1. Introduction
This Annual Report is a review of service and project activity at the EDINA national data centre during the financial and academic year, 1st August 2005 to 31st July 2006. The structure of the report follows that agreed with the JISC Executive, in the light of an earlier Memorandum of Understanding and the recent Funding Agreement between the University of Edinburgh and the Higher Education Funding Council for England, for JISC and UK funding bodies. It sets out EDINA's mission and aims and objectives, reporting on activities and, in Section 16, on future plans.
EDINA is a JISC-designated national data centre; it also constitutes a formal planning unit within the University of Edinburgh Information Services. It must be compliant with the strategic objectives of both the JISC, on behalf of its stakeholders, and the University of Edinburgh as host institution committed to the provision of common services.
The purpose of EDINA is to enhance productivity of research, learning and teaching in the UK. It does this directly for staff and students by delivering a broad range of relevant and reliable online services for researchers, teachers, students and information professionals across subject areas within further and higher education, meeting national accessibility requirements and exceeding performance indicators for 24/7 availability over the year. It does this indirectly by assisting academic support staff in their work. EDINA also plays a full and active part through its project activity and by providing infrastructure services and products as part of collective effort to build the JISC Information Environment.
The past year, the academic year 2005/6, has seen continuation of the increase in the level and diversity of activity at EDINA, both for the delivery of online services with a 64% increase in institutional uptake over the year ; this follows on from an increase of 16% in 2004/5 and 35% in 2003/4. Much of this increase is due to the launch of new services, jorum and SUNCAT, the free offer of Digimap for FE colleges for one year and continued growth in institutional uptake of online visual and sound materials: documentary film, still images.
Content of services and projects is varied, with words, numbers, pictures and sounds all now accessed as services on digital objects across the Internet. EDINA delivers reference services (to help find what exists and to provide onward linkage to services), value-added services on repositories of content, and increasingly is a provider of facilities that make for ease of secure use and lowered costs in the information infrastructure. This variety is presented in the EDINA portal via 'web-rooms' to assist navigation and usability. In the Reading and Reference Room, for example, the focus is on words and the changing area of scholarly communication. In the Map and Data Place, the focus is on encoded numbers and graphical display through such as Digimap. The Sound and Picture Studio includes the EMOL film and EIG image services.
Our user base has also become varied, with colleges as well as universities, with researchers more generally defined as well as from academic departments and specialist research centres. We have worked hard over the past year, reviewing, adapting and improving support documentation to make our services more useful for teaching as well as research, and researcher/learner, purposes. The experience that the two national data centres, EDINA and MIMAS, have had in jointly providing support to the National Learning Network for further education has broadened the user base further.
There has been continued growth in project activity, often with extensive inter-working with major partners, and where significant services are in the making. Five areas of high policy importance for JISC and for the academic community have been particularly challenging during 2005/6:
- The first to mention is Jorum, regarded as central to the success of the JISC strategy for the support of e-learning, and requiring close collaboration between the two national data centres (EDINA and MIMAS), as well as with the JISC and CETIS. Jorum is the national repository and means of sharing learning and teaching materials for use by staff in UK FE and HE institutions, accessed via Virtual Learning Environments and other presentation systems. Jorum Service in Development supports the Jorum Contributor and User services launched in November 2005 and January 2006 respectively providing the opportunity to both contribute and share resources in addition to providing the facility for tutors and support staff to download material for use locally. Continued R&D work is also part of Jorum Service in Development, in recognition of the continuing development that is required.
- SUNCAT is another significant service in the making, accorded key significance by the JISC for its policy in support of scholarly communication. Launched as a pilot service in February 2005, SUNCAT is emerging as the national facility for journals and other serials (held, or subscribed to) in UK research and university libraries. This has required co-operation across UK research libraries, both national and university, and with the ISSN, CONSER and Ex Libris. For funding purposes it is reported here as a 'service in development'; it will also require a development programme to run alongside the service. SUNCAT is intended for direct use by researchers in the UK and internationally; it will also offer 'machine-to-machine' use in library portals, alongside the library OPAC and article-level tools such as GetRef, ZETOC (from the British Library) and OpenURL resolvers (from a variety of suppliers, including EDINA).
- Developments in geo-spatial infrastructure are increasingly focused on widening mechanisms for access to the data and services we provide. By moving to a web services approach, based upon Open Geospatial Consortium (OGC www.opengeospatial.org) interface specifications and other web services standards developed by bodies such as W3C and OASIS, EDINA is able to support the more 'traditional' browser type access to geospatial data, access through new routes such as GRID, plus quickly and cost effectively deploy new types of services. This is path-breaking work, with international significance.
- Authentication and authorisation are essential parts of the digital services framework. EDINA has been very active during 2005/6 in the JISC Core Middleware programme to bring Shibboleth into action for service delivery in 2006/7, gaining national and international recognition.
Much of this project work underscores the technical content of recent project work, additional examples including the national OpenURL Router and GeoCrossWalk.
Partnership has continued to be paramount with the academic support staff, librarians and a growing number of other information professionals, within institutions that subscribe to EDINA services. They have a key role for extracting maximal value as part of their provision of services. Partnership with data and software suppliers, and with our sister organisations who work with the JISC to provide common services within the UK digital library, has also been an essential part of a successful year.
1.1 Mission Statement
EDINA seeks to enhance the productivity of research, learning and teaching in UK further and higher education as a JISC-designated National Data Centre delivering specialist data and information services.
1.2 Aims
EDINA aims to:
- provide staff and students with access to key information resources, as part of the JISC Information Environment (JISC IE), contributing national services as part of a strategic partnership between the UK funding councils and the University of Edinburgh.
- increase the value of information and data, and to enhance productivity through cost effective provision of common services, especially remote, anytime/anyplace online access.
- provide shared services and infrastructure which improves the architecture of the JISC Information Environment for the benefit of all its users.
- offer an additional range of services applicable to data and information on and about the land and people of Scotland.
- ensure that EDINA has command of sufficient and appropriate resources to act as a cost-effective and well regarded JISC-designated, University-based National Data Centre.
1.3 Objectives
Collection, Content and Services
To ensure relevance of EDINA services, by
- developing, managing and presenting a portfolio of data services of high utility and usability.
- sustaining leadership in the provision of specialist data services, e.g. reference services for scholarly communication, digital map and geo-spatial resources, moving pictures, images and sound.
- providing significant part of the JISC IE ' both content and infrastructure - by achieving critical mass, market presence and effective service delivery.
- Engaging in 'future watch' activities, with respect to changes in higher and further education, in such as user behaviour and technology for the Internet.
Accessibility, Outreach and Interoperability
To increase overall relevance and utility of EDINA services, by
- listening to and assisting scholars, university and college teachers and their support staff
- engaging in collaborative inter-working with specialists and other organisations, including national service providers, local support staff and commercial vendors
- improving the usability and functionality of EDINA services
- demonstrating to FE and HE staff the value of using electronic information services in learning and teaching, and the means by which this can be done
- supporting the use and reuse of learning and teaching material
To widen access to online services, by
- increasing awareness of EDINA services among potential subscribers and end-users
- using accessibility principles in web pages, and design guidelines for users with disabilities
- providing a choice of views (access points, or portals) onto the information landscape
- making registration and authentication straightforward (including reduced sign-on capability where available), while ensuring necessary levels of security
- minimising barriers to access, while having respect for intellectual property rights.
To continue to move to an open technological and service environment, by
- assisting progress from discovery of relevant resources to access and use of those resources
- ensuring that services comply as far as possible with open standards, e.g. for reference linking, search and retrieval, and data harvesting
- collaborating in the implementation of an information architecture suited to the effective delivery of JISC-sponsored services
- integrating the means of access to bibliographic information and research datasets.
Data Centre Development
Business Activity
To sustain and develop a healthy and well-found UK National Data Centre, by
- commanding sufficient understanding of the information service economy for further and higher education, and of the wider information economy
- securing sustainable income streams to fund operational and development requirements
- entering advantageous partnerships with funding bodies, educational institutions and other participants in the information service economy
- understanding the appropriate role of national data centres in supporting the research, learning and teaching needs of students, academic staff and the broader research community.
Staff Resources
To sustain an effective blend of service orientation and development capability, by recruiting, retaining and developing a flexible complement of able, skilled and well-motivated staff by providing staff development opportunities and attractive and appropriate terms and conditions.
Technical Development
To develop and maintain an exceptional ICT capability, by
- commanding sufficient resources, in terms of human skills, software and hardware, for planning and deployment
- engaging in 'technology watch' activity, and thereby maintaining a comprehensive current understanding of the ICT requirements of a UK national data centre by deploying appropriate and relevant technical solutions
- establishing synergy with the world class computing and networking infrastructure developed and maintained by the University of Edinburgh's computing services department (EUCS).
