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Hot Topics: The DuraSpace 
Community Webinar Series 
Series Nine: 
“Early Advantage: Introducing New 
Fedora 4.0 Repositories” 
Curated by David Wilcox, 
Fedora Product Manager, DuraSpace 
November 5, 2014 Hot Topics: DuraSpace Community Webinar Series
Webinar 2: 
Fedora 4.0 in Action at 
Penn State and Stanford 
Presented by: 
Adam Wead, Developer, 
Pennsylvania State University 
Tom Cramer, Chief Technology Strategist and Associate 
Director of Digital Library Systems and Services, 
Stanford University 
November 5, 2014 Hot Topics: DuraSpace Community Webinar Series
Fedora 4.0 Status 
• Wrapping up development this week 
• Focus on testing and bug fixing 
• Production release by end of year 
• Next: F3 to F4 migrations 
November 5, 2014 Hot Topics: DuraSpace Community Webinar Series
Beta Pilot Goals 
• Test 4.0 features in a production-like 
environment 
• Gather feedback for 4.0 release 
• Demonstrate diverse use cases 
• Encourage early adoption of Fedora 4 
November 5, 2014 Hot Topics: DuraSpace Community Webinar Series
Beta Pilot Outcomes 
• Outcomes reported on the wiki 
• Feedback rolled into 4.0 release 
• Panel at CNI Fall Meeting 
• Next round of Beta Pilots: F3 to F4 
migrations 
November 5, 2014 Hot Topics: DuraSpace Community Webinar Series
Fedora 4 Beta Pilot 
Adam Wead, Analyst and Programmer 
Penn State University 
awead@psu.edu / @amsterdamos
Why do a beta pilot? 
• currently use Fedora3 via Hydra 
• Fedora is central to our mission to provide 
repository services at Penn State 
• further community development of Hydra and 
related Fedora applications 
• work with Duraspace while development is 
still active 
5 Nov 2014 7
Fedora at Penn State 
ScholarSphere 
• the institutional repository at Penn State 
• version 2 released in September 
• 3 years in production 
• 4775 objects / 37GB data 
• comprises academic publications and research 
data from Penn State's faculty and students 
5 Nov 2014 8
Fedora at Penn State 
ArchiveSphere 
• archival collection management 
• 72262 objects / 186GB data 
• supports the efforts of the University’s 
archivists 
5 Nov 2014 9
Fedora at Penn State 
ETDFlow 
• electronic theses and dissertations 
• supports submission, approval, and 
publication workflows 
• assets are deposited into ScholarSphere upon 
publication 
• forthcoming application still under 
development 
5 Nov 2014 10
Fedora at Penn State 
Sufia 
• core "engine" for all of Penn State's Hydra 
applications 
• began as the original ScholarSphere and was 
extracted into a separate gem 
• developed by the Hydra community 
• enables intra-institutional use, development, 
and support 
5 Nov 2014 11
Why Fedora 4? 
• proven track record 
• vested interest: Sufia, ScholarSphere, et. al. 
• continued community development with 
Hydra 
• new features! 
