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Policy Based Data Management
            iRODS




                               1
Policy-based Data Environments
• Purpose     - reason a collection is assembled
• Properties - attributes needed to ensure the purpose
• Policies    - controls for enforcing desired properties,
•               mapped to computer actionable rules
• Procedures - functions that implement the policies
•               mapped to computer actionable workflows
• Persistent state information - results of applying the procedures
•               mapped to system metadata
• Assessment criteria - validation that state information conforms to
  the desired purpose
•              mapped to periodically executed policies
                                  2
                                                                        2
Life-Time Library
• Student digital libraries
   – Enable students to build collections of
      •   Photographs
      •   MP3 audio files
      •   Video
      •   Class documents
      •   Web site archive
• Resources provided by School of Information and
  Library Science
   – Student collections range from 2 GBytes to 150 Gbytes
   – Number of files from 2000 to 12,000



                                                             3
Policies
• Integrity
   –   Replication
   –   Checksums
   –   Versioning
   –   Strict access controls
   –   Quotas
   –   Metadata catalog replication
   –   Installation environment archiving
• Ingestion
   – Automated synchronization of student directory with
     LifeTime Library

                                                           4
Enforcement
• Policies enforced by iRODS data grid
  – Some policies should be implemented before
    digital library creation
    • Versioning
    • Strict access controls
    • Quotas
  – Other policies
    • Replication, when turned on, replicated all initial files
    • Synchronization, student controlled


                                                                  5
New Policies
• Students want to control:
  – Staging area into which laptop files are
    synchronized
  – Automated extraction of metadata – iTunes
  – Tagging of files
  – Integrity validation periodicity
  – Arrangement of files, sorting by type or class
  – Descriptive metadata – Dublin core or
    reserved words

                                                     6
DataNet Federation Consortium
                                   Data Driven Science
•    Implement national data grid
       – Federate existing discipline-specific data management                     Project
         systems to enable national research collaborations
                                                                            Shared Collection
•    Enable collaborative research on shared data collections              Processing Pipeline
       – Manage collection life cycle as the user community
         broadens                                                              Digital Library

•    Integrate “live” research data into education initiatives            Reference Collection
       – Enable student research participation through control                 Federation
         policies                                                          Collection Life Cycle
    Cyber-infrastructure Partners:                               Science and Engineering Initiatives:
    Univ. of North Carolina, Chapel Hill                         Ocean Observatories Initiative
    Univ. of California, San Diego                               the iPlant Collaborative
    Arizona State University                                     CUAHSI
    Drexel University                                            CIBER-U
    Duke University                                              Odum Social Science Institute
    University of Arizona                                        Temporal Dynamics of Learning
    University of South Carolina                                 Center
                                                                                        Policy-based
National Science Foundation Cooperative Agreement: OCI-0940841                        data management


                                                                                                   7
iRODS - Open Source Software

                     Reagan W. Moore
                   rwmoore@renci.org
               http://irods.diceresearch.org

NSF OCI-0940841 “DataNet Federation Consortium”
NSF OCI-1032732 “Improvement of iRODS for Multi-Disciplinary Applications”
NSF OCI-0848296 “NARA Transcontinental Persistent Archives Prototype”
NSF SDCI-0721400 “Data Grids for Community Driven Applications”

                                                                     8
                                                                             8
Policy-based Data Management
                 Client
                                            Each
                                            domain
                                            implements
  OOI                              TDLC     unique
  grid                              grid    policies in
                                            their data
            Federation                      grid.
               hub
 Hydro                              Odum    Policies
  grid                               grid   control
                                            interactions
         CIBER            iPlant            beteen
          grid             grid             data grids
                                                           9
Types of Federation
• Within a data grid
  – Assemble distributed data into a policy-
    controlled collection
• Between data grids
  – Establish policies for sharing between
    communities
• Soft links
  – Register data from another system into a
    collaboration environment
  – Access data using the remote system protocol
                                                   10

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Policy Based Data Management iRODS - Reagan Moore - RDAP12

  • 1. Policy Based Data Management iRODS 1
  • 2. Policy-based Data Environments • Purpose - reason a collection is assembled • Properties - attributes needed to ensure the purpose • Policies - controls for enforcing desired properties, • mapped to computer actionable rules • Procedures - functions that implement the policies • mapped to computer actionable workflows • Persistent state information - results of applying the procedures • mapped to system metadata • Assessment criteria - validation that state information conforms to the desired purpose • mapped to periodically executed policies 2 2
  • 3. Life-Time Library • Student digital libraries – Enable students to build collections of • Photographs • MP3 audio files • Video • Class documents • Web site archive • Resources provided by School of Information and Library Science – Student collections range from 2 GBytes to 150 Gbytes – Number of files from 2000 to 12,000 3
  • 4. Policies • Integrity – Replication – Checksums – Versioning – Strict access controls – Quotas – Metadata catalog replication – Installation environment archiving • Ingestion – Automated synchronization of student directory with LifeTime Library 4
  • 5. Enforcement • Policies enforced by iRODS data grid – Some policies should be implemented before digital library creation • Versioning • Strict access controls • Quotas – Other policies • Replication, when turned on, replicated all initial files • Synchronization, student controlled 5
  • 6. New Policies • Students want to control: – Staging area into which laptop files are synchronized – Automated extraction of metadata – iTunes – Tagging of files – Integrity validation periodicity – Arrangement of files, sorting by type or class – Descriptive metadata – Dublin core or reserved words 6
  • 7. DataNet Federation Consortium Data Driven Science • Implement national data grid – Federate existing discipline-specific data management Project systems to enable national research collaborations Shared Collection • Enable collaborative research on shared data collections Processing Pipeline – Manage collection life cycle as the user community broadens Digital Library • Integrate “live” research data into education initiatives Reference Collection – Enable student research participation through control Federation policies Collection Life Cycle Cyber-infrastructure Partners: Science and Engineering Initiatives: Univ. of North Carolina, Chapel Hill Ocean Observatories Initiative Univ. of California, San Diego the iPlant Collaborative Arizona State University CUAHSI Drexel University CIBER-U Duke University Odum Social Science Institute University of Arizona Temporal Dynamics of Learning University of South Carolina Center Policy-based National Science Foundation Cooperative Agreement: OCI-0940841 data management 7
  • 8. iRODS - Open Source Software Reagan W. Moore rwmoore@renci.org http://irods.diceresearch.org NSF OCI-0940841 “DataNet Federation Consortium” NSF OCI-1032732 “Improvement of iRODS for Multi-Disciplinary Applications” NSF OCI-0848296 “NARA Transