institutions and commercial organizations along with the newly established European branch of the IMS Global Learning Consortium. Since the project is primarily about the development of innovative software solutions, the structure of the consortium has a strong bias towards technical development. Of the six partners, only IMS Europe will not be contributing to the software development process. The consortium members are also, however, all leading players within their respective fields and are well positioned to contribute to the standards development process in their own domains as well as moving forward the state-of-the-art within their own particular specialties. Fretwell Downing Informatics (FDI) and Giunti Ricera (GUI) assume joint responsibility for technical architecture. The architecture envisages two main contexts in which the distributed search and locate functionality may be applied: within the resource discovery function of a hybrid library system and within a learning management system, packaging diverse resources together with learning content. FDI are world leaders in the development of standards-based digital library components. GUI are part of the Giunti Publishing Group, a leading European educational publisher with a strong software development and publishing arm. Their combined experience of leading edge collaborative research makes them ideally placed to fulfill this important and challenging role within the consortium. Index Data – world renowned for their work in the Z39.50 community – and the Internet Scout Project at the University of Wisconsin – developers of the Isaac network for LDAP-based cross- searching repositories through the Common Indexing Protocol and publishers of the seminal online resource discovery periodical, the Scout Report – will carry out development of new search agents. The mixed reality lab of the University of Nottingham, leaders in the development of innovative technologies for embedding visualization technologies in everyday applications, will develop the user interface layer. Underpinning the efforts of these partners, and the consortium as a whole, is IMS Europe. The work of the IMS Global Learning Consortium, particularly in the United States, has had a significant impact on the direction of development of the LMS market worldwide, and the newly established subsidiary, IMS Europe, is leading an exciting new international working group on C. Project Description 6
  7. 7. digital repositories. The ADDRESS project is designed to contribute directly to the specification process of this working group. The working group will also provide the forum for collaboration with other projects producing work in this area, including a project lead by Macquarie University in Australia. 4.3 Deliverables The following table outlines the planned ADDRESS deliverables. The project partners are indicated as follows: FDI Fretwell-Downing Informatics UK IMS IMS Global Consortium – Europe Netherlands WIS Internet Scout Project – Univ of Wisconsin US GIU GIUNTI Ricerca Italy IND Index Data Denmark UON University of Nottingham UK The lead for each deliverable is the first partner listed. Where the partner list is All, the lead partner is IMS, except for D1 and D2, where the lead partner is FDI. Deliverable Description Type Partners D1 Consortium Agreement Document All D2 Project Handbook Document All D3 Requirements Specification Document IMS,WIS,GIU D4 Evaluation Criteria Document GIU,WIS,IMS,UON D5 State-of-the-Art Review Document All D6 Functional Architecture Specification Document FDI,IMS,GIU D7 Digital Library Design Spec & Software D7.1 User Interface & Navigation Doc+Soft UON D7.2 Middle Tier Doc+Soft FDI D7.3 Search Agents Doc+Soft WIS,IND D7.4 Integrated Components Doc+Soft FDI,WIS,GIU,IND,UO N D8 LMS Design Spec & Software D8.1 Knowledge Packager Doc+Soft GIU,FDI D8.2 LOM Repository Doc+Soft IMS,FDI,IND,UON D8.3 Integrated Components Doc+Soft FDI,GIU,IMS,IND,UO N D9 Demonstration Scaffolding Software All D10 Evaluation Report Document GIU,WIS,IMS,UON D11 Dissemination and Use Plan Document All D12 Technology Implementation Plan Document All D13 Project Final Report Document All C. Project Description 7
