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The e-Framework for Education and Research and its relationship to Enterprise Architecture Simon Porter
Presentation Purpose: <ul><li>The eFramework is a framework for collaboratively describing how systems at a service level ...
Overview <ul><li>Overview </li></ul><ul><ul><li>Some observations about Enterprise Architecture, Standards and  Service or...
Some Observations about higher education industry trends by  Christopher J. Mackie <ul><li>Christopher J. Mackie </li></ul...
<ul><li>Internal IT capacity is declining </li></ul><ul><ul><li>Demand is increasing faster than budget </li></ul></ul><ul...
The bottom line (of this presentation) <ul><li>The Bottom Line: </li></ul><ul><ul><li>So there is increasing pressure on I...
<ul><li>Strategy 1 </li></ul><ul><li>When building an Enterprise Architecture, reuse/ build upon as many artifacts from in...
<ul><li>Strategy 2 </li></ul><ul><li>Start thinking about consolidating services at an enterprise level </li></ul>
Service oriented approach (soa) *Scott Wilson - CETIS Services need well defined interfaces so all components can access t...
Service oriented approach (soa) LMS New Super LMS SIS Identity Directory PMS CMS LDAP OMS UI UI ? UI
<ul><li>Strategy 3 </li></ul><ul><li>Build your services architecture in collaboration with the broader Community </li></ul>
Service oriented approach has community foundations <ul><li>A services orientated approach is inherently community focused...
University 1 University 2 University 3 University 4 University 1 SIS Identity Directory PMS CMS LDAP OMS UI UI SIS Identit...
<ul><li>So is there a way we can work together to help define these servcies? </li></ul><ul><li>Build on the knowledge of ...
Back to the central theme of this presentation <ul><li>Are there patterns of behaviour that we can adopt together that hel...
The eFramework <ul><li>About the  e-Framework for Education and Research  </li></ul>
What is the eFramework? <ul><li>Background </li></ul><ul><ul><li>Enabling meaningful conversations and collaboration acros...
What is it? <ul><li>Goal: </li></ul><ul><ul><li>technical interoperability </li></ul></ul><ul><ul><li>in education and res...
What is it? <ul><li>Sure … but what are the e-Framework outputs? </li></ul><ul><li>…  a knowledge base … </li></ul><ul><li...
e-Framework Components <ul><li>service usage models (SUMs) </li></ul><ul><li>service genres </li></ul><ul><li>service expr...
Service Genres SEARCH ANNOTATE RESOLVE IDENTIFY AUTHORISE PERSONALISE MESSAGING SCHEDULE SIMULATE HARVEST REGISTER AUTHENI...
Service Expressions SEARCH ANNOTATE RESOLVE IDENTIFY AUTHORISE PERSONALISE MESSAGING SCHEDULE SIMULATE HARVEST REGISTER AU...
Service Usage Models Learning Object Repository Network Business context Services Data
Guides: the collaboration framework <ul><li>Each Component is documented within a Collaboration Framework </li></ul><ul><l...
What can it do? <ul><li>Publishing Information </li></ul><ul><ul><li>Asset catalogue of technologies and standards </li></...
What can it do? <ul><li>Interoperable Development (Standards and Services) </li></ul><ul><ul><li>Standards encourage Inter...
But the e-Framework … <ul><li>is not intended to be prescriptive </li></ul><ul><li>is not meant to be implemented all at o...
How it is being used <ul><li>Work in progress (Wiki) </li></ul><ul><li>Research: </li></ul><ul><ul><li>Research Journal SU...
Back to the Central Question <ul><li>So does the e-Framework represent a pattern of behaviour that we can adopt together t...
How can Enterprise Architecture use EA? <ul><li>You can use the e-Framework as part of your toolkit for constructing a col...
Building an ESA with the help of the eFramework <ul><li>What services is it practical to include within an ESA? </li></ul>...
