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November 7, 2012
New Perspectives for Business
Intelligence: Library and Research
Technologies and Research
Collaboration for New Data Models

William Barnett-Indiana University
Robert H. McDonald (@mcdonald)-Indiana University
Mike Winkler (@winkler4)-University of Pennsylvania
Joe Zucca-University of Pennsylvania

                                      November 8, 2012
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Outline
 General Strategies for Research Business
  Intelligence in the Academy
 Data Openness/Transparency for Research
  Business Intelligence
 Research Business Intelligence Use Cases
   Research Support/Team Science
   Libraries
 Discussion on comprehensive strategies
  and needs for Research Business
  Intelligance in the academy
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Consortia Science

 teste




                               Birney, Nature 489




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Team Science




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BI Data Supporting Consortia Science




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IU Faculty Profile Mapping




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Typical VIVO Data Ingest/Cleaning Workflow
RIS2N3 Components
       LOCAL CLIENT           SERVER CONTEXT


        RIS FILES
                                          VIVO

         RIS2N3

                                          Jena
           N3



          Jena
                      MySQL
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                                https://github.com/dgcliff/RIS2N3
Varying Views of Research Intelligence Data



      Administrator View     Researcher View


                      Research
                    Intelligence


      Development View      Team Science View



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Types of Systems in the RI Path

 Faculty Profile Systems
 Faculty Annual Review Systems
 Research Profile Systems
   Research Profile System Comparative
    Analytics (Peer to Peer)
 Resource Profile Systems
 Research Management Systems


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Open Source vs Vended Systems
 Faculty Profile/Networking Systems
   Open Source
        VIVO
        Digital Vita
        Loki
        Harvard Profiles
        CAP/Stanford Profiles
   Vended
        Symplectics (MacMillan part of Digital Science)
        SciVal Experts (Elsevier)
        Pivot (Proquest)
        Research In View (Thomson Reuters)

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Data Openness and Transparency




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Research Data, Instruments and Resources




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Linked Open Data in the Enterprise
 Not at Enterprise Level
   Graph Databases
   NoSQL Stacks
   Semantic Triple Store
    Systems
 Data Policy/
 Governance
   Public Profiles
      Faculty
      Resources
      Instruments
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Thank you!

  Robert H. McDonald
rhmcdona@indiana.edu




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Business Intelligence in
Translational Research:
Research Networking as a
Test Case

William Barnett, Indiana University
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How Traditional Research Works…



                 Get Funding



Write Proposal                     Do Research




                 Publish Results
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How Traditional Medical Research Works…




Basic          Pre-clinical                    Clinical




                Pharma
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How CTSAs want Translational Research to Work




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Why Research Networking?
Translational research is a team sport
1. Investigators don’t know of potential collaborators in their
   institutions to improve research
2. Investigators don’t know of complementary investigators or
   opportunities to make their projects more competitive.
3. Investigators don’t know of partners to cross translational
   boundaries.
4. Investigators don’t know of non-research partners
   (industry, public sector, public) needed for trials
   recruitment, implementation, or commercialization
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What is Research Networking?
1. An approach that strives to help overcome barriers by
   connecting people to undertake translational research
2. Institutional repositories to manage rich faculty profiles of
   grants, publications, classes, etc. and expose them publicly.
3. An information model based on individuals and cohorts.
4. A national federated architecture of Linked Open Data that
   can connect these repositories.
5. Applications that consume these profile data to accomplish
   translational goals
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NIH Investments in Research Networking

 VIVO – a project to develop an ontology and
    architectural standards to create, manage, and
    share rich faculty profile information.
 Eagle-I – a project to develop an ontology and
    architectural standards to create, manage, and
    share rich resource profile information
 CTSAConnect – a project to create an
    integrated ontology to connect
    faculty, resource, and other data
It’s all about Linked Open Data…
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What are Big Challenge Use Cases in
Translational Research?

1. Finding Funding
2. Recruiting Volunteers for Clinical Trials
3. Creating Translational Teams/Processes
4. Education and Training


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How Does NIH measure Translational Success?

