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Service-Oriented
Architecture for
    Libraries
       Richard Akerman
          NRC CISTI

  presented at DLF Fall Forum
       November 6, 2007
Who Are You?
What Do You Want?
CISTI EA - Infomajic
  Business
 Framework
                    IT Architecture
                      Framework



•Tightly link the                               Framework for
                                               Implementation
architecture to
the business
                                                   Projects
                •Use an approach
                that is disciplined                 Metrics
                (repeatable) and
                                                                                      Analysis,
                                                    Buy-In
                traceable back to
                                                                                      Design &
                the business                       Process                          Development
                                                    People
                                      •Develop an action plan to
                                      support implementation                •Architecture outputs are
                                                                            integrated with each other and with
                                                                            other IT outputs – Base analysis &
                                                                            design on the architecture


                                 by permission of Jane Carbone, Infomajic
                                                                                                                  4
Why Are You Here?
Where Are You Going?
Transformations

• Digital
• Internet
• Discovery
• Exponential
• Library?
                        7
There Are Many Copies




      http://www.flickr.com/photos/kk/18112585/
                                                 8
How much bridge do
    you need?




      Scott Beale / Laughing Squid
                                     9
North by North West of Betsy Ross Bridge   10
SO... Architecture




                                                     11
   http://www.flickr.com/photos/rakerman/551184312/
It’s only a model...




       © 2007 Richard Akerman   12
Implementation




    © 2007 Richard Akerman

                             13
How Do You Get There?
  Business
 Framework
                    IT Architecture
                      Framework



•Tightly link the                               Framework for
                                               Implementation
architecture to
the business
                                                   Projects
                •Use an approach
                that is disciplined                 Metrics
                (repeatable) and
                                                                                      Analysis,
                                                    Buy-In
                traceable back to
                                                                                      Design &
                the business                       Process                          Development
                                                    People
                                      •Develop an action plan to
                                      support implementation                •Architecture outputs are
                                                                            integrated with each other and with
                                                                            other IT outputs – Base analysis &
                                                                            design on the architecture


                                 by permission of Jane Carbone, Infomajic
                                                                                                                  14
Teamwork
• CISTI has a staff of over 300, serving the
  National Research Council and thousands of
  other clients
• We have in-house technology and research,
  with a staff of approximately 60 total, of
  which about 30 perform software
  development and research
• There is a 5-person Architecture Group
                                               15
Model_____




             16
Model_____




             16
Model - Ingest




                 17
Model - Ingest




                 17
SOA Definition

• Service-Oriented Architecture is an
  approach to systems analysis
  - a systematic methodology for identifying
  particular characteristics of business
  processes and technology, leading to the
  definition of “SOA services”


                                               18
Deriving SOA Services

• Developed litmus test to evaluate business
  functions in terms of SOA characteristics
• 14 SOA services have been identified and
  implemented



                                               19
SOA Services
• “autonomous, loosely-coupled and coarse-
  grained services with well-defined interfaces
  provide business functionality and can be
  discovered and accessed through a
  supportive infrastructure. This allows
  internal and external system integration as
  well as flexible reuse of application logic
  through the composition of services.”
  - Malte Poppensieker

                                                 20
SOA Services




               21
Projects
• Pay Per Article (PPA)
• eBook Loans
• Alerts
• Reduced effort due to building on SOA
  services frees organisational resources for
  agility

                                                22
Experiments


• SRU/SRW
• CISTI Lab
  http://lab.cisti-icist.nrc-cnrc.gc.ca/




                                           23
SOA and
       Digital Libraries

• DELOS
  http://www.delos.info/
• Fedora Commons
  http://www.fedora-commons.org/



                                   24
SOA and
      library catalogues
• When improving the catalogue, we must
  take care not to repeat the past
• SOA provides an approach to enhancing the
  catalogue that is sustainable
• SOA also opens up the possibility of greater
  WebOPAC and network capabilities
  (mashups, widgets, machine-to-machine
  services)

                                                 25
SOA and
   Cyberinfrastructure
• New NSF calls
 • Cyber-Enabled Discovery and Innovation
 • Sustainable Digital Data Preservation and
    Access Network Partners (DataNet)
• The Scientific Communication Life-Cycle
  model http://www.sciencemodel.net/


                                               26
Building Bridges




                              27
     © 2001 Richard Akerman
SOA Governance
• Service identification & specification
• Service implementation
• Service exposure
• Service usage & cost allocation
• Service change management
• Governance roles
                                         28
Challenge: Frameworks
• There are many frameworks and reference
  models
 • JISC (UK), e-Framework (UK & Australia),
    DLF (USA), CDL (California), DEFF
    (Denmark), DELOS (EU), ...


• How can we best use frameworks?
                                              29
Observations
• SOA must move beyond frameworks
• SOA Governance is key
• The “Big Bang” approach doesn’t work
• Creating an SOA (and EA) is not for
  everyone
  - but everyone can participate as a
  service consumer

                                         30
Enabling Library SOA
• “Library Web Services” in Library Journal -
  netConnect, July 15, 2007
• “Service-Oriented Architecture - What Is It,
  And How Do We Get One?” in EDUCAUSE
  Quarterly,Vol. 30, No. 3, 2007
• “Web Services and the Service-Oriented
  Architecture”, Library Technology Reports,Vol.
  42, No. 3, 2006

                                                   31
Questions
• What gaps can be filled with a services
  architecture?
• How can we move beyond frameworks?
• What is the relationship between the library
  catalogue, digital libraries, and repositories?
• Are people using architecture, including the
  DLF work? Why or why not?

