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HYDRA PROJECT MANAGEMENT 
PRACTICES SURVEY RESULTS 
Hydra Connect 2 
Mark Notess
BACKGROUND 
• Motivation 
• get a sense the current 
project management 
practices in use within the 
Hydra community 
• share results with PM 
workshop 
• Survey conducted in September 
2014 
• Survey request sent to hydra-community 
and hydra-tech 
• 16 responses
PROJECTS 
UCSD DAMS 
Images Repository app 
ScholarSphere 1.0 
Hydra@Hull 
Oregon Digital 
Open Vault 
Hydrus (SDR Online Deposit) 
Digital Library Infrastructure 
Image Management System 
Digital Commonwealth 
Scholar@UC 
Libra 
Spotlight 
Paged Media Project 
Avalon Media System 
CurateND 
Hydramata
INSTITUTIONS 
UCSD 
Northwestern 
Penn State 
MediaShelf/DCE 
University of Hull 
University of Oregon 
Oregon State University 
WGBH 
Stanford 
The Royal Library 
Ohio State 
Boston Public Library 
University of Cincinnati 
UVa 
Stanford 
Indiana University 
University of Notre Dame
PROJECT INFO 
• Average team size: 6 
• Methodologies: 
• Agile Scrum – 7 
• Other Agile – 5 
• No structured process – 2 
• Loose Agile Scrum 
• Mix of Waterfall and Agile
TOOLS FOR MANAGING 
REQUIREMENTS 
• Jira – 8 (including Greenhopper) 
• Github – 5 
• Spreadsheets – 3 
• Confluence – 2 
• Google Docs – 2 
• whiteboard & post-its – 2 
• Basecamp 
• Github issues 
• Redmine 
• Rally (rallydev.com) 
• Trac 
• Word documents 
• Mockups, Design artifacts 
(Tools often used in combination)
SOURCES OF REQUIREMENTS 
Staff who work with users 14 
Users 11 
Developer ideas 10 
Features of a previous product being replaced 7 
Administrators 7 
Other 5
SOURCE CONTROL TOOLS 
• git/GitHub (public, though sometimes a institutionally-based instance)- 
15 
• "Atlassian Stash (private) 
• Redmine 
• University sponsored code repo
BUG TRACKING TOOLS 
• Jira – 11, one with a Ruby on Rails front end 
• Github issues – 5 
• Redmine 
• Rally, 
• Trac 
• spiceworks
TOOLS FOR TESTING, INTEGRATION, 
DEPLOYMENT 
Rspec – 10 
Travis CI – 8 
Capistrano – 7 
Capybara – 5 
Bamboo – 4 
Jenkins – 4 
Cucumber – 3 
PhantonJS – 2 
Puppet – 2 
Vagrant – 2 
Chef 
Passenger 
Apache 
Tomcat 
New Relic 
Nagios 
factory girl 
git irc bot to deploy 
Thin 
Fitnesse 
Various manual approaches.
MONTHS TO PRODUCTIVITY FOR A NEW 
DEVELOPER 
• 3.4 – Mean 
• 2.5 – Median
MAIN BENEFIT OF HYDRA: COMMUNITY 
• "Community engagement is 
exciting for developers 
• Best practices on testing are 
inherited and enforced” 
• The community interactions are 
beneficial. 
• Community support. 
• The myriad opportunities that the 
community offers for sharing 
concerns, ideas and knowledge. 
• The community of skilled people 
working on similar issues to us, 
and the continuous dialogue and 
knowledge sharing around that. 
• Knowledge sharing on concrete 
coding issues.” 
• The community behind it. 
• The active community 
• "The community with respect to 
training, support, products or 
components” 
• community engagement.
MAIN BENEFIT: TECHNOLOGY 
• Allows us to use Ruby on Rails and the Fedora repository here at NUL. 
• It has allowed us to implement a platform that can serve the generic digital content 
management needs of the University, without the overhead of managing multiple systems 
for different types of content. 
• Ability to integrate linked open data 
• Open source. 
• "A framework of functionality, as well as a framework for organizing code and data 
modelling. 
• Lots of tools to select from, several stacks for reference (i.e. sufia, avalon) 
• It gives additional value in the form of gems, ideas on new trends, and loads of code 
samples to accomplish tasks. 
• Build on top of an existing open source project. 
• The potential (not yet activated in our case) to build multiple hydra heads, all connected with 
a single Blacklight discovery layer 
• This project doesn't exactly use Hydra directly, but as part of the Hydra ecosystem the 
benefits are....familiar technology stack; integration with our exiting digital library repository 
and front end; 
• Common development environment with Fedora across two development teams, in two 
different cities. 
