Big Digital Machine Coalition for Networked Information Baltimore, MD April 13, 2010

David W. Lewis, Dean of the IUPUI University Library and Indiana University Assistant Vice President for Digital Scholarly Communication Sandy Payette, Chief Executive Director, DuraSpace Joel Thierstein, Associate Provost for Innovative Scholarly Communication at Rice University and Executive Director of Connexions

The Big Digital Machine (BDM) is the name for a concept that aggregates and integrates a set of capabilities to provide universities the ability to manage their scholarly output.

C12. Recapturing the Scholarly Record Recommendation 12: Indiana University should pursue a position of leadership in the development (with partners) of new, sustainable models for scholarly publication, dissemination, and curation that enable scholars — and their collective communities — to re-assert control over rights to the scholarly record and its institutional preservation.

Wanted 1.Open source, community supported system or set of systems 2.Enterprise scale 3.Generalized not specialized — useable across multiple disciplinary applications 4.Infrastructure that enables change and provides the capacity to “bend the curve”

Observations 1.Many good systems already exist 2.Not coordinated, but there is not yet much overlap 3.Most vertically integrated 4.Good time to modularize the space — define interfaces

Conference Proceedings Repository Preprints BooksInstructional Materials Textbooks Journals Alerting RSS, etc. Peer Review Print-on- Demand Accounting Librarians Authors University Presses Database

Support Services – Librarians, Technologists, Editors, Designers Authors Conference Proceedings Repository Preprints BooksInstructional Materials Textbooks Journals Peer Review Print-on- Demand Accounting Database Media Server Alerting RSS, etc. Campus Portal Long-term Storage Format Conversion Collaboration Tools Custom Applications Print-on- Demand Accounting

Who is the BDM Indiana University Project $150K CIC funding Collaboration between DuraSpace, Public Knowledge Project, and Connexions to demonstrate possibilities

“The level of interdependence found in a product is a function of the underlying technology’s maturity. In the early days of most products and services, the components need to be tightly woven together to maximize the functionality from an immature technology that is not yet good enough to satisfy customer needs… As products and their markets mature, technology grows more sophisticated, as do customers. They begin to understand their unique needs and to insist on customized products. Technological maturity makes customization possible. Product and service architectures become more modular in this environment.” Clayton M. Christensen, et. al. Disrupting Class: How Disruptive Innovation Will Change the Way the World Learns, New York: McGraw-Hill, 2008

Support Services – Librarians, Technologists, Editors, Designers Access Engine 1 Access Engine Media Server Long-term Storage Authors Work flow Engine 2 Work flow Engine 1 Work flow Engine 4 Work flow Engine 3 Collaboration Tools Workflow Level Access Engine 1 Access Level Preservation Level Defined Interface Defined Interfaces Print-on-Demand Accounting/Payment Peer Review Management Alerting, RSS, etc. Services

What’s next for the BDM Complete demonstration projects Define structure — Is BDM a Project or a Movement? Establish robust funding for projects — Is BDM the United Way?

BDM provides the capacity to develop new, sustainable models for scholarly publication, dissemination, and curation that enable scholars — and their collective communities — to re-assert control over rights to the scholarly record and its institutional preservation. Recapture the Scholarly Record

DuraSpace is committed to providing leadership and innovation in the development of open technologies that promote durable, persistent access to digital data. We collaborate with academic, scientific, cultural, and technology communities in creating practical solutions to help ensure that current and future generations have access to our collective digital heritage. Open Technologies for Durable Digital Content

OJS Connexions DSpace Fedora DuraCloud Integrate – local/intranet Connect – web/internet Author Stats Widget LEGEND BDM Notional Architecture All Feasible Integration Points

BDM Prototype #1 Open Journal System (OJS) Integration BDM Use Case: Enable journal managers to deposit articles into DSpace and Fedora End-to-end journal publishing in open source – Publishing application (OJS) – Repository backend (DSpace, Fedora) – Replication supporting preservation (DuraCloud) Tech: Use of SWORD – extension of the Atom Publishing Protocol – web-based deposit of content into a repository

OJS DSpace or Fedora DSpace or Fedora DuraCloud Content transformer Connect – local Connect – web/internet S S SWORD Deposit D D DuraCloud API D D LEGEND BDM Prototype #1 OJS with Institutional Repository and Cloud Integration S S Y Y DuraCloud Sync Utility Y Y

BDM Prototype #2 Connexions Integration Use Case: provide institutions the ability to selectively archive Connexions content Connexions via “Lenses” – Educational content modules or collections – Aggregations as URLs available via RSS and Atom – Lenses as filter for what to archive Tech: replicate content to: – Institution repository (DSpace or Fedora) via SWORD – DuraCloud (cloud storage via APIs) – Both

DSpace DuraCloud D D Rice University Lense Connexions BDM Prototype #2 Connexions with Institutional Repository and Cloud Integration

System Integration Summits DuraSpace hosted first open technologies integration summit – London, Feb 2010 Support from BDM, JISC, CLIR Reps from open source projects related to scholarly communication and digital preservation Topics – web interoperability (e.g., SWORD); – workflow across web based systems – storage systems and storage abstractions under repositories – common platforms, tools and technologies Pledge to meet 2x/year F2F; 2x Virtual

DSpace Fedora Amazon DuraCloud EMC Other Apps and Tools Other Apps and Tools Islandora Open Technology Integrations, more generally Moving Towards Open Infrastructure for Scholarship and Science

Create Globally, Educate Locally

Ideas Information Concepts Module Courses Textbooks Authors Instructors Learners Knowledge Repository

Connexions Growth Over 16,000 modules woven into nearly 1000 collections 8900 in Science, Technology, Mathematics 5000 in Humanities, Arts, Social Sciences, Business 35,000+ versions of modules from over 1000 authors worldwide in English, Spanish, French, German Italian, Portuguese, Finnish Chinese, Japanese, Thai Vietnamese … Monthly Usage Approximations: 1.5 million + visits 70 million + hits 3.5 million + page views from countries

Customization

LIGHTWEIGHT BRANDING

Branding – Full Customization

Enterprise Rhaptos

Engagement

BDM

BDM: Journal To Connexions Integration OJS (Open Journal Service) User will be able to add a Journal to Connexions (CNX) via Sword (open format for content deposit). User must log into Connexions to complete the publishing of the Journal article(s).

34 Reuse BDM/CNX – Consistent Measurement Consistent measurement across the Big Digital Machine Google Analytics Capture offline reuse as well as online reuse Measure downloads of PDF, Source XML, Media, and Books

Connexions Joel Thierstein Supported by the Hewlett Foundation Maxfield Foundation

Questions?