Core Integration Dave Fulker University Corporation for Atmospheric

Core Integration Dave Fulker University Corporation for Atmospheric Research And the Executive Director of Core Integration

The Institutions of the Core Integration (CI) Team § A “collaborative” project, manifest in 3 cooperative agreements with NSF § University Corporation for Atmospheric Research Dave Fulker § Cornell University. Bill Arms § Columbia University Kate Wittenberg § Additional partners § § § Eastern Michigan U Syracuse University U Massachusetts-Amherst U California-Santa Barbara U California-San Diego U Colorado-Boulder - Ellen Hoffmann David Lankes James Allan Terry Smith Reagan Moore Tammy Sumner

CI Technical Principles § Spectrum of Interoperability § Coherence among diverse, distributed collections § Standards for interfacing services § One Library, Many Portals (for multiple audiences) § Central operation of a portal-building framework § The primary entryway to the NSDL § Means for tailoring, with multiple quality/selection metrics § Central provision of selected services § § Flexible search on metadata and/or content Storage/retrieval of NSDL-content “snapshots” User authentication & preferences retention Ask. NSDL reference/help desk § Education Layer over the Web. . .

NSDL Constituents & CI-Team Directors an integrative organizational structure § Component Providers § § NSDL-funded collections NSDL-funded services Publishers Agencies § Educators § § § College faculty Pre-college faculty Curriculum developers Librarians Museums § Learners Core Integration Executive Design & Development — Carl Lagoze Collections Development — John Saylor Services & Operations — Diane Hillmann Outreach & Networking — Kaye Howe Publisher Engagement — Mike Luby Project Integration — Susan Jesuroga

Characterizing the Initial-Release § Content the first glimpse of a “production” NSDL § ~180 collection-level records § 231, 000 item-level records (including those provided by 9 NSDL-funded projects) § Features § § § Simple topical browse of collections Basic search on metadata and content Advanced search with limits & Boolean operators Ask. NSDL help desk Item-level indicators of the originating collection, with simple (iconic) branding § Basic login and identity checking § Weekly archiving of NSDL content snapshots

Four Pillars of the NSDL a focusing definition, to help move beyond the initial release § A library of exemplary collections and services with practical educational value § A center of innovation in digital libraries applied to education § A community center, focused on digitallibrary-enabled science education § A partnership of NSDL-funded projects (taking shape in a way that embraces publishers)

The Parts within the Whole and the Whole within the Parts (1 st of 3) § How individual collections & services add value to the larger NSDL § Increasing overall content breadth & depth § Enhancing discovery capabilities § Richer content characterization, e. g. , annotation § New methods for searching, browsing. . . § Improving usability § Portals tailored to specific audiences. . . § Library components where users build things. . . § Enlarging impact § Networks of educators, skilled in NSDL use. . .

Core Integration Metadata Repository a linchpin for collection & service contributions to the NSDL (and a point of resonance on the interoperability spectrum) Services OAI Users Metadata Repository OAI Collections MR holds info on every collection & item in the NSDL, including associations among them, e. g. : § Collection A Contains Item B § [future] Item C “Annotates” Item D Open Archives Initiative (OAI) is a fundamental interface specification § To convey item- & collectionlevel metadata § To build innovative & essential services that utilize MR info § For linking NSDL with other emerging players, e. g. , Ar. Xiv & “Institutional Repositories”

The Parts within the Whole and the Whole within the Parts (2 nd of 3) § How the larger NSDL adds value to individual collections & services § Extending accessible content & services § To yield “related” material from other disciplines. . . § Increasing visibility, audience & usage § By capitalizing on the stature of the NSF. . . § Providing infrastructure & tools § Based on NSDL (or more widely used) standards § Offering supportive context § Non-geographic “communities of practice” engaged in science education & digital-library creation/use

Examples of Service Components potentially useful to extend individual collections & services Services presented to users as “Channels” § Another point on the interoperability spectrum § Components may be configured & laid out for specific audiences § Built on u. Portal in the initial release Simple/ Advanced Search NSDL News Collection/service Topical Browse developers may use selected components by: § Presenting channels (via u. Portal framework, e. g. ) § Employing servicespecific protocols (e. g. , SDLIP for tailored searches) Ask. NSDL Help Persistence Authentication

The Parts within the Whole and the Whole within the Parts (3 rd of 3) § Embedding NSDL services in portals or within other services § The Core-Integration strategy assumes builders will select & combine components from others § This may occur at presentation layer or deeper (though standards are not well established) § Such embedding yields intriguing possibilities: § Web pages, specialized digital libraries, & stand-alone applications all might call upon NSDL services, while simultaneously being discoverable within the NSDL § E. g. , a data visualization package might invoke an NSDL search or browse service instead of opening local files. . .