• Having an open source framework that gets libraries and is supported by a community 
• Core code base that is already established and maintained by many developers
HOW COULD THE HYDRA COMMUNITY 
BETTER SUPPORT PROJECT SUCCESS? 
• Provide a roadmap, so people will know what is planned and when to expect it. Less 
of a “wild west approach”; have a more product/user -centered vision 
• Better organization, oversight, and development planning for the hydra core (not just 
Fedora 4) 
• More contributions that are reusable—sufficiently generalized and gemified; solution 
bundles; less reinvention of the wheel; best practices for engendering reuse; more 
viewer types; how is this work rewarded or motivated? 
• Best practices for collaborative work, so such projects can succeed 
• Better awareness of what other institutions are doing—webinars or other sharing 
• Better documentation of what gems do and who is using them; reduce learning curve 
• Community-endorsed approaches to or standards for metadata, handling big files, 
statistics, rdf
WHAT DO YOU WISH YOU'D KNOWN 
BEFORE BEGINNING THE PROJECT? 
Amount of work needed to learn the arch. and languages, do metadata 
modeling, set up local dev infrastructure, keep technology dependencies 
up to date, set up server env and deploy, change people’s mindset from 
consumer to contributor. 
The future! (What other projects will do that we could have used if we’d 
known, but now we’ve diverged.) 
What collaboration models do and don’t work, especially how decisions 
get made, expectations get set, resources are obtained. 
Gemification: how to modularize code within a community framework, and 
doing so in a way that doesn't jeopardize deadlines
WHAT HAS BEEN THE BIGGEST 
MANAGEMENT CHALLENGE FOR THE 
PROJECT? 
• Resources! Finding, training, keeping developers, or getting enough 
resources allocated to do the work. 
• Avoiding technical debt and keeping components up to date. 
• Stakeholder education and management. Helping administrators 
understand collaborative open source development. Managing 
expectations. Getting CLAs signed. 
• Prioritizing features for the massive amount of work that is needed. 
• The politics of collaboration across institutions.
WHAT GEMS FROM THE HYDRA 
COMMUNITY ARE YOU USING, APART 
FROM THE CORE HYDRA GEMS? 
• Sufia – 5 
• Browse Everything – 4 
• Questioning Authority – 4 
• Blacklight Advanced Search – 2 
• Hydra Derivatives – 2 
• Hydra Ldap – 2 
• Hydra Batch Edit, Hydra Collections, Blacklight Gallery, Hydra Roel 
Management, Hydra File Characterization, Active Admin, Blacklight 
Maps, Blacklight Range Limit, CAS Authentication, About Page

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Hydra Project Management Survey

  • 1. HYDRA PROJECT MANAGEMENT PRACTICES SURVEY RESULTS Hydra Connect 2 Mark Notess
  • 2. BACKGROUND • Motivation • get a sense the current project management practices in use within the Hydra community • share results with PM workshop • Survey conducted in September 2014 • Survey request sent to hydra-community and hydra-tech • 16 responses
  • 3. PROJECTS UCSD DAMS Images Repository app ScholarSphere 1.0 Hydra@Hull Oregon Digital Open Vault Hydrus (SDR Online Deposit) Digital Library Infrastructure Image Management System Digital Commonwealth Scholar@UC Libra Spotlight Paged Media Project Avalon Media System CurateND Hydramata
  • 4. INSTITUTIONS UCSD Northwestern Penn State MediaShelf/DCE University of Hull University of Oregon Oregon State University WGBH Stanford The Royal Library Ohio State Boston Public Library University of Cincinnati UVa Stanford Indiana University University of Notre Dame
  • 5. PROJECT INFO • Average team size: 6 • Methodologies: • Agile Scrum – 7 • Other Agile – 5 • No structured process – 2 • Loose Agile Scrum • Mix of Waterfall and Agile
  • 6. TOOLS FOR MANAGING REQUIREMENTS • Jira – 8 (including Greenhopper) • Github – 5 • Spreadsheets – 3 • Confluence – 2 • Google Docs – 2 • whiteboard & post-its – 2 • Basecamp • Github issues • Redmine • Rally (rallydev.com) • Trac • Word documents • Mockups, Design artifacts (Tools often used in combination)
  • 7. SOURCES OF REQUIREMENTS Staff who work with users 14 Users 11 Developer ideas 10 Features of a previous product being replaced 7 Administrators 7 Other 5
  • 8. SOURCE CONTROL TOOLS • git/GitHub (public, though sometimes a institutionally-based instance)- 15 • "Atlassian Stash (private) • Redmine • University sponsored code repo
  • 9. BUG TRACKING TOOLS • Jira – 11, one with a Ruby on Rails front end • Github issues – 5 • Redmine • Rally, • Trac • spiceworks
  • 10. TOOLS FOR TESTING, INTEGRATION, DEPLOYMENT Rspec – 10 Travis CI – 8 Capistrano – 7 Capybara – 5 Bamboo – 4 Jenkins – 4 Cucumber – 3 PhantonJS – 2 Puppet – 2 Vagrant – 2 Chef Passenger Apache Tomcat New Relic Nagios factory girl git irc bot to deploy Thin Fitnesse Various manual approaches.
