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GET A HEAD ON YOUR REPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

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Page 1: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

GET A HEAD ON YOUR REPOSITORY

Tom CramerChief Technology StrategistStanford University Libraries

Page 2: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

What Is Hydra?

• A robust repository fronted by feature-rich, tailored applications and workflows (“heads”) ➭ One body, many heads

• Collaboratively built “solution bundles” that can be adapted and modified to suit local needs.

• A community of developers and adopters extending and enhancing the core➭ If you want to go fast, go alone. If

you want to go far, go together.

Page 3: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

Fundamental Assumption #1

No single system can provide the full range of repository-based solutions for a given institution’s needs,

…yet sustainable solutions require a common repository infrastructure.

Page 4: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

For Instance…

- Generally a single PDF

- Simple, prescribed workflow

- Streamlined UI for depositors, reviewers & readers

Digitization Workflow System

General Purpose

Institutional Repository

Simple Complex

- Potentially hundreds of files type per object

- Complex, branching workflow

- Sophisticated operator (back office) interfaces

- Heterogeneous file types

- Simple to complex objects

- One- or two-step workflow

- General purpose user interfaces

ETD Deposit System

Page 5: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

Hydra Heads: Emerging Solution Bundles

Institutional RepositoriesUniversity of Hull University of VirginiaPenn State University

ImagesNorthwestern University (Digital Image Library)

Page 6: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

Hydra Heads: Emerging Solution Bundles

Archives & Special CollectionsStanford UniversityUniversity of VirginiaRock & Roll Hall of Fame

MediaIndiana UniversityNorthwestern University Rock & Roll Hall of FameWGBH

Page 7: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

Hydra Heads: Emerging Solution Bundles

Workflow Management (Digitization, Preservation)Stanford UniversityUniversity of Illinois – Urbana-ChampagneNorthwestern UniversityExhibitsNotre Dame

Page 8: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

Hydra Heads: Emerging Solution Bundles

ETDsStanford UniversityUniversity of VirginiaEtc.

(Small) Dataeveryone…

Page 9: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

Fundamental Assumption #2

No single institution can resource the development of a full range of solutions on its own,

…yet each needs the flexibility to tailor

solutions to local demands and workflows.

Page 10: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

Hydra Philosophy -- Community• An open architecture, with many

contributors to a common core• Collaboratively built “solution

bundles” that can be adapted and modified to suit local needs

• A community of developers and adopters extending and enhancing the core

• “If you want to go fast, go alone. If you want to go far, go together.”

One body, many heads

Page 11: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

Community• Conceived & executed as a

collaborative, open source effort from the start

• Initially a joint development project between Stanford, Univ of Virginia, and Univ of Hull• Close collaboration with DuraSpace /

Partnership with MediaShelf, LLC

• Complementary strengths and expertise

Page 12: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

Hydra Partners

OR09 OR10 OR11 OR120

2

4

6

8

10

12

OR = Open Repositories Conference

Page 13: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

LibDevConX^3, Stanford, 2012: (Hydranauts and Fellow Travelers)

University of Virginia, 2008

Page 14: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

CommunityModel

Page 15: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

Managing the Community

• Founding partners have an MoU governing how the community is managed• Subsequent partners have signed up to

this MoU through a partner agreement addendum

• Requirements of Partners• Use the software• Contribute to the project• Collaborate with other partners• Commit to collectively advancing the

project and the community• Funding / payment is NOT required

Page 16: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

Hydra Partners…

…are individuals, institutions, corporations or other groups that have committed to contributing to the Hydra community; they not only use the Hydra technical framework, but also add to it in at least one of many ways: code, analysis, design, support, funding, or other resources.

Hydra Partners collectively advance the project and the community for the benefit of all participants.

https://wiki.duraspace.org/display/hydra/Hydra+Community+Framework

Page 17: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

Code Licensing

• All Hydra code is available under Apache License, Version 2.0

• All code commitments are being managed through Contributor License Agreements• Individual – so each developer is clear

about what they are contributing

• Corporate – so each institution is clear about what it is contributing

• Code contributors maintain ownership of their IP• And grant a non-exclusive license to the

project and its users

Page 18: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

Sustainability

No animals were harmed in the making of this film.

grants abused

project / community

Page 19: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

Job Postings

Page 20: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

If You Want To Go Fast… …go alone.…use Hydra?

