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Cloud computing
“Grandpa’s up there somewhere.”
Wheaton College
  Norton, MA
Library services through
    cloud computing
Case studies on services, platforms, and infrastructure



                        Erik Mitchell, PhD
            Assistant Director for Technology Services
                    Z. Smith Reynolds Library
                      Wake Forest University
Goals

Define cloud
computing uses in
information
environments
Case studies of
cloud-based library
services
Changing            Transformative
Core library
               +     information    +     impact of cloud
 services
                        needs                computing

                          =

               Evolving view of library
               services and operations
+
    =
        +
                          Library services

Data                             Services
                                 Library as place, content
bibliographic, digital,          access, content creation,
technical, administrative,       instruction, research,
license, access, preservation    preservation

Content                          Experience
Collections, subscriptions,      Research, study support, peer-
digital, print, publishing       based collaboration, IT
                                 exploration
+
    =
        +
             Information context
    Skype has 521M Users
    34% of skype calls use video
    Facebook has 471M Users
    iPhone /iPod Touch - 85M Users
    Facebook - most popular free iPhone app


                    Mary Meeker - Atmosphere 2010
                    http://www.youtube.com/watch?v=X1w1FvgdZnE
+
    =
        +
                   New IT roles




    Increasing expectations for social networking
                 and mobile services
+
    =
        +
                 Cloud computing

    “the IT stack is changing from being data
    centric to cloud centric - you cannot do
    metadata analytics at scale in a data centric
    environment”
    Location-based service, transparent pricing, consumer discounts,
    immediate gratification, mobile push, branded apps, social
    rewards applications




                           Geoffrey Moore- Atmosphere 2010
                           http://www.youtube.com/watch?v=0swJCYLH2Ck
+
                  =
                          +
                                                 Emerging profile
                                                         Everyday use of cloud-based
                                                         services

                                                         Greater diversity: place, context,
                                                         and platform

                                                         Online experience driving
                                                         service expectations

                                                         Internet, broadband, mobile, video,
                                                         communicative, social
http://www.flickr.com/photos/fofurasfelinas/2774653309/
Defining the cloud


pay for what you uset


                                          t
                           service-focussed


       easy to replicate


                                                     t
                                              scalable
Related concepts
Cloud computing         “is a phrase that is being
used today to describe the act of storing,
accessing, and sharing data, applications, and
computing power in cyberspace” - Pew Internet
Trust

A Web service “is a software system designed
to support interoperable machine-to-machine
interaction over a network” - w3c.org

Application programming interface
(API) “is a specification for allowing programs to
Granular definitions
“...a model for enabling convenient, on-
demand network access to a shared pool of
configurable computing resources...rapidly
provisioned and released...promotes
availability...composed of five essential
characteristics, three service models, and
four deployment models.” - NIST

Service, scalable, shared, metered, Web-
based - Gartner
Types of cloud
         computing services
                 Applications that provide ‘end-user’
  Software       experiences - SerialsSolutions,
                 Wordpress.com, WorldCat Local
                 An environment for delivering customized
  Platforms
                 services - Site hosting, DuraSpace,

                 Open infrastructure that can be used for any
Infrastructure
                 purpose, Amazon EC2, Microsoft Azure
Examples
Productivity Google docs, Gmail, write.fm, cloud-canvas.com,
MS Office online


Publishing wordpress.com, twitter, yammer, youtube
File storage flickr, dropbox, Jungle Disk, Google docs
Social networking facebook, flickr, MySpqce, foursquare,
linkedin


Data / Infrastructure Amazon EC2, Microsoft Azure,
Rackspace
Productivity
Platforms and storage
Social networking
Datasets and capacity
Case studies
         Challenge                        Case study

  Finding low-barrier ways to
                                       WFU Google Docs
    serve information needs
Producing innovative products
                                  Jason Clark - Montana & video
  in complex environments
 Solving large-scale library IT
                                     DuraSpace, OCLC APIs
             issues
                                    Oregon digtial library, DC
Collaboration and pervasive use
                                            Public
Low-barrier solutions




               Social Stratification in the Deep South 2009

         << WFU Google Sites

               Giz Womack - Wake Forest
               http://zsr.wfu.edu
Multi-site, multi-media

