introduction to digital library technology - the invenio ...ais-grid-2011.jinr.ru/docs/j-y. le...

Digital Library

J-Y Le Meur

Digital LibraryDefinitions

Examples

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Digital LibrarySoftwareSpecialized SW -History

Invenio features

Invenio modulararchitecture

TechnologyOverview

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Developmentenvironment

Building efficientIndexes

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Introduction to Digital Library TechnologyThe INVENIO software

J-Y. Le Meur

Department of Information TechnologyCERN

24-10-2011 /JINR-CERN School on GRID andInformation Management Systems

Digital Library

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1 Digital LibraryDefinitionsExamplesStandardsSummary

2 Digital Library SoftwareSpecialized SW - HistoryInvenio featuresInvenio modular architecture

3 TechnologyOverviewPythonDevelopment environmentBuilding efficient Indexes

4 Conclusion

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What is a Digital Library ?

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A library in which collections are stored in digitalformats (as opposed to print, microform, or othermedia) and accessible by computers. (...) A digitallibrary is a type of information retrieval system.A virtual organisation, that comprehensively collects,manages and preserves for the long time rich digitalcontent, and offers to its targeted user communitiesspecialised functionality on that content.(1) institutional document repositories(2) world-wide subject-based information systems

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A library in which collections are stored in digitalformats (as opposed to print, microform, or othermedia) and accessible by computers. (...) A digitallibrary is a type of information retrieval system.A virtual organisation, that comprehensively collects,manages and preserves for the long time rich digitalcontent, and offers to its targeted user communitiesspecialised functionality on that content.(1) institutional document repositories(2) world-wide subject-based information systems

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Some key notions

Repository type: institutional versus disciplinaryHybrid libraries: electronic resources versus traditionalprint materialContent type: born digital versus converted contentArchive concept: traditional Archive versus digitalArchiveLibrary type: digital versus virtualOpen access: Green versus Gold

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What is a Digital Library ?Ex 1: CERN Document Server

Example 1: CERN Document Server

managing CERN and selected non-CERN high-energyphysics and related documents since 1993more than 1,000,000 recordsarticles, books, theses, photos, videos, and morepowered by Invenio, free digital library softwarehttp://cdsweb.cern.ch/

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CDS: Collection tree

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CDS: Search for Books

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CDS: Search for photos

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CDS Feature: Commenting

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CDS Feature: Create Personnal Alert

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CDS Feature: Add to Basket

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CDS Feature: Display Personnal Basket

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CDS Feature: Organise and Share Baskets

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CDS: Journals and Bulletins

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What is a Digital Library ?Ex 2: INSPIRE

Example 2: INSPIRE

world-wide high-energy physics information systemrun by CERN, DESY, FNAL, SLACmetadata curation since 1960s, Invenio technologysince 2007citation analysis, author/affiliation analysisclose partnership with arXiv and ADShttp://inspirehep.org/

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INSPIRE: full-text search

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INSPIRE: Cite Summary

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INSPIRE: Citation History

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INSPIRE: Author pages

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Whats is a Digital Library ?Ex3: The JDS Digital Library: jdsweb.jinr.ru

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Other Famous examples ?

Are these digital libraries ?Google Web | Books | Scholar ?Eprint ArXivLibrary of Congress and American MemoryInternet ArchiveWorld’s total yearly production of print, film, optical, andmagnetic content would require roughly 1.5 billiongigabytes of storage

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Digital Library

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Digital Library

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Library Standardsexchange, identifiers and preservation

Exchange protocols: Z39.50 and OAI-PMHbetween Data and Service providers

Interoperability: SWORD = Simple Web-serviceOffering Repository DepositIdentifiers: ISBN and DOIPreservation: METS, PDF/A, OAIS

Content description: Metadata Encoding andTransmission StandardData formatsSupporting system: Open Archival Information Systemref. model

Content representation: MARC, DCXML-MARC

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Library StandardsContent representation

Metadata: data about dataMetadata types: descriptive, structural andadministrativeMetadata schema: set of defined elements (e.g.MARC, DC)MARC: MAchine Readable Cataloguing, internationalstandard for representing and communicatingbibliographic records, developed in the 60s, cataloguecard oriented, high degree of complexity to cover allpurposeXML-MARC: XML schema based on MARC21developed by Library of Congress

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MARC and XML-MARC examples

Tags, identifiers and subcodes001__ 1337270

037__ $$aCERN-PH-EP-2011-030

100__ $$aClerbaux, Barbara $$eed. $$iINSPIRE-00314890 $$uBrussels U.

