1. www.ntis.gov The Federal Science Repository Service Wayne Strickland, NTIS January 22, 2012 National Technical Information Service

2. www.ntis.gov National Technical Information Service Outline The Federal Science Repository Service Overview of Implementations The National Technical Reports Library The NOAA/Deepwater Horizon Repository Main Features of the FSRS Technical Infrastructure Architecture Details and Object Model Core Metadata The Development Process Tour The FSRS Roadmap Benefits

3. www.ntis.gov National Technical Information Service NTIS Mission To promote progress, economic growth, and science and information by serving as the Federal Government’s central means of making scientific, technical, engineering and business information perpetually and widely available. “Maintain a permanent archival repository and clearinghouse for the collection and dissemination of nonclassified scientific, technical, and engineering information.” 15 USC 3710(d)(6) Collect, integrate and catalog scientific and technical information (STEI) from a variety of sources, foreign and domestic; and, disseminate this information to the public. Provide information management services to other federal agencies that help them interact with and better serve the information needs of their own constituencies.

4. www.ntis.gov Federal Science Repository Service (FSRS) NTIS Joint Venture (JV) with Information International Associates (IIa) Help multiple agencies develop repositories that: Are durable against technology changes, yet flexible Are based on standards Promote interoperability Promote further use of an agency’s content Can be tailored to an agency’s needs Support open government initiatives Support preservation and long-term access For more information: http://www.ntis.gov/services/fsrs.aspx http://www.ntis.gov/services/fsrs.aspx National Technical Information Service

5. www.ntis.gov The National Technical Reports Library Developed by NTIS and IIa under contract: NTRL Repository Version 1 (April 2009) Currently serves 2.5 million records Focus on federally funded technical reports 65 subscribers (academic, government, corporate, and international) Rich metadata Full text access to 630,000 docs and growing Version 2 Beta (R2) using Fedora delivered April 2011 and tested Production Version 3 (R3) using FSRS and implementing interface refinements and update processing due 1 st Quarter 2012. National Technical Information Service 5

6. www.ntis.gov The NOAA Deepwater Horizon Repository Developed by NTIS and IIa Joint Venture: Phase 1 to be completed end of October, release 4 th Quarter, 2011 Focus on NOAA’s Deepwater Horizon and other content from 2 specific NOAA programs 1000+ various resources (pdfs, images, video, audio) Rich metadata Storage of full text and media for ~ 60% of the resources; rest are outside links All resources available to the public Phase 2 – late spring 2012 Multiple NOAA programs and potentially other agencies Estimate 10,000+ resources Community-based access control (internal-only, agency- level, and public) National Technical Information Service

7. www.ntis.gov Main Features Underlying infrastructure of Fedora, Solr, and PHP Distributed-model architecture Different schemas mapped to FSRS Core Metadata Robust interface with advanced search, faceting, and full-text and media display Storage and preservation of objects/datastreams Fedora is based on the OAIS Reference Model Retain original and conversions of both metadata and objects as managed data streams Links to content outside the repository Supports a variety of security and access control methods National Technical Information Service

8. Administration Agency repositoryNTRL repository Ingest and Retrieve: By collection or by object Data services over life cycle Backups and restore MonitoringReports REST Web Services UI Components Fedora 3.4.2/SOLR framework: Access Control: Can be bolted on or embedded Defined Agency tasks Administration Agency-hosted repository Federal Science Repository Service

9. www.ntis.gov UI layer Application layer Data and storage layer Fedora Access Control Search Browse SOLR Data Center 1 Objects/XML Data Center 2 Firewall Objects/XML FSRS or Agency WebServer

10. www.ntis.gov National Technical Information Service

11. www.ntis.gov FSRS Technical Details National Technical Information Service PHP interface interacts with the Fedora server via the REST API Object manipulation via command line or Fedora Web Admin PHP “Core” metadata schema mapped to the MODS standard allows metadata extensions Solr 3.3 search engine with a custom schema adjusted for each repository Saxon XSLT and Fedora Content Model Architecture are utilized to create Dissemination Information Packages (DIPs)

12. Object Model for Technical Reports 12

13. Object Model for Images 13

14. Object Model for Video 14

15. www.ntis.gov Diverse resources across programs! Related Resources can be linked.