YouTube videos

LibGuides

Embedded media

Simple APIs




                 Anali Perry - Arizona State Univeristy
                 http://lib.asu.edu/librarychannel/
Integrated use



A science based video site 10 -
18 year olds - Cloud services,
             APIs
Jason Clark - University of
Montana
http://www.lib.montana.edu/~jason/files.php
Integrated use



A science based video site 10 -
18 year olds - Cloud services,
             APIs
Jason Clark - University of
Montana
http://www.lib.montana.edu/~jason/files.php
Solving large-scale
     library IT issues
Integrated library systems

Enterprise search

Digital asset management
systems

Electronic resource
management systems
Back-office
Webscale Management
Services

Cloud-based ILS
developed by OCLC

Circulation, acquisitions,
cataloging, search

Cloud-based services,
data, collaboration

                             Webscale management services
                             http://www.oclc.org/webscale/
Search
Digital access and
  preservation
    Lots of copies keep stuff safe
    Peer-based archive using LOCKSS
    Replicated content, administration
    Cooperative planning and action
    Data visualization
    27 Partners, Preservation, Access
    Cloud based Dspace, Fedora
DuraCloud
Cloud-based

Replicated storage and
application servers

Mediated, simple,
automatically redundant

Open source and cloud-
based



                          DuraCloud Architecture
                          https://wiki.duraspace.org/display/duracloud/DuraCloud+Architecture
Inter-institutional collaboration

“ For shared development projects and services,
cloud based services offer libraries and their
partners the opportunity to move outside the
organization bureaucracy and into International
waters, where projects are able to function
unencumbered… ”




                   Terry Reese - Oregon State University
                   http://oregonstate.edu
Pervasive use
“Technology is
everyone’s job – we can
spend more time
training and consulting,
less time supporting
apps!”

DCLibrary.org, Central
Desktop, Digital Image
Archive, Google Docs,
                    Chris Tonjes - DC Public Library
                      http://dclibrary.org
Case studies
         Challenge                        Case study

  Finding low-barrier ways to
                                       WFU Google Docs
    serve information needs
Producing innovative products
                                  Jason Clark - Montana & video
  in complex environments
 Solving large-scale library IT
                                     DuraSpace, OCLC APIs
             issues
                                    Oregon digtial library, DC
Collaboration and pervasive use
                                            Public
Implementation

Should, how, why
would you -
 “move your
library IT to the
cloud?”
Choose a solution




                  {
                      Approach            Systems
                                  OpenURL resolver, Stats
                        SaaS      manager, research guides,
                                     online reference

Service catalog                   Integrated library system,
                        PaaS     Interlibrary loan, copyright
                                     compliance systems

                                 Discovery, digital repository,
                                    archives management,
                        IaaS
                                   website, digital storage,
                                   institutional repository
Hybrid models
 Amazon EC2
  Infrastructure, Server
images, backup processes,
                             Amazon S3
   monitoring, service
    deployment, code        Data archiving, system
       management            backups, file system                              SaaS
                                 operations                               Hosted end-point
                                                                            services, data
          Amazon EBS                                                     subscriptions, 100%
                                                                         outsourced options
         Server disks, application                       PaaS
        and data storage, platform
            for EC2 systems                        Custom configurations,
                                                single purpose applications
                                                 (ILS), proprietary systems
Managing complexity     install
                        configure
 EC2 services
                        secure
                        backup
                        document
                        deploy
                        monitor
        Server images   administer
                        upgrade
                        remove
Outcomes

New computing model - mix of IT and end-
user focus
Outsource or crowdsource?
Worldwide, libraries have 5265 transactions per second.
This is manageable on a handful of servers - Andrew Pace, OCLC


                                        http://www.flickr.com/photos/psd/13809231/
pros / cons
            Pro                            Con

 Provider security measures
                                 Privacy, security, license
    exceed library needs
 Default support for multi-
                                 Bandwidth, accessibility
     platform services
Opportunity to migrate IT to
                                Lack of diversity in market
   subscription model
    Levels playing field for
                               New skills, added complexity
   creators / contributors
Getting started

