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UK RepositoryNet+: Jisc Oversight Group, 2012-11-29
 

UK RepositoryNet+: Jisc Oversight Group, 2012-11-29

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    UK RepositoryNet+: Jisc Oversight Group, 2012-11-29 UK RepositoryNet+: Jisc Oversight Group, 2012-11-29 Presentation Transcript

    • RCSI Oversight Group 29th November, 2012Peter Burnhill, Andrew Doward, Terry Sloan for RepNet Project Team roles & introductions RCSI Oversight Group 29th Nov’12 1
    • Overview• Part 1: UKRepNet as Project – What we said we would do • Our proposal • The landscape & required infrastructure • Engagement – Project Plan & Timeline • Summary of progress • Stakeholder Engagement • Changes along the way – What is planned over next 8 months • Moving to a Service-Orientation• Part 2 (after lunch): making UKRepNet a Service 2
    • Proposal in response to the JISC Call• … firm focus on Open Access research literature … :a) Set up a production environment [for repositories] which works closely with the innovation [zone]b) Scope/deliver (.. partnership with others) repository & curation services via a production environment that offer economies of scale & scopec) Provide market research/ intelligence, quality assurance, business case and sustainability planning to support the project.• In meeting this Call … we will:(1) provide socio-technical infrastructure that supports the deposit, curation & maximal exposure of Open Access research literature(2) ensure the delivery of services that assist sustainability & embedding within institutional processes to demonstrate value for institutions, their researchers & their funders, and(3) assist JISC achieve overall aims for JISC Digital Infrastructure. 3
    • Understanding the Repository Landscape Licensed/ teacher editor monograph tollgate Academic Publisher student referee access to Publisher’s researcher Final Copy journal (PFC) P.I. author(s) Subject Deposit of metadata/text of Repository SWORD Authors’ Final Copy (AFC)Research Digital UKPMC reader metrics EU LibraryAwardreporting Eval Research Outcomes Institutional NORA Repository CERIF curation micro - services UKCoRR EU RCUK Wellcome Trust stewardship budgets ARMA UK Research Library Funder CRIS HEI [OA mandate] Institution HEFCE, SFC … Research Excellence Framework [OA mandate] 4
    • Institutions Have Mixed Purposes for Repositories Monograph Teacher Article Journal Reader Author Academics Publishers P.I. Subject Repository Open Access Institutional Repository Funders Repository Research Information CRIS Research Awards Management Library Faculty Institutions Research Grant Funders Office 5
    • Sketch of RepositoryNet Infrastructure & Components Funders’ Subject Institutional Repositories Repositories Repositories consumers Service Support Service Desk Service Directory hacks … Rapid Service components / Innov. … … … curation micro-services hosted remoteInnovation Zone RepositoryNet Production Environment 6
    • Engagement• Advisory Board • William Nixon (University of Glasgow) • Chair (& Senior User on Project Board) • Chris Awre (University of Hull) • Les Carr (University of Southampton) • Simon Kerridge (University of Kent) • Stuart Lewis (University of Edinburgh) • Kevin Ashley (DCC) • Paul Walk (UKOLN)• UKCORR• Workshops at OR12 conference• RCUK• OpenAIRE 7
    • Overview• Part 1: UKRepNet as Project – What we said we would do • Our proposal • The landscape & required infrastructure • Engagement – Project Plan & Timeline • Summary of progress • Stakeholder Engagement • Changes along the way – What is planned over next 8 months • Moving to a Service-Orientation• Part 2 (after lunch): making UKRepNet a Service 8
    • UK RepositoryNet Plan/Timeline as at last OSG 9
    • Components considered by OSG for Wave 1 fundingA: Aggregation, Text mining & Search D: Deposit Tools Aggregated set of metadata Publisher policies on OA REPUK for development RoMEO deposit Search, aggregation, full-text Juliet Research funders’ policies on OA CORE mining for OA repositories Search, aggregation, data- IRS mining for all IRs Open Redirect facility to OA IRs, Depot and default OA repositoryB: Benchmarking, Statistics and Report M2M direct for multi- RJBroker authored works to OA Centralised service for collection of OA repository(ies) IRUS-UK usage statisticsC: Creating Relevant Registries E: Enhancing Metadata Quality Naming Authority for the UK Open Authoritative, manually curated registry NAMES2 assigning identifiers to of OA repositories, combined with DOAR organisations and individuals harvested metadata engaged in research Registry of OA repositories compiled with ROAR statistics in mind Organisation based with information ORI on repositories 10
    • Wave 1 Decisions by JISC/OSGA: Aggregation, Text mining & Search D: Deposit Tools Innovation Zone REPUK RoMEO Wave 1 Innovation zone KPL CORE Report on Juliet Wave 1 Search IRS Innovation ZoneB: Benchmarking, Statistics and Report RJBroker Wave 1 IRUS-UK Wave 1C: Creating Relevant Registries E: Enhancing Metadata Quality Open Closed Call - OARR NAMES2 Align with ORCID Awaiting DOAR notification of Closed Call - OARR outcome ROAR ORI Wave 1 11