2. EDINA National Services During the Academic Year 2005-2006
In 2005-2006 EDINA hosted the following national services, a detailed list and description of which is given in Appendix 1, the core of which are JISC-sponsored *:
- agcensus
- BIOSIS *
- CAB Abstracts
- Digimap: Ordnance Survey Data Collection *
- Digimap: Historic Map Collection *
- Education Media OnLine, EMOL *
- Education Image Gallery, EIG *
- Index to The Times, 1790-1980 *
- Inspec *
- National Learning Network (NLN) (*, with MIMAS)
- SALSER
- Statistical Accounts for Scotland
- UKBORDERS *
- Land Life Leisure (formally known as UPDATE )*
EDINA had two 'services in development'.
- Jorum (*, with MIMAS)
- SUNCAT *
3. Service Availability
Throughout the period the aim was for EDINA services to be available 24 hours per day, 7 days a week, and our target of 99% uptime was surpassed. The EDINA Helpdesk was staffed during normal office hours, maintaining an out-of-hours recording.
4. Service Funding
The national services offered by EDINA during 2005-2006 were funded from several sources. The majority were funded by JISC , with funding also provided by ESRC (Economic and Social Research Council), the University of Edinburgh, and by subscription directly from UK Further and Higher education institutions. A list of subscribing institutions is shown in Appendix 3.
All online services were made available 'free at the point of use' for academic purposes by staff and students at licensed institutions. For some services, such as EMOL and UKBORDERS, the licence is free while for most an annual subscription is payable. The latter is sometimes collected by EDINA in order to cover the costs of service delivery, as has been the case for EDINA BIOSIS; for most services listed above, the JISC, or ESRC, meets that cost and collects subscription income. Examples include: Education Image Gallery, Digimap - Ordnance Survey Collection, Historic Digimap, and Land, Life & Leisure. In all instances, the University of Edinburgh sustains the necessary IT infrastructure to enable cost-effective delivery of service.
5. Service Strategy
During 2005/06 EDINA succeeded as an organisation geared to the delivery of high quality online services. The operation of EDINA national services was undertaken by the appropriate team identified in the EDINA's structure of management and operation:
| User Support (Helpdesk, Advisory, Outreach, Documentation & Training) | 'support to users' and their support staff, and feedback to the service delivery teams: promoting the EDINA services; providing a helpdesk and allied activities; learning from, and addressing the needs of, academic support staff and end users ' through high quality training, online documentation and presence at key conferences and events |
|---|---|
| Service Delivery (Bibliographic & Multimedia Services; Geo-data Services; *Learning & Teaching) | 'delivery of online services': developing, implementing and maintaining effective online data services, including the design and implementation of customised client software, server functionality and databases, and ensuring regular data updates. Learning and teaching services and their development are the responsibility of all service areas and are supported by the Learning and Teaching team, formed in 2005/6. |
| IT Technical Infrastructure | 'management of the IT platform': reliable and sufficient support of online services; planning and maintaining the underlying software and hardware platforms; effective liaison with Infrastructure Services of the University's Computing Services (EUCS); specialist programming support as required.* |
| Business Development & Administrative Support | Co-ordination, facilitation and provision of administrative support; seeking out and evaluating new opportunities for collection and development; providing an overview of all project work. |
*The Infrastructure Services of EUCS provided EDINA with support in the installation, operation and maintenance of the hardware and operating system components of multiple SUN servers, the UNIX computing platforms used to host the EDINA services, and the connection to the internet.
The JISC Information Environment (JISC IE) is the centrepiece of the JISC's collections policy. The overall aim of the JISC IE is 'to develop a framework that will support the creation of an easily accessible, comprehensive information resource that can be used by teachers, learners and researchers within and beyond the UK Higher Education community'. During 2005/6, EDINA worked in support of that aim, contributing to the JISC IE through projects and services.
5.1 Information Management
Presentation plays a key part in online service provision. In part, EDINA does this through a series of 'web rooms' on what is developing into a portal:
- Reading and Reference Room
- Sound and Picture Studio
- Map and Data Place
- Scottish Gathering
- Learning and Teaching Centre
- Aladdin's Cave
The Aladdin's Cave web room, which previews new service developments and gives prominence to our middleware services replaced the Preservation and Curation web room in November 2005.
The purpose of the web room representation in the EDINA portal at http://edina.ac.uk, has been to allow the end-user (staff or student) to view the EDINA services from the perspective of their purpose. There are links to the national services provided by EDINA, links to other services and facilities of relevance, including other JISC-sponsored services and the subject-based resource discovery facilities.
5.2 Technology
EDINA has used both commercial and open source solutions, with three purposes in mind: to host and manage content; to deliver services across the Web; to facilitate interoperability.
EDINA continues to move towards a more open technological/service environment. EDINA is a major component of the JISC Information Environment (JISC IE) and e-Infrastructure with its use of software and protocols to support interoperability across the JISC IE. This provides the context for choice of application software and database management systems with which to deliver online national services. This is most obvious for bibliographic databases, but has importance for multimedia and geo-spatial data as the use of these data increases in UK Higher and Further education.
The principal software products used for hosting services were mainly proven commercial products: Laser-Scan, ESRI ARC/INFO, SAFE Software, Snowflake, Oracle and Ingres. Laser-Scan and ARC/INFO were used for data processing and map generation. SAFE and Snowflake were used for data translation, formatting and data delivery. Oracle and Ingres are relational database management systems used in the delivery of both geo-spatial and bibliographic data.
EDINA maintained its use of selected open source products such as Indexdata's Zebra, Open SiteSearch, MySQL, Postgres, Apache::ASP, GeoServer and Minnesota MapServer. In many instances the reliability and support offered for these products exceeded that of similar commercial products.
Apache was used as the World Wide Web server sometimes in combination with Jakarta Tomcat. Perl and Java (mainly server side) are used extensively for data processing and in the implementation of user interfaces.
Web Services have been used during project development as a solution for interoperability requirements and are used in services, e.g. Digimap and UKBORDERS. OpenURL has been adopted as EDINA's linking technology for bibliographic services. In the wider geospatial community, the Open Geospatial Consortium (OGC) is at the forefront of developing and promoting open standards for the exchange, discovery and exploitation of geographic information. EDINA has been an associate member of the OGC for several years, and is actively engaged in implementing OGC interoperability standards and hosted the OGC technical committee meeting in June 2006.
6. Help to Users: Documentation and Help Facilities
EDINA's policy on provision of documentation and help facilities is as outlined in our Service Level Definition available from the JISC's Monitoring Unit (MU) http://www.mu.jisc.ac.uk.
6.1 Documentation and Web Presence
The EDINA web site continued to act as the main access point for users of our projects and services. Minor adjustments to the current site were made during the year and a project commenced for a site relaunch, scheduled for summer 2007.
Publicity material in the form of the well-established EDINA A5 flyers and A3 posters was produced and distributed. As with our existing services, new services were documented by means of A4 gatefold 'Quick Reference Guides', and with support material on the EDINA web site. In addition, individual posters were produced for exhibitions and to supplement the standard range of materials.
EDINA continued to provide service demonstrations for new services and interface updates. The service demonstrations are produced using Camtasia in a wide range of formats. These have superseded PowerPoint presentations, used previously for training purposes.
EDINA's quarterly newsletter Newsline continued to play an important role in helping academic support staff and others with an interest in our services to keep abreast of developments at EDINA. From time to time we have also included articles from individuals in UK academia, to gain a wider perspective on trends in the community and EDINA's role within it.
6.2 Help Facilities
The EDINA Helpdesk continued to act as the primary point of contact for all enquiries concerning EDINA services and responded to enquiries from both end-users and support staff. It also has a role, on a cost-recovery basis, in support of the National Learning Network and the Digital Curation Centre. Helpdesk staff categorised queries and entered them into a call-logging system, noting those to be included as an intrinsic part of our user feedback system for the purpose of future developments. Calls were mostly solved directly by the helpdesk staff or referred to 'experts' inside and outside of EDINA as appropriate.
Training and Tutorials
During the reporting period, EDINA offered a number of formal workshops and seminars. Six Education Media OnLine, five Education Image Gallery, and three three-day Digimap workshops were run over the year.
Attendance at Education Media OnLine and Education Image Gallery workshops has been steady and 66 people throughout the country have been trained in both services during the year. Digimap sessions are still popular and they now include an extra session on the Historic Maps service.
An attempt was made during the previous and current reporting periods to engage with FE staff and to run courses at FE colleges. This is unlikely to be repeated as the slow network speed of many FE colleges does not make for a positive training experience. It is also difficult for FE staff to justify time away from other duties.
A decision has also been made to charge '25.00 for each training day missed without giving prior notice.