Start small - Record and upload a YouTube video, embed it in a libguide
Build your skills - Seek out ‘new’ media platforms, find out how to create
new content, how to post it, and how to bring it back into your site


Assess suitability - For any project, ask yourself if you are better in a
cloud or localized environment (factors are cost, access, sustainability, expertise)


Experiment - The most complex services are available in a browser-based
interface now. Launch a server, try an API, experiment with a new platform
Thank you




http://erikmitchell.info

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Cloud computing in academic libraries

  • 2. “Grandpa’s up there somewhere.”
  • 3. Wheaton College Norton, MA
  • 4. Library services through cloud computing Case studies on services, platforms, and infrastructure Erik Mitchell, PhD Assistant Director for Technology Services Z. Smith Reynolds Library Wake Forest University
  • 5. Goals Define cloud computing uses in information environments Case studies of cloud-based library services
  • 6. Changing Transformative Core library + information + impact of cloud services needs computing = Evolving view of library services and operations
  • 7. + = + Library services Data Services Library as place, content bibliographic, digital, access, content creation, technical, administrative, instruction, research, license, access, preservation preservation Content Experience Collections, subscriptions, Research, study support, peer- digital, print, publishing based collaboration, IT exploration
  • 8. + = + Information context Skype has 521M Users 34% of skype calls use video Facebook has 471M Users iPhone /iPod Touch - 85M Users Facebook - most popular free iPhone app Mary Meeker - Atmosphere 2010 http://www.youtube.com/watch?v=X1w1FvgdZnE
  • 9. + = + New IT roles Increasing expectations for social networking and mobile services
  • 10. + = + Cloud computing “the IT stack is changing from being data centric to cloud centric - you cannot do metadata analytics at scale in a data centric environment” Location-based service, transparent pricing, consumer discounts, immediate gratification, mobile push, branded apps, social rewards applications Geoffrey Moore- Atmosphere 2010 http://www.youtube.com/watch?v=0swJCYLH2Ck
  • 11. + = + Emerging profile Everyday use of cloud-based services Greater diversity: place, context, and platform Online experience driving service expectations Internet, broadband, mobile, video, communicative, social http://www.flickr.com/photos/fofurasfelinas/2774653309/
  • 12. Defining the cloud pay for what you uset t service-focussed easy to replicate t scalable
  • 13. Related concepts Cloud computing “is a phrase that is being used today to describe the act of storing, accessing, and sharing data, applications, and computing power in cyberspace” - Pew Internet Trust A Web service “is a software system designed to support interoperable machine-to-machine interaction over a network” - w3c.org Application programming interface (API) “is a specification for allowing programs to
  • 14. Granular definitions “...a model for enabling convenient, on- demand network access to a shared pool of configurable computing resources...rapidly provisioned and released...promotes availability...composed of five essential characteristics, three service models, and four deployment models.” - NIST Service, scalable, shared, metered, Web- based - Gartner
  • 15. Types of cloud computing services Applications that provide ‘end-user’ Software experiences - SerialsSolutions, Wordpress.com, WorldCat Local An environment for delivering customized Platforms services - Site hosting, DuraSpace, Open infrastructure that can be used for any Infrastructure purpose, Amazon EC2, Microsoft Azure
  • 16. Examples Productivity Google docs, Gmail, write.fm, cloud-canvas.com, MS Office online Publishing wordpress.com, twitter, yammer, youtube File storage flickr, dropbox, Jungle Disk, Google docs Social networking facebook, flickr, MySpqce, foursquare, linkedin Data / Infrastructure Amazon EC2, Microsoft Azure, Rackspace
  • 21. Case studies Challenge Case study Finding low-barrier ways to WFU Google Docs serve information needs Producing innovative products Jason Clark - Montana & video in complex environments Solving large-scale library IT DuraSpace, OCLC APIs issues Oregon digtial library, DC Collaboration and pervasive use Public
