an approach to understanding repository and service interactions

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The repository ecology: an approach to understanding repository and service interactions R. John Robertson Repositories Research Officer JISC-CETISCETIS rr@cis.strath.ac.uk OAI5 19th April 2007 1

Outline The implementation challenge A repository ecology? A scholarly research ecology Ecology concepts Data and elearning ecologies Using this approach Future developments OAI5 19th April 2007 2

The implementation challenge The repositories i domain is well served by technical specifications and architectural models Implementers of repositories and dependent services are however, still faced with a challenge to plan and manage their service in relation to the rest of the information environment In particular they face challenges when trying to: Articulate needs Identify opportunities Express complexity Manage development OAI5 19th April 2007 3

The implementation challenge (2) Boundaries Primarily interested in the academic sector A focus on the institutional and subject repository domain An interest tin interactions ti (technical and non-technical) l)between services and between repositories and services Characteristics A semi-structured information space sitting between the highlyordered library world and the unstructured web Between AACR2 and agreeing a del.icio.us tag Often using OAI-PMH and Dublin Core Interacting with both library catalogues and web 2.0 tools Frequently providing a service based Open Source software such as, eprints, DSpace, Fedora Repository as an abbreviation for a particular set of functions implemented and used in a particular cultural setting OAI5 19th April 2007 4

A repository ecology? Brewbrooks (2007) http://creativecommons.org/licenses/by-nc-sa/2.0/ http://flickr.com/photos/brewbooks/397238796/ OAI5 19th April 2007 5

A repository ecology? (2) The idea of an information ecology A way of thinking about the relationships between information systems and services Information systems are like ecologies: Multiple interacting things Dependent on each other Connections are not always obvious to participants A repository ecology as a type of information ecology OAI5 19th April 2007 6

The eexample peof ascholarly oa research eseac ecology The first stage of the research process the initial iti literature review/search process User carries out a number of different search tasks Looks in Google Finds eprints in a relevant subject repository Checks recent theses Is notified by RSS of recent deposits in subject domain at local institutional repository Checks aggregated search service for other eprints Finds additional papers because harvester enhances query using subject terminology mapping Uses library interface to locate publisher s version of an article OAI5 19th April 2007 7

A scholarly research ecology (2) ArXiv Strathprints OpenAIR @ RGU QUEprints Loughborough Netvibes OAISTER HILT ELIS Google EThOS Metalib Emerald OAI5 19th April 2007 8

Ecology concepts We believe that the ecology metaphor provides a distinctive, powerful set of organizing properties around which to have conversations. The ecological metaphor suggests several key properties of many environments in which technology is used. An information ecology is a complex system of parts and relationships. It exhibits diversity and experiences continual evolution. Different parts of an ecology coevolve, changing together according to the relationships in the system. Several keystone species necessary to the survival of the ecology are present. Information ecologies have a sense of locality. Nardi and O Day ODay (1999) First Monday 4 (5) http://www.firstmonday.org/issues/issue4_5/nardi_chapter4. html OAI5 19th April 2007 9

Ecology concepts (2) System Diversity changes can affect whole ecology local changes not in line with dynamic of the ecology may fail different kinds of species can work together species overlap and duplicate to a degree Monoculture - a fake, brittle ecology - gives sensational results for a short ttime, then completely ltl fil fails. OAI5 19th April 2007 10

Ecology concepts (3) Coevolution the ecology is constantly changing new things develop existing iti things continue to develop existing things are used differently Keystone species Locality critical species needed for ecology to survive; these are often middleware - infrastructure and people who make and assist connections name : what something is used for in a particular location habitation : ti how this thing sits within a network of relationships with other things OAI5 19th April 2007 11

An scientific c overlay journal ecology: ogy basic elements OAI5 19th April 2007 12

An scientific c overlay journal ecology: ogy adding data capture OAI5 19th April 2007 13

An scientific c overlay journal ecology: ogy bringing in other repositories OAI5 19th April 2007 14

An scientific c overlay journal ecology: ogy the bigger picture : White Rose repository Sherpa Romeo BADC IEMSR RMetS IESR/ OpenDOAR/ ROAR Preserv OJIMS DCC OAI5 19th April 2007 15