245__ $$aSearch for New Physics in Dijet

260__ $$c2011

520__ $$aA search for new interactions and resonances [..]

XML-MARC: tag 100<datafield tag="100" ind1=" " ind2=" ">

<subfield code="a">Clerbaux, Barbara</subfield>

<subfield code=“i”>INSPIRE-00314890</subfield>

<subfield code="u">Brussels U.</subfield>

</datafield>

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Digital LibrarySummary

Definitions of a digital libraryThe variety of types and concepts behind "DigitalLibrary"Examples of institutional and subject-basedrepositoriesSome functionnalities of Digital LibraiesSome important standards: MARC, SWORD, OAI-PMHNext: the need for specialized software

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Digital LibrarySummary

Digital Library

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Why specialized Software ?

Specialist software for building, maintaining, managing orrunning digital libraries.Institutional repository software focuses primarily on ingest,preservation and access of locally produced documents,particularly locally produced academic outputs.

Content is organized and ready for exchange (supportof interoperability protocols)Metadata and Data is preserved for long term (supportof preservation standards)Submission, Edition, Curation processes are supportedDissemination is organized and controlledSW examples: Eprints, DSpace, Fedora, Greenstone...Invenio

Digital Library

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Why specialized Software ?

Specialist software for building, maintaining, managing orrunning digital libraries.Institutional repository software focuses primarily on ingest,preservation and access of locally produced documents,particularly locally produced academic outputs.

Content is organized and ready for exchange (supportof interoperability protocols)Metadata and Data is preserved for long term (supportof preservation standards)Submission, Edition, Curation processes are supportedDissemination is organized and controlledSW examples: Eprints, DSpace, Fedora, Greenstone...Invenio

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Why at CERN ?an interesting challenge

A physicist office

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Invenio History

1954: CERN laboratory is created1989: Tim Berners-Lee invents the Web1991: SPIRES (SLAC) is the first database on the WebArXiv, the archive of Physics papers, moves to the Web1993: CERN Preprint Server starts as an institutionaland disciplinary repository1996: CERN Library Server includes Books andPeriodicals, as an hybrid library2000: CERN Document Server includes Multimediamaterial and restricted notes2002: CDSWare SW released open source2006: CDSWare becomes Invenio; start of I18Ncollaborations2010: Invenio 1.0 released and adopted world-wide

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Key featuresinvenio-software.org

navigable collection tree (regular, virtual, hosted)powerful search engine

Google-like speed for up to 5M recordscombined metadata, reference and fulltext search

flexible metadata (MARC, OA)handling any kind of document (multimedia)customizable input, formatting and linking

personalization and collaborative features:alerts, baskets, groups, reviews, commentsinternationalisation (28 languages)

Books management and circulationopen source, GNU General Public License

co-developed by CERN (2002–), EPFL (2004–),DESY/FNAL/SLAC (2008–), CfA (2009–)installed at > 40 institutions world-wide

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Extra FeaturesPlugins

Compatibility withLibX: Invenio toolbar

LibX: http://libx.org/editions/download.php?edition=4F46CD81

Can be integrated with IExplorer and FirefoxbrowsersIntegration with the main digital content websitesincluding Amazon, Google Schoolar, WikipediaHighlighted text from a web page can be used todirectly query an Invenio installation

Zotero: Invenio can export its content to Zotero Firefoxplugin for compiling CVsCooliris: Invenio supports browsing multimedia contentas a 3 dimensional wall (due to the integration with theCooliris plugin)

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Modules Overview

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Modules OverviewScheduler

Monitoring and scheduling processes

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Ingestion ModulesOverview

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Ingestion ModulesSubmission: interfaces, workflows and functions