  • 22. Low-barrier solutions Social Stratification in the Deep South 2009 << WFU Google Sites Giz Womack - Wake Forest http://zsr.wfu.edu
  • 23. Multi-site, multi-media YouTube videos LibGuides Embedded media Simple APIs Anali Perry - Arizona State Univeristy http://lib.asu.edu/librarychannel/
  • 24. Integrated use A science based video site 10 - 18 year olds - Cloud services, APIs Jason Clark - University of Montana http://www.lib.montana.edu/~jason/files.php
  • 25. Integrated use A science based video site 10 - 18 year olds - Cloud services, APIs Jason Clark - University of Montana http://www.lib.montana.edu/~jason/files.php
  • 26. Solving large-scale library IT issues Integrated library systems Enterprise search Digital asset management systems Electronic resource management systems
  • 27. Back-office Webscale Management Services Cloud-based ILS developed by OCLC Circulation, acquisitions, cataloging, search Cloud-based services, data, collaboration Webscale management services http://www.oclc.org/webscale/
  • 29. Digital access and preservation Lots of copies keep stuff safe Peer-based archive using LOCKSS Replicated content, administration Cooperative planning and action Data visualization 27 Partners, Preservation, Access Cloud based Dspace, Fedora
  • 30. DuraCloud Cloud-based Replicated storage and application servers Mediated, simple, automatically redundant Open source and cloud- based DuraCloud Architecture https://wiki.duraspace.org/display/duracloud/DuraCloud+Architecture
  • 31. Inter-institutional collaboration “ For shared development projects and services, cloud based services offer libraries and their partners the opportunity to move outside the organization bureaucracy and into International waters, where projects are able to function unencumbered… ” Terry Reese - Oregon State University http://oregonstate.edu
  • 32. Pervasive use “Technology is everyone’s job – we can spend more time training and consulting, less time supporting apps!” DCLibrary.org, Central Desktop, Digital Image Archive, Google Docs, Chris Tonjes - DC Public Library http://dclibrary.org
  • 33. Case studies Challenge Case study Finding low-barrier ways to WFU Google Docs serve information needs Producing innovative products Jason Clark - Montana & video in complex environments Solving large-scale library IT DuraSpace, OCLC APIs issues Oregon digtial library, DC Collaboration and pervasive use Public
  • 34. Implementation Should, how, why would you - “move your library IT to the cloud?”
  • 35. Choose a solution { Approach Systems OpenURL resolver, Stats SaaS manager, research guides, online reference Service catalog Integrated library system, PaaS Interlibrary loan, copyright compliance systems Discovery, digital repository, archives management, IaaS website, digital storage, institutional repository
  • 36. Hybrid models Amazon EC2 Infrastructure, Server images, backup processes, Amazon S3 monitoring, service deployment, code Data archiving, system management backups, file system SaaS operations Hosted end-point services, data Amazon EBS subscriptions, 100% outsourced options Server disks, application PaaS and data storage, platform for EC2 systems Custom configurations, single purpose applications (ILS), proprietary systems
  • 37. Managing complexity install configure EC2 services secure backup document deploy monitor Server images administer upgrade remove
  • 38. Outcomes New computing model - mix of IT and end- user focus Outsource or crowdsource? Worldwide, libraries have 5265 transactions per second. This is manageable on a handful of servers - Andrew Pace, OCLC http://www.flickr.com/photos/psd/13809231/
  • 39. pros / cons Pro Con Provider security measures Privacy, security, license exceed library needs Default support for multi- Bandwidth, accessibility platform services Opportunity to migrate IT to Lack of diversity in market subscription model Levels playing field for New skills, added complexity creators / contributors
  • 40. Getting started Start small - Record and upload a YouTube video, embed it in a libguide Build your skills - Seek out ‘new’ media platforms, find out how to create new content, how to post it, and how to bring it back into your site Assess suitability - For any project, ask yourself if you are better in a cloud or localized environment (factors are cost, access, sustainability, expertise) Experiment - The most complex services are available in a browser-based interface now. Launch a server, try an API, experiment with a new platform

