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Technical standards &
the RDTF Vision: some
considerations

Paul Walk
p.walk@ukoln.ac.uk

                                                     UKOLN is supported by:




      www.ukoln.ac.uk
     A centre of expertise in digital information management
general approach



                   2
no need
to take
pioneering
risks!

             3
we're not building a system

we're creating an
environment that enables
resource-providing systems to
interoperate

                                4
(...but we might build some
   stuff to help this along)



                               5
standards, schmandards
• standards are not the whole story shared                                  technical
 •   lessons for funders, providers & users principles                      standards

• use (open) technical standards where                   interoperability
  possible

• require standards only where necessary
 •   avoid pushing standards to create adoption           community/
                                                            domain

• establish/understand high-level principles              conventions

  and ‘explain the workings out’ - support
  deeper understanding

• foster/adopt conventions, based on open
  standards, born of community engagement
  and practice                                                                     6
technical foundations -
       safe bets


                          7
roasoadoa
• Service Oriented Architecture
 •   we learned the danger of mandating standards too early....

• Resource Oriented Architecture
 • actually, ROA is still ‘service oriented’
 • adopts universal conventions for the service part
 • emphasises the resources
 • It works!!!
• Data Oriented Architecture?
 •   potentially different as current trends are showing a tendency to
     ignore the service....

 •   data dumps
                                                                         8
identify persistently
• give global & public identities to your high-order
  entities
 •   metadata records

 •   actual resources

• choose an existing scheme and stick to it - don’t
  invent a new one
 •   e.g. use DOI for scholarly communications

• HTTP URIs are a sensible default, but use existing
  schemes where they exist for your domain/use-case

• be pragmatic - the persistent identification religious
  wars are over!
                                                          9
expose metadata
• Powell & Johnstone - technical guidance on exposing
  metadata

• use persistent identifiers to identify metadata
  records

• use persistent identifiers to identify the
  resources the metadata records describe

• expose collections of resources
• use persistent identifiers to point to the
  collections

• lists are useful in all computer systems
• lists are collections; feeds are lists                10
use HTTP & REST
• embrace constraints!
• be resource-oriented where possible
 •   relax and embrace the constraints of HTTP & REST

• REST is complicated, but:
 •   you only have to understand it once!

 •   being more RESTful is achievable and often worthwhile

• REST & HTTP together give you a common, practically
  universal interface
 •   people have a fighting chance of being able to work with you to
     consume your data, or to build on top of it

 •   you automatically get benefit of things like caching
                                                                      11
aggregation
• aggregation is a corner-stone of the RDTF vision
• make your resources a target for aggregation:
 •   use persistent identifiers for everything - aggregations work
     much better if the inputs have globally unique identifiers

 • adopt appropriate licensing
 • in data aggregation, ‘share alike’ is easier than
     ‘attribution’

 •   CC0 is gaining popularity

• use aggregations ‘tactically’ (Peter Burnhill)
 •   they are a means to an end

 •   it’s the underlying resources which matter
                                                                    12
technical foundations -
   more of a gamble


                          13
Linked Data?
• as defined by W3C (RDF etc.)
• elegant, seductively so
 •   may be the future.... but it has been the future for 10 years
     now....

• difficult to see evidence of value through the hype
 •   works in curated contexts (Mike Bergman)

 •   not proven to work on the wide-open Web

• not yet (mainstream)developer-friendly
• be sensible! be critical!
• nothing I have advocated precludes this - so we can
  proceed carefully
                                                                     14
in particular pay attention
            to...


                              15
“build for normal users,
    developers and
       machines”
        Tom Coates
        http://www.plasticbag.org/archives/2006/02/my_future_of_web_apps_slides/




                                                                                   16
service (anti)patterns
• design your API to be
  developer-friendly

• be aware of what works, and
  of what appears to work
  but actually might not...

• share this understanding



                          Paul Walk, An infrastructure service anti-pattern
                          http://blog.paulwalk.net/2009/12/07/an-infrastructure-service-anti-pattern/

                                                                                                  17
expect & enable
users to filter -
give them feeds
  (RSS/Atom)

concentrate on
 making your
  resources
   available       http://www.flickr.com/photos/httpwwwflickrcompeoplenadar/3349883/ (CC BY-
                   NC-ND 2.0)




                                                                                             18
openness and usability
• ‘open’ in danger of becoming synonymous with
  ‘permissively licensed’

• can be open and impossible/very difficult to use
 •   this can be a sin of omission or even commission!

