IEEE Communications Society CIO Report OpCom-2 Venice September Alex Gelman, CIO

Slide 2 Webcasting Description2011 Certification Training Wireless virtual classes One each quarter 16Hrs/Q IEEE Greencom Webcasting vendor: WebEx Europe New ComSoc registration Development 70Hrs Event management (40 hours) Event: September 40 Hrs/event ComSoc Webcasts CCNC WCNC DySPAN ICC – Selected events SmartGridComm GLOBECOM Licenses $200/Mo Releases 2 Days/event Ongoing 7 Days/event Releases: 2 Days/Event

Slide 3 Active Drupal Projects DescriptionCompletion Publishing Operations Production Information (POPI) For Publications -Allows Publications Dept to track key metrics -Calculated statistics per article: weeks from submission to acceptance, weeks from original submission to submission for posting, weeks from acceptance to submission for posting, and days from receipt of files to submission for posting) -Calculated statistics per issue are: mean and median of ‘weeks from original submission to submission for posting.’ -Web Dashboard interface Completed (75 hours) Some minor work left due to last second Publications Dept requests (3-5 hours)

Slide 4 Digital Publications and Documents Digital Commag Create process to convert PDF to Flipbook for online viewing Completed (80 Hours) Create automated process to convert slide images for Flipbook for online mobile viewing – iPhone, iPad and Android devices Completed (80 Hours) Setup digital.comsoc.org on Drupal to host digital publications and integrate IEEE Web Accounts Completed (30 Hours) Design and layout of digital.comsoc.org In Process Design template to alert subscribers to current issue Completed (30 hours) Integrate Web Analytics for reporting To be done Develop iPad app To be done

Slide 5 Future Drupal Projects DescriptionTimeframe Digital Library New Web Publisher Architecture for New DL Development – new features and design Mobile devices IEEE Web Accounts eCommerce Database Migration Could require external consulting Study in progress OpCom-2 report DL appendix

Slide 6 Future Drupal Projects Description2011 Community Site Observation: Blogging demand is low (one blogger) Forums features - not used Groups features - high demand Migrate to New Drupal Tool – Open Atrium Users and Groups will be handled well Plans to enhance Groups with Skype, Web Conferencing Integration and other features Open Atrium has been installed on test site (10 hours) Q4 or 2012 Self-serve websites Eprise replacement Wizard and Template based system True domain support Will require staff development and theming to make Drupal available in a self-serve capacity and migrate Eprise legacy data Q4 or 2012

Slide 7 Future Drupal Projects DescriptionCompletion ComSoc Volunteer Recruitment Database. New Development: Major Goal – searchable database of individual volunteers (30 hours) -Call for Requirements to Four VP (8 Hours) -Integrate feedback from VP (2 Hours) -Prepare final requirements and analysis (8 Hours) -Develop application -Volunteering Forms already in place for Conferences and Publications, recommend delay full app until late Q4 or 2012 Q4 or 2012

Slide 8 Future Drupal Projects Description2011 Registration Application Created on Drupal Platform First use – IEEE Greencom Utilizes IEEE Web Accts and pricing matrix Can be adapted for other uses: -Wireless Certification Classes -Physical Conferences Need to establish requirements from stakeholders Build functionality 2012 Drupal v7 New features built into new release Full migration once all modules are ready – critical modules still not migrated to version 7 DL would be built on version 7 Report Module $

Slide 9 ComSoc Web site Description2011 Web Trends Reporting New profile for Community site IEEE Working group for new Enterprise Web Analytics In process (16 hours) Website Redesign Conference main page redesign Conference Portfolio events navigation improvement New, improved Conference Search function Completed (75 hours) Individual Publications “current issue” redesign Q4 (75 Hours) Mobile Add icons Add small ads Completed (4 hours)

Slide 10 Smartphonomics Description2011 Smartphonomics Waiting on IEEE to get Apple developer license IEEE requires staff to use IEEE Mac and iPad for development and testing In process Has taken two months to simply get equipment approved Porting over ComSoc web site iPhone app to IEEE Apple License Waiting on instructions from IEEE – we have been waiting over two months New conference app – open source code Code can be compiled for iPhone/iPad, Android Can be used for all conferences Will present to Smartphonomics group Will begin after receiving IEEE equipment and license installation