  8. 8. 5. Evaluation Evaluation of the ADDRESS system to determine its performance and utility and guide effective design and implementation will be a critical portion of the project. Criteria to be considered include cost effectiveness and ease of use and construction for course creators, and the appropriateness of the resulting course offerings for learners. The evaluation process will be conducted in three phases: Following completion of the Functional Architecture work package, the resulting specification will be circulated as a consultation document for feedback from relevant national, European, and international bodies, as well as collaborating projects. Input from this process will provide guidance when the design of the specific software components is undertaken. When the design phase for the Digital Library and LMS software components is complete, the design specifications will be submitted to selected reviewers, along with the appropriate requirements specifications (generated previously), and the feedback gathered from these reviews will be used to revise the design specifications and to guide the implementation of the components. Finally, when the system demonstration scaffolding is operational, it will be reviewed in its entirety by at least one site, using a complete set of the ADDRESS requirements specifications as a baseline. Other review sites will focus on specific sub-sets of the system, as appropriate to their application and resources, for closer examination. 6. Sustainability Where possible, the software built by the ADDRESS project will be assembled using an array of well-established Internet development technologies such as XML, Dynamic HTML, and the Java programming language. Because of this, the ability to maintain and extend that software beyond the life of the project will be assured. In addition, as most of the software will be accessed through a standard web browser, no continued development or support will be required to maintain a high level of accessibility. 7. Description of the Consortium and Partners The partners in the consortium are as follows: • Fretwell Downing Informatics (FDI) - UK • IMS Europe (IMS) - Netherlands • University of Wisconsin (WIS) - United States • GIUNTI Ricerca (GIU) - Italy • Index Data (IND) - Denmark • University of Nottingham (UON) - UK Fretwell-Downing Informatics, UK C. Project Description 8
  9. 9. Fretwell-Downing Informatics was formed in 1991 as part of the Fretwell-Downing Group’s computing interests. Fretwell-Downing is an Oracle Business Alliance Partner, a Microsoft Solutions Provider, a Netscape Alliance Partner, a member of DAVIC19 (Digital Audio-Visual Council), an affiliate member of OMG20 (Object Management Group) and W3C (World Wide Web Consortium). The company has over 400 clients worldwide and works through overseas resellers to market and develop national language versions of products. The company's largest client bases are in education, vocational training, libraries, archives and information services (public & corporate). As a result the company has high awareness of the potential demands of the 'information society' on these professions and on their public and of the opportunities offered by wide area and distributed systems technologies and integration. Around 40 IT experts and consultants are employed. IMS in Europe IMS in Europe is a wholly owned subsidiary of the IMS Global Learning Consortium Inc, a non- stock, not for profit membership-corporation, organized under the General Corporation Law of the State of Delaware, US. IMS in Europe is also a not for profit, membership organization based in Amsterdam. In addition to IMS in Europe, the IMS Global Learning Consortium also has centers in Australia and Singapore. IMS, in conjunction with its membership, defines and delivers interoperable, XML-based specifications for exchanging learning content and information about learners among learning system components. IMS members are implementing and adopting these specifications to make learning easier and cheaper to deliver anywhere and anytime, as well as to create new mechanisms, new contexts, and new products for education and training. IMS specifications already are becoming worldwide de facto standards for defining acquisition requirements and for delivering learning products and services. IMS in Europe operates in an identical manner as its parent organization, recruiting its members from the European region and focusing on specifications in areas of relevance to European interests. In particular, IMS in Europe is forming a Digital Repositories working group, in which publishers, cultural heritage organizations, and other stakeholders will collaborate on specifications to enable the eLearning community to take advantage of the huge wealth of resources already available. Internet Scout Project -- University of Wisconsin --Madison The Internet Scout Project grew out of experience dating back to1990 when the National Science Foundation recognized the need to inform researchers and educators about the information and tools that the Internet brought to them. Early projects included the Net-happenings mailing list and the Scout Report both conceived and founded in the early 90’s as new services that informed users about the best of the Internet. Today, almost three quarters of the top 100 research universities in the U.S. either link to some part of the Internet Scout Project Website (reports or archives) or have subscriptions to one or more of the reports. Over 60,000 national and international researchers, students, professionals and lifelong learners subscribe to the Scout Reports, and after accounting for pass-along rates and web hits, readership is estimated at 250,000. The Internet Scout Project also maintains a strong research component. Current funded research includes a software development project to design, build, and distribute a turnkey toolkit to help collection developers create an online portal to gather, catalog and disseminate their discipline- specific online resources. This toolkit uses a Dublin Core based metadata schema, supports C. Project Description 9