 Logic Model from each CTSA, documented as
  XML files, exported to NIH annually.
 Logic Model is:
   Activities – things that happen
   Outcomes – science that results from the things
    that happen
   Impacts – what good comes of the science that
    comes from the things that happen


This is what we’ll use today…
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How can Research Networking Help
Find Funding?
By matching investigators with funding
opportunities
   Activities – Community of Science and SciVal Funding
    commercial applications potentially provide better
    funding matches
   Outcomes – unknown if they are any better than
    traditional means
   Impacts – unclear if there is any differentiation

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How can Research Networking Help
Recruiting Volunteers?
By matching researchers with community
groups and volunteers
 Activities – A few initial attempts to start
  developing VIVO-like profiles of community
  groups
 Outcomes - None
 Impacts - None
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How can Research Networking Help
    Creating Translational Teams?
With Applications that are used to discover complimentary and
next step collaborators
   Activities – Many faculty profile systems developed and
    implemented and one national pilot, direct2experts.org, has
    been launched
   Outcomes – some CTSAs show increased activity among
    groups that have not collaborated before
   Impacts – some new teams and multi-team systems have
    begun to form. Unclear of link to profile systems.
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Direct2Experts


     • 44 Institutions (at
       present).
     • Returns summary
       numbers by
       institution.
     • Finding individuals
       is a manual
       institution-by-
       institution basis.
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CTSAConnect (ctsaconnect.org)
A semantic framework that will facilitate the production and
consumption of Linked Open Data about
investigators, physicians, biomedical research
resources, services, and clinical activities. Use cases:

   Team Formation
   Cross-Institutional Collaboration
   Evaluation and Reporting

But… Where are the applications?

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How can Research Networking Help
Education and Training?

Mentor matching and MD – PhD awareness
 Activities - mentoring has been happening
  and translational education programs have
  sprung up without these systems
 Outcomes – no use of Research Networking
 Impacts – none.
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Other BI Roles for Research Networking?
  Investigators
    Automated CV generation, particularly for
     center grants
    Research topic trend analysis
  Administrators
    Competitive landscape review
    Productivity assessments for tenure, etc.
  Research
    Network Science and Science of Team Science
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Rich profiles could help find
collaborators, subjects, resources, mentors, a
nd funding and pursue
other, undetermined, great things.

There are business models that can help
sustain an institutional strategy

Challenges: applications that deliver
value, policy, data quality, and momentum.

It is early yet, and this has so Tweet us: #EDU12 #busintel #E12_SESS113
                                 far been a
technology looking for a problem to solve.
Thank you!

                         Bill Barnett
                      barnettw@iu.edu
Thanks to Dave Eichmann for reviewing an early version of this presentation!




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Mike Winkler | Joe Zucca
University of Pennsylvania Libraries
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’



’




    Tweet us: #EDU12 #busintel #E12_SESS113
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Tweet us: #EDU12 #busintel #E12_SESS113
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    Tweet us: #EDU12 #busintel #E12_SESS113
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Tweet us: #EDU12 #busintel #E12_SESS113
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xxx.xx.xxx.xxx|-|zucca|[26/Jul/2007:15:41:01 -0500]| GET
https://proxy.library.upenn.edu:443/login?proxySessionID=10335905&url=http://ww
w.csa.com/htbin/dbrng.cgi?username=upenn3&access=upenn34&cat=psycinfo&ad
v=1 HTTP/1.1|
302|0|http://www.library.upenn.edu/cgibin/res/sr.cgi?community=59|
Mozilla/5.0 (Macintosh; U; PPC Mac OS X; en) AppleWebKit/418.9.1
(KHTML, like Gecko) Safari/419.3| NGpmb6dT6JXswQH
__utmc=94565761;ezproxy=NGpmb6dT6JXswQH;
hp=/;proxySessionID=10335514; __utmc=247612227;
__utmz=247612227.1184251774.1.1.utmccn=(direct)|utmcsr=(direct)|utmcmd=(non
e);UPennLibrary=AAAAAUaWP5oAACa4AwOOAg==;
sfx_session_id=s6A37A3E0-3B8E-11DC-80E985076F88F67F




                                                   Tweet us: #EDU12 #busintel #E12_SESS113
Srvice Genre
                            Library
                                                  Cognzt Staff
                          Parameters
                                                  Orgn’l Unit
  User &
 Program                                          Budget cntr
Parameters