5 Nov 2014 12
Looking Forward to… 
• native RDF support 
• better support for large files 
• clustering capabilities 
• more flexible modeling of content and 
metadata 
• fixity checking 
5 Nov 2014 13
Pilot Goals 
• content "remodeling" 
• compatibility with ActiveFedora 
• migration 
5 Nov 2014 14
Sufia Models: Fedora3 
• RDF triples for all 
descriptive metadata 
• must be stored as text 
file in a datastream 
• Hydra handles the 
CRUD operations 
• Fedora only sees a 
related datastream 
5 Nov 2014 15
Sufia Models: Fedora4 
• native RDF for any object 
or resource 
• no attached file of triples 
• persisted in the Fedora 
object as RDF 
• binary content and 
related files are child 
resources 
• child resources can have 
RDF too, just like their 
parent objects 
5 Nov 2014 16
ActiveFedora 
• integration point between Hydra and Fedora4 
• code sprint underway to finish outstanding 
issues 
• alpha release targeted for this month 
• Sufia+Fedora4 work following concurrently 
5 Nov 2014 17
Migration 
• currently have a working proof-of-concept 
• uses Hydra stack component to move content 
• waiting on ActiveFedora and Fedora4 release 
• migration testing in early December 
• deploy migrated content to production in 
January 
5 Nov 2014 18
Current Status 
• working with Duraspace for 4.0 release 
• code sprinting 
• communicating progress to the community 
• always seeking feedback 
• willing to share 
5 Nov 2014 19
Thank You 
Adam Wead 
Penn State University 
awead@psu.edu / @amsterdamos
Links 
• Pilot project information 
• Sufia 
• ActiveFedora 
• Migration project 
5 Nov 2014 21
Exercising Fedora as a 
Linked Data Repository 
Introducing Triannon and 
Stanford’s Fedora 4 Beta Pilot 
November 2014 
Tom Cramer 
Chief Technology Strategist 
Stanford University Libraries 
@tcramer
Use Case 1: Digital Manuscript Annotations 
Parker on the Web
Use Case 1: Digital Manuscript Annotations 
Parker on 
the Web 
Image annotation & transcription tools
Use Case 1: Digital Manuscript Annotations 
Image annotation 
& transcription tools 
Parker on the Web 
Open Annotation RDF 
(AKA Linked Data) 
Open Annotation RDF 
(AKA Linked Data)
Use Case 1: Digital Manuscript Annotations 
Image annotation 
Parker on the Web & transcription tools 
Open Annotation RDF 
(AKA Linked Data) 
We have tens of thousands of scholarly annotations expressed 
as RDF triples, enriching digital resources in our repositories. 
• Where can we store it? 
• How can we manage it? 
• How can we retrieve it for visualization in new environments?
Use Case 2: Linked Data for Libraries (LD4L) 
Bibliographic 
Data 
• MARC 
• MODS 
• EAD 
Person Data 
• VIVO 
• ORCID 
• ISNI 
• VIAF 
Usage Data 
• Circulation 
• Citation 
• Curation 
• Exhibits 
• Research 
Guides 
• Syllabi 
• Tags
Use Case 2: Linked Data for Libraries (LD4L) 
Use Case 1.1: Build a virtual collection 
As a faculty member or librarian, I want to create a 
virtual collection or exhibit from multiple collections, 
so that I can share a focused collection with a <class, 
set of researchers, set of students in a disciplinary 
area>. 
Use Case 1.2: Tag scholarly information resources 
to support reuse 
As a librarian, I would like to be able to tag 
scholarly information resources into curated lists, 
so that I can feed these these lists into subject 
guides, course reserves, or reference collections. 
https://wiki.duraspace.org/display/ld4l/LD4L+Use+Cases
3. Bibliographic 2. Authorities 1. Annotations 
Annos 
MARC 
(Auth) 
Annotator 
GeoBL 
Applicatʼn 
SDR 
Graph 
Search 
Work 
Instance 
Holding 
Person 
Organization 
Place 
Subject 
Classification 
Comment 
Tag 
Review 
OCLC 
HighWire 
MARC 
(Bib) 
CAP 
Agents Places Topics 
Biblio 
4. Linked Open Data
3. Bibliographic 2. Authorities 1. Annotations 
Annos 
MARC 
(Auth) 
Annotator 
• Circulation data 
• Citation data 
GeoBL 
• Curation data 
virtual collections, 
exhibits, reading lists, 
tags, etc. 
• Require a store for RDF annos 
and body of annotation 
(any arbitrary bitstream) 
• Need to persist, manage, index 
• NOT the ILS nor core 
repository 
Applicatʼn 
• All RDF / linked data 
SDR 
Graph 
Search 
Work 
Instance 
Holding 
Person 
Organization 
Place 
Subject 
Classification 
Comment 
Tag 
Review 
OCLC 
HighWire 
MARC 
(Bib) 
CAP 
Agents Places Topics 
Biblio 
4. Linked Open Data
What should we use for these two use cases? 
1.) Digital Manuscript annotations 
2.) Linked data for libraries
What should we use for these two use cases? 
1.) Digital Manuscript annotations 
2.) Linked data for libraries
What should we use for these two use cases? 
1.) Digital Manuscript annotations 
2.) Linked data for libraries 
 
Native RDF store 
 
Manage assets (bitstreams) 
 
Built in service framework 
 
Versioning, indexing, APIs 
 
Easy to deploy 
 
Looking for real world use cases!