  • 11. MONTHS TO PRODUCTIVITY FOR A NEW DEVELOPER • 3.4 – Mean • 2.5 – Median
  • 12. MAIN BENEFIT OF HYDRA: COMMUNITY • "Community engagement is exciting for developers • Best practices on testing are inherited and enforced” • The community interactions are beneficial. • Community support. • The myriad opportunities that the community offers for sharing concerns, ideas and knowledge. • The community of skilled people working on similar issues to us, and the continuous dialogue and knowledge sharing around that. • Knowledge sharing on concrete coding issues.” • The community behind it. • The active community • "The community with respect to training, support, products or components” • community engagement.
  • 13. MAIN BENEFIT: TECHNOLOGY • Allows us to use Ruby on Rails and the Fedora repository here at NUL. • It has allowed us to implement a platform that can serve the generic digital content management needs of the University, without the overhead of managing multiple systems for different types of content. • Ability to integrate linked open data • Open source. • "A framework of functionality, as well as a framework for organizing code and data modelling. • Lots of tools to select from, several stacks for reference (i.e. sufia, avalon) • It gives additional value in the form of gems, ideas on new trends, and loads of code samples to accomplish tasks. • Build on top of an existing open source project. • The potential (not yet activated in our case) to build multiple hydra heads, all connected with a single Blacklight discovery layer • This project doesn't exactly use Hydra directly, but as part of the Hydra ecosystem the benefits are....familiar technology stack; integration with our exiting digital library repository and front end; • Common development environment with Fedora across two development teams, in two different cities. • Having an open source framework that gets libraries and is supported by a community • Core code base that is already established and maintained by many developers
  • 14. HOW COULD THE HYDRA COMMUNITY BETTER SUPPORT PROJECT SUCCESS? • Provide a roadmap, so people will know what is planned and when to expect it. Less of a “wild west approach”; have a more product/user -centered vision • Better organization, oversight, and development planning for the hydra core (not just Fedora 4) • More contributions that are reusable—sufficiently generalized and gemified; solution bundles; less reinvention of the wheel; best practices for engendering reuse; more viewer types; how is this work rewarded or motivated? • Best practices for collaborative work, so such projects can succeed • Better awareness of what other institutions are doing—webinars or other sharing • Better documentation of what gems do and who is using them; reduce learning curve • Community-endorsed approaches to or standards for metadata, handling big files, statistics, rdf
  • 15. WHAT DO YOU WISH YOU'D KNOWN BEFORE BEGINNING THE PROJECT? Amount of work needed to learn the arch. and languages, do metadata modeling, set up local dev infrastructure, keep technology dependencies up to date, set up server env and deploy, change people’s mindset from consumer to contributor. The future! (What other projects will do that we could have used if we’d known, but now we’ve diverged.) What collaboration models do and don’t work, especially how decisions get made, expectations get set, resources are obtained. Gemification: how to modularize code within a community framework, and doing so in a way that doesn't jeopardize deadlines
  • 16. WHAT HAS BEEN THE BIGGEST MANAGEMENT CHALLENGE FOR THE PROJECT? • Resources! Finding, training, keeping developers, or getting enough resources allocated to do the work. • Avoiding technical debt and keeping components up to date. • Stakeholder education and management. Helping administrators understand collaborative open source development. Managing expectations. Getting CLAs signed. • Prioritizing features for the massive amount of work that is needed. • The politics of collaboration across institutions.
  • 17. WHAT GEMS FROM THE HYDRA COMMUNITY ARE YOU USING, APART FROM THE CORE HYDRA GEMS? • Sufia – 5 • Browse Everything – 4 • Questioning Authority – 4 • Blacklight Advanced Search – 2 • Hydra Derivatives – 2 • Hydra Ldap – 2 • Hydra Batch Edit, Hydra Collections, Blacklight Gallery, Hydra Roel Management, Hydra File Characterization, Active Admin, Blacklight Maps, Blacklight Range Limit, CAS Authentication, About Page