User feedback on training
Evaluation forms for all courses continue to be very positive; all sessions were given an average overall rating of "good" or "excellent". Full evaluation reports are available in the MU report. Comments from evaluation forms included:
'A workshop like this is a great opportunity to really engage with the resource, something that is hard to do when in the office.' [EMOL]
'A little long in places but overall nicely presented and peppered with lots of interesting and relevant additional info.' [EMOL]
'Excellent structure covered all bases with lots of additional info.' [EIG]
'I'm very impressed (with) the services (that) EDINA provides and media available for use in our health community.' [EMOL]
'Very understandable even though I have little experience of Digimap.' [Digimap ' Being a Site Representative]
'Was very interesting, came to evaluate possibility of subscribing, will take back enthusiastic report.' [Digimap ' Historic]
'A really useful course with excellent documentation. I learned a lot.' [Digimap ' Advanced Use]
'[Content was] extremely useful. Very sympathetic staff; very responsive to questions worries and concerns. A confidence booster.' [Digimap ' Being a Site Representative]
At the end of the last reporting period trainers began asking attendees at EMOL and EIG workshops for ideas to change or add to courses. The most frequent request was for instruction in how to edit video and image resources for including in VLEs or learning objects. Video editing skills are now part of the EMOL (now Film and Sound Online) workshop.
As part of the training courses held in 2005/6 all attendees were asked if they would have attended the course if the training was delivered over the web. No attendee desired this method of training and they were vocal in their support of the networking opportunities afforded by attending a course with others, and also of the uninterrupted time out of the office.
7. User Relationships, Interest Groups and User Feedback
EDINA continued to make use of its various JISCmail lists to keep users and support staff informed of service changes, e.g. for Digimap to encourage discussion about the service between users in different institutions and disciplines. Other separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects.
We continued to receive a small number of user comments submitted via feedback forms within service interfaces. Additionally comments received at events were fed back and acted on accordingly.
Relationship with the FE Community
EDINA has good links with the JISC Regional Support Centres (RSCs), with whom many activities are undertaken across EDINA services.
The EDINA office at St Helens College in Merseyside continues to be very successful in terms of engagement in FE concerns and has led to fruitful collaborations, both with St Helens College and others.
Through the National Learning Network (NLN) Learning Materials Hosting Service, EDINA maintains close links with the RSCs, providing technical support in answer to queries received at the EDINA helpdesk. In the NLN service, EDINA works closely with the British Educational Communications and Technology Agency (Becta), which is a strategic partner of JISC, and with MIMAS. Becta commissions the development of the NLN materials, while EDINA works in partnership with MIMAS to provide delivery of the NLN materials, and support for the RSCs, which give front-line support to colleges. Jorum will be a key part of the JISC IE, supporting the sharing, reuse and repurposing of L&T materials in the UK F/HEI sectors. Jorum Service in Development activities in 2005/6 included Jorum presentations at numerous RSC events and other events/workshops for which the FE sector had a key interest. In addition, Jorum works very closely with projects funded under the JISC's Exchange for Learning (X4L) Programme ' Phase 2. Many of these projects are based in, or include, FE institutions, and work continues with these projects to capture their content in the Jorum repository service.
The services currently provided by EDINA of greatest interest to FE institutions are: Digimap OS, EMOL, Land Life Leisure, Education Image Gallery and Jorum. The number of subscribing FE institutions are given in the table below.
| Service | Number of subscribing FE Colleges (% of total) |
|---|---|
| Digimap OS | *86 (47%) |
| Digimap Historic | *2 (4%) |
| Land, Life & Leisure | 21 (57%) |
| EMOL | 167 (56%) |
| EIG | 81 (65%) |
| Jorum User | 147 (65%) |
*During 2005/6 FE institutions were offered free access for a year to Digimap OS and Digimap Historic: 86 institutions subscribed and a significant proportion have resubscribed from August 2006. A survey of the new subscribing institutions covering the registration problems and support and service requirements was carried out in January 2006. Eventually fifteen FE institutions responded and results highlighted the problems in the implementation of individual Athens accounts in many institutions, the availability of staff with expert knowledge and surprisingly many institutions indicated that they intended to download data for onward use in GIS.
EDINA provides helpdesk facilities and training workshops for its services that are available to both FE and HE. FE colleges are notified via the RSCs whenever workshops will be held in their particular areas. EDINA provides a range of promotional materials, including flyers and posters to RSCs on request. EDINA has participated in RSC organised events and contributes regularly to relevant JISC and other awareness-raising activities aimed at FE; one of the Education Media OnLine and Education Image Gallery workshops run by EDINA were specifically organised through the RSCs.
8. Promotion and Marketing
We continued our efforts to market our services to academic staff and students at subscribing institutions. As in previous years, we did this by assisting site representatives and other support staff in their local promotional activity, by providing copies of posters, flyers and other informational material, either free or on a cost-recovery basis.
EDINA continues to collaborate with other related providers in promoting and marketing our services. Examples include the Census Registration Service (CRS) for UKBORDERS and the BUFVC for publicising the Education Media Online (EMOL) service.
Links with the JISC Regional Support Centres (RSCs) were consolidated. We attended several of their events throughout the year (see Appendix 7).
During the year EDINA identified a number of relevant specialist conferences at which attendance was appropriate, e.g. DRH (Digital Resources for the Humanities), Learning on Screen and ALLCU. A full list of conference presentations and exhibitions attended is given in Appendix 6.
Highlights in EDINA's calendar included:
- RGS / IBG conference, London, 30 August ' 1 September 2005
- Online Information, London, 29 November - 1 December 2005
- JISC Conference, Birmingham, 14 March 2006
- GISRUK 2006 (GIS Research UK) 5-7 April 2006
- EDINA User Forum 21st June 2006
- OGC Technical and Planning Committees meetings 26-29 June 2006
- UK and European GI Interoperability Day 30 June 2006
Flyers and posters were distributed at a number of other events.
The following means were used to promote EDINA services and to keep users informed of developments:
- The EDINA web site (edina.ac.uk)
- Newsline, EDINA's quarterly newsletter, distributed in print to all site representatives and other interested parties, and available on the EDINA web site
- Articles and advertisements in other newsletters and publications
- EDINA's JISCmail lists: edina all@jiscmail.ac.uk and edina sitereps@jiscmail.ac.uk
- JIBS user group JISCmail list: lis jibs user@jiscmail.ac.uk
- Other JISCmail lists as appropriate
- Information stands and product presentations at conferences and meetings
- Presentations at other awareness-raising events.
On 25 January 2006, EDINA celebrated ten years as a JISC National Data Centre. As part of this celebration we held an afternoon event followed by a Burns Night dinner and ceilidh. All events took place at the University of Edinburgh.
The purpose of the event in the afternoon was to look to the next 10 years, with reflection on past achievement, promotion of present activity, and insight from others to help identify areas in which EDINA could flourish and continue to make a significant difference. EDINA has a broad remit as a JISC National Data Centre and several areas of strategic significance compete for attention. The centrepiece of the afternoon event was a stimulating 'balloon debate', thoroughly enjoyed by the audience, which featured a number of expert speakers and covered a range of topics. EDINA site representatives and external colleagues were invited to the event which was well attended.
9. User Registration and Authentication
Registration and authentication for most EDINA services has depended on use of the Athens Access Management System. JISC have now announced their intention to replace use of Athens with new access management technology based on the Shibboleth development undertaken under the Internet2/MACE initiative.
Throughout this year, continuing work started in April 2004, EDINA has been working on the development and deployment of Shibboleth, in support of JISC's goal to adopt this technology as the prevalent mechanism for authentication and authorisation in the UK education and research sectors. In July 2006, JISC announced their intention to launch the UK Access Management Federation for Education and Research from November 2006. This will be based upon the successful pilot federation created by EDINA under the SDSS project.
EDINA has been working closely with UKERNA, during 2005/6. UKERNA have been given day-to-day responsibility for the UK Federation, in planning a seamless transition from the SDSS Federation to the UK Federation. EDINA has also been working with both UKERNA and Becta on development of a set of policy documents for the Federation covering use across the wider educational and research sectors.
All of EDINA's services have been converted to accept either Shibboleth or Athens credentials for access control. Apart from the technical issue of implementing this software, the main change this conversion exercise has entailed is a re-engineering of the licensing procedures for handling institutional subscriptions. Whereas in the past, this involved informing Athens of new subscriptions, and subsequently relying upon Athens Access Management to make authorisation decisions, under Shibboleth these authorisation decisions are now the responsibility of EDINA as the service provider. New database management procedures are under development to streamline the handling of this licensing information.
EDINA has established effective working relationships with the core Shibboleth developers to ensure that UK requirements are considered in the ongoing process of Shibboleth development work. EDINA has made a number of technical contributions which are now part of the reference Shibboleth source release, including the OpenSAML library.
Authentication procedures for EDINA services continue to comply with Athens Single-Sign-On (SSO) and Athens Devolved Authentication (DA). EDINA has advocated the use of personal Athens user accounts to allow us to offer user-level options, EDINA, however, also offers access to bibliographic web services from individual and group Athens accounts. A number of services also offer IP-authenticated access.