   College | Dept                                                Bibliographic
                                                                  Parameters
   Rank

   Course
                                                                 Title
   Host College                        Date | Time               URI
   Host Dept                           Location                  Format
                    Environmental
   Instructor                          IP Address
                     Parameters                                  Cost| Supplr
   Grant Spnsr                         URL
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Tweet us: #EDU12 #busintel #E12_SESS113
’




     Analytics
    Repository




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“




    ”
        “   ”



                 ”

                Tweet us: #EDU12 #busintel #E12_SESS113
Tweet us: #EDU12 #busintel #E12_SESS113
Tweet us: #EDU12 #busintel #E12_SESS113
Tweet us: #EDU12 #busintel #E12_SESS113
Questions?




    Online – Tweet them to us:
     #EDU12 #busintel
 Or write them into our engage page
     http://bit.ly/RHg0C8 (open googledoc)
                             Tweet us: #EDU12 #busintel #E12_SESS113
MetriDoc Tiered Architecture
   Abstracts 4 key functions, exposes interfaces for interoperability

    1. Extract                      2. Transform                        3. Load                 4. Query
  Target Source,
                                              Resolution                                Results
           e.g. Relais,
                                                Sources                                Document
            Illiad, ILS
                                                e.g. IdM, WorldCat




       Ingest Log                                                       Query Srvc
                                        Resolve                                                       User
          Parse                       Codes & IDs                                                   Interface
                                       Normalize                          Data
         Format                                                           Repo



          Refined                          Refined
          output                           output
                                                                                                              Local
                                                                                         Query                 Data
                                                                                       Document               Stores
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New Perspectives for Business Intelligence: Library and Research Technologies and Research Collaboration for New Data Models

