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Fedora Futures
CNI 2012, Washington DC
Background
● Original software created 2000-2008
  ○ $2.4 million from the Mellon Foundation
  ○ $500,000+ from UVA Library
● Codebase management and improvement
  has been continued by the committers group
  ○ Acuity Unlimited, Columbia, Cornell, DTU, FIZ
    Karlsruhe, the Denmark State Library, MediaShelf,
    UVa, U. of Wisconsin
  ○ Plus 3 independent software developers
● DuraSpace's sponsorship program has
  provided funding for the technical lead
Fedora Futures Genesis
● Fedora Futures started with meeting of
  stakeholders at OR2012 in July
● Decision to discuss a project to move
  Fedora technology to next stage
● 2nd meeting in DC, Sept 17-18
● Decision to define details for a Pilot to
  determine interests and use cases
● Launch of the initiative being held in DC after
  CNI
Fedora Futures: Groups
● Steering Committee: M Leggott (Chair), E
  Shin, J Markow, T Cramer, T Staples, R
  Cartolano, R Ruggaber, W Horstmann, M
  Razum
● Tech Group: E Shin (Product Manager), B
  Armintor, J Green, A Soroka, Ben O'Steen,
  Chris Beer, F Asseg
● Fundraising Committee: Jonathan Markow
  (Chair), Tom Cramer, Thorny Staples, Rob
  Cartolano
Current Strengths
● Architecture is Flexible & Extensible
● Support for Durability
● A decade of maturity & proven use
● Substantial community of adopters and
  contributors
● One foot in the linked data world
   ○ rels-ext, triplestore, flexible content modelling
Opportunities
● Performance
● Fault tolerance and scalability
● Complexity
● Aging code base
● Relatively small, fixed pool of active
  developers
Objectives
1. Preserve the strengths of the architecture
   and community
2. Address the needs for robust and full-
   featured repository services
   (that we now understand very well)
3. Provide a platform in the repository
   ecosystem for the next 5-10 years
Goals: Functional
● Work for small, medium & large institutions
● Support the traditional IR (et al.) use cases
● Support new data management needs
● Retain emphasis on Durability
● Interoperate with other systems
● Go "native" in the Web of Data
Goals: Organizational
● Revitalized pool of contributors
● Remake the codebase and development
  environment to promote a "Joy of Coding"
● Increase the level of community
  involvement, support & governance in
  Fedora
Use Cases
● FF Steering Group and FF Tech Group
  identified some 30 use cases

● Large overlap - four major topics
  ○   manage research data
  ○   improve administrability
  ○   handle heterogenous data more efficiently
  ○   interact with linked open data/semantic web
Main Actors
● Curator
● Administrator
● Researcher
● Developer
Derived High-level
Requirements
● Technical Requirements
  ○   improve scalability and performance
  ○   more flexible storage options
  ○   support for dynamic metadata
  ○   globally unique and reliable identifiers
  ○   improved audit trail/capturing events

● Non-technical requirements
  ○ straightforward and fun to use API
The Plan
● Fedora, revisited
  ○ Fedora is the Flexible, Extensible, Durable, Object
    Repository Architecture. Fedora provides the
    essential platform for institutions to provide durable,
    sustainable services to collect, curate and
    disseminate their digital assets.
● Object Lessons from Our Community
  ○ High risk, long lead-time product development
    processes
  ○ Agile is not a panacea
The Plan, cont'd
● A "Lean" Methodology
   ○ Build - Measure - Learn
● Our promises to the community
   ○ Continuity & Growth
   ○ Shipping product
● Regular, short deliverables
   ○ Measured & validated with ambassadors
     representing large constituencies
   ○ Developer workshops
● Project Kick-off
   ○ 12 December 2012
Closing Comments
●   Staffing
●   Funding
●   Governance
●   How to get involved:
    ○ Questions and discussion: Tuesday, 3:30pm (right
      after CNI), Pan American Room - All invited
    ○ Can't stick around? Email us:
      ■ Jonathan Markow - jjmarkow@duraspace.org
      ■ Eddie Shin - edwin.shin@yourmediashelf.com