  10. 10. resource annotation entry via XML, and will support resource highlight linking from other sites via the Rich Site Summary21 (RSS) protocol. A second project is aimed at developing a searchable distributed online resource metadata repository using the Lightweight Directory Access Protocol (LDAP) for inter-node data exchange and the Common Indexing Protocol (CIP) for query routing. A demonstration version of this software, which links in metadata collections from the Lower Saxony State and University Library in Goettingen, Germany as well as nodes in the US, can be found online on the Internet Scout Project web site, listed below. A third project looks at developing international standards and tools for harvesting metadata and searching distributed repositories. This effort is being done in conjunction with the UK Office for Library and Networking (UKOLN) at the University of Bath, the Institute for Learning and Research Technology (ILRT) at the University of Bristol in the UK, and the Technical Knowledge Center & Library of Denmark (DTV). Giunti Ricerca GIUNTI Ricerca S.r.l. was founded in September 2000 as the spin off New Media Research Center of Interactive Labs S.r.l., the professional publishing and courseware design and development facility of the Giunti Publishing Group. GIUNTI Ricerca group together high-level professionals as R&D project managers, project engineers, software developers and analysts. The company operates at European level on advanced technologies for e-publishing, e-learning and broadband multimedia communication. Our mission is to develop R&D projects for GIUNTI Publishing Group, other third parties (other publishers, national and international companies, public bodies) and to work in international consortia, co-funded by a range of bodies at the Italian national and European level. Today, the Multimedia Companies of the Giunti Group account for more than 10 million EUROs turnover in 1998 with 30 employees and an average of 70 permanent external consultants from the Publishing Group (Art Directors, Graphic designers, Content Authors, Audiovisuals Profs, additional programmers). All Giunti Group facilities for authoring, contracting, design, printing and distribution are constantly shared in Giunti electronic publishing activities carried forward at GIUNTI Interactive Labs and other electronic companies. Index Data Index Data was founded in 1994. It is a consulting and software-development enterprise based in Denmark, but providing services to organizations in several countries. As a business, ID has come to specialize in training, decision support, and software development and integration pertaining to the ANSI/NISO Z39.50 (ISO 23950) standard, and, more generally, to the support of sophisticated, networked applications based on distributed information retrieval systems based on de facto and de jure standards such as XML and the Dublin Core. In support of its consultancy and development work, ID has developed a suite of software tools to facilitate the implementation of the Z39.50 protocol. This software – most of which is made freely available to other developers to nurture the market for Z39.50-based applications and services, and to attract attention to our business – includes a baseline software library and API to implement Z39.50 clients and server systems; language mappings for many popular programming languages; and a free-text indexing and document retrieval system supporting arbitrarily structured records.. University of Nottingham The Mixed Reality Laboratory (MRL) at the University of Nottingham brings together leading researchers from Computer Science, Engineering and Psychology to create new technologies that merge the physical and digital worlds. The MRL is especially focused on the development and application of mixed reality to support everyday life, especially new interface technologies for embedding 3D graphics and virtual environments into everyday physical environments. Expertise C. Project Description 10