• Notre Dame deployed a video cataloging head in 6 weeks, from scratch

• Ohloh.net stats (as of July 2012) • 16 regular contributors in last 12

months (26 in total)• Top 10% of open source teams• ~8 person years of development

Page 21: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

Hypatia Development – 8 week sprint

80/20 – 8 Weeks of Developmenthttps://github.com/projecthydra/hypatia/graphs/impact

Page 22: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

Hydra-based Applications at Stanford

ETD’s – Electronic Theses & Dissertations

SALT – Self-Archiving Legacy Toolkit

EEMs – Everyday Electronic Materials

Argo – Repository Reporting and Management

Hypatia – Archives & Special Collections

Page 23: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

Hydra Philosophy -- Technical

• Tailored applications and workflows for different content types, contexts and user interactions

• A common repository infrastructure

• Flexible, atomistic data models• Modular, “Lego brick” services• Library of user interaction

widgets• Easily skinned UI

One body, many heads

Page 24: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

Shared, Primitive Functions

• Deposit• Manage

– Edit Objects– Set Access

• Search• Browse• Deliver

Plus Authentication Authorization Workflow

Page 25: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

Content Framework

• Key to enabling re-use of Hydra repository solutions is a common baseline to how objects are structured• Objects must include rights metadata

• Objects must include a statement of what content models the objects adhere to

• That’s it!

• The Hydra community has developed some basic building block content models (the Lego brick approach)• Combine and/or extend these to meet

your needs

Page 26: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

Technical Framework - Components

• Fedora provides a durable repository layer to support object management and persistence

• Solr, provides fast access to indexed information

• Blacklight, a Ruby on Rails plugin that sits atop solr and provides faceted search & tailored views on objects

• Hydra Head, a Ruby on Rails plugin that provides create, update and delete actions against Fedora objects

Page 27: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

Blacklight for Repositories

• Repository-agnostic, feature-rich, content-aware, turnkey access interface for repositories

• Aggregate content from multiple repositories, with links back to source systems

• Vibrant, multi-institutional, open source community on its own

• Can be used independently, or as the first component of, Hydra

Page 28: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

CRUD in Repositories

Page 29: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

CRUD in Repositories

Page 30: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

Major Hydra Components

Page 31: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

A Note on Ruby on Rails• Rapid application development for

web applications: “Convention over configuration” – 10x productivity

• Supportable: MVC (Model-View-Controller) and Rails framework make code well-structured, predictable

• Testable: Rspec and Cucumber give powerful, automatable, testing tools

• Learnable: Stanford went from 1 to 8 Ruby savvy developers in one year (no new hires)– 1 week learning curve to basic

proficiency

Page 32: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

Philosophies

• Building a framework, not an application (variation is part of the plan)

• Opinionated software• Invest time & resources into

collaborative community (face time!)• Trainings & workshops• Openness, transparency (code, designs,

discussions)• Commit to contributing back to core• Design for re-use

Page 33: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

Best Practices in Development• Agile, user-centric development process• Test driven development & continuous

integration• Take a light touch when dealing with big

topics: “working software wins” • Distributed version control, github &

public software repositories• Rotating release managers for

components• Weekly “stand up” meeting w/ JIRA• Daily chats in IRC• Documentation

Page 34: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

So What is Hydra?

• Framework for generating Fedora front-end applications w/ full CRUD functionality

• That follows design pattern with common componentry and platforms

– Fedora, Ruby on Rails, Solr, Blacklight

• That supports distinct UI’s, content types, workflows, and policies

Page 35: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

So What is Hydra?

• And a growing community of institutions and developers committed to framework and collaboration– Not grant-based– Distributed– Robust– Open

Page 36: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

Connect

• http://www.projecthydra.org

• Weekly developer calls: • Mondays 8:30 AM California time

• Email list: [email protected]

• IRC: chat.freenode.net #projecthydra

• Quarterly Hydra Partner meetings

• Annual HydraCamp • Next Up: 8-12 October ’12, Penn State

Page 37: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

Hydra Webinar #2Case Studies in Repository Applications

Tuesday, October 16 @ 11 AM EDT• Richard Green, University of Hull & • Rick Johnson, University of Notre Dame

A Deep Dive into the Hydra Technology Stack

Tuesday, October 30 @ 11 AM EDTMatt Zumwalt, MediaShelf

Hydra Webinar #3

Page 38: G ET A HEAD ON Y OUR R EPOSITORY Tom Cramer Chief Technology Strategist Stanford University Libraries

http://projecthydra.org