An scientific c overlay journal ecology: ogy analysis Keystone Keystone Species Diversity Species Keystone Species Diversity Keystone Species Diversity Keystone Species Diversity OAI5 19th April 2007 16

An elearning ecology Bloglines Moodle del.icio.us Blogger Slideshare Youtube OAI5 19th April 2007 17

An elearning ecology Diversity Keystone Species Keystone Species Keystone Species Diversity Diversity Keystone Species OAI5 19th April 2007 18

Using this approach: what benefit does it offer? For an end user Services that have thought about their place in a wider network may offer the user a richer, multifaceted, and more personalised service For a repository or service administrator The ecology approach offers the opportunity to looking for efficiencies and, as indicated above, to offer better services For developers and funding agencies The ecology approach offers another approach to examining how services and repositories relate and interoperate and what aspects of the environment present opportunities or are under threat OAI5 19th April 2007 19

Using this approach: thinking ecologically Key questions for thinking about interactions between repositories and services What sort of thing (repository or service) is this? What does it relate to (other repositories or services)? What does it depend on? How adaptable is it? What helps it to thrive? OAI5 19th April 2007 20

An scientific c overlay journal ecology: ogy the bigger picture - revisited OAI5 19th April 2007 21

Using this approach: the scientific overlay journal What sort of thing (repository or service) is this? Overlay journal based on subject and data repositories What does it relate to (other repositories or services)? illustrated connections (and more) What does it depend on? Success of DR and SR advocacy as well as technical deposit mechanisms Publishers licensing agreements and being able to discover this information How adaptable is it? Presenting different views of data Offering lots of service discovery points What helps it to thrive? Google visibility / fit with RAE (or equivalent exercise)/ other measurable prestige OAI5 19th April 2007 22

A repository ecology It is not the only way to approach any of these issues but a repository ecology allows: A way for repositories and services to articulate their place in the information environment An approach for implementers to identify areas of opportunity within their communities A mechanism to present the complexity of real settings (with different views on them) A support for planning and decision making that can identify missing links and crucial elements OAI5 19th April 2007 23

Future developments, e e Acknowledgements, Questions Further developments In the coming months, we will: Explore useful extensions of the metaphor Produce a report for JISC Hold a workshop on developing and applying the approach Acknowledgements Questions OAI5 19th April 2007 24

Further information Information Ecology Bonnie A. Nardi, and Vicki L O Day, ODay, First Monday Vol 4 No 5 May 3, 1999. Information ecologies: using technology with heart. Chapter Four: Information ecologies. http://www.firstmonday.org/issues/issue4_5/nardi_chapter4.html Thomas H. Davenport, Information ecology, OUP, 1997 Repository Ecology and related work R. Heery and A. Powell, Digital Repositories Roadmap: looking forward http://www.ukoln.ac.uk/repositories/publications/roadmap-200604/ Rachel Heery and Sheila Anderson, Digital Repositories Review, UKOLN and AHDS, 2005 (Final version)http://www.jisc.ac.uk/uploaded_documents/digital-repositories-review-2005.pdf R. J. Robertson and J. Barton, "Optimising Metadata Workflows in a Distributed Information Environment", Digital Repositories: Interoperability and Common Services, The Foundation for Research and Technology, 11-13 May 2005, Hellas (FORTH), Heraklion, Crete, 2005, http://delos-wp5.ukoln.ac.uk/forums/dig-rep-workshop/robertsonbarton.pdf rep workshop/robertsonbarton.pdf Robertson, R.J. et al. EThOS, the new UK e-theses service, national and institutional repository interaction. JISC Conference, March 2007. http://www.jisc.ac.uk/media/documents/events/2007/03/ethos.ppt J. Barton and R.J. Robertson, Developing a metadata lifecycle model Workshop at CoLIS 5, June 2005, http://mwi.cdlr.strath.ac.uk/colisworkshop.htm ac orkshop htm Kerry Blinko and Neil McLean, 'A 'Cosmic' View of the Repositories Space (Wheel of Fortune)', 2004, http://www.rubric.edu.au/extrafiles/wheel/main.swf OAI5 19th April 2007 25