  11. 11. in the MRL includes interface technologies, distributed software architectures and extensive design with evaluation of advanced interfaces drawing on techniques from psychology and the social science (including ethnographic techniques). The MRL is supported by a fully equipped mixed reality studio that has been funded under a UK Joint Research Equipment Initiative (JREI) grant of over £1 million and that is housed in a new building on the University’s £50 million campus extension. The MRL is also a leading partner in the UK’s Equator initiative, a £10 million six-year program of research between eight UK universities to investigate “physical and digital innovation in everyday life”. 8. Results from Prior NSF Support Title of the project: "Net Scout Internet Resource Discovery and Search Technologies" NCR-9712163, $3,074,016 (Estimated), May 1,1997 – April 30,2001 Summary of the results of the completed work, including any contribution to the development of human resources in science and engineering: Ongoing Services Scout Report: The Scout Report is a weekly publication that combines in one place descriptions of new and newly discovered Internet resources and network tools, especially those of interest to the primary audience, researchers, students, and educators. Each resource is carefully selected according to our quality criteria Subject-specific Scout Reports: The Scout Reports for Science &Engineering, Social Sciences & Humanities, and Business &Economics are modeled after the Scout Report, but are designed for discipline-specific audiences. The subject-specific Scout Reports add current awareness features (conferences, funding, publications, etc.) to the type of content published in the Scout Report, thus delivering information geared for academics and researchers biweekly in varying electronic formats. Scout Report Archives (formerly Signpost):A catalog of resources reviewed in the Scout Report and subject-specific reports. Signpost was one of the first catalogs of Internet resources to combine existing taxonomies such as the Library of Congress Classification Scheme and the Library of Congress Subject Headings in concert with emerging standards such as the Dublin Core to catalog and classify Internet resources. As of April 2001, the Scout Report Archives contains approximately 11,000 records. Services Initiated Net-Happenings: Net-Happenings is an electronic mailing list, which distributes information on new Internet resources, publications and conferences. Information is distributed as new resources or current awareness news are announced, resulting in 40-60 posts each weekday. Net- Happenings is now hosted by Classroom Connect. KIDS Report: A publication produced by K-12 students as a resource to other K-12 students, The KIDS Report was modeled after the Scout Report. It was a cooperative effort of twelve C. Project Description 11
  12. 12. classrooms across the country. Students worked with their teachers or school librarians to select and annotate all resources included in every issue of the KIDS Report. Now called Internet Detectives, the project flourishes as part of the Madison, Wisconsin School District. Scout Toolkit: The Scout Toolkit was built by collecting, organizing, and annotating a subset of the most effective network information tools available to new users identify the network tools most appropriate for their needs. Although still available on the Internet Scout Project site, Toolkit is no longer being updated. Research and Development Information Infrastructure Evolution -The Isaac Network: The Internet Scout Project's Isaac Network uses LDAP-based distributed cataloging, with CIP for indexing in order to enable end- user searches across geographically distributed collections from one interface. Outreach Net Scout Survey: In June of 1995,a professional survey was developed by the Wisconsin Survey Research Laboratory and sent via email to all Scout Report readers to solicit their feedback on the content, format and overall usefulness of the publication. Their responses have guided many of the services developed by ISP. The Project is currently undertaking a new readership survey with the help of the UW Survey Center. Publishing and Co-publishing: See below Publications resulting from the NSF award A. Tracy Wells, S. Calcari, and T. Koplow, Eds., The Amazing Internet Challenge: How Leading Projects Use Library Skills to Organize the Web, (American Library Association Editions),1999. J. Solock and Wells, A. Tracy, “Scout Report Signpost,” in The Amazing Internet Challenge: How Leading Project Use Library Skills to Organize the Web.(American Library Association Editions),1999: 203-22. Wells, A. Tracy, “Internet Scout Project: Promoting Resource Discovery for Research and Discovery,” Reference and User Services Quarterly 38 (4) <>. Plzak, R., E. Krol, and A. Tracy Wells, “FYI on Questions and Answers: Answers to Commonly Asked New Internet User Questions ”;Internet Engineering Task Force; draft-ietf- uswg-fyi4-00.txt, 1999. Calcari, S. and A. Tracy Wells, and “New Tools for Collection Development: The Internet Scout Project,” 1998,,Collection Management 23 (3):33-48 M. Roszkowski and C. Lukas, "A Distributed Architecture for Resource Discovery Using Metadata," D-lib Magazine, June 1998,<>. Glassel, A and A. Tracy Wells, "Scout Report Signpost: Design and Development for Access to Cataloged Internet Resources."1998.Journal of Internet Cataloging 3 (1):15-45. S. Calcari, A. Tracy Wells, and J. Solock, “The Internet Scout Project,” 1997 Library Hi Tech 15 (3-4),p.11-18. C. Project Description 12