<ul><li>Research Project Case Study </li></ul>
A Case Study: Research Project Information <ul><li>The Problem: </li></ul><ul><ul><li>Research project information is repl...
<ul><li>Research Project information should flow across these systems like course information flows across systems in the ...
Dept Central admin Research collections Granting Bodies High Performance Computing Facilities  Media Dept Central admin De...
Dept Central admin Research collections Granting Bodies High Performance Computing Facilities  Media Research  project reg...
<ul><li>To successfully argue for a new approach to communicating research project information, I need to be able to tell ...
eFramework Approach for describing a research project registry <ul><ul><li>Identify candidate service usage models for a r...
eFramework Approach for describing a research project registry <ul><li>Based on the business needs, factor out the service...
eFramework Approach for describing a research project registry Request VPAC services for a project <ul><li>Describe in det...
eFramework Approach for describing a research project registry Use the set of service interactions defined in the Service ...
eFramework Approach for describing a research project registry <ul><li>Identify existing standards candidates upon which a...
What then? <ul><li>Advocate!  </li></ul><ul><ul><li>Across 4 countries </li></ul></ul><ul><ul><li>Across the University se...
Contributing <ul><li>http://www.e-framework.org </li></ul><ul><ul><li>Documentation, templates, instructions </li></ul></u...
<ul><li>For more information… </li></ul><ul><ul><li>Contact:  [email_address] </li></ul></ul><ul><ul><li>Newsletter:  http...
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  1. 1. The e-Framework for Education and Research and its relationship to Enterprise Architecture Simon Porter
  2. 2. Presentation Purpose: <ul><li>The eFramework is a framework for collaboratively describing how systems at a service level interoperate in teaching and research. </li></ul><ul><ul><li>How does the framework work? </li></ul></ul><ul><ul><li>Why does it matter? </li></ul></ul><ul><ul><li>What is the relationship between the eFramework and Enterprise Architecture? </li></ul></ul>
  3. 3. Overview <ul><li>Overview </li></ul><ul><ul><li>Some observations about Enterprise Architecture, Standards and Service oriented approaches. </li></ul></ul><ul><ul><li>About the eFramework </li></ul></ul><ul><ul><li>eFramework in action. </li></ul></ul><ul><ul><ul><li>Defining a Research Project Repository Service. </li></ul></ul></ul>
  4. 4. Some Observations about higher education industry trends by Christopher J. Mackie <ul><li>Christopher J. Mackie </li></ul><ul><li>Associate Program Officer </li></ul><ul><li>The Andrew W. Mellon Foundation </li></ul>Observations about institutional trends in higher education. IDEA 2007 Presentation:
  5. 5. <ul><li>Internal IT capacity is declining </li></ul><ul><ul><li>Demand is increasing faster than budget </li></ul></ul><ul><ul><li>Staff are aging; labor markets are inhospitable </li></ul></ul><ul><ul><li>Software development & maintenance capacity is vanishing; vendor dependence is increasing </li></ul></ul><ul><ul><li>Enterprise software complexity is increasing beyond institutional competence: Home-brew enterprise software is growing impossible to build or maintain </li></ul></ul>9-10 October 2007 Christopher J. Mackie Associate Program Officer The Andrew W. Mellon Foundation Some Observations by Christopher J. Mackie