 •   remember all those SOAP interfaces....

 •   a well supported API might be more open than a completely
     freely available dump of gigabytes (or more) of data in the sense
     that it might allow open engagement from more people

• we need a richer understanding of openness - don’t let
  the discussion be dominated by the hippies ;-)

• however open technical standards are intrinsic
  to openness in any case
                                                                         19
in other words...


           be open, usefully


                               20
developer-friendly formats
• XML has a lot going for it:
 •   well understood

 •   very well supported with tools, libraries etc.

 •   often fits the information models we’re used to

• but it has some issues:
 •   validation is a pain and is very often ignored

 •   it’s verbose - it takes up a lot of bandwidth

 •   not everything is a tree!

• JSON has gained rapid adoption
 •   less verbose - simple - ideal for simple client-side manipulation
                                                                         21
character encodings....
• huge number of XML records
  from UK IRs are invalid due
  to character encoding
  issues....

• UTF-8 is de-facto default for
  many systems




     • there is a spacial
        place in hell for
        developers who
        ignored character
        encodings...              http://www.flickr.com/photos/10661825@N07/

                                                                              22
next steps



             23
Technical Foundations
• articulate the principles behind adoption of various
  paradigms, standards and technologies
 •   Technical Foundations website
     •   ETA - June 2011


• gather evidence of ‘good use’ of technical standards
  and related technologies in our sector:
 •   JISC Observatory
     •   observatory.jisc.ac.uk


 •   ISKB being developed at UKOLN
     •   ETA - April/May 2011


• understand federated aggregation better
                                                         24
Recipes
• produce ‘recipes’ from the wealth of good
  practice and technical guidelines - e.g. the
  Technical Guidance on Metadata
  Standards (Powell & Johnstone)

• establish a glossary of terms to enable
  productive discussion in this space

• create an RDTF filter across the
  ‘Technical Foundations’ website being
  prepared for JISC by UKOLN

• create an RDTF ‘view’ of a subset of the
  resources and annotations in the ISKB
  being developed at UKOLN
                                      http://www.flickr.com/photos/bigcrow/3381550945/
                                      (CC BY-NC-SA 2.0)
                                                                                   25
the big question facing
data providers:

do you want to provide a
data service, or just data?

                              26

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Technical standards & the RDTF Vision: some considerations