  • 2. New Perspectives for Business Intelligence: Library and Research Technologies and Research Collaboration for New Data Models William Barnett-Indiana University Robert H. McDonald (@mcdonald)-Indiana University Mike Winkler (@winkler4)-University of Pennsylvania Joe Zucca-University of Pennsylvania November 8, 2012
  • 3. Tweet Us: #EDU12 #E12_SESS113 http://slidesha.re/ #busintel #EDU12
  • 4. BI Research Engage Page Take Notes-Ask Questions? http://bit.ly/RHg0C8
  • 5. Outline  General Strategies for Research Business Intelligence in the Academy  Data Openness/Transparency for Research Business Intelligence  Research Business Intelligence Use Cases  Research Support/Team Science  Libraries  Discussion on comprehensive strategies and needs for Research Business Intelligance in the academy Tweet us: #EDU12 #busintel #E12_SESS113
  • 6. Consortia Science  teste Birney, Nature 489 Tweet us: #EDU12 #busintel #E12_SESS113
  • 7. Team Science Tweet us: #EDU12 #busintel #E12_SESS113
  • 8. BI Data Supporting Consortia Science Tweet us: #EDU12 #busintel #E12_SESS113
  • 9. IU Faculty Profile Mapping Tweet us: #EDU12 #busintel #E12_SESS113
  • 10. Typical VIVO Data Ingest/Cleaning Workflow RIS2N3 Components LOCAL CLIENT SERVER CONTEXT RIS FILES VIVO RIS2N3 Jena N3 Jena MySQL Tweet us: #EDU12 #busintel #E12_SESS113 https://github.com/dgcliff/RIS2N3
  • 11. Varying Views of Research Intelligence Data Administrator View Researcher View Research Intelligence Development View Team Science View Tweet us: #EDU12 #busintel #E12_SESS113
  • 12. Types of Systems in the RI Path  Faculty Profile Systems  Faculty Annual Review Systems  Research Profile Systems  Research Profile System Comparative Analytics (Peer to Peer)  Resource Profile Systems  Research Management Systems Tweet us: #EDU12 #busintel #E12_SESS113
  • 13. Open Source vs Vended Systems  Faculty Profile/Networking Systems  Open Source  VIVO  Digital Vita  Loki  Harvard Profiles  CAP/Stanford Profiles  Vended  Symplectics (MacMillan part of Digital Science)  SciVal Experts (Elsevier)  Pivot (Proquest)  Research In View (Thomson Reuters) Tweet us: #EDU12 #busintel #E12_SESS113
  • 14. Data Openness and Transparency Tweet us: #EDU12 #busintel #E12_SESS113
  • 15. Research Data, Instruments and Resources Tweet us: #EDU12 #busintel #E12_SESS113
  • 16. Linked Open Data in the Enterprise  Not at Enterprise Level  Graph Databases  NoSQL Stacks  Semantic Triple Store Systems  Data Policy/  Governance  Public Profiles  Faculty  Resources  Instruments Tweet us: #EDU12 #busintel #E12_SESS113
  • 17. Thank you! Robert H. McDonald rhmcdona@indiana.edu Tweet us: #EDU12 #busintel #E12_SESS113
  • 18. Business Intelligence in Translational Research: Research Networking as a Test Case William Barnett, Indiana University
  • 19. Tweet us: #EDU12 #busintel #E12_SESS113
  • 20. How Traditional Research Works… Get Funding Write Proposal Do Research Publish Results Tweet us: #EDU12 #busintel #E12_SESS113
  • 21. How Traditional Medical Research Works… Basic Pre-clinical Clinical Pharma Tweet us: #EDU12 #busintel #E12_SESS113
  • 22. How CTSAs want Translational Research to Work Tweet us: #EDU12 #busintel #E12_SESS113
  • 23. Why Research Networking? Translational research is a team sport 1. Investigators don’t know of potential collaborators in their institutions to improve research 2. Investigators don’t know of complementary investigators or opportunities to make their projects more competitive. 3. Investigators don’t know of partners to cross translational boundaries. 4. Investigators don’t know of non-research partners (industry, public sector, public) needed for trials recruitment, implementation, or commercialization Tweet us: #EDU12 #busintel #E12_SESS113
  • 24. What is Research Networking? 1. An approach that strives to help overcome barriers by connecting people to undertake translational research 2. Institutional repositories to manage rich faculty profiles of grants, publications, classes, etc. and expose them publicly. 3. An information model based on individuals and cohorts. 4. A national federated architecture of Linked Open Data that can connect these repositories. 5. Applications that consume these profile data to accomplish translational goals Tweet us: #EDU12 #busintel #E12_SESS113
  • 25. NIH Investments in Research Networking  VIVO – a project to develop an ontology and architectural standards to create, manage, and share rich faculty profile information.  Eagle-I – a project to develop an ontology and architectural standards to create, manage, and share rich resource profile information  CTSAConnect – a project to create an integrated ontology to connect faculty, resource, and other data It’s all about Linked Open Data… Tweet us: #EDU12 #busintel #E12_SESS113
  • 26. What are Big Challenge Use Cases in Translational Research? 1. Finding Funding 2. Recruiting Volunteers for Clinical Trials 3. Creating Translational Teams/Processes 4. Education and Training Tweet us: #EDU12 #busintel #E12_SESS113
  • 27. How Does NIH measure Translational Success?  Logic Model from each CTSA, documented as XML files, exported to NIH annually.  Logic Model is:  Activities – things that happen  Outcomes – science that results from the things that happen  Impacts – what good comes of the science that comes from the things that happen This is what we’ll use today… Tweet us: #EDU12 #busintel #E12_SESS113