10. Usage statistics
The number of institutional licences in 2005/6 for the eleven national services sponsored by the JISC is shown below, in the context of uptake in the four previous years:
| Reading & Reference Room | Map & Data Place | |||||||
|---|---|---|---|---|---|---|---|---|
| BIOSIS | Index Times | Inspec | UPDATE /LLL | SUNCAT | UKBORDERS | Digimap- OS | Historic Digimap | |
| 2001/2 | 29 | - | 35 | - | - | 126 | 66 | - |
| 2002/3 | 27 | 20 | 35 | 34 | - | 109 | 76 | - |
| 2003/4 | 28 | 21 | 16 | 36 | - | 116 | 85 | - |
| 2004/5 | 28 | 14 | 16 | 36 | - | 220* | 93 | 26 |
| 2005/6 | 28 | 15 | 16 | 37 | 49 | 165 | 98(HE) 86 (FE) | 46 |
* the method for securing authorisation in the Census Programme has changed; the figure for 2004/5 is likely an overestimate, more like an upper bound.
| Learning and Teaching | Sound and Picture Studio | |||
|---|---|---|---|---|
| Jorum | EMOL | EIG | ||
| Depositor licences | User licences | |||
| 2001/2 | - | - | - | |
| 2002/3 | - | 126 | - | |
| 2003/4 | - | 184 | 58 | |
| 2004/5 | - | 248 | 102 | |
| 2005/6 | 44 | 225 | 296 | 124 |
This table shows continuous growth of Digimap subscriptions with steady increase in uptake of licences for contemporary Ordnance Survey data, due to the free one year subscription for FE during 2005/6 and an increase in subscriptions for Historic Digimap. Additional data collections will be added to the Digimap framework, geological maps and data in January 2007 and hydrographic maps and data in May 2007. UKBORDERS does not require an institutional subscription.
There continues to be growth in institutional uptake of two services for visual and sound material, EMOL (moving pictures and sounds) and EIG (still images). EIG requires a paid subscription; EMOL does not.
The table shows consolidation of the subscription services for the abstract and indexing (A&I) databases in the Reading and Reference Room. The subscriptions for Inspec remain constant because of the 2 year licence deal. Inspec was once offered exclusively but now faces competition from other commercial service providers. Not shown here, but providing further context, are JISC-sponsored services delivered in earlier years but now withdrawn. From August 2006 BIOSIS will no longer be hosted by EDINA but will be hosted by Thomson. This follows a trend of recent years for A & I databases to revert to delivery by the rights holders.
The Jorum repository service supporting the submission, sharing, reuse and repurposing of learning and teaching (L&T) materials in UK Further and Higher Institutions was launched as a user service in January 2006. The institutional user licence uptake within the first six months has exceeded all expectations. Jorum does not require a paid subscription. Total monthly log-in statistics for all EDINA services are given in Appendix 2.
11. Changes to Services
Multimedia services
Education Media OnLine
Delivery of the film, video and sound materials that make up the collections in the Education Media OnLine (EMOL) service continued to be a gradual process. The material is of high quality, fully downloadable and covers a broad range of subjects from medicine to 20th-century history. In 2006 JISC decided that the service should be rebranded as Film and Sound Online in time for the new academic year 2006/2007. In addition, in response to two 2005 JISC-commissioned studies into the future content and functionality of EMOL, JISC asked EDINA to extend the service's functionality, most notably by introducing the ability for users to browse by subject These improvements to be implemented simultaneously with the rebranding. In November 2005 the (Channel 4) Performance Shakespeare collection entered the service, followed in May 2006 by the Culverhouse Classical Music collection, bringing the total number of collections in service to 17. By 31 July 2006 296 institutions subscribed to EMOL.
Education Image Gallery
Following an annual internal review of the EIG service, EDINA refreshed and updated the user interface for launch on 8th August 2006. More images were added to the rotating bank on the main search page. Monthly updates, which are loaded each succeeding month, can now be searched by subject as well as displayed as a single set (of around 200 images). There is also a new search function that enables users to search the monthly updates over a range of months. The 1,000+ Observer images that had to be removed from service for copyright reasons have now been replaced and the new images are viewable via the "View list of over 1,000 new images" link on the Standard Search page. On the Standard Search page the search box now has a drop-down menu to allow for more specific searching than the all fields default, including by title, description, subject headings or keyword fields. By 31 July 2006 120 institutions subscribed to EIG.
Bibliographic Services
Land, Life & Leisure
The service stabilised under its new name Land, Life & Leisure, with subscriptions and usage figures at a very similar level to 2004/05. Service Content increased via the weekly updates, and a number of new features were implemented - a news item box with archive links on the standard search page, as well as a link to search tips. Work continued on adding extensive web and full-text links to records in the database; the format of records was expanded to include several additional fields.
Statistical Accounts of Scotland
This has been a JISC-sponsored service in that JISC funded both the initial digitisation project and assisted in the set-up to service. It is now a subscription service that must generate its own income, also providing a free-to-web browsing option to the pages of the Accounts. The subscription service has many 'value-added' features e.g. access to the transcribed text, and a transcription of the questions asked of ministers by Sir John Sinclair. Digitised images and an annotated transcript of the 'Stow manuscript', and the original correspondence received by Sir John Sinclair regarding the parish of Stow, were added to the subscription service during the year. A new service interface was launched in September 2005 and has been well received.
Geospatial services
Digimap: Ordnance Survey Data Collection
The key achievement in the last year was the go-ahead from the JISC for EDINA to proceed to modify Digimap to handle the OS MasterMap product. The central concept of the OS MasterMap framework is the closer relationship between real world objects and features held in the OS spatial database. MasterMap is 'object-oriented': it is structured in a very different way, provided in a very different format.
The current JISC/OS agreement includes two of the MasterMap layers - Topography and the Integrated Transport Network (ITN). The former is the replacement for Land-Line.Plus and the most detailed topographic information available in Great Britain; the latter is a multimodal overview of Britain's transport infrastructure comprising the roads network and road routing information. MasterMap will bring significant benefits to users but will create challenges for EDINA, JISC and OS with regard to its delivery and the support of users. Work on incorporating MasterMap into Digimap began in January 2006. This is a significant undertaking both in terms of technical development and in assisting users to successfully migrate from Land-line use to MasterMap. Work progressed to plan to ensure that a group of early adopter institutions will gain access to MasterMap in January 2007, with all institutions acquiring access in August 2007. Implementing a new technical architecture to support the delivery of MasterMap has provided an opportunity to review the overall architecture of Digimap. As a result, Digimap will be moved to an n-tier hardware and software configuration during 2006/7 to provide the necessary capability to scale the implementations to meet current and future projected usage.
Use of Digimap continues to grow considerably in 2005/6, with some 25,000 active registered users from 184 universities and colleges using the service (this included 86 FE colleges which had taken advantage of the 'free year' offer for 2005/6). The growth in users continues to be matched by a growth in use of the service, with an average of 24,398 sessions per month. Over the last 12 months users have created 111,600 maps for printing and downloaded some 513,350 data files. While in the 2000-2001 academic year users of Digimap viewed some 200,000 maps, by 2005-6 this had risen to nearly 2 million maps
As was mentioned in the last annual report, the current JISC/OS licence agreement allows other JISC funded services access via Open Geospatial Consortium (OGC www.opengeospatial.org) interface specifications to Ordnance Survey maps and data hosted at EDINA. While EDINA has been using web services to support cost efficient service delivery between December 2005 and July 2006 we offered a select number of users access from desktop applications to a number of web mapping services, primarily OS raster maps to limit impact on the live service server. Registered staff users of Digimap were asked if they would like trial access to the web services. About 25 individuals were given access to the Web Services trial. Use has been steady with no significant problems. Those identified included the technology being a little slow, and security arrangements causing some impediment to use. While this proved successful, notwithstanding the difficulty of integrating the web services with ATHENS to ensure only authorised users could get access, the general opinion is that users desire access to OS data via web services rather than maps. This will be possible under the new architecture being implemented for MasterMap however the funding available means that the new hardware will only meet the performance requirements of users downloading OS data through standard web browsers and not through live streaming of data from web services.
Changes to Digimap over the last year have included the release of a new version of Carto. Carto is the advanced mapping tool, available as a Java applet. Both speed and functionality have been improved, and the full range of mapping datasets is now available. Previously, the raster datasets, postcodes and large scale contour data were not available. A re-branding exercise has also seen the names of some tools within Digimap changed to remove the word 'Digimap' from them from August 1st 2006. This will be done to minimise confusion for users when contacting the Helpdesk. Digimap Carto is now simply Carto, Digimap Classic is now known as Classic. This will also help with the integration of the new geology and marine data services over the next year. Boundary Download is a new creation which incorporates the functionality of the previous Code-Point Download facility and includes OS BoundaryLine ' data as well as some standard national grid and national outline boundary datasets. This has been available since November 2005 and is proving a popular addition.