  6. 6. The bottom line (of this presentation) <ul><li>The Bottom Line: </li></ul><ul><ul><li>So there is increasing pressure on Information services divisions to support Research and Education systems. </li></ul></ul><ul><li>A General Question </li></ul><ul><ul><li>Are there patterns of behaviour that we can adopt together that help progress the goals of education and research more effectively? </li></ul></ul><ul><ul><ul><li>To help reduce complexity? </li></ul></ul></ul><ul><ul><ul><li>To increase our flexibility in responding to business requirements? </li></ul></ul></ul><ul><li>How do we incorporate these patterns of behaviour within our approaches to EA? </li></ul>
  7. 7. <ul><li>Strategy 1 </li></ul><ul><li>When building an Enterprise Architecture, reuse/ build upon as many artifacts from industry and community as possible. </li></ul><ul><ul><li>Frameworks </li></ul></ul><ul><ul><li>Standards </li></ul></ul><ul><ul><li>Business Process Models </li></ul></ul><ul><ul><li>Data models </li></ul></ul>
  8. 8. <ul><li>Strategy 2 </li></ul><ul><li>Start thinking about consolidating services at an enterprise level </li></ul>
  9. 9. Service oriented approach (soa) *Scott Wilson - CETIS Services need well defined interfaces so all components can access them. SERVICES Learning Management Library Activity Mgt Collaboration Assessment Student Record System Grading Reporting Cataloguing Messaging Authentication Packaging Content Mgt Packaging Discovery
  10. 10. Service oriented approach (soa) LMS New Super LMS SIS Identity Directory PMS CMS LDAP OMS UI UI ? UI
  11. 11. <ul><li>Strategy 3 </li></ul><ul><li>Build your services architecture in collaboration with the broader Community </li></ul>
  12. 12. Service oriented approach has community foundations <ul><li>A services orientated approach is inherently community focused. </li></ul><ul><li>Interfaces to successful services are by their nature, standards based, or at least grounded in common community practice </li></ul>
  13. 13. University 1 University 2 University 3 University 4 University 1 SIS Identity Directory PMS CMS LDAP OMS UI UI SIS Identity Directory PMS CMS LDAP OMS UI UI SIS New Super LMS Identity Directory PMS CMS LDAP OMS UI UI SIS New Super LMS Identity Directory PMS CMS LDAP OMS UI UI
  14. 14. <ul><li>So is there a way we can work together to help define these servcies? </li></ul><ul><li>Build on the knowledge of others? </li></ul>
  15. 15. Back to the central theme of this presentation <ul><li>Are there patterns of behaviour that we can adopt together that help progress the goals of education and research most effectively? </li></ul><ul><ul><li>To help reduce complexity? </li></ul></ul><ul><ul><li>To increase our flexibility in responding to business requirements? </li></ul></ul>
  16. 16. The eFramework <ul><li>About the e-Framework for Education and Research </li></ul>
  17. 17. What is the eFramework? <ul><li>Background </li></ul><ul><ul><li>Enabling meaningful conversations and collaboration across boundaries </li></ul></ul><ul><ul><li>DEST / JISC e-Framework for Education and Research </li></ul></ul><ul><ul><li>Now DEST, JISC (UK), MoE (NZ), SURF (NL) </li></ul></ul>
  18. 18. What is it? <ul><li>Goal: </li></ul><ul><ul><li>technical interoperability </li></ul></ul><ul><ul><li>in education and research </li></ul></ul><ul><ul><li>by improving community understanding of common services and standards </li></ul></ul><ul><li>Principles </li></ul><ul><ul><li>service oriented approach (soa) </li></ul></ul><ul><ul><li>open standards </li></ul></ul><ul><ul><li>community involvement </li></ul></ul><ul><ul><li>incremental development </li></ul></ul>