Slide 11 Future Drupal Projects - priorities Project PriorityYear Digital Library Development -Web Publisher, DL, Migration Digital Publications - Including iPad app Community site migration to Open Atrium Drupal 7 Upgrade Self-serve Drupal web site hosting Registration App 2.0 -WCET -Physical Conferences 6Future iPhone/iPad app for conferences 7 Future ComSoc Volunteer Recruitment Database 8Future

CIO Report OpCom 2 September, 2011 Venice Alex Gelman CIO Appendix – ComSoc Digital Library

Slide 13 ComSoc Digital Library Snapshot Custom ApplicationVendor – Parity ComSoc licenses ComponentsWeb Publisher Digital Library Initial Development Version 1 – approx 18 months Version 2 – approx 9 months Other Development WebPublisher, CommOntology, Web Accounts, Shopping Cart Live Version 1 – Released Nov 2002 Version 2 (current) – Released Oct 2008 Number of Papers76,355

Slide 14 ComSoc Digital Library Financials Year Revenues$85K$99K$108K Costs: Maintenance Article Uploads Enhancements $110K$193K$181K Net($25K)($94K)($73K)

Slide 15 ComSoc Digital Library Comprised of Two Applications Web PublisherProcesses Content for DL and IEEE Digital LibraryContent Repository User Interface E-Commerce

Slide 16 ComSoc Digital Library Web Publisher

Slide 17 ComSoc Digital Library Web Publisher Functions Publishing Module Index Module Manager Module XML Creation Module DL Update Module DL Homepage module Quarterly Content Update (CUP)

Slide 18 ComSoc Digital Library Web Publisher Module Functions ContentJournals, Magazines, Conference Proceedings, Tutorials Now InputXML for Journals HTML for Magazines XML for Tutorials Now CD for Conference Proceedings Document ParsingAuthor, Title, Abstract, References, Other OutputCurrent Issue Table of Contents for current issue Table of Contents for minipapers LinkingMinipapers to full text PDF

Slide 19 ComSoc Digital Library Other Web Publisher Modules Index Adds Meta Data for Articles into DL Database Manager Magazine Wizard Template Journal Wizard Template XML RapidPost Parses Latex files to create XML files for submission to IEEE DL Update Test for all articles indexed Reject non-compliant files Parity processes non-compliant files Add Articles to the Content Type tree DL Homepage module Edit and update homepage tabs ComSoc DL Automatically updates each publication type with top 10 most read articles

Slide 20 ComSoc Digital Library

Slide 21 ComSoc Digital Library DL Content Periodicals IEEE Communications Magazine IEEE Network IEEE Wireless Communications IEEE Transactions on Communications IEEE Journal on Selected Areas in Communications IEEE Communication Letters IEEE/ACM Transactions on Networking IEEE Transactions on Wireless Communications IEEE Transactions on Network and Service Management IEEE Journal of Communications and Networks IEEE Communications Surveys and Tutorials Conferences IFIP/IEEE International Symposium on Integrated Network Management IEEE Global Communications Conference The Conference on Computer Communications IEEE International Conference on Communications IEEE Military Communications Conference IEEE/IFIP Network Operations and Management Symposium IEEE Wireless Communications and Networking Conference IEEE Consumer Communications and Networking Conference IEEE Communications Society Conference on Sensor and Ad Hoc Communications and Networks IEEE International Symposium on Personal, Indoor and Mobile Radio Communications IEEE Symposium on New Frontiers in Dynamic Spectrum Access Networks Other Tutorials Now

Slide 22 ComSoc Digital Library DL Main Features BrowsingSearch IEEE Web Account Integration Article classification – Commontology Mini PaperLinking by Author, References, Citation MyComSoc PersonalizationIndividual Paper Sales

Slide 23 ComSoc Digital Library DL Main Features – Finding Papers Browsing By Publication By Author, Bio Article Classification By Subject Search By Keyword (CommOntology) - Ranked By Relevance By Author Advanced Search Boolean Date Range Filters: - Refines search and/or ontology browsing by specifying multiple queries or filters at once - Multiple filters can be added and activated at the same time - Sort results by relevance or date

Slide 24 ComSoc Digital Library DL Main Features – Mini Papers Mini Paper Includes the following: - Title - Link to full text PDF - Author (linked) - Bibliographic Entry (linked) - Ontology Subjects(linked) - Keywords (linked) - Abstract - References (linked) - Citations (linked) -Patents (linked) (Note: no longer maintained)