The current Digimap architecture uses Laser-Scan's GOTHIC database and software applications to hold the Ordnance Survey data for map delivery. This software was procured by EDINA in 1999 and was upgraded to the current version in early 2002. Development of the GOTHIC database has been discontinued and this mapping delivery method cannot be expected to continue indefinitely. The current Laser-Scan environment is not seen as either robust or a suitable platform for meeting EDINA's future requirements. Although EDINA has taken various steps to mitigate some of the problems, the need for a replacement system is becoming critical. JISC have recognized that further development funds will be required in 2007/08 to replace the map production sub-system. Over the summer EDINA produced a Specification of Requirements for the replacement system. EDINA is now awaiting confirmation from the JISC that it can proceed to a procurement.
Digimap: Historic Map Collection (now known as Historic Digimap)
The Digimap Historic Map Collection was launched as a new pilot service in September 2004, delivering access to historical Ordnance Survey maps for the FE and HE communities. JISC has acquired a licence in perpetuity from Landmark Information Group. The Digimap Historic Map Collection was launched as a pilot service at the annual JISC Conference on April 2005 and as a full 3 year service on 1st August 2005 and This is the first time that the full geographical extent of Landmark's historical maps have been brought together and delivered via the internet as searchable on-line maps. The collection consists of:
- OS County Series 1:10,560 and 1:2,500, from the mid 1800's to 1945
- OS National Grid 1:10,560/1:10,000, 1:2,500 and 1:1,1250 scale, 1945 - early 1990's
Coverage is for Great Britain, though coverage varied depending on edition and/or map availability. All maps are provided as TIFF raster images (over 400,000 separate map images).
Historic maps have proved popular with 47 institutions subscribing, only one of which does not also subscribe to the Ordnance Survey Collection. Usage has risen steadily across the subscription period and we anticipate that this growth will continue with the forthcoming lower fees for Further Education institutions. Additional data arrived from Landmark and has been added to the service. This has helped to complete the coverage of some Map Series.
JISC have agreed for an application to be made in 2007 for funding for further development of this service.
UKBORDERS
UKBORDERS is the 'senior service' at EDINA having been launched in October 1994 and subsequently funded as a Census Unit under the 1991 ESRC/JISC Census Initiative. UKBORDERS provides password-protected access (via Athens Single Sign-On and Athens DA) to digital boundary data (DBD), geodirectories and lookup-tables. These datasets are available free at the point of use in a variety of popular output formats (Shape, MIF/MID, E00, DXF, CSV) for onward use with end users' software. As well as providing the geographic outputs of the 2001, 1991 and 1981 censuses, UKBORDERS supplies selected historical census boundary datasets (e.g. 1881 Census Parishes), a range of higher geographies derived from low level census geographies (e.g. postal and electoral boundaries), 2001 census boundaries in SASPAC format, and a variety of non-census boundaries (e.g. environmental boundaries). Datasets supplied by users, which result from academic research activities (e.g. the Consistent Areas Through Time (CATT)) have also been made available to the wider community. Currently, UKBORDERS curates and provides access to more than 350 discrete digital boundary datasets.
UKBORDERS is very well regarded by the community; this is reflected in comments received under the recent ESRC (Williamson) review. Additional evidence for the value of the service to the community was provided by an independent survey of users of UKBORDERS conducted by Kingston University (2005) which observed that the service:
'received overwhelming support from a committed and enthusiastic band of users. The adjustments and enhancements to the service and the additional datasets now provided continue to fulfil a developing need for boundary data, which is both theoretically and practically open-ended as new users join the community and updated datasets augment the existing collection. In this regard it important that new boundary datasets be added and existing one continue to be available through UKBORDERS."
This reflects significant value-added activity at EDINA as the Geography Data Unit, building and assuring quality of new data from the core Census Outputs (e.g. creating ward boundary data from 2001 Census Output Areas). Providing such data saves each user performing a time-consuming and potentially problematic technical task themselves. UKBORDERS adds value to the core data with 'invisible' pre-service data processing allowing users to concentrate on using the data.
The continuation of the UKBORDERS service has been confirmed for the period August 2006 ' July 2011. This confirmation follows a Fully Economic Costed proposal and five year work plan concentrating on four broad areas:
- Service continuity and maintenance:
The major undertaking here is to migrate the service to it's own ESRC dedicated hardware (it currently shares machine space with other JISC funded services) and to port the service to a fully open source spatial database solution. This will provide better resiliency and performance for the service. It will no longer be forced to compete for shared machine resources with other non-ESRC services. It also removes a licensing cost for an increasingly aging and non-supported proprietary spatial database solution. - Service enhancements and research
This aspect covers (in brief) the following activity areas:- Integration with and contribution to the development of a Census Portal
- The addition of new Interfaces & Upgrades to Existing Facilities
- Proposed Research and Development Activities in the following:
- e-(Social) Science enablement of web services
- Interoperability - boundary and attribute data integration methods via proposed Open Geospatial Consortium standards
- Additional datasets and metadata
- User support and outreach ' expanding existing help and support via dedicated workshops and training; development of bespoke teaching and learning materials.
- Programme engagement ' including internal liaison with other Units and external engagement with Census Offices directly.
12. Projects
12.1 Learning and Teaching
Activity in the high profile area of learning and teaching continued during 2005-2006. Of particular importance are the Jorum and the National Learning Network services, in which EDINA and MIMAS work collaboratively with a number of key organisations.
Jorum
During 2005/6, EDINA worked with MIMAS on the Jorum Service in Development project. The Jorum repository service is a key component of the JISC Information Environment (IE), supporting the submission, sharing, reuse and repurposing of learning and teaching (L&T) materials in UK Further and Higher Institutions (F/HEIs).
The Jorum has two main purposes. First, it offers a place in which JISC-funded content for learning and teaching can be stored, managed and made available on a long-term basis to the community. In the past publicly-funded content has been lost to the community when project teams have dispersed, and institutions have not always maintained the local servers in which it was deposited. In addition to this an opportunity is provided for staff within UK FE and HE institutions to share their resources more widely with the community through the Contributor service. Secondly, the existence of Jorum will enable the re-use and re-purposing of learning and teaching content across the UK. This breaks new ground by offering opportunities for teaching staff to download, use and re-purpose the materials.
During 2005/6, Jorum has successfully introduced and supported the JISC subscription licensing model to support institutions wishing to use and/or deposit in Jorum. There are two Jorum services, Jorum Contributor, which supports deposit of content from institutions, and Jorum User, which enables institutions taking the service to search for, locate, preview and download content. To date the Jorum Contributor service has 44 subscriptions and the User service has 244 subscriptions. Over 1,400 users have registered for these services and over 1,400 learning and teaching resources have been shared and made available to User subscribed institutions for download.
A partnership arrangement with a team of Intute cataloguers has been established and used, providing expert metadata cataloguing services for Jorum. A workflow has been established to support this process, which is incorporated into the repository system for Jorum.
Jorum has continued to be been developed in line with requirements from early adopters and the wider community. A service website, dissemination events, support documents, promotional materials and registration procedures are available and have been used to support the Jorum Contributor and Jorum User services which were launched in November 05 and January 06 respectively.
Significant R & D work has been carried out resulting in technical developments that offer value added services (e.g. website metadata search) and research papers such as A review of workflow and A review of automated metadata systems.
Jorum supported the content-producing projects funded under Phase 2 of the JISC's Exchange for Learning (X4L) Programme. This work continued until July 2006 with a 'sandbox' repository being available to these projects to enable them to trial deposits and also offering the possibility of developing functionality for trial before incorporation into service. As a result, requirements have been gathered which are being implemented in the Jorum service and numerous resources from the five projects are available in the Jorum User service.
National Learning Network (NLN) Hosting Service
The NLN Learning Materials Hosting Service is funded by JISC to provide the infrastructure for delivery of the NLN online interactive learning materials. These have been commissioned by the British Educational Communications and Technology Agency (Becta) from a number of consortia of commercial suppliers and FE colleges.
EDINA provides helpdesk support to the Regional Support Centres (RSCs), which in turn support FE college staff and participates in the operation meetings administered by Becta. MIMAS hosts the main service with a back-up service is provided by EDINA.
e-MapScholar
While funding for this project from the JISC has ceased, a small amount of money has been given by the Geography, Earth and Environmental Sciences Subject Centre to update the Virtual Placement. This project has involved technical and content development and modification of the system for wider deployment. It is hoped that these measures will encourage wider use of the Placement, which in turn will provide further evidence for the effectiveness of this resource as an alternative to a traditional work placement experience. This project is being undertaken in partnership with the School of Education, University of Aberdeen.