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Ingestion ModulesSubmission: interfaces, workflows and functions

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Processing ModulesOverview

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Processing ModulesExample: indexing

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Processing ModulesExample: ranking

Most Cited: count citationsAll-Times Best: PageRank (Google)‘Hot’ Trends: time-aware pagerank

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Processing ModulesExample: ranking

inspirehep.net (500 random points)

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Dissemination ModulesOverview

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Dissemination ModulesSearch Examples

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Curation ModulesOverview

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Curation ModulesExamples

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Access ModuleAuthentication management

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Access ModuleAuthorization management

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Modules SummaryInvenio

About 33 modulescodebase

290,000 lines of Python code12,000 lines of JavaScript code6,000 lines of XSL code5,000 lines of autotools code500 test cases

75 authors since inception25 authors and contributors in 2010many short-term studentsimportance of informal coding standards

10 years of development, started at CERN, first releasein 2002, now co-developed world-wide (EU, US)

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Technology Overviewused technologies

OpenSource GPL projectUnix/Linux Server sidePython (and C and Lisp), MySQL and Apache +mod_wsgiOther smaller dependenciesBased on open standards (MARCXML, MARC21,OAI-PMH, OpenURL...)Medium to big data repositoriesFlexible at every layer

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Technology Overviewconcepts

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Technology Overviewlanguages

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Why Python ?languages

easy to read and understand (good for many temporarydevelopers)suitable for rapid prototyping (good for organic-growthsoftware development model)write code to throw it away

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Why Python ?art of ikebana programming

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Why Python ?Speeding up Pyhton

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Development modelGit distributed environment

good for distributed teamsoffline development possible“pull on demand” collaboration model (as opposed to“shared push” collaboration model)

inherent,natural code review process

commit early, commit often (to private repositories)rebase and clean (before pushing for publicconsumption)interplay with SVN

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Development modelGit collaboration model

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Development modelTest Suite: unit test

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Development modelTest Suite: functional test

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Development modelTest Suite: web testing

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Building Indexesloading Web vs App Server

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Building Indexesload split

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Building Indexesdesigning a search engine

performance-driven design assumptions:high number of selects, low number of updatesfast searching, slow indexationcache everything cacheable

search functionality:search for words, phrases, regular expressionssearch in any field, authors, titles, etc

index design:forward indexes: rec1 –> [word1, word8, . . . ]rec2 –> [word1, word2, . . . ]reverse indexes: word1 –> [rec1, rec2, . . . ]word2 –> [rec2, rec7, . . . ]

Zipf’s law on word frequency:few words occur very often (e.g. the)most words are infrequent (even e.g. boson)

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Building IndexesSearch engine under cover

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Building IndexesMeasuring the performance

three important speed factors to consider:speed of finding sets (DB Server)speed of demarshaling sets (DB <–> Web App Server)speed of intersecting sets (Web App Server)

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Building IndexesOptimizing data structures

data structures tested:‘sorted’ (lists, Patricia trees)‘unsorted’ (hashed sets, binary vectors)

fast prototyping: (Python, Lisp in 2002)

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Building IndexesBinary vectors

binary vectors found the best compromise!using Numeric Python moduletypical search time gain: 4.0 sec –> 0.2 sectypical indexing time loss: 7 hours –> 4 daysmostly spare data modelled via mostly dense datastructure? free your mind, think critically

further optimization:Numeric module not addressing real bits, only bytesso home-made intbitset C extension in 2007

addressing real bits (factor of 8 already)saving space, saving (indexing) time

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selected lessons from building a digital library systemwith about 300,000 LOCs from 75 authors over 10years

value of rapid prototypingvalue of organic-growth software development modelvalue of coding aesthetics and minimalism

Evolution and challenges of digital librariesIncrease of InteroperabilityOpen Access and Publising model evolutionThe Data Continuum, connecting DLs and ScienceDatasets

introduction to digital library technology - the invenio ...ais-grid-2011.jinr.ru/docs/j-y. le...

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