A Production Library on the Frontier § Exploration of educational approaches is enabled by exemplars in a reliable, supported library § New communities of practice form around resulting successes (in constructivist learning, e. g. ) § New educational resources are invented to meet community expectations § Digital-library entrepreneurs are enabled by the open NSDL framework (standard gauge for rails. . . ) § Successful innovations are annexed to the operational library, and the frontier shifts. . .

Core Integration Question How do you envision the CI playing a positive role in your project, and what can you do to help CI?

Community Report Ed Fox, Policy Committee Chair Virginia Tech, and PI on CITIDEL Ellen Hoffman, Co-Chair Eastern Michigan, and PI on Teacher. LIB

Why governance for NSDL? § Getting past the disaffected electorate… § "Social glue" that helps us work together § In your own self-interest to be involved § Opportunity for individual and projects to have input into the way the library evolves § Capability to find new partners for collaboration § Locate individuals with similar interests for networking § Know what is happening

NSDL Community includes NSF-funded Projects International Scene Educators Publishers Students include Librarians Public Associations MUST BE PARTICIPATORY !! Commercial Publishers Policy Committee

Current PC Activities § Annual Meeting § Supporting New Projects § Working with Standing Committees § Meeting Thurs. morning with SC Chairs § Charting the course for next year § § Launching and Nurturing Task Forces Early Policies: Privacy, Metadata, … Early Guidelines: Quality, … Extending Interim Governance Policy Committee

PC Nominations and Elections § PC membership § Interim Governance - PC with 10 members § PC will have 12, with staggered 3 year terms § Process for adding 3 additional members § Nominating committee needs 3 more members § Nominations are due in by 1 st week of January § Election by Assembly in 4 th week of January (electronic polling) Policy Committee

Community & Services Standing Committee § Focused on library users and learners, such as faculty, teachers, students, disciplinary professionals, K-12, and other groups involved in education. § Guided by the question, "What are and/or should be the processes, standards, services that the NSDL can use to increase the impact, reach, efficiency, and value of the digital library in its fully operational form? " § Serves as user advocate § Strives to envision services and tools that will facilitate the user's experience.

Community & Services Standing Committee § Organization § Marcia Mardis, Host § Amy Chang, Co-Host § Over 10 currently active “charter” members § Current Activities § K – 12 § Expert workshop § Task Force § Accessibility & Diversity § Data in the Classroom

Content Standing Committee § Mission Statement The mission of the Content Standing Committee (CSC) is to develop, recommend and implement policies for the creation, development, inclusion and maintenance of content within the NSDL. § The CSC will work to ensure that STEM content of the NSDL § § is of high quality, is appropriate and persistent, has educational impact and technical integrity, and is appropriate for use by global audiences of learners and educators from K-12, college, university communities and the general public.

Content Standing Committee § Organization § Chair – Kimberly S. Roempler § Vice Chair – Sarita Nair § Secretary – Brandon Muramatsu § CSCTask Force - Ellen Hoffman, Marcia Mardis, Susan Jesuroga, Len Simutis, Vivian Ward § Areas of focus § Quality vs. quantity : Library scalability meets metadata § Metadata § Accessibility and diversity considerations

Educational Impact and Evaluation Standing Committee § Charter: Ensure that participatory and stakeholder evaluation principles are integrated into the design, development and implementation of the NSDL § Engaging diverse community in evaluation (priority setting and doing) § Accumulating baseline data on use and collections § Promoting a culture of user-centered design § Sharing instruments and expertise § Capacity building § Providing formative input to designers, policy makers

Activities to date - Pilot Study Community Process § Questions • Dec 2001: Define questions § How are people using the • Feb-March 2002: Develop libraries? instruments (metrics, surveys) § How are the collections • April-June 2002: Conduct study with growing? 6 pilot sites • July 2002: Progress Review § How is the distributed • Aug-Sept 2002: Analyze Data library building and • Oct-Dec 2002 : Reporting, revision of community governance instruments, recommendations processes working? • Upcoming: § What are the issues in • Survey of eval practices/needs conducting distributed • Scaling up of NSDL evaluation activities and what could best be done centrally?

Educational Impact and Evaluation Standing Committee § Organization § Chair: Tamara Sumner § Acting Secretary: Sarah Giersch § Policy Committee Liaison: Flora Mc. Martin § CI Liaison: Casey Jones § Activities § About 15 Active Members § Initial pilot project

Sustainability Standing Committee § The Sustainability Standing Committee (SSC) exists to facilitate the development of an NSDL organizational entity that will continue to thrive, in the long term, through collective action and diversified funding streams. § Build a collective identity and common vision for the NSDL. (Branding Tasks) § Identify and promote the value of the NSDL to various communities. (Value Tasks) § Establish an economic model for sustainability based on returns from the value provided. (Modeling Tasks) § Develop long-term governance leading to a nonprofit foundation, cooperative, or trade association. (Organizational Tasks)