  • 1. Technical standards & the RDTF Vision: some considerations Paul Walk p.walk@ukoln.ac.uk UKOLN is supported by: www.ukoln.ac.uk A centre of expertise in digital information management
  • 4. we're not building a system we're creating an environment that enables resource-providing systems to interoperate 4
  • 5. (...but we might build some stuff to help this along) 5
  • 6. standards, schmandards • standards are not the whole story shared technical • lessons for funders, providers & users principles standards • use (open) technical standards where interoperability possible • require standards only where necessary • avoid pushing standards to create adoption community/ domain • establish/understand high-level principles conventions and ‘explain the workings out’ - support deeper understanding • foster/adopt conventions, based on open standards, born of community engagement and practice 6
  • 8. roasoadoa • Service Oriented Architecture • we learned the danger of mandating standards too early.... • Resource Oriented Architecture • actually, ROA is still ‘service oriented’ • adopts universal conventions for the service part • emphasises the resources • It works!!! • Data Oriented Architecture? • potentially different as current trends are showing a tendency to ignore the service.... • data dumps 8
  • 9. identify persistently • give global & public identities to your high-order entities • metadata records • actual resources • choose an existing scheme and stick to it - don’t invent a new one • e.g. use DOI for scholarly communications • HTTP URIs are a sensible default, but use existing schemes where they exist for your domain/use-case • be pragmatic - the persistent identification religious wars are over! 9
  • 10. expose metadata • Powell & Johnstone - technical guidance on exposing metadata • use persistent identifiers to identify metadata records • use persistent identifiers to identify the resources the metadata records describe • expose collections of resources • use persistent identifiers to point to the collections • lists are useful in all computer systems • lists are collections; feeds are lists 10
  • 11. use HTTP & REST • embrace constraints! • be resource-oriented where possible • relax and embrace the constraints of HTTP & REST • REST is complicated, but: • you only have to understand it once! • being more RESTful is achievable and often worthwhile • REST & HTTP together give you a common, practically universal interface • people have a fighting chance of being able to work with you to consume your data, or to build on top of it • you automatically get benefit of things like caching 11
  • 12. aggregation • aggregation is a corner-stone of the RDTF vision • make your resources a target for aggregation: • use persistent identifiers for everything - aggregations work much better if the inputs have globally unique identifiers • adopt appropriate licensing • in data aggregation, ‘share alike’ is easier than ‘attribution’ • CC0 is gaining popularity • use aggregations ‘tactically’ (Peter Burnhill) • they are a means to an end • it’s the underlying resources which matter 12
  • 13. technical foundations - more of a gamble 13
  • 14. Linked Data? • as defined by W3C (RDF etc.) • elegant, seductively so • may be the future.... but it has been the future for 10 years now.... • difficult to see evidence of value through the hype • works in curated contexts (Mike Bergman) • not proven to work on the wide-open Web • not yet (mainstream)developer-friendly • be sensible! be critical! • nothing I have advocated precludes this - so we can proceed carefully 14
  • 15. in particular pay attention to... 15
  • 16. “build for normal users, developers and machines” Tom Coates http://www.plasticbag.org/archives/2006/02/my_future_of_web_apps_slides/ 16
  • 17. service (anti)patterns • design your API to be developer-friendly • be aware of what works, and of what appears to work but actually might not... • share this understanding Paul Walk, An infrastructure service anti-pattern http://blog.paulwalk.net/2009/12/07/an-infrastructure-service-anti-pattern/ 17
  • 18. expect & enable users to filter - give them feeds (RSS/Atom) concentrate on making your resources available http://www.flickr.com/photos/httpwwwflickrcompeoplenadar/3349883/ (CC BY- NC-ND 2.0) 18
  • 19. openness and usability • ‘open’ in danger of becoming synonymous with ‘permissively licensed’ • can be open and impossible/very difficult to use • this can be a sin of omission or even commission! • remember all those SOAP interfaces.... • a well supported API might be more open than a completely freely available dump of gigabytes (or more) of data in the sense that it might allow open engagement from more people • we need a richer understanding of openness - don’t let the discussion be dominated by the hippies ;-) • however open technical standards are intrinsic to openness in any case 19
  • 20. in other words... be open, usefully 20
  • 21. developer-friendly formats • XML has a lot going for it: • well understood • very well supported with tools, libraries etc. • often fits the information models we’re used to • but it has some issues: • validation is a pain and is very often ignored • it’s verbose - it takes up a lot of bandwidth • not everything is a tree! • JSON has gained rapid adoption • less verbose - simple - ideal for simple client-side manipulation 21
  • 22. character encodings.... • huge number of XML records from UK IRs are invalid due to character encoding issues.... • UTF-8 is de-facto default for many systems • there is a spacial place in hell for developers who ignored character encodings... http://www.flickr.com/photos/10661825@N07/ 22
  • 24. Technical Foundations • articulate the principles behind adoption of various paradigms, standards and technologies • Technical Foundations website • ETA - June 2011 • gather evidence of ‘good use’ of technical standards and related technologies in our sector: • JISC Observatory • observatory.jisc.ac.uk • ISKB being developed at UKOLN • ETA - April/May 2011 • understand federated aggregation better 24
  • 25. Recipes • produce ‘recipes’ from the wealth of good practice and technical guidelines - e.g. the Technical Guidance on Metadata Standards (Powell & Johnstone) • establish a glossary of terms to enable productive discussion in this space • create an RDTF filter across the ‘Technical Foundations’ website being prepared for JISC by UKOLN • create an RDTF ‘view’ of a subset of the resources and annotations in the ISKB being developed at UKOLN http://www.flickr.com/photos/bigcrow/3381550945/ (CC BY-NC-SA 2.0) 25
  • 26. the big question facing data providers: do you want to provide a data service, or just data? 26

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