Development of learning and teaching materials
EDINA also undertakes work to develop learning and teaching materials in support of other work areas. Examples include the Education Media OnLine service.
Education Media OnLine (EMOL)
One component of the JISC funding to EDINA is the development of appropriate learning and teaching materials to support and encourage the use of this type of media. The first reviews and case studies entered EMOL in 2006.
Inter-working for L&T
It is important that EDINA works closely with other groups active in various aspects of Learning and Teaching. Our partners include:
- MIMAS
- Centre for Educational Technology Interoperability Specifications (CETIS)
- HE Academy and its Subject Centres
- JISC Regional Support Centres for FE
- Intute
The JISC has key strategic partnerships with the National Science Foundation (NSF) in the USA, the Department of Education, Science and Training (DEST) in Australia, and SURF in the Netherlands. The JISC views the Jorum as a key strategic area in which these partnerships are expressed. Jorum builds upon and strengthens JISC's strategic partnerships by meeting with representatives of these organisations, ensuring that high quality assistance and advice to national and international partners is provided, and providing infrastructure and content delivery to enable/enhance L&T activities. The Jorum team is working with the teams establishing national repository services in the Netherlands, Eire, Sweden, USA.
The Jorum team works closely with the HE Academy and its Subject Centres, in a number of areas of work, included work funded by JISC in the Distributed e-Learning Programme. In addition, it has contacts with several Centres of Excellence in Learning and Teaching (CETLs). Jorum presentations have been made at many events, including the 2006 JISC conference and events where organisations are considering how best to make educational materials available to their communities. Presentations were also made at many RSC events during the year and at several CETIS workshops.
12.2 Projects on Middleware
Shibboleth development and support services (SDSS)
The SDSS project, which runs from April 2004 until March 2007, was originally conceived with the aim of providing support for projects in the Core Middleware Technical Development Programme by developing a prototype Shibboleth framework to enable project interworking. As understanding of the technology has matured, the primary goal of the project has become the development of a pilot federation for the UK. This pilot has been successful in developing all the key service and infrastructure components for the UK Federation. These include:
- enrolment services to assist members in joining the UK Federation;
- administration of applications to join the federation (this involves obtaining suitable letters of authority from institutions);
- technical support for federation members;
- conversion of all EDINA JISC-funded services to support access control by means of Shibboleth, and deployment of test targets to provide support for Shibboleth developers;
- a WAYF service required to direct users to the appropriate authentication point;
- a means of acquiring the X.509 certificates necessary for SSL-based secure communication between Shibboleth origin and target servers;
- auditing, monitoring, and support for use of this infrastructure.
Initial service conversions are currently being replaced by production-strength solutions which will provide more secure and more easily maintained deployments. In the meantime, all EDINA services are available to federation members.
EDINA will continue to work closely with colleagues in UKERNA and Becta in the ongoing development of the UK Federation, with the core developers in the Internet2/MACE committee to develop the base standards, and with international adopters of Shibboleth technology. Infrastructure
12.3 Projects on Infrastructure for Journals and Articles
In recent years, EDINA has been responsible for key projects in the JISC IE infrastructure for serials at both title and article level including SUNCAT, ZBLSA (subsequently GetCopy) and Xgrain (subsequently GetRef). EDINA has also become involved in provision of community-created content on an Open Access basis through working with the SHERPA team in Nottingham on Prospero, a project to scope an 'interim' repository for eprints of papers for which there is currently no institutional or subject-based 'home' repository.
SUNCAT
SUNCAT became a pilot service in January 2005 to prepare for becoming a full service from August 2006 and the period was characterised by the necessary preparations towards becoming a full service. SUNCAT, though, still requires development in order for it to provide all the required facilities to researchers and librarians and accordingly there was considerable development activity in the period.
In April 2006 the pilot service was moved to a new, much faster and more powerful server and this was followed by a major upgrade to the software from ExLibris Aleph 16 to Aleph 18.
Service Level Definitions were agreed with the JISC Services Group.
Significant progress was made in adding data from additional libraries and by the end of July 2006 the number of libraries which had contributed their data to SUNCAT had reached 49. As well as more university libraries, the new contributors included organisations such as learned societies and research organisations. On top of that, a major step forward in updating records was taken with the bringing up-to-date of the records of the largest contributor, the British Library.
Licensing difficulties had led to the removal in 2005 of the very useful facilities for researchers of saving and/or e-mailing retrieved records. The licensing issue was resolved and the facilities were restored.
Making SUNCAT well known, clearly, is an important activity. A biannual Newsletter, providing information about all SUNCAT activities, was launched in December 2005 and is distributed via the various electronic mailing lists. Briefing sessions were held at the United Kingdom Serials Group (UKSG) conference held in the University of Warwick in April 2006 and demonstrations and information were provided at the EDINA stand at the conference. In the period an article was published in Interlending and Document Supply and another in SCONUL Focus.
An online questionnaire was issued to users in February 2006. Whilst the number of returns was disappointing, a large percentage (91%) said their searches had been successful and a greater number (96%) said that they would use SUNCAT again. It was noticeable that most returns were from library staff and it is clearly recognised that extensive efforts need to be made to bring the service to the attention of researchers.
As far as developments were concerned, the major achievement was the implementation of the SUNCAT Identifier (SC-ID). Essentially the SC-ID represents a distinct journal title, regardless of format, and plays a key role in ensuring that sets of records do not overlap.
Agreement was reached on the specification of a series of other planned developments including the Librarians' Interface. This will provide the facility to allow manual matching of records. Testing of the delivered software commenced in the period.
AIMSS
An eight month JISC funded project (Automating Ingest of Metadata on Serials Subscriptions ' AIMSS) was successfully completed in the period. AIMSS involved the use of a new format, ONIX for Serials (Serials Online Holdings) for the transmission of serials information from a Publication Access Management Service, Serials Solutions, to EDINA for the update of records held on SUNCAT.
GetRef
The Xgrain 5/99 JOIN-UP project developed a broker for cross-searching abstracting and indexing services and electronic tables of contents services within the JISC Information Environment.
During 2005/06 the project concentrated on building up awareness of the service, identifying areas for development and gauging interest in the product from the community. As part of this work a focus group of librarians was consulted and questionnaires were sent to trial sites to find out what extra developments they would require. Respondents were agreed that an advanced search would be a very valuable feature. They identified 'author', 'title keyword' and 'subject keyword' as important fields to be searched. These developments are now incorporated into a GetRef development interface. The University of Stirling has used GetRef as its federated search tool for almost two years and there were twenty-one trials of the service over the past year, indicating strong interest in the product.
As well as scoping additional developments for GetRef, a number of processes have been streamlined. The process for setting up new targets has been improved by the introduction of a target 'template' for most suppliers. This enables targets to be set up quickly and easily by software developers. A pick-list of targets is also now available for trial sites. The number of targets available to GetRef has also increased dramatically and now numbers over 400.
Prospero
A study conducted in early 2006 scoped the work required to develop and launch a national facility to assist the deposit of eprints with institutional repositories on an Open Access basis. The report recommends a facility, to be known as the Depot, intended to bridge the gap between early adopters of IRs and the establishment of a national network. Important also is the need to bridge the gap between researchers/authors who are enthusiasts and the vast majority who have yet to be persuaded of the benefits of depositing papers in OA repositories. A proposal to implement the service scoped was submitted at JISCs invitation in July 2006.
OpenURL Router
The ZBLSA JOIN-UP Project developed a linking tool that provides portals with the means to locate services pertaining to journals. The tool developed is now used by EDINA under the brand name 'GetCopy'. It connects discovery of a reference to a journal article with services providing the most appropriate full-text copy in printed or electronic form. GetCopy has been designed to be lightweight and business-neutral by operating on existing permissions; GetCopy simply determines the location of appropriate copies, and directs the end-user accordingly.
The OpenURL Router was conceived as the next infrastructure component required in this linkage chain. It addresses the issue of allowing linkage from bibliographic services to OpenURL resolvers. Although the OpenURL standard provides an encoding bibliographic metadata, enabling 'referrer' services to link to OpenURL resolvers, there is no mechanism that aids the referrer in determining to which resolver the link should be addressed.
Because OpenURL resolvers are generally deployed to provide onwards linkage to full text services and libraries, the access to which depends on the end-user's institutional membership, resolvers are typically set up for and maintained by individual institutions. This means that the resolver is of a great deal of use to members of that institution, and any OpenURL link that is not addressed to that resolver is of little use to them.
The only solution to this problem has been direct contact between all service providers and their customer institutions, to separately configure linkage to each resolver. These many-to-many relations are an administrative burden on all concerned. This system also restricts OpenURL linkage to subscriptions services, which have a business relationship with customers; without this, there is generally no mechanism in place for a service to recognise users and the institutions of which they are members.