A note about LDP: Linked Data Platform 
• W3C draft specification 
• Enables read-write operations of linked data via HTTP 
• Developed at same time as Fedora 4 
• Fedora 4 one of a handful of current LDP 
implementations 
• See http://www.w3.org/TR/ldp/
Stanford Fedora 4 Beta Pilot 
• Install, configure & deploy Fedora 4 
• Exercise LDP API for storing annotations 
• and associated text/binary objects 
• Develop support for RDF references to external objects 
• Test scale with millions of small objects 
• Integrate with read/write apps and operations 
• Annotation tools for write: e.g., Annotator 
• Indexing & Visualization for read: solr & Blacklight, Mirador 
• See https://wiki.duraspace.org/display/FF/Beta+Pilot+-+Stanford
Architecture and Data Flow 
Fedora 4 
Annotator 
Triannon 
(Rails engine for Open 
json-ld 
Annotations stored in Fedora 4) 
LDP 
Accept & 
Return 
Annotation 
Interact 
with F4 
via LDP 
Validation 
and 
Serialization 
Transformation 
for LDP 
Mirador 
(Annotation Maker 
and Viewer)
Fedora 4 
Architecture and Data Flow: Future 
Annotator 
Triannon 
(Rails engine for Open 
json-ld 
Annotations stored in Fedora 4) 
LDP 
Accept & 
Return 
Annotation 
Interact 
with F4 
via LDP 
Validation 
and 
Serialization 
Transformation 
for LDP 
Mirador 
(Annotation Maker 
and Viewer) 
Future: 
Blacklight Solr
What We’ve Learned To Date 
• Fedora 4 approaching 100% LDP 1.0 Compliant 
• Triannon at alpha stage 
• Can write, read & delete Open Annotations to/from Fedora 4 
• Still to come 
• Updates to annotations 
• Storage of binary blobs (Annotation bodies) in Fedora 4 
• Implement authn/z 
• Deploy against real annotation clients 
• Populate with data at scale 
• Work will continue throughout 2015 
• Triannon: https://github.com/sul-dlss/triannon 
• Mirador: https://github.com/IIIF/m2
Futures 
• A wealth of tools… 
• Enriching digital 
objects and records 
through… 
• Annotating 
• Tagging 
• Curating 
• Stored as linked data 
natively 
• Using Fedora 4 as a 
management platform 
Mirador/Anno 
tator 
Image 
anno. tools 
Blacklight-based 
apps 
Any OA-compatible 
annotations 
Open 
Annotati 
ontools
Webinar 2: 
Fedora 4.0 in Action at 
Penn State and Stanford 
Questions 
November 5, 2014 Hot Topics: DuraSpace Community Webinar Series

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11.5.14 Presentation Slides, “Fedora 4.0 in Action at Penn State and Stanford”

  • 1. Hot Topics: The DuraSpace Community Webinar Series Series Nine: “Early Advantage: Introducing New Fedora 4.0 Repositories” Curated by David Wilcox, Fedora Product Manager, DuraSpace November 5, 2014 Hot Topics: DuraSpace Community Webinar Series
  • 2. Webinar 2: Fedora 4.0 in Action at Penn State and Stanford Presented by: Adam Wead, Developer, Pennsylvania State University Tom Cramer, Chief Technology Strategist and Associate Director of Digital Library Systems and Services, Stanford University November 5, 2014 Hot Topics: DuraSpace Community Webinar Series
  • 3. Fedora 4.0 Status • Wrapping up development this week • Focus on testing and bug fixing • Production release by end of year • Next: F3 to F4 migrations November 5, 2014 Hot Topics: DuraSpace Community Webinar Series
  • 4. Beta Pilot Goals • Test 4.0 features in a production-like environment • Gather feedback for 4.0 release • Demonstrate diverse use cases • Encourage early adoption of Fedora 4 November 5, 2014 Hot Topics: DuraSpace Community Webinar Series
  • 5. Beta Pilot Outcomes • Outcomes reported on the wiki • Feedback rolled into 4.0 release • Panel at CNI Fall Meeting • Next round of Beta Pilots: F3 to F4 migrations November 5, 2014 Hot Topics: DuraSpace Community Webinar Series
  • 6. Fedora 4 Beta Pilot Adam Wead, Analyst and Programmer Penn State University awead@psu.edu / @amsterdamos