    • ITIL Service Portfolio Continual Service Service Service Improvement Concepts Design Third-party components Market Research RoMEO-Hosted JULIET-Hosted Service Operational Services Retired IRUS-UK Transition Innovation Services ORI RoMEO Zone RJBroker JULIET (REPUK,CORE, IRS) 12
    • Plan: What has happened (thus far) as planned as happened 13
    • Brief note on changing environment during project timeline2012 Formulate use 2013 Finch cases for Wave 2 Report UK-CoRR with IZ, SIPG, published meeting stakeholdersUK-Corr GA Teeside.meeting Report on JISC RIM Validate new First CRIS/IR meet applications for JISCbriefing and RIM Bristol Wave 1 announceto users published OR 12 RepNet no Wave NordBib workshops with 2 Copenhagen SIPG, Meet with OpenAIRE, Curation/ OpenAIRE users preservation workshop at UKOLN 14
    • Overview• Part 1: UKRepNet as Project – What we said we would do • Our proposal • The landscape & required infrastructure • Engagement – Project Plan & Timeline • Summary of progress • Stakeholder Engagement • Changes along the way – What is planned over next 8 months • Moving to a Service-Orientation• Part 2 (after lunch): making UKRepNet a Service 15
    • UK RepositoryNet Revised Plan 16
    • Dissemination & Engagement Plan• RepNet Advisory Board – 4th meeting in January’13 on sustainability – Further meetings planned for April and June’13• RepNet SIPG ‒ 3rd meeting in February’13 on Sustainability ‒ Further meetings planned for April and June’13 ‒ January’13 meeting with RJB with variety of repository software platforms ‒ Support for RJB roll-out expert IR advice• UKCORR ‒ November’12 meeting ‒ Gathered IR requirements through survey to reinforce use cases for new applications• ARMA (TBA)• With Repository Support Project (RSP) ‒ Jan 21st’ ’13 workshop on planned services and new applications ‒ Further events in March (Complying with Funder Policies) and June’13 (Increasing Deposit Rates) and webinars 17
    • Overview• Part 1: UKRepNet as Project – What we said we would do • Our proposal • The landscape & required infrastructure • Engagement – Project Plan & Timeline • Summary of progress • Stakeholder Engagement • Changes along the way – What is planned over next 8 months • Moving to a Service-Orientation• Part 2 (after lunch): making UKRepNet a Service 18
    • RepNet Website - Schematic UI RCSI Oversight Group 29th Nov’12 19
    • Service Component update: IRUS-UK IRUS-UK •Pilot since June 2012, transitioning to RepNet operational service, currently undergoing service acceptance testing – testplans and matrices to be uploaded to the RepNet Git repository. •DSpace and EPrints tracker code enabled, Fedora to follow by 31/3. •API to be delivered 30/11/ for testing •By 31st March 2013 IRUS will deliver: ingest scripts; a lightweight UI; authentication layer; SUSHI server; CSV export utilities. •Targets for IRs: 50%-75% of UK IRs with Eprints; 30-50% with Dspace, 1 Fedora •Project Status snapshot Service Status snapshot RCSI Oversight Group 29th Nov’12 20
    • Service Component Update: SHERPA RoMEO SHERPA RoMEO •Exists in RepNet Service Portfolio as a production service and service in transition – service launch scheduled on 3 rd May 2013 •Development of component into new RepNet service involves modularisation of the API and database to allow the development and management of modules as separate entities and hosting migrated to RepNet. •Current plan to have mirrored service (2 database instances load-balanced between CRC and RepNet) available for testing 7/12/12, in production by 31/1/13 •SLD output is behind schedule, currently being drafted and reviewed. •API output is behind schedule due to dependence on delivery of phrase admin tool. Initial deliverable 30/11/12 put back to 21/12/12 •Project status snapshot •Service status snapshot RCSI Oversight Group 29th Nov’12 21
    • Service Component Update: SHERPA JULIET SHERPA JULIET•Like RoMEO, JULIET exists in RepNet Service Portfolio as aproduction service and service in transition – service launchscheduled on 22nd May 2013•Development of component into new RepNet service involvesan audit and enhancement of data, development of an API andsearch interface and improvement of internal admin of data.•Current plan to have mirrored service (2 database instancesload-balanced between CRC and RepNet) available for testing7/12/12, in production by 31/1/13•Search interface on schedule – delivery 30/11/12•Audit JULIET data on schedule – complete by 21/12/13•Page on funder’s best practise – delivery on 27/1/13•API on schedule – delivery 22/2/13•Internal admin tool with Google Analytics – delivery14/3/13•Implementation of new features arising from stakeholderreview – delivery 26/4/13•Project status snapshot•Service status snapshot 22
