1. Ontario Library Research Cloud: Building A Province-Wide Research Cloud for Ontario’s Academic Libraries Pascal V. Calarco, University of Waterloo IGeLU 2015 September 3, 2015

2. Agenda OCUL Overview Problem we’re trying to solve Funding and project plan Technology overview Some likely use cases Next steps Q&A

3. Ontario Council of University Libraries 21 member libraries 420,000 students Collaboration in: –Shared electronic collections –Planning & assessment –Digital library services & infrastructure

5. Libraries’ Growing Storage Needs Digitized physical materials: books, journals, film, audio –Reformatting to conserve original eg. Acidic paper such as newspapers –Reformatting to increase access eg. Rare materials –Format migration to preserve content eg. 16mm film

6. Libraries Growing Storage Needs Born digital scholarly content for long term stewardship: –E-Theses and supplemental material –Scholarship: Working papers, Pre-prints, Open Access –Research data: numeric, geospatial, image, audio –Websites and digital ephemera of academic interest –Donated electronic materials for Special Collections John English’s hard drives of personal email correspondence, drafts and other materials

7. OCUL Storage Survey (2013) 10 of 21 institutions responded; six >10k FTE, 4 smaller than 10k Preservation & Access Needs: –80%: digitized print content –80%: faculty publications –60%: donated digital content –50%: research data –50%: GIS data –40%: purchased digital resources –20%: corporate records –20%: E-Theses

8. OCUL Survey: Storage Needs Current storage requirements: 100GB- 30TB; total of respondents: 58.5 TB Expected storage needs, next 2-3 years: –20% 100TB+ –40% 10TB-100TB –20% >10TB –250TB total for all 10 institutions

9. OCUL Survey: Storage Provisioning 80% partner with campus IT often/mostly 60% provision in-house often/mostly 40% provision with other partner libraries often/mostly 30% provision with commercial services often/mostly

10. OCUL Storage Survey: Top Features (2013) Large storage on demand Low cost Canadian-based hosting Transparent pricing Archival quality storage

15. Storage Architectures and Cost Tiers

16. Cloud storage options Amazon S3/Glacier: $500k/year for current 250TB SP content –$2000/TB per year, recurring DuraCloud: Amazon reseller, adding preservation & mgmt. tools –$1000-$1500/TB per year, recurring Private Cloud: OpenStack –$280-$350/TB per year, amortized over three years

18. MTCU Proposal and PIF funding 2013/2014: OCUL was awarded $1.2 million Productivity and Innovation Fund (PIF) funding for OLRC startup 50TB per founding partner institution Triplestore preservation: content copies at three different co-located nodes for redundancy, error correction Text mining portal for stored ScholarsPortal content

20. Hardware configuration Dell selected as hardware vendor. Head units: Dell Power Edge R720xd server populated with two 2.8GHz Xeon processors, 256GB of RAM, and two 200GB SSD drives which will be used to run the operating system and the OpenStack software. Each head unit also contains twelve 4TB SAS drives for an internal storage capacity of 48TB. Storage shelves: Dell PowerVault MD 1200 storage shelves, directly attached to the server, with each shelf containing twelve 4TB SAS drives, with a total capacity per shelf of 48TB. Total initial capacity 3.6 PB raw, triple-redundant, 1.2 PB net

22. OpenStack An open source cloud computing platform, primarily deployed as an Infrastructure-as-a-Service (IaaS) platform Swift – OpenStack object store, store and retrieve data via API Integrate OpenStack/Swift to Digital Repository architectures Develop Dropbox-like cloud storage web interface

23. Use Cases Digital Preservation Institutional and Personal Storage Repositories Research Data Management Text mining large volumes of digital textual content for research purposes

24. Digital Curation

25. Fedora Commons Open source digital object repository, that is the underlying architecture behind Islandora, Hydra, and other digital asset management systems.

26. DSpace An open source turnkey institutional repository software for building open access repositories for scholarly and published digital content.

27. Archivematica & ICAtoM An open source digital preservation system designed to maintain standards-based, long term access to collections of digital objects.

28. Dataverse An open source web application for publishing, citing, analyzing and preserving research data. Research data management focus Access not preservation

29. Text Mining Potential uses by researchers in Digital Humanities: –Entity recognition –Parts of speech analysis –Topic modeling –Network analysis –Visualization

30. Canadian Text Archive Centre Phase 2 development –Leverage OCUL ScholarsPortal text corpus of books and journals for academic research –CTAC Advisory Committee being formed –Tools and service development for students and researchers to create worksets of documents from content in the OLRC –Bring “analysis to the data” –June 2015 – May 2016

31. Current Status & Milestones October 2014: integration with Archivematica December 2014: integration with DataVerse Q1 2015: Storage Nodes finalized; installation of Waterloo/Guelph/Laurier node March 2015: integration with Fedora Commons May 2015: Third Hackfest, Text Mining Portal June 2015: integration with DSpace Fall 2015: Canadian Text Archive Centre Advisory Committee

32. Thanks! Questions? Pascal Calarco, University of Waterloo Library pvcalarco@uwaterloo.capvcalarco@uwaterloo.ca