  • 7. Why do a beta pilot? • currently use Fedora3 via Hydra • Fedora is central to our mission to provide repository services at Penn State • further community development of Hydra and related Fedora applications • work with Duraspace while development is still active 5 Nov 2014 7
  • 8. Fedora at Penn State ScholarSphere • the institutional repository at Penn State • version 2 released in September • 3 years in production • 4775 objects / 37GB data • comprises academic publications and research data from Penn State's faculty and students 5 Nov 2014 8
  • 9. Fedora at Penn State ArchiveSphere • archival collection management • 72262 objects / 186GB data • supports the efforts of the University’s archivists 5 Nov 2014 9
  • 10. Fedora at Penn State ETDFlow • electronic theses and dissertations • supports submission, approval, and publication workflows • assets are deposited into ScholarSphere upon publication • forthcoming application still under development 5 Nov 2014 10
  • 11. Fedora at Penn State Sufia • core "engine" for all of Penn State's Hydra applications • began as the original ScholarSphere and was extracted into a separate gem • developed by the Hydra community • enables intra-institutional use, development, and support 5 Nov 2014 11
  • 12. Why Fedora 4? • proven track record • vested interest: Sufia, ScholarSphere, et. al. • continued community development with Hydra • new features! 5 Nov 2014 12
  • 13. Looking Forward to… • native RDF support • better support for large files • clustering capabilities • more flexible modeling of content and metadata • fixity checking 5 Nov 2014 13
  • 14. Pilot Goals • content "remodeling" • compatibility with ActiveFedora • migration 5 Nov 2014 14
  • 15. Sufia Models: Fedora3 • RDF triples for all descriptive metadata • must be stored as text file in a datastream • Hydra handles the CRUD operations • Fedora only sees a related datastream 5 Nov 2014 15
  • 16. Sufia Models: Fedora4 • native RDF for any object or resource • no attached file of triples • persisted in the Fedora object as RDF • binary content and related files are child resources • child resources can have RDF too, just like their parent objects 5 Nov 2014 16
  • 17. ActiveFedora • integration point between Hydra and Fedora4 • code sprint underway to finish outstanding issues • alpha release targeted for this month • Sufia+Fedora4 work following concurrently 5 Nov 2014 17
  • 18. Migration • currently have a working proof-of-concept • uses Hydra stack component to move content • waiting on ActiveFedora and Fedora4 release • migration testing in early December • deploy migrated content to production in January 5 Nov 2014 18
  • 19. Current Status • working with Duraspace for 4.0 release • code sprinting • communicating progress to the community • always seeking feedback • willing to share 5 Nov 2014 19
  • 20. Thank You Adam Wead Penn State University awead@psu.edu / @amsterdamos
  • 21. Links • Pilot project information • Sufia • ActiveFedora • Migration project 5 Nov 2014 21
  • 22. Exercising Fedora as a Linked Data Repository Introducing Triannon and Stanford’s Fedora 4 Beta Pilot November 2014 Tom Cramer Chief Technology Strategist Stanford University Libraries @tcramer
  • 23. Use Case 1: Digital Manuscript Annotations Parker on the Web
  • 24. Use Case 1: Digital Manuscript Annotations Parker on the Web Image annotation & transcription tools
  • 25. Use Case 1: Digital Manuscript Annotations Image annotation & transcription tools Parker on the Web Open Annotation RDF (AKA Linked Data) Open Annotation RDF (AKA Linked Data)
  • 26. Use Case 1: Digital Manuscript Annotations Image annotation Parker on the Web & transcription tools Open Annotation RDF (AKA Linked Data) We have tens of thousands of scholarly annotations expressed as RDF triples, enriching digital resources in our repositories. • Where can we store it? • How can we manage it? • How can we retrieve it for visualization in new environments?