The OpenURL Router provides a central registry detailing OpenURL resolvers, the institutions to which they belong, and certain details (Athens identifiers, IP addresses and domain names) that help in identifying members of that institution. This allows a referring bibliographic service to address OpenURL links to the correct resolver for each end user, without any prior knowledge of the user or their institution. Along with LitLink at MIMAS, GetCopy provides a default service for users who are directed to the OpenURL Router, but whose institutions do not have a registered OpenURL resolver. OpenURL will be funded as a JISC service from August 1st 2006.
The OpenURL Router has shown a strong growth in usage over 2005/6. Usage figures for the last 3 months, compared to the same period one year ago, are shown in the table below.
| Month | Total requests | Redirection number (success rate) | Lookup queries number (success rate) | |||
|---|---|---|---|---|---|---|
| 2005 | 2006 | 2005 | 2006 | 2005 | 2006 | |
| May | 206152 | 416469 | 55390(98.7%) | 145673(98.1%) | 6153(48.3%) | 62137(80.7%) |
| June | 146855 | 291422 | 43497(98.9%) | 96901(98.1%) | 3090(32.8%) | 53453(80.5%) |
| July | 135310 | 271881 | 38316(98.7%) | 102082(98.4%) | 2047(23.7%) | 47550(79.0%) |
The usage figures provide the following:
- The total number of requests received by the service. This includes OpenURL requests directed to openurl.ac.uk, which are to be redirected to the users' local resolvers; registry queries ('lookups') from service providers; requests for button images; and requests resulting from directing users via an Athens authentication point. There are also a small number of invalid requests (531 in this period), largely originating from search engines.
- Redirections of an end user's browser with a positive outcome, i.e. cases where an appropriate resolver could be identified. As a total number, and as proportion of requests for a redirection ('success rate').
- Positive responses to registry queries, i.e. where details of an appropriate resolver could be supplied. As a total number, and as proportion of all queries ('success rate').
It should be noted there is a strong seasonal influence on usage of the services that act as OpenURL referrers (i.e. client services for the OpenURL Router), and an equivalent seasonal influence should be expected for usage of the OpenURL Router; usage within each of the 3 month periods shows a decline in line with the usual seasonal trends, but the comparison of 2005 and 2006 indicates the strong underlying growth.
During the year, the number of institutions registered with the OpenURL Router has risen from 30 to 48.
12.4 Geo-spatial Development Projects
Visual Sound Materials project
During 2005, JISC commissioned a partnership led by EDINA to scope user requirements, functionality, architecture and appropriate collections for a visual and sound materials (VSM) portal that would provide integrated access to VSM for UK Higher and Further Education. The main objectives of the project were to:
- Scope an appropriate architecture and functional specification for a VSM portal
- Analyse user requirements, taking into account recommendations from existing studies and input from an expert focus group
- Consider the range of relevant and suitable collections for delivery, prioritise an initial list of potential content providers and establish early contact with them
- Consider future development of the VSM portal demonstrator into a VSM portal service
- Consider the feasibility of serving both time-based media and images from a single portal platform.
The team reported to JISC in March 2006 suggesting that a demonstrator would provide an opportunity to expose content and stimulate usage. The demonstrator phase of the project is expected to begin later in 2006.
NewsFilm Online
NewsFilm Online is one of the six major digitisation projects funded by the government's Comprehensive Spending Review 2 and managed by the JISC in collaboration with the British Universities Film & Video Council (BUFVC) and ITN. The project will deliver up to 60,000 segmented encodings, totalling 3,000 hours, and associated materials from the archives of ITN and Reuters Television and is expected to complete in early 2007.
In March 2006 EDINA and MIMAS gave a joint response to a Request For Proposals from JISC for data centre hosting (and preservation) of the NewsFilm Online service for UK Further and Higher Education, proposing to cover the transition of NewsFilm Online from project to service. A pilot service is projected for early 2007, to be followed by a full service in August 2007. At the end of July 2006 negotiations were continuing between JISC and EDINA and MIMAS.
12.5 Geo-spatial Development Projects
GeoCrossWalk
The principal purpose of GeoCrossWalk is to provide a shared service within the JISC Information Environment (IE) that can underpin geographic searching. The rationale behind the project is that there is currently no unified entry point to assist in geographic searching within the existing academic network as each information provider/service adopts different geographic coding conventions (some use postcodes, others place names, some grid references etc.). GeoCrossWalk is designed to make geographic searching transparent by 'crosswalking' these different geographies and is analogous to a shared terminology service.
A Phase IV project commenced in June 2005 which built on previous phased development work. The primary aim of this work was to provide JISC with enough business intelligence and evidence to reach conclusions as to the future of GeoCrossWalk as a shared service. The objectives of the project were:
- to investigate alternative business models for utilisation of GeoCrossWalk as a shared service and to produce recommendations as to viable pathways for supporting geographical searching within the JISC IE;
- to identify and enumerate, via use cases, those JISC services that could make use of GeoCrossWalk functionality;
- to undertake essential database content updates and formally QA the resource;
- to continue to integrate third party JISC services;
- to evaluate the overall progress of GeoCrossWalk and recommend how or if further development should continue.
From August 2006 the deliverables from the Phase IV work and the future of GeoCrossWalk are under discussion with JISC.
Go-Geo! Portal Project
Go-Geo! (www.gogeo.ac.uk) is a portal that supports geospatial searching by interactive map, grid co-ordinates and place name, as well as the more traditional topic or keyword forms of searching. This was originally the result of cooperative effort between EDINA and the UK Data Archive but in 2004 EDINA took over Go-Geo! and rolled it out as a trial service to the UK academic community. Using an ANSI standard, Z39.50-1995, the portal undertakes simultaneous searching across a number of data catalogues including the national GIgateway service and its network of catalogue services. Go-Geo! also acts as a geographic access point to more traditional types of resources e.g. papers, maps, images, within the JISC IE. It thus acts as a gateway providing a single access point to multiple resources from a geographic point of view. To support the community of users of geospatial information, Go-Geo! also provides an organised collection of quality assured links to resources of use to those working with geographic data. These are regularly updated and new resources added.
In February 2005, JISC provided funding for a further (phase 4b) project. The Go-Geo! Portal and Geospatial Metadata Development Programme is an 18 month initiative (now extended to November 2006) to promote and encourage geospatial metadata creation within UK tertiary education. Specifically the aim has been to provide resources that promote and support metadata creation, for example, online teaching and learning material, to undertake additional metadata workshops and carry out a pilot study with a group of universities, to establish a business model for metadata creation and maintenance based on the use of Go-Geo! resources as local data management tools. Technical development has included updating Go-Geo! to ensure compliance with the new ISO 19115 Metadata standard and the completion of the metadata tool which is integral to metadata creation and the pilot study. Implementation of an Open Geospatial Consortium (OGC) Catalogue server interface on to Go-Geo! portal is in progress. The OGC Catalogue Services Specification version 2.0.0 (Catalogue Services for the Web binding) is expected to become the global and standard way of exposing geospatial metadata catalogues in the near future. However, implementations are very immature at the moment.
Currently the project is investigating the open source product GeoNetwork Opensource (http://193.43.36.138/) as a platform for implementing an OGC Cat 2.0 CSW specification compliant service. GeoNetwork is being developed by staff from the UN Food and Agriculture Organization, the UN World Food Programme and the UN Environment Programme. The implementation of OGC Cat 2.0 CSW spec in GeoNetwork Opensource is at an early stage, but in return for undertaking testing and assisting with bug fixes, EDINA has been given early access to the code.
The proposed catalogue server would work in parallel with the existing Go-Geo catalogue server which uses the Isite application. In the longer term, the service would move solely to be an OGC Cat 2.0 CSW spec. compliant service.
Scoping a Geospatial Repository for Academic Deposit and Extraction - GRADE
GRADE is a project funded under the JISC Repositories Programme and is being led by EDINA with partners at the Arts and Humanities Research Council Research Centre for Studies in Intellectual Property and Technology Law and the University of Southampton's National Oceanography Centre.
The broad aim of GRADE is to assist in developing policy and best-practice strategies for geospatial data sharing and reuse by providing demonstrable evidence of how, why and under what circumstances geospatial data are (and may) be managed via repositories.
The project began in June 2005 and runs to April 2007. The main findings of note at this stage of the project are:
- There is a clear view from the evidence amassed to date from the results of a questionnaire survey and from direct discussions with end users, that there is a perceived need within the community for the establishment of a national geospatial data repository.
- It is also clear that the legal issues surrounding the use and reuse of geospatial data within the academic community are peculiar and distinct from other data sharing communities where IPR and digital rights issues are less pronounced (if relevant at all).
- A survey of informal data sharing practices has provided informative case-studies of the types of data-sharing practices the community is currently engaged in. The survey also has identified that the main barriers to geospatial data sharing within the community (in order of user expressed priority) are:
- perceptions of the complex licensing and digital rights issues surrounding geospatial data (re)use in the UK;
- lack of quality metadata about geospatial datasets; and
- concerns over the protection of depositors intellectual property.