Notas del editor

  1. Library services through cloud computing Share experience from WFU Relate examples from ALA session
  2. Goals Examine definitions of CC, related technologies Use case studies to explore CC in libraries
  3. Simple model Core service + changing needs + transformative CC = evolving view of ops Technology role = enhance, expand, or transform library services All library services use &amp;#x2018;technology&amp;#x2019;, question - how can CC change/improve/extend?
  4. Data &gt;&gt; Content &gt;&gt; Services &gt;&gt; Experience We have lots of experience operating with metadata and content Gaining expertise in managing experienece Research / instruction &amp;#x2018;library as place&amp;#x2019; Peer-based collaboration, Embedded librarians, IT exploration
  5. Information context Real-time virtual interactions, network based information discovery, conversation and document based communication If skype were a telecom, the would be largest Facebook&amp;#x2019;s popularity in US is mirrored in other sites around the world The web is increasingly a/v focused and enabled Libraries finding that students have new IL challenges - forget the web, think about research and evaluation in a mobile environment
  6. IT roles Peer-to-peer communications have gone digital, emerging as a new model for professional interactions (facebook &gt;&gt; linkedin) 69% of people had used online service or &amp;#xA0;stored online (pew internet trust) Digital information services (flickr, youtube) simplifying previously difficult IT serices Libraries seeking new roles - publishing, IR, act as learning partner
  7. Cloud Computing Geoffrey Moore - IT analyst - Asserts that IT changes information discovery - &amp;#x201C;You can teach a computer to ignore the haystack and just find the needle&amp;#x201D; and that CC expands search to the network level cloud computing encourage decentralized communication, enables consumer-created services, creates opportunities for customized and directed services (Location, push, rewards).
  8. Patron profiles Everyday, diverse, experience focus, socially enabled Driven by discipline - place, context, platform matter - customize experience Good news - cloud computing makes this easier Moore argues that the new IT model is consumer-created &amp;#xA0;(consumer &gt;&gt; enterprise) - cheetos ad
  9. Defining the cloud Metered, Replicable, Service-focused, Subscription, scalable When we talk about CC we mean everything from GMail to TB of network disk space, we mean real-time, network based For most of us CC is equivalent to services offered on the Internet
  10. Three related concepts for Internet enabled services Cloud computing - &amp;#x201C;the act of storing, accessing, and sharing data, applications, and computing power in cyberspace&amp;#x201D; NIST &amp; Gartner definition more granular Web Service - &amp;#x201C;software system designed to support interoperable machine-to-machine interaction over a network&amp;#x201D; - &amp;#xA0;RSS feed, &amp;#xA0;iCal invite API - A specification for a web-service Our large CC service providers use all of these - Gmail, YouTube, Amazon
  11. Granular definitions National institute of standards and technology (3 facets) Characteristics - on demand, networked, resource pooling, elastic, measured service Service models - Software, Platform, Infrastructure Deployment models - Public, Private, Hybird, Community Gartner - different, characteristic focused metered, scalable, shared, etc
  12. Types service - delivered as an &amp;#x2018;end-user&amp;#x2019; application - serialssolutions platform - space for hosting custom services - application hosting - duracloud Infrastructure - open capacity - servers, disks - amazon
  13. Examples of CC Productivity, publishing, file storage, social networking, data/infrastructutre Talk through slides quickly
  14. Case Studies Low-barrier - WFU examples Innovative products - Terrapod Large scale - Back office, search, Collaboration and pervasive use
  15. Low-barrier solutions WFU move to GMail for students Google GCal, Gmail, Google Sites Transition from manual html to sites platform Rapid adoption Re-framed training in library Social stratification - facebook Answer question &amp;#x2018;what IT resources are needed to facilitate learning in non-traditional classrooms&amp;#x2019; - video, social networking, community building Both examples - library worked as instruction and IT support, in SS as embedded librarians. New role for librarians to provide support for new media creation, management, and access
  16. Multi-site, multi-media Anali Perry - Az state Univ short videos for instruction or news purposes ZSR library &amp;#x2018;toolkit&amp;#x2019; videos Short videos hosted on YouTube, Vimeo, etc. &amp;#xA0;Use simple Embed tags to include in local sites Brings library into content creation, a little equipment positions library to support broad new area IT lab at ZSR By capitalizing on cloud services libraries can support new range of complex information activities By being aware of license, rights, and access issues libraries use core values