SSC Activities & Events Current Events § § Ongoing from Mid-August, 2002. Continuing discussions and teleconferences on sustainability goals for NSDL, key sustainability issues and topics, as well as the processes and management of the Committee itself. October-December 2002. Publishers’ workshop report and follow-on activities. Past Events § § § October 8, 2002. NSDL and Publishers workshop. This took place in New York City. You can learn more about the workshop, and contribute to discussions about it, at the [Publishers Workspace]. September 28, 2002. SSC meeting at the MERLOT International Conference, Atlanta. September 4, 2002. Notes on August 2002 teleconference: Teleconference. Notes 2002 September 4

Sustainability Standing Committee § Organization § Chair: Dave Mc. Arthur § Co-chair: Katherine Hansen § Integration officer: Rachael Bower § Activities § Publishers Workshop § Active membership through meetings and conference calls

Technology Standing Committee § “The Technology Standing Committee is a forum for those involved in building the technical infrastructure of the NSDL. § As such, the Committee serves as the voice of the Assembly in matters ranging from technical standards (such as metadata) through the technical integration of resources and services into the NSDL architecture. § As the technical liaison between the Assembly and the Core Integration System, the Committee identifies community technical needs and acts as a liaison with the Core Integration technical architecture team to translate those needs into deployable technology. § The Committee advises the Policy Committee on policy matters touching on the technical aspects of the NSDL and serves as a forum in which draft policy instruments may be crafted, discussed and recommended to the Policy Committee. ”

Technology Standing Committee Organization Chair: R. David Lankes Areas of activity § Metadata § Supported Schemas § Generation § Dissemination § Services § Needs & Service Definitions § Technical Integration § Authentication & Authorization § Technical IPR Management § Asset Preservation

Joining Committees § Your ideas and voice are needed § Open membership § All committees meet on Wednesday and welcome new participants § Even if you can't go to all committees you may be interested in, join the mailing lists to keep up-to-date on future activities § Okay to lurk § Even better to actively participate!

Discussion Questions § Where do you see yourself in the NSDL community? § What issues should we be addressing through governance to help you?

NSDL Membership Marcia Mardis Teacher. LIB, PI on Aligning Internet 2 Video to K-12, and Collaboration Finder And Community Services Standing Committee Chair

Community Occurs in 3 Dimensions § Activity § Solve cross-cutting problems and dilemmas § Explore new areas § Solve problems that projects § Project § Complementary projects can discuss how they fit together (Collection + Service) § Similar projects can share lessons learned and best practices § Personal § Brother, can you lend a hand? § I don’t know, but I know someone who does…

Whole Really is More than Parts § NSDL is unique--single vision, many projects § NSDL brings together over 120 communities § Unprecedented opportunities § Learn from each others project structures and processes § Take advantage of the broad range of expertise represented § Make progress toward resolving universal issues § Contribute to the model for something much larger

Community Matters § Foundation for effective collaboration; sharing of goals and vision § Allows culture of collaboration to evolve with respect and accommodation for differences § Fosters a sense of ownership and purpose, involvement and vestedness

NSDL Community is… § Calling a colleague from another project just to say “hello. ” § Forming a subcommittee to investigate a certain issue. § Shaking hands and welcoming someone you’ve never met (watch out--these become hugs later!) § Saying, “I know someone you should meet…” § Volunteering to lead part of the next NSDL event

Scaffolds for Community-Building § Standing Committees and Subcommittees § Task Forces § Communications Portal and Email Lists § Whiteboard Report § Hosting Activities § The Collaboration Bureau and The Collaboration Finder

Make the NSDL Yours

NSDL Collaborators Kate Wittenberg Columbia University And Co-PI on Core Integration

Potential Challenges NSDL Science Publishers Becomes a marginal collection limited to content created by NSFfunded projects and individuals—Majority of high quality content resides with science publishers NSDL becomes an NSFfunded competitor to the science publishing community—publishers lose audience of those seeking educational content in science

Solutions Through Partnerships § To achieve goal of becoming a destination of choice, NSDL must include content from the following communities: § Science Publishers (commercial and not-forprofit § Science Museums § Scientific Professional Societies § Others?

Requirements for Partner Collaboration § Robust and reliable access management system able to handle protection of IP and complex user access requirements § Professional outreach and communication with the communities of science publishers, museums, and societies § Flexible array of partnering models (e. g. , NSDL as publicity vehicle, provider of tools to enhance content, content development partner, etc. )

Membership Question What does membership in NSDL mean to you, and how can those positive aspects create an inviting message for potential partners? What are those messages?

Wrap Up, and What’s Next § Continue your conversations § Posting your table comments § Breakout Sessions § Wednesday Plenary § Think of the broader NSDL

Break Please reconvene by 12: 30 for lunch.