  • 27. Use Case 2: Linked Data for Libraries (LD4L) Bibliographic Data • MARC • MODS • EAD Person Data • VIVO • ORCID • ISNI • VIAF Usage Data • Circulation • Citation • Curation • Exhibits • Research Guides • Syllabi • Tags
  • 28. Use Case 2: Linked Data for Libraries (LD4L) Use Case 1.1: Build a virtual collection As a faculty member or librarian, I want to create a virtual collection or exhibit from multiple collections, so that I can share a focused collection with a <class, set of researchers, set of students in a disciplinary area>. Use Case 1.2: Tag scholarly information resources to support reuse As a librarian, I would like to be able to tag scholarly information resources into curated lists, so that I can feed these these lists into subject guides, course reserves, or reference collections. https://wiki.duraspace.org/display/ld4l/LD4L+Use+Cases
  • 29. 3. Bibliographic 2. Authorities 1. Annotations Annos MARC (Auth) Annotator GeoBL Applicatʼn SDR Graph Search Work Instance Holding Person Organization Place Subject Classification Comment Tag Review OCLC HighWire MARC (Bib) CAP Agents Places Topics Biblio 4. Linked Open Data
  • 30. 3. Bibliographic 2. Authorities 1. Annotations Annos MARC (Auth) Annotator • Circulation data • Citation data GeoBL • Curation data virtual collections, exhibits, reading lists, tags, etc. • Require a store for RDF annos and body of annotation (any arbitrary bitstream) • Need to persist, manage, index • NOT the ILS nor core repository Applicatʼn • All RDF / linked data SDR Graph Search Work Instance Holding Person Organization Place Subject Classification Comment Tag Review OCLC HighWire MARC (Bib) CAP Agents Places Topics Biblio 4. Linked Open Data
  • 31. What should we use for these two use cases? 1.) Digital Manuscript annotations 2.) Linked data for libraries
  • 32. What should we use for these two use cases? 1.) Digital Manuscript annotations 2.) Linked data for libraries
  • 33. What should we use for these two use cases? 1.) Digital Manuscript annotations 2.) Linked data for libraries  Native RDF store  Manage assets (bitstreams)  Built in service framework  Versioning, indexing, APIs  Easy to deploy  Looking for real world use cases!
  • 34. A note about LDP: Linked Data Platform • W3C draft specification • Enables read-write operations of linked data via HTTP • Developed at same time as Fedora 4 • Fedora 4 one of a handful of current LDP implementations • See http://www.w3.org/TR/ldp/
  • 35. Stanford Fedora 4 Beta Pilot • Install, configure & deploy Fedora 4 • Exercise LDP API for storing annotations • and associated text/binary objects • Develop support for RDF references to external objects • Test scale with millions of small objects • Integrate with read/write apps and operations • Annotation tools for write: e.g., Annotator • Indexing & Visualization for read: solr & Blacklight, Mirador • See https://wiki.duraspace.org/display/FF/Beta+Pilot+-+Stanford
  • 36. Architecture and Data Flow Fedora 4 Annotator Triannon (Rails engine for Open json-ld Annotations stored in Fedora 4) LDP Accept & Return Annotation Interact with F4 via LDP Validation and Serialization Transformation for LDP Mirador (Annotation Maker and Viewer)
  • 37. Fedora 4 Architecture and Data Flow: Future Annotator Triannon (Rails engine for Open json-ld Annotations stored in Fedora 4) LDP Accept & Return Annotation Interact with F4 via LDP Validation and Serialization Transformation for LDP Mirador (Annotation Maker and Viewer) Future: Blacklight Solr
  • 38. What We’ve Learned To Date • Fedora 4 approaching 100% LDP 1.0 Compliant • Triannon at alpha stage • Can write, read & delete Open Annotations to/from Fedora 4 • Still to come • Updates to annotations • Storage of binary blobs (Annotation bodies) in Fedora 4 • Implement authn/z • Deploy against real annotation clients • Populate with data at scale • Work will continue throughout 2015 • Triannon: https://github.com/sul-dlss/triannon • Mirador: https://github.com/IIIF/m2
  • 39. Futures • A wealth of tools… • Enriching digital objects and records through… • Annotating • Tagging • Curating • Stored as linked data natively • Using Fedora 4 as a management platform Mirador/Anno tator Image anno. tools Blacklight-based apps Any OA-compatible annotations Open Annotati ontools
  • 40. Webinar 2: Fedora 4.0 in Action at Penn State and Stanford Questions November 5, 2014 Hot Topics: DuraSpace Community Webinar Series