  19. 19. What is it? <ul><li>Sure … but what are the e-Framework outputs? </li></ul><ul><li>… a knowledge base … </li></ul><ul><li>Describing interfaces between applications </li></ul><ul><li>technology independent genres </li></ul><ul><li>technology dependent expressions </li></ul><ul><li>e-f descriptions of standards </li></ul><ul><li>Service Usage Models </li></ul><ul><li>how to combine services to meet business requirements </li></ul><ul><li>CORE SUMs </li></ul><ul><li>Commonly Repeating SUMs or reusable patterns </li></ul><ul><li>Collaboration framework </li></ul><ul><li>common vocabulary </li></ul><ul><li>templates for developing documentation </li></ul><ul><li>information on technologies, projects, practice </li></ul>
  20. 20. e-Framework Components <ul><li>service usage models (SUMs) </li></ul><ul><li>service genres </li></ul><ul><li>service expressions </li></ul><ul><li>e-F Descriptions of Standards (eFDOS) </li></ul><ul><li>CORE service usage models (SUMs) </li></ul><ul><li>business processes modeling </li></ul><ul><li>service implementations </li></ul><ul><li>service instances </li></ul>Reference
  21. 21. Service Genres SEARCH ANNOTATE RESOLVE IDENTIFY AUTHORISE PERSONALISE MESSAGING SCHEDULE SIMULATE HARVEST REGISTER AUTHENICATE ALERT Service Genre
  22. 22. Service Expressions SEARCH ANNOTATE RESOLVE IDENTIFY AUTHORISE PERSONALISE MESSAGING SCHEDULE SIMULATE HARVEST REGISTER AUTHENICATE ALERT <ul><li>Service Expressions (e.g., SRU, SRW, Z39.50, CQL, ECL – in specific context) </li></ul><ul><ul><li>Behaviours </li></ul></ul><ul><ul><li>Operations </li></ul></ul><ul><ul><li>Data Definitions </li></ul></ul><ul><ul><li>Standards & Specifications </li></ul></ul><ul><ul><li>… </li></ul></ul>
  23. 23. Service Usage Models Learning Object Repository Network Business context Services Data
  24. 24. Guides: the collaboration framework <ul><li>Each Component is documented within a Collaboration Framework </li></ul><ul><li>Name </li></ul><ul><li>Rationale </li></ul><ul><li>Classification </li></ul><ul><li>Version </li></ul><ul><li>Description </li></ul><ul><li>Functionality </li></ul><ul><li>Usage Scenarios </li></ul><ul><li>Applicability </li></ul><ul><li>Requests and Behaviours </li></ul><ul><li>Use and Interactions </li></ul><ul><li>Structure </li></ul><ul><li>Applicable Standards </li></ul><ul><li>Design Decisions and Tradeoffs </li></ul><ul><li>Implementation Guidance and Dependencies </li></ul><ul><li>Known Uses </li></ul>A Service Genre Description Contains… <ul><li>Genre: technology independent </li></ul><ul><li>Expression: one specific way to realise the genre </li></ul><ul><ul><li>Many expressions for each genre </li></ul></ul><ul><ul><li>Different expressions may overlap in function </li></ul></ul><ul><ul><li>Expression may be only part of one genre </li></ul></ul><ul><ul><li>Key component for interoperability </li></ul></ul><ul><ul><ul><li>In specific context, project, community </li></ul></ul></ul><ul><ul><ul><li>May tighten standards and data semantics </li></ul></ul></ul><ul><ul><ul><li>Can be used to develop service implementations </li></ul></ul></ul><ul><ul><ul><li>Can be service-oriented design and runtime contract </li></ul></ul></ul><ul><li>Any one SUM in terms of either expressions or genres, but not both (XOR) </li></ul>DEFINITIONS Service Genre Vs Service Expression TEMPLATES QUALITY ASSURANCE
  25. 25. What can it do? <ul><li>Publishing Information </li></ul><ul><ul><li>Asset catalogue of technologies and standards </li></ul></ul><ul><ul><li>Experiences in adoption, testing emerging standards and technologies </li></ul></ul><ul><ul><li>Communities focused around interoperability </li></ul></ul><ul><li>Leveraging International Experience </li></ul><ul><ul><li>What are other countries doing (consistent vocab) </li></ul></ul><ul><ul><li>How are they doing it (consistent model) </li></ul></ul><ul><li>Strategic Advice </li></ul><ul><ul><li>Pick a community in which to interoperate </li></ul></ul><ul><ul><li>Informed choice of domain tools, standards and technologies </li></ul></ul><ul><ul><li>Existing gaps become more obvious </li></ul></ul><ul><ul><li>Promotes reuse and not rebuild </li></ul></ul>