  17. Integrated Use Jason Clark - Terrapod - a science vodcasting site for 10-18 year olds Show quick video Videos stored in blip.tv, APIs and web-services used to extract data Site combines data, video, instruction, and research support Building this sort of site really only requires knowing how to use RSS and a little scripting Cloud computing allows you to focus on end-service not on technical details, allows you to capitalize on work of others
  18. ILS, DAMS, ERMS, Enterprise Search OCLC - Webscale Managment Services - Building on ILL model, central service, central data - shift in market different from open source options (also available hosted)
  19. Enterprise search - serials solutions summons, Ebsco integrated search Version 1 was facets, version 2 is content and format abstraction OCLC Worldcat - centralized bib records makes industry wide evolution realistic (FRBR)
  20. DAMS Number of projects and consortiums using cloud solutions Look specifically at duracloud, initiative of DuraSpace partner organizations
  21. DC - moves dspace into cloud Still open source but with data/access subscription model replicated across multiple cloud providers (Amazon, Microsoft, Rackspace) New set of simplified services for libraries Lowers cost-of-entry and TCO for complex Digtial library systems
  22. Collaboration and pervasive use Inter-institutional - Terry-reese, ALA, International waters Resonated because of Digitalforsyth experience Cloud allows you to form partnerships without involving local IT resources, allows you to find neutral playing field Sometimes regulations help, sometimes provide unnecessary barriers
  23. Chris Tonjes - DCPL Pervasive use - website, CMS, central desktop, digtial image archive Goal is to involve everyone in the library Training, service, support are sustainable - supporting special localized apps is not
  24. Recap of case studies Saw a mix of uses SAAS, PAAS, IAAS How far you go depends on project Possible to turn &amp;#x2018;everything&amp;#x2019; into a cloud Julian Clark - Lightning round - private cloud in your organization - &amp;#x2018;sometimes you just need a virtual machine&amp;#x2019; Issues are Technical - cpu, storage, network, expertise Organizational - staff time, project ownership, regulations Patron - what makes the best experience?
  25. Talk briefly about implementation
  26. Service catalog - WFU case study - decided that subscription computing was more attractive than ownership models Over course of 4 years moved everything - really focused for last 18 months some elements had steep learing curve -talking more about that at LITA Lynch pin - needed all new servers - looked at cost vs cloud
  27. Hybrid models - Decided to move everything, used mix of models SAAS - help save staff time/expertise PAAS - When you want someone to manage the platform (ILS, ILL) IAAS - when you need customizabiltiy, scalability (Dspace, Vufind)
  28. Managing complexity Expertise is an issue - the more you take on CC, the closer you come to an IT department
  29. Outcomes New computing model When IT expertise was not held used SAAS or PAAS options (ILS) When local customization was needed, used IAAS What is your goal - more access, reduced cost, specilized staff time Outsource vs Crowdsource Large-scale outsourcing is realistic, but perhaps not ready yet It is ok to outsource to focus resources on differentating services Libraries arent that big - 5200 Transactions per second are manageble Experimentation, low-barrier solutions, short term - Look towards free SAAS options
  30. Pros / cons Security, privacy, licenses Often providers have stronger security / privacy / redundancy SLAs than we require (amazon) Other times, they have not considered academic issues - important to read the Service Level Agreements Enhanced service Multi-platform support more common in SAAS solutions, Come at expense of customizability Is your environment right for cloud ( bandwidth, access - VPN) New IT model Subscription basis changes how libraries look at it Amazon Bezios quote - 70% into IT, 30% into innovation - should be flipped Current lack of diversity in maket, unequal service levels (Amazon still a clear leader in IAAS) Leveled playing field With new services smaller players can get into game Regardless new skills are required, systems are becoming more complex, moving into CC means all departments are effected IT - how to manage CC env. Content creators - how to publish / manage Administrators - how to allocate resources, plan, transition
  31. Getting started Start small YouTube, cloud-based blog, website, Built-in services (embed, link, rss) Build skills Seek new media platforms, how to create content, how to publish/harvest content Assess suitability/sustainability Cloud vs local? What happens if it goes away? Alignment with academic/institutional goals Local IT requirements - DNS, VPN, Firewall Experiment Simple experiments - record, upload, extract More complex - Install a blog in a cloud env More complex - Launch a server on Amazon, turn the knobs Even the most complex item is done 100% in a web-browser now