16. www.ntis.gov “Core” set defined to support interoperability both within and across repositories. Schema was based on research of standards for diverse media types: documents, images, video, …. Mapped to multiple standards (MODs, MARC, DC, and technical standards). Makes recommendations for fields that should be populated, especially for scientific and media-related information. The Core will support connection to Data.gov, Science.gov, and others. Along with the Core, an agency’s original metadata schema can also be stored for display or later use. The “Core” Metadata and Other Schemas National Technical Information Service 16

17. www.ntis.gov National Technical Information Service Review available functionality, identify requirements and new development, and phases/roadmap Analyze content and user needs Develop data/object model Analyze/develop metadata Make decisions about front end, search, etc. Support scrubbing of legacy content Convert data Custom interface design Integrate with other components Load, index, test Cycle back with changes Release The Development Process

18. www.ntis.gov Flexibility Utilizing Fedora’s modular architecture to implement: Different object/data models for different agencies Flexible metadata relationships and extensions Various front ends depending on agency requirements Various security requirements depending on agency requirements National Technical Information Service

19. www.ntis.gov The National Technical Reports Library National Technical Information Service NTRL Version 1 (April 2009) Currently serves 2.5 million records Focus on federally funded technical reports 65 subscribers (academic, government, corporate, international) Rich metadata mapped to Core Full text access to 630,000+ docs Version 2 beta using Fedora delivered April 2011 Production release (R3) using FSRS infrastructure due 1st Quarter 2012 Increased functionality, Cleaner user interface 19

20. www.ntis.gov The National Technical Reports Library National Technical Information Service Production release (R3) using FSRS infrastructure due 1st Quarter 2012 Increased functionality Cleaner user interface 20

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22. www.ntis.gov Screenshots of NTRL R3 Result List, showing facets, save selection… National Technical Information Service 22

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24. www.ntis.gov The NOAA Deepwater Horizon Repository National Technical Information Service Different audience and purpose, increased diversity of resources Different metadata (MARC mapped to Core FSRS fields) Different search fields and filters Different fields shown in results Storage of full text and media for ~ 60% of the resources; rest are outside links. Original MARC XML also available. Phase 1 – prototype end of October; release Q4 2011 Phase 2 – late spring 2012 Additional media formats Additional features 24

25. www.ntis.gov The NOAA Deepwater Horizon Repository National Technical Information Service Phase 1 – release Q4 2011 Different audience and purpose, increased diversity of resources Different metadata (MARC mapped to Core FSRS fields) Different search fields and filters Different fields shown in results 25

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28. www.ntis.gov Additional FSRS Services Project management support Understanding of federal security and information management requirements Hosting services Long-term preservation Other services on an as-needed basis include: cataloging, indexing, taxonomy development, legacy digitization, clearinghouse services, usability testing, web development = MULTI-FUNCTIONAL SERVICE National Technical Information Service

29. www.ntis.gov FSRS Roadmap – Based on Partner Needs National Technical Information Service Community-based access control (from internal only to open public access), with Fedora Security Layer Geospatial search and map-based visualization of results Improved dissemination, including RSS feeds and OAI-PMH Additional content types and formats (datasets, Excel, native Word) Designating and linking related resources and collections with more complex object models Java Messaging Service and GSearch for easy deployment of updates to Solr Direct agency administrative capabilities, such as record editing and deletion Preservation and archiving, development of Preservation Plan, Persistent ID scheme, process with NARA for archiving as records, etc.

30. www.ntis.gov Don Hagen Associate Director of NationalTechnical Information Service dhagen@ntis.gov 703-605-6142 Gail Hodge Wayne Strickland Advanced Informatics Group Leader Program & Product Mgmt. Div. Information International Assoc. (IIa) National Technical Information Service ghodge@iiaweb.comghodge@iiaweb.com wstrickland@ntis.govwstrickland@ntis.gov 865-742-5430 703-605-6543 National Technical Information Service