  • 28. How can Research Networking Help Find Funding? By matching investigators with funding opportunities  Activities – Community of Science and SciVal Funding commercial applications potentially provide better funding matches  Outcomes – unknown if they are any better than traditional means  Impacts – unclear if there is any differentiation Tweet us: #EDU12 #busintel #E12_SESS113
  • 29. How can Research Networking Help Recruiting Volunteers? By matching researchers with community groups and volunteers  Activities – A few initial attempts to start developing VIVO-like profiles of community groups  Outcomes - None  Impacts - None Tweet us: #EDU12 #busintel #E12_SESS113
  • 30. How can Research Networking Help Creating Translational Teams? With Applications that are used to discover complimentary and next step collaborators  Activities – Many faculty profile systems developed and implemented and one national pilot, direct2experts.org, has been launched  Outcomes – some CTSAs show increased activity among groups that have not collaborated before  Impacts – some new teams and multi-team systems have begun to form. Unclear of link to profile systems. Tweet us: #EDU12 #busintel #E12_SESS113
  • 31. Direct2Experts • 44 Institutions (at present). • Returns summary numbers by institution. • Finding individuals is a manual institution-by- institution basis. Tweet us: #EDU12 #busintel #E12_SESS113
  • 32. CTSAConnect (ctsaconnect.org) A semantic framework that will facilitate the production and consumption of Linked Open Data about investigators, physicians, biomedical research resources, services, and clinical activities. Use cases:  Team Formation  Cross-Institutional Collaboration  Evaluation and Reporting But… Where are the applications? Tweet us: #EDU12 #busintel #E12_SESS113
  • 33. How can Research Networking Help Education and Training? Mentor matching and MD – PhD awareness  Activities - mentoring has been happening and translational education programs have sprung up without these systems  Outcomes – no use of Research Networking  Impacts – none. Tweet us: #EDU12 #busintel #E12_SESS113
  • 34. Other BI Roles for Research Networking?  Investigators  Automated CV generation, particularly for center grants  Research topic trend analysis  Administrators  Competitive landscape review  Productivity assessments for tenure, etc.  Research  Network Science and Science of Team Science Tweet us: #EDU12 #busintel #E12_SESS113
  • 35. Rich profiles could help find collaborators, subjects, resources, mentors, a nd funding and pursue other, undetermined, great things. There are business models that can help sustain an institutional strategy Challenges: applications that deliver value, policy, data quality, and momentum. It is early yet, and this has so Tweet us: #EDU12 #busintel #E12_SESS113 far been a technology looking for a problem to solve.
  • 36. Thank you! Bill Barnett barnettw@iu.edu Thanks to Dave Eichmann for reviewing an early version of this presentation! Tweet us: #EDU12 #busintel #E12_SESS113
  • 37. Mike Winkler | Joe Zucca University of Pennsylvania Libraries
  • 38. Tweet us: #EDU12 #busintel #E12_SESS113
  • 39. Tweet us: #EDU12 #busintel #E12_SESS113
  • 40. Tweet us: #EDU12 #busintel #E12_SESS113
  • 41. ’ ’ Tweet us: #EDU12 #busintel #E12_SESS113
  • 42. Tweet us: #EDU12 #busintel #E12_SESS113
  • 43. Tweet us: #EDU12 #busintel #E12_SESS113
  • 44.                 Tweet us: #EDU12 #busintel #E12_SESS113
  • 45. Tweet us: #EDU12 #busintel #E12_SESS113
  • 46. Tweet us: #EDU12 #busintel #E12_SESS113
  • 47. Tweet us: #EDU12 #busintel #E12_SESS113
  • 48. Tweet us: #EDU12 #busintel #E12_SESS113
  • 49. xxx.xx.xxx.xxx|-|zucca|[26/Jul/2007:15:41:01 -0500]| GET https://proxy.library.upenn.edu:443/login?proxySessionID=10335905&url=http://ww w.csa.com/htbin/dbrng.cgi?username=upenn3&access=upenn34&cat=psycinfo&ad v=1 HTTP/1.1| 302|0|http://www.library.upenn.edu/cgibin/res/sr.cgi?community=59| Mozilla/5.0 (Macintosh; U; PPC Mac OS X; en) AppleWebKit/418.9.1 (KHTML, like Gecko) Safari/419.3| NGpmb6dT6JXswQH __utmc=94565761;ezproxy=NGpmb6dT6JXswQH; hp=/;proxySessionID=10335514; __utmc=247612227; __utmz=247612227.1184251774.1.1.utmccn=(direct)|utmcsr=(direct)|utmcmd=(non e);UPennLibrary=AAAAAUaWP5oAACa4AwOOAg==; sfx_session_id=s6A37A3E0-3B8E-11DC-80E985076F88F67F Tweet us: #EDU12 #busintel #E12_SESS113
  • 50. Srvice Genre Library Cognzt Staff Parameters Orgn’l Unit User & Program Budget cntr Parameters College | Dept Bibliographic Parameters Rank Course Title Host College Date | Time URI Host Dept Location Format Environmental Instructor IP Address Parameters Cost| Supplr Grant Spnsr URL Tweet us: #EDU12 #busintel #E12_SESS113
  • 51. Tweet us: #EDU12 #busintel #E12_SESS113
  • 52. Tweet us: #EDU12 #busintel #E12_SESS113
  • 53. Analytics Repository Tweet us: #EDU12 #busintel #E12_SESS113
  • 54. ” “ ” ” Tweet us: #EDU12 #busintel #E12_SESS113
  • 55. Tweet us: #EDU12 #busintel #E12_SESS113
  • 56. Tweet us: #EDU12 #busintel #E12_SESS113
  • 57. Tweet us: #EDU12 #busintel #E12_SESS113
  • 58. Questions?  Online – Tweet them to us:  #EDU12 #busintel  Or write them into our engage page  http://bit.ly/RHg0C8 (open googledoc) Tweet us: #EDU12 #busintel #E12_SESS113
  • 59.
  • 60. MetriDoc Tiered Architecture Abstracts 4 key functions, exposes interfaces for interoperability 1. Extract 2. Transform 3. Load 4. Query Target Source, Resolution Results e.g. Relais, Sources Document Illiad, ILS e.g. IdM, WorldCat Ingest Log Query Srvc Resolve User Parse Codes & IDs Interface Normalize Data Format Repo Refined Refined output output Local Query Data Document Stores Tweet us: #EDU12 #busintel #E12_SESS113