Slide 25 ComSoc Digital Library DL Main Features – Linking Author links to all articles by the author within the ComSoc DL Reference lists and links to articles referenced within the ComSoc DL Citations lists and links to articles cited within the ComSoc DL

Slide 26 ComSoc Digital Library DL Main Features – Other IEEE Web Account Integration Determines Access Determines Pricing for Papers E-Commerce Shopping Cart Individual Paper and Tutorial sales Citations lists and links to articles cited within the ComSoc DL Download Entire Issues User rated articles

Slide 27 ComSoc Digital Library DL Main Features – My ComSoc My ComSoc Personalization Allows uses to create personal page - Customize by choosing subjects, authors or publications - Save favorite searches, subjects, authors and articles - Create personal library - Notification of newly published articles - View access rights - View purchase history

Slide 28 ComSoc Digital Library DL Main Features – Other Modules Ontology Editor Allows Volunteer Committee to update Ontology Ad Server Advertisement Banners to DL pages

Slide 29 ComSoc Digital Library New Digital Library Considerations Functional Replication Current tools built around Publications workflow requirements Feature Replication New DL should replicate current feature set Costs Need to significantly reduce operational costs of DL Migration DL content must be migrated to new platform Resources Staff time, financial costs to move to a new platform Avoid Vendor lock in Inability to add new features or change output for IEEE

Slide 30 ComSoc Digital Library Web Publisher Replacement Custom Requirements Non-standard Input and Output LaTec and XML tags are custom IEEE Requirements must be met -Xplore -Rapid Post Must work well with new Digital Library platform New DL could have unique publishing and format requirements New Features Must be able to customize if requirements change

Slide 31 ComSoc Digital Library Web Publisher Replacement Commercial Replacement We were not able to identify a tool that will meet our unique requirements Recommendation Build custom tool Ownership of Codebase Choices Staff Developers Contract to third party ComSoc IT Staff Build on Drupal Platform ComSoc would own code base Built to specifications Can be updated Third Party Cost to build Cost to update Cost to support Recommend Build by ComSoc IT staff

Slide 32 ComSoc Digital Library OptionProsCons CommercialFull featured Support Cost to purchase Ongoing support costs Vendor Lock In Vendor determines features and updates No IEEE Web Acct Open Source DL CMS Free to use Extensible We can maintain code Features can be limited Will need much customization by staff or contract (expensive) Have to build IEEE Web Acct and Ecommerce Opportunity cost of Staff time Drupal CMSFree to use In house developers In house experience IEEE Web Acct Ecommerce Not specifically build for DL Opportunity cost of Staff time

Slide 33 ComSoc Digital Library Digital Library Replacement Features Need to identify requirements vs optional Considerations Avoid vendor lock in Minimize costs Allow custom modifications Support Choices Commercial “off the shelf” software Third Party Custom ComSoc IT using Open Source Tool: -Digital Library CMS platform -General Purpose CMS platform

Slide 34 ComSoc Digital Library Commercial Digital Library Vendors Digital Commons Berkeley Electronic Press digitalcommons.bepress.com Commercial Software Hosted on their servers only Examples: Costs: CONTENTdm OCLC Commercial Software API available for customization for shopping cart, etc. Can handle other content – video, etc. Examples: Costs: Adlib Adlib Information Systems Commercial Software Mainly used by museums Feature rich: Examples: Price:

Slide 35 ComSoc Digital Library Open Source DL Dspace For academic, non-profit, and commercial organizations building open digital repositories Consultants recommended for installation and setup Largest online community of developers Third party modules Features: Example: etd.auburn.edu/etd/ Greenstone Sparse interface and features No “higher end” libraries among featured users Features: Example: Costs: Omeka omeka.org Used mainly for add-ons for existing DL No “higher end” libraries among featured users Features: Example:

Slide 36 ComSoc Digital Library Database Issues Incomplete and complex Parity Schema – lack of good table definitions Migration must be completed regardless of new platform Open Source tools typically use MySQL or PostgresSQL and do not support Oracle Oracle – free support and DBA services MySQL – may need to pay separately if IEEE will not perform DBA Given issues regarding schema complexity, number of files and support/DBA we may want to utilize consultant services