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Fedora Futures - CNI 2012

  • 1. Fedora Futures CNI 2012, Washington DC
  • 2. Background ● Original software created 2000-2008 ○ $2.4 million from the Mellon Foundation ○ $500,000+ from UVA Library ● Codebase management and improvement has been continued by the committers group ○ Acuity Unlimited, Columbia, Cornell, DTU, FIZ Karlsruhe, the Denmark State Library, MediaShelf, UVa, U. of Wisconsin ○ Plus 3 independent software developers ● DuraSpace's sponsorship program has provided funding for the technical lead
  • 3. Fedora Futures Genesis ● Fedora Futures started with meeting of stakeholders at OR2012 in July ● Decision to discuss a project to move Fedora technology to next stage ● 2nd meeting in DC, Sept 17-18 ● Decision to define details for a Pilot to determine interests and use cases ● Launch of the initiative being held in DC after CNI
  • 4. Fedora Futures: Groups ● Steering Committee: M Leggott (Chair), E Shin, J Markow, T Cramer, T Staples, R Cartolano, R Ruggaber, W Horstmann, M Razum ● Tech Group: E Shin (Product Manager), B Armintor, J Green, A Soroka, Ben O'Steen, Chris Beer, F Asseg ● Fundraising Committee: Jonathan Markow (Chair), Tom Cramer, Thorny Staples, Rob Cartolano
  • 5. Current Strengths ● Architecture is Flexible & Extensible ● Support for Durability ● A decade of maturity & proven use ● Substantial community of adopters and contributors ● One foot in the linked data world ○ rels-ext, triplestore, flexible content modelling
  • 6. Opportunities ● Performance ● Fault tolerance and scalability ● Complexity ● Aging code base ● Relatively small, fixed pool of active developers
  • 7. Objectives 1. Preserve the strengths of the architecture and community 2. Address the needs for robust and full- featured repository services (that we now understand very well) 3. Provide a platform in the repository ecosystem for the next 5-10 years
  • 8. Goals: Functional ● Work for small, medium & large institutions ● Support the traditional IR (et al.) use cases ● Support new data management needs ● Retain emphasis on Durability ● Interoperate with other systems ● Go "native" in the Web of Data
  • 9. Goals: Organizational ● Revitalized pool of contributors ● Remake the codebase and development environment to promote a "Joy of Coding" ● Increase the level of community involvement, support & governance in Fedora
  • 10. Use Cases ● FF Steering Group and FF Tech Group identified some 30 use cases ● Large overlap - four major topics ○ manage research data ○ improve administrability ○ handle heterogenous data more efficiently ○ interact with linked open data/semantic web
  • 11. Main Actors ● Curator ● Administrator ● Researcher ● Developer
  • 12. Derived High-level Requirements ● Technical Requirements ○ improve scalability and performance ○ more flexible storage options ○ support for dynamic metadata ○ globally unique and reliable identifiers ○ improved audit trail/capturing events ● Non-technical requirements ○ straightforward and fun to use API
  • 13. The Plan ● Fedora, revisited ○ Fedora is the Flexible, Extensible, Durable, Object Repository Architecture. Fedora provides the essential platform for institutions to provide durable, sustainable services to collect, curate and disseminate their digital assets. ● Object Lessons from Our Community ○ High risk, long lead-time product development processes ○ Agile is not a panacea
  • 14. The Plan, cont'd ● A "Lean" Methodology ○ Build - Measure - Learn ● Our promises to the community ○ Continuity & Growth ○ Shipping product ● Regular, short deliverables ○ Measured & validated with ambassadors representing large constituencies ○ Developer workshops ● Project Kick-off ○ 12 December 2012
  • 15. Closing Comments ● Staffing ● Funding ● Governance ● How to get involved: ○ Questions and discussion: Tuesday, 3:30pm (right after CNI), Pan American Room - All invited ○ Can't stick around? Email us: ■ Jonathan Markow - jjmarkow@duraspace.org ■ Eddie Shin - edwin.shin@yourmediashelf.com