  26. 26. What can it do? <ul><li>Interoperable Development (Standards and Services) </li></ul><ul><ul><li>Standards encourage Interoperability, “soa” encourages Integration </li></ul></ul><ul><ul><li>But Standards and Services are not enough! </li></ul></ul><ul><ul><li>Addresses interoperability at the pain points </li></ul></ul><ul><ul><ul><li>At the business policy/process level </li></ul></ul></ul><ul><ul><ul><li>At an application and implementation level </li></ul></ul></ul><ul><ul><ul><li>At the service-oriented level (service interfaces and contracts) </li></ul></ul></ul><ul><ul><ul><li>At the semantic level </li></ul></ul></ul><ul><ul><ul><li>In a specific context </li></ul></ul></ul><ul><li>Adoption and Adaptation </li></ul><ul><ul><li>Taking standards or community profiles and adopting or adapting </li></ul></ul><ul><ul><li>e-Framework provides a feedback mechanism </li></ul></ul><ul><ul><li>Analysis of differences between communities/adaptations </li></ul></ul>
  27. 27. But the e-Framework … <ul><li>is not intended to be prescriptive </li></ul><ul><li>is not meant to be implemented all at once </li></ul><ul><li>is not an architecture </li></ul>
  28. 28. How it is being used <ul><li>Work in progress (Wiki) </li></ul><ul><li>Research: </li></ul><ul><ul><li>Research Journal SUM </li></ul></ul><ul><ul><li>Research Project Registry SUM </li></ul></ul><ul><ul><li>ARCHER SUM </li></ul></ul><ul><ul><li>Australian National Grid SUM </li></ul></ul><ul><ul><li>MAMS National Grid SUM </li></ul></ul><ul><ul><li>Storage Resource Broker (SRB) SUM </li></ul></ul><ul><ul><li>gLite Data Management (EGEE) SUM </li></ul></ul><ul><li>Learning: </li></ul><ul><ul><li>R2Q2 SUM </li></ul></ul><ul><ul><li>SPAID SUM </li></ul></ul><ul><ul><li>ResponseProcessing SUM </li></ul></ul><ul><ul><li>CamTools Sakai SUM </li></ul></ul><ul><ul><li>Learning Object Repository Network (LORN) SUM </li></ul></ul><ul><ul><li>Flowtalk SUM </li></ul></ul><ul><li>Library: </li></ul><ul><ul><li>FRED Repository Federation SUM </li></ul></ul><ul><ul><li>ASK SUM </li></ul></ul><ul><ul><li>USQ ePrints Repository SUM </li></ul></ul><ul><li>Administration: </li></ul><ul><ul><li>Student Transfer SUM </li></ul></ul><ul><ul><li>Early Notification SUM </li></ul></ul><ul><ul><li>Identity and Access Management SUM </li></ul></ul><ul><li>Common SUMs: </li></ul><ul><ul><li>Australian MAMS SUM (Shibboleth) </li></ul></ul><ul><ul><li>FRED Authenticated Harvest SUM </li></ul></ul><ul><ul><li>OpenID SUM </li></ul></ul><ul><ul><li>MAMS OpenID Provider SUM </li></ul></ul><ul><ul><li>Persistent Identifier Linking Infrastructure (PILIN) SUM </li></ul></ul>
  29. 29. Back to the Central Question <ul><li>So does the e-Framework represent a pattern of behaviour that we can adopt together that helps effectively progresses the goals of education and research? </li></ul><ul><li>Answer: Yes, when it comes to understanding and acting upon technical interoperability of services. </li></ul>
  30. 30. How can Enterprise Architecture use EA? <ul><li>You can use the e-Framework as part of your toolkit for constructing a collaborative enterprise services architecture </li></ul>
  31. 31. Building an ESA with the help of the eFramework <ul><li>What services is it practical to include within an ESA? </li></ul><ul><li>I need a way of designing acceptable usage patterns for service X…. </li></ul><ul><li>This service is really important to a number of business areas, how do I communicate this to a non technical audience? </li></ul><ul><li>How do I engage with existing infrastructure and expertise? </li></ul>
  32. 32. <ul><li>Research Project Case Study </li></ul>