  13. 13. S. Calcari and J. Solock, “The Internet Scout Project: Filtering for Quality”, Choice Magazine 34 (Association of College and Research Libraries, American Library Association),August 1997 special Web edition,p.25-37. Brief description of the available data, samples, physical collections and other related research products not described elsewhere: Title of the project: "The IMesh Toolkit: An Architecture and Toolkit for Distributed Subject Gateways" NCR-9906025, $480,166 (Estimated), October 1,1999 -September 30,2002 Summary of the results of the completed work, including any contribution to the development of human resources in science and engineering: Research and Development Subject Gateway Requirements Review: A review and analysis of subject gateway requirements has been produced, covering existing projects, API's and protocols pertinent for Internet subject gateway development and integration. This review also discusses existing subject gateway services and the technologies in use by those services. Evaluation Plan: An IMesh Toolkit evaluation plan has been published, identifying all groups of potential stakeholders in distributed subject gateway development, their interests and representative members of each group. The evaluation plan also detailed a review of the toolkit API, outlined a plan for identifying alpha and beta sites and conducting alpha and beta testing of the toolkit reference implementation, and presented a schedule for the testing and deployment of the toolkit API, reference implementation, and documentation, along with a breakdown of collaborator's responsibilities. Distributed Subject Gateway Technology Review: A review and analysis of existing protocols and standards related to distributed subject gateway implementation has been produced. The review covers existing and emerging searching and data exchange protocols and gives a point-by- point overview of their use in existing subject gateway software. Outreach New Collaborators: In June of 2000,a meeting between the US and UK IMesh Toolkit developers and DTV from Denmark was held to discuss possible integration of DTV's efforts into the IMesh Toolkit. In August of 2000,DTV officially joined the IMesh Toolkit project and assumed responsibility for a portion of the newly expanded IMeshTk architecture and reference implementation. IMesh Survey: A survey of Internet subject gateway developers, users and other interested parties is currently under way. Information that the survey will collect includes breakdowns on interoperability protocol usage, availability of hardware and operating system platforms among prospective IMeshTk users and information on the distribution and usage of existing subject gateway tools. Publications Resulting from the NSF Award C. Project Description 13
  14. 14. E.. Almasy, M. Hamilton, “IMeshTk --An Architecture and Toolkit for Distributed Subject Gateways,” DLI2 All-Projects Meeting, June 2000 Brief description of the available data, samples, physical collections and other related research products not described elsewhere: C. Project Description 14
  15. 15. C. Project Description 15
  16. 16. 1 European Commission TAP Libraries Programme PRIDE Project <> 2 European Union 4th Framework Programme <> 3 IDL - The Interactive Data Language (Documentation Set) <> 4 The UNIverse Project - A European Demonstration which Adds Value to the Virtual Union Catalogue paper delivered at the 64th IFLA General Conference August 16 - August 21, 1998 Suzanne Ward, UNIverse Project Officer 5 ANSI/NISO Z39.50-1995 Standard <> 6 UNIverse Project documentation page for EXPLAIN <> 7 XQL (XML Query Language), August 1999 Editor: Jonathan Robie (Software AG) <> 8 RFC 2251: Lightweight Directory Access Protocol (v3) (1997) Wahl, M. et al. <> 9 DAV Searching and Locating (DASL) Cover, Robin <> 10 IEEE P1484.12/D4.0 Draft Standard for Learning Object Metadata Learning Technology Standardization Committee of the IEEE. <> 11 OpenURL Syntax Description [Draft version], 2000 Herbert Van de Sompel; Patrick Hochstenbach; Oren Beit-Arie <> 12 VR-VIBE: A Virtual Environment for Co-operative Information Retrieval Benford, S. D., Snowdon, D N., Greenhalgh, C M., Ingram, R J., Knox, I. Brown, C C. Computer Graphics Forum, 14, (3), pp. 349-360, 1995, NCC Blackwell [also Proc. Eurographics '95] 13 Perspex <> 14 National SMETE Digital Library Community Center <> 15 ADL Academic Co-Lab Project <> 16 DELOS <> 17 COVAX (Contemporary Culture Virtual Archives in XML) <> 18 METU Software Research and Development Center MIND Interoperable Database Management Project <> 19 Digital Audio Visual Council <> 20 Object Management Group <> 21 RDF Rich Site Summary (RSS) Cover, Robin. <>