- the establishment a National Geospatial Repository service.
- A survey on institutional versus media-centric or subject specific repositories has revealed, firstly that there are currently no UK geospatial subject-specific/community repositories in operation and, secondly that although there are growing numbers of institutional repositories, none of them currently manage any geospatial content (and would not be capable of doing so).
- The law on copyright and licensing for geospatial data in the UK is not as well understood nor as clear-cut as it might be and that there exists scope for clarifying fundamental end user rights with respect to copyright and European database directive law.
Grid Enabling EDINA SErvices (GEESE)
GEESE is a new project for which funding was awarded in May 2006 although work does not commence until October 2006. In cooperation with the National e-Science Centre (NeSC) based at the University of Edinburgh, and in close liaison with MIMAS in respect of the parallel GEMS project (Grid Enabling MIMAS Services), the project will investigate over the space of 10 months the Grid enabling of multimedia and bibliographic services at EDINA. The project will also extend work already begun examining how the Geospatial services may be adapted to take advantage of developments in Grid technology. The deliverables from both these projects are demonstrators and reports on next steps to production grid services.
Marine Overlays on Topography for Annex II Valuation and Exploitation (MOTIIVE)
This two year European Union FP6 funded project started in Sept 2005. It is a multi-partner international project whose objectives are closely related to the European INSPIRE (Infrastructure for spatial information in Europe) and GMES (Global Monitoring for Environment and Security) initiatives. The goal is to demonstrate how best international practice (principally Australian) in the use of open geospatial interoperability standards (OGC and ISO 191xx series) can be leveraged to achieve data harmonisation in the marine thematic area. EDINA's principle role is in deploying the services and software necessary to demonstrate the approach taken working.
13. International Work
As national data centre, EDINA recognises the international dimensions to its work. Much of the raw material deployed in building and operating the digital library, data, software and hardware is international, and vendors view the UK market within the context of their global strategy. The business of academic research and teaching has comparable international context. The UK has a contribution to make and itself benefits from international engagement.
EDINA continues to develop this side of its work, with Europe having significance alongside global, especially American, context. Listed below are some of those developments, including that for staff development, as information professionals.
IASSIST
For many years Data Library staff have been active members of the International Association of Social Science Information Services and Technology (IASSIST), 'an international organisation of individuals who are engaged in the acquisition, processing, maintenance and distribution of machine-readable text and/or numeric social science data'. The membership of IASSIST, which was founded some 20 years ago, includes information system specialists, database librarians or administrators, archivists, researchers, programmers and managers. Peter Burnhill is immediate past President, Alison Bayley is Assistant Treasurer and Robin Rice chairs the IASSIST Web Site Committee of which Stuart Macdonald is a member. IASSIST holds an annual conference in the USA or Canada for three years out of four and in Europe in the fourth year. EDINA and the University Data Library were host to the annual IASSIST Conference in Edinburgh in May 2005, based in the Holyrood Hotel. EDINA staff attended the 2006 conference in Michigan, USA.
Standards Work
Thus far, EDINA has engaged in international standards work on an informal basis only, the formal involvement on committees and working groups being judged to have high opportunity cost. There is growing involvement in OGC, for geographic inter-operability, Grid standards (particularly where they 'collide' with OGC standards), on OpenURL and on the successor to Z39.50, on ISSN and emergent standards for the exchange of subscription information as part of digital rights management.
SUNCAT
Active participation in the ISSN Network, including attendance at the ISSN Directors' Meeting, has been an important factor in the development of SUNCAT as a national union catalogue of serials. The ISSN is undergoing its review as an ISO standard, and revision to take account of electronic publication within the context of FRBR: the relation between 'work' (or Title) and 'manifestation' (Product) is key for the success of SUNCAT as it builds on item records. Productive contact has been made with the Library of Congress and with national union catalogues of serials, especially across Europe. This activity builds upon ground-work achieved through EDINA's earlier participation in the EU-funded CASA Project.
Shibboleth
This initiative, described in more detail in sections 9 and 12 in this report, is necessarily international. There has been contact with Internet2 and with SWITCH, the Swiss implementers.
14. EDINA Management Board
The University of Edinburgh and the Higher Education Funding Council for England signed a Funding Agreement, in parallel to that entered into by the University of Manchester (with respect to MIMAS), under which there is to be a new body established which came into effect from August 1st 2005. A preparatory meeting took place at EDINA in January 2006 with the new chairman, Professor Mike Tedd , Department of Computer Science, University of Wales, Aberystwyth , John Robinson, JISC Services Manager, and Helen Hayes, Vice Principal for knowledge management, University of Edinburgh. Two further full meetings, with additional newly appointed Board members took place in March 06 and June 06.
15. EDINA Management
EDINA and the Data Library constitute one of four planning units within the University's Information Services overseen by Vice Principal Helen Hayes. EDINA sits alongside the Library, the Computing Services and the Media and Learning Technology Services.
16. Future plans
We plan on firm evidence that there is a growing role for EDINA as JISC-designated National Data Centre, but this growth brings challenge as well as opportunity which we intend to meet through deepening partnership and inter-working. The EDINA web site this past year illustrates well both challenge and opportunity, presenting the activities of EDINA through a number of 'web-rooms' each intended to demonstrate its relevance to the communities which we seek to serve and with which we wish to engage.
Within the main 'service' web-rooms there has been much change, and promise of more. In the 'Sound and Picture Studio', we expect to see further growth in the uptake and usage of the documentary films delivered as part of the Education Media OnLine (EMOL) service. Our objective is to embed such new 'evidence' in research activity, in programmes of teaching, and in the life of students throughout the UK. We intend to make best use of the partnerships we have fostered throughout further and higher education, and especially with the AHDS and the HE Academy. In parallel, we intend to build on our progress in hosting and delivering the Education Image Gallery service, which offers users at subscribing institutions online access to a major part of the Getty Images collection of images for educational use. Images, whether moving or still, are now showing at EDINA; we plan on the basis that more is 'Coming Soon'.
In the Reading and Reference Room, experience continues to be mixed and we must discern what this may mean for the future. On the one hand, we see success in building user communities for some databases dashed by circumstances not easily within our control, as was the case with Art Abstracts and Ei Compendex. On the other hand SUNCAT, the UK national union catalogue of serials is set to become the most significant serial-level online facility in the UK, with the launch of pilot service. Outcome of funded projects at the article-level, clustered together as JOIN-UP by the JISC 5/99 Programme, have significance. For EDINA, both Xgrain and the ZBLSA projects have resulted in service-quality products (now branded GetRef and GetCopy) that await green light as JISC services, with GetRef geared to discovery of references and GetCopy to location of services for the found reference. There is also now in place the national OpenURL router, which passes on article requests to the 'appropriate' OpenURL resolver, GetCopy capable of playing a catch-all OpenURL resolver role. The challenge for JISC and its service providers is to really 'join-up' and to develop suitable interaction with portals and to attract a viable user community.
A successful transition of the SDSS federation to the UK Access Management Federation for Education and Research will provide new opportunities for closer interworking across the whole educational and research sector. The adoption of a single, prevalent, technology for learners, teachers and researchers in the H&FE, Schools, e-Science and other research communities will create new possibilities for the development of common shared services and common infrastructure.
In the Map and Data Place area, the welcome increase in recognition of the significance of geospatial referencing and facilities both nationally and internationally provides opportunity. The use of Digimap continues to grow and it is now viewed as an important, and to some a vital, part of the UK information landscape, the uncertainty of the renewal process behind us. However, it does have the technical challenge to make best use of the innovation of MasterMap, an object/feature-based format that promises much for future use, requiring investment in terms of design, re-engineering and storage. delivery. Related project work, geo-Xwalk and Go-Geo! represent key infrastructure for the UK community, of international standing, confirmed by the contract awarded to EDINA to host the GI-Gateway for the UK GI Industry. Over the coming year EDINA aims to assist the JISC and the UK e-Science and heritage communities extract best value through geo-referencing.
The activities reported in the Learning and Teaching Centre are amongst the most challenging that EDINA is engaged upon. EDINA has responded actively to the call from the JISC to engage in support for e-Learning and the use of national services in Learning and Teaching. This extends throughout FE and HE. EDINA is sought out as partners by the leading players in this field, and in turn has worked in partnership with MIMAS, especially in support of the policy-important National Learning Network, and the pioneering work of the JORUM project. It will be interesting to see what becomes of both. EDINA expects to continue to play a significant role as digital repository of learning materials, and will increase the usability of its service for Learning and Teaching purposes. What we must resolve is the engagement we should have in the creation and delivery of e-learning materials.
Our presentation of services represents the role EDINA has to play as a data centre for Scotland. This too is full of opportunity over the coming year, especially with the wider regional agenda for the UK.