  33. 33. A Case Study: Research Project Information <ul><li>The Problem: </li></ul><ul><ul><li>Research project information is replicated all over the research sector: </li></ul></ul><ul><ul><ul><li>In Grant proposals, ethics applications </li></ul></ul></ul><ul><ul><ul><li>On departmental websites </li></ul></ul></ul><ul><ul><ul><li>In the use of high performance computing facilites and the creation of virtual organizations </li></ul></ul></ul><ul><ul><ul><li>As part of RQF submissions </li></ul></ul></ul>
  34. 34. <ul><li>Research Project information should flow across these systems like course information flows across systems in the student sphere </li></ul><ul><li>Except that it doesn’t </li></ul>
  35. 35. Dept Central admin Research collections Granting Bodies High Performance Computing Facilities Media Dept Central admin Dept Central admin
  36. 36. Dept Central admin Research collections Granting Bodies High Performance Computing Facilities Media Research project registry Dept Central admin Dept Central admin
  37. 37. <ul><li>To successfully argue for a new approach to communicating research project information, I need to be able to tell a compelling story about services that crosses multiple organizational boundaries. </li></ul><ul><li>A problem ready made for the eFramework </li></ul>
  38. 38. eFramework Approach for describing a research project registry <ul><ul><li>Identify candidate service usage models for a research project registry from the perspective of: </li></ul></ul><ul><ul><ul><li>High performance computing facility </li></ul></ul></ul><ul><ul><ul><li>A faculty or department </li></ul></ul></ul><ul><ul><ul><li>Granting body (such as the ARC) </li></ul></ul></ul><ul><ul><ul><li>Research collection registry </li></ul></ul></ul>
  39. 39. eFramework Approach for describing a research project registry <ul><li>Based on the business needs, factor out the services required: </li></ul>
  40. 40. eFramework Approach for describing a research project registry Request VPAC services for a project <ul><li>Describe in detail how these services interrelate </li></ul>
  41. 41. eFramework Approach for describing a research project registry Use the set of service interactions defined in the Service usage models as a basis for describing a service expression Service Expression
  42. 42. eFramework Approach for describing a research project registry <ul><li>Identify existing standards candidates upon which a research project registry could be based. </li></ul>Funding Programme Classification http://www.eurocris.org/ PROJECT ORGUNIT Skills CV General Facility Particular Equipment Contact Results Publication Results Patent Results Product Service Event Prize/Award PERSON
  43. 43. What then? <ul><li>Advocate! </li></ul><ul><ul><li>Across 4 countries </li></ul></ul><ul><ul><li>Across the University sector </li></ul></ul><ul><ul><li>Revise with feedback </li></ul></ul><ul><ul><li>Seek support a resaerch project repository service </li></ul></ul>
  44. 44. Contributing <ul><li>http://www.e-framework.org </li></ul><ul><ul><li>Documentation, templates, instructions </li></ul></ul><ul><li>Contact the editors: </li></ul><ul><ul><li>[email_address] </li></ul></ul><ul><li>e-Framework Community Wiki </li></ul><ul><ul><li>https://e-framework.usq.edu.au/users/wiki / </li></ul></ul><ul><ul><li>In use by contributors </li></ul></ul><ul><ul><ul><li>See what’s happening </li></ul></ul></ul><ul><ul><ul><li>Contribute, Comment </li></ul></ul></ul>
  45. 45. <ul><li>For more information… </li></ul><ul><ul><li>Contact: [email_address] </li></ul></ul><ul><ul><li>Newsletter: http://www.jiscmail.ac.uk/lists/E-FRAMEWORK.html </li></ul></ul><ul><li>This work is licensed under a Creative Commons Attribution-ShareAlike-2.5 Australia Licence . </li></ul>

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