    • Service Component Update – RJ Broker RJ Broker•RJ Broker exists as a service in transition in RepNet Service Portfolio, with themiddleware tool to go into service with RepNet on 31 st March 2013.•Development includes configuring RJ Broker as stand-alone middleware, developmentof a GUI, supporting use cases and a template legal agreement with IRs and publishersthat can be developed into a template by RepNet.•Prototype of RJ Broker GUI on schedule for testing end December 2012, available asservice end January 2013.•Delay to planned standards review incorporating RIOXX in December. RJ Brokeroutput is not dependent on RIOXX delivery.•Data feeds from NPG delayed by Hurricane Sandy – resume early December•Data feeds from EuropMC now included in EuropMC workpackage implemented byMIMAS from January 2013 – daily updates are planned.•RepNet will take over responsibility for rollout to IRs, including legal agreements andconfiguration of SWORD end-points from 31/3/13 in conjunction with RSP and theRepNet Partner Repository Expert Group (PReG)•Project status snapshot Service status snapshot 23
    • Service-related Developments• OA Repository Registry (OARR) • Engage with successful bidder (in SIPG)• ORI (Organisation & Repository Identification) • Use cases• Aggregation• New Applications build on Wave 1 components• Preservation/Business Continuity• Sustainability 24
    • OARR 25
    • ORI: Use Cases Organisation and Repositories Identification (ORI)•The ORI component project is complete. ORI was originally developed as part of theRJ Broker but has been reconfigured as a standalone middleware tool for identifyingacademic organisations and institutional repositories.•ORI will be made available as a middleware resource to the successful bidders forOARR.•Full documentation of ORI has been completed, together with a set of use cases toillustrate how the component can be employed by different users.•Use cases for ORI have been developed for the following users: • Providers of applications making use of authentication (e.g. ORCID, Mendeley, Symplectic, Funder reporting systems, Arkyves, publisher submission systems. • UK Access Management Federation Service Provider • EDINA Service Authentication • EDINA Support Desk Staff • Open Access Repository Registry (OARR) • Innovation and Application Developers•Use cases include: • Identifying a target repository for deposit • Searching for repository information•Project status snapshot 26
    • Aggregation 27
    • New Applications: Use Cases1. Planning for future RepNet services2. Based on Wave 1 services & Scoping activity forWave 23. List of potential services derived from Use Caseapproach4. Need now to determine priority & technicalchallenge: i.validate user requirements (+ feedback from survey) ii.assess technical approach 28
    • RepNet Use Cases: view from IZ 29
    • RepNet Use Cases 1-3: view from IZ 30
    • RepNet Use Cases 4-5: view from IZ 31
    • Preservation / Continuity of Access 32
    • Preservation: No mention, per se, in Proposal“... interaction with the University of California Curation Center (UC3) has prompted a marker for curation micro-services …• “The purpose of [WP3: Scope Curation Components: Tools & Services] is to appraise & propose/confirm curation components that will add value to repositories of research literature This is scoping to identify components, not to devise a curation services framework.• “… placing emphasis on continuing access” 33
    • • Insert/switch to LOCKSS slides 34
    • Understanding Sustainability• Value proposition – meeting a purpose that will endure• Variety of cost models• Variety of business/revenue models• Choice of Technology• Organisational Form 35
    • Sustainability: of what, for whom?... for Policy (JISC & BIS / RCUK) ... for Inst. Repositories• Open Scholarship • support for Open Access Green OA (self-deposit) • broader institutional objectives Gold OA IR-as-CRIS; CRIS-as-IR• Research Reporting & Compliance • Research Reporting (REF) &• Data through the lens of literature Compliance (RCUK) ... for Component Providers (SIPG)• from Project funding to Service mode: Service Level Definition & Service Budget• Medium-term planning for continual service improvement ... for UKRepNet as infrastructure• status as JISC Core Service within EDINA as JISC digital infrastructure• Managed hosting environment for services with revenues to support this.• ITIL-based processes for service development, transition and operation. 36
    • Projected timelines for sustainability planning (tba with JISC) November December January February March April May June July Possible ongoing activities 2012 2012 2013 2013 2013 2013 2013 2013 2013 subject to fundingAgree Sustainability Timelines with JISC (re JISC Business Review) Define framework Validate framework with focus groups Devise cost models Define service levels against business models Write and publish RepNet Sustainability Plan for Growth with input from Select/appraise JISC business models; create business plan Prepare business model options for agreement by JISC 37
    • The End – Further Questions? 38