                                                    32
Wherever You Go...
     There You Are

• Richard.Akerman at NRC.ca
•   http://www.connotea.org/user/scilib/tag/dlf2007akerman




                                                             33

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Service-Oriented Architecture for Libraries

  • 1. Service-Oriented Architecture for Libraries Richard Akerman NRC CISTI presented at DLF Fall Forum November 6, 2007
  • 3. What Do You Want?
  • 4. CISTI EA - Infomajic Business Framework IT Architecture Framework •Tightly link the Framework for Implementation architecture to the business Projects •Use an approach that is disciplined Metrics (repeatable) and Analysis, Buy-In traceable back to Design & the business Process Development People •Develop an action plan to support implementation •Architecture outputs are integrated with each other and with other IT outputs – Base analysis & design on the architecture by permission of Jane Carbone, Infomajic 4
  • 5. Why Are You Here?
  • 7. Transformations • Digital • Internet • Discovery • Exponential • Library? 7
  • 8. There Are Many Copies http://www.flickr.com/photos/kk/18112585/ 8
  • 9. How much bridge do you need? Scott Beale / Laughing Squid 9
  • 10. North by North West of Betsy Ross Bridge 10
  • 11. SO... Architecture 11 http://www.flickr.com/photos/rakerman/551184312/
  • 12. It’s only a model... © 2007 Richard Akerman 12
  • 13. Implementation © 2007 Richard Akerman 13
  • 14. How Do You Get There? Business Framework IT Architecture Framework •Tightly link the Framework for Implementation architecture to the business Projects •Use an approach that is disciplined Metrics (repeatable) and Analysis, Buy-In traceable back to Design & the business Process Development People •Develop an action plan to support implementation •Architecture outputs are integrated with each other and with other IT outputs – Base analysis & design on the architecture by permission of Jane Carbone, Infomajic 14
  • 15. Teamwork • CISTI has a staff of over 300, serving the National Research Council and thousands of other clients • We have in-house technology and research, with a staff of approximately 60 total, of which about 30 perform software development and research • There is a 5-person Architecture Group 15
  • 20. SOA Definition • Service-Oriented Architecture is an approach to systems analysis - a systematic methodology for identifying particular characteristics of business processes and technology, leading to the definition of “SOA services” 18
  • 21. Deriving SOA Services • Developed litmus test to evaluate business functions in terms of SOA characteristics • 14 SOA services have been identified and implemented 19
  • 22. SOA Services • “autonomous, loosely-coupled and coarse- grained services with well-defined interfaces provide business functionality and can be discovered and accessed through a supportive infrastructure. This allows internal and external system integration as well as flexible reuse of application logic through the composition of services.” - Malte Poppensieker 20
  • 24. Projects • Pay Per Article (PPA) • eBook Loans • Alerts • Reduced effort due to building on SOA services frees organisational resources for agility 22
  • 25. Experiments • SRU/SRW • CISTI Lab http://lab.cisti-icist.nrc-cnrc.gc.ca/ 23
  • 26. SOA and Digital Libraries • DELOS http://www.delos.info/ • Fedora Commons http://www.fedora-commons.org/ 24
  • 27. SOA and library catalogues • When improving the catalogue, we must take care not to repeat the past • SOA provides an approach to enhancing the catalogue that is sustainable • SOA also opens up the possibility of greater WebOPAC and network capabilities (mashups, widgets, machine-to-machine services) 25
  • 28. SOA and Cyberinfrastructure • New NSF calls • Cyber-Enabled Discovery and Innovation • Sustainable Digital Data Preservation and Access Network Partners (DataNet) • The Scientific Communication Life-Cycle model http://www.sciencemodel.net/ 26
  • 29. Building Bridges 27 © 2001 Richard Akerman
  • 30. SOA Governance • Service identification & specification • Service implementation • Service exposure • Service usage & cost allocation • Service change management • Governance roles 28
  • 31. Challenge: Frameworks • There are many frameworks and reference models • JISC (UK), e-Framework (UK & Australia), DLF (USA), CDL (California), DEFF (Denmark), DELOS (EU), ... • How can we best use frameworks? 29
  • 32. Observations • SOA must move beyond frameworks • SOA Governance is key • The “Big Bang” approach doesn’t work • Creating an SOA (and EA) is not for everyone - but everyone can participate as a service consumer 30
  • 33. Enabling Library SOA • “Library Web Services” in Library Journal - netConnect, July 15, 2007 • “Service-Oriented Architecture - What Is It, And How Do We Get One?” in EDUCAUSE Quarterly,Vol. 30, No. 3, 2007 • “Web Services and the Service-Oriented Architecture”, Library Technology Reports,Vol. 42, No. 3, 2006 31
  • 34. Questions • What gaps can be filled with a services architecture? • How can we move beyond frameworks? • What is the relationship between the library catalogue, digital libraries, and repositories? • Are people using architecture, including the DLF work? Why or why not? 32
  • 35. Wherever You Go... There You Are • Richard.Akerman at NRC.ca • http://www.connotea.org/user/scilib/tag/dlf2007akerman 33