Editor's Notes

  1. barnettw@indiana.edu – winkler4@upenn.edu – jgz10101@gmail.com
  2. Opening: Here to discuss Penn’s Metridoc project. Presentation is divided into 4 chapters (Task, Challenge, BI Framework, Strategic Priorities—infrastructure/collaboration), a prologue on Organizational Learning and an epilogue on Opportunity and Transformation
  3. Throughout several years of work on management information services, I saw the uderlying priority being the need to support decision-making, to discover best practice, drive efficiency and the like. All those are worthy and important goals, but I’ve come to realize the overarching significance of behind business or organizational intelligence is, Learning—fostering and expanding the organization’s capacity to learn. This is what we need tools like metridoc to do.
  4. This quote from Hagel and Brown captures the idea nicely as it places it into the context of disruptive change—the change that’s so apparently obvious in libraries…
  5. So the task is really this… It’s not a novel idea, the conversation about the learning organization is a pretty well-worn idea, but it does help define the task before libraries and indeed other aactors on campus engaged in academic support.
  6. Here it is in three connect ideas….
  7. So there are many challenges to surmount in developing robust BI capabilities in organizations that don’t have broad experience in the field, but libraries have pecular issues of their own. It’s the breadth and depth of our service profile.
  8. Consider this question
  9. Examples
  10. And behind this array of products and services is an equally broad set of supporting systems each with a trove of data containing useful information to help us learn what users do, how they do it, why and with what expectation from their partners, like the library.
  11. In thinking about a framework, it helps to begin localizing the challenge. We’re good at operating the systems of the enterprise and we may have cobbled together some solutions of doing analysis, but libraries and many academic support providers like the basic infrastructure to draw these pieces together into a mutually supportive system of capabilities.
  12. The framework has to be designed around the event as its working model…
  13. Here’s an event captured in the slice of ezproxy log… point out some elementsIP- ( a proxy for the users environment) date, time, resource consulted (PsychInfo) , technology employed (all the stuff about agents), a link between this log and a system to look up normalized resource name (Proxysession ID), and finally, and SFX id that be resolved into a citation., and finally a penn credential for detailed information about who is engaged in this moment of discovery. Granular, detailed, heavy with information about a user and their situation
  14. An abstract representation of the real life event that preceded this slide
  15. Need a system to capture, and make available the event data so described above. Summary of what metridoc does in this context
  16. What’s the strategic priority here: What it’s not, what it is….The next slides talk about collaboration as a key priority for building BI capacity, and about organizational readiness (resources, talent, time, community sourcing and governance) rather than technology being the key.
  17. There important opportunities here for us and the campus: to improve the reach and effectiveness of current service, to design new services, to realize collective aspirations (eg collective data on resource sharing driving collection development and access models of the future for collections that will be increasingly distributed and ephemerally used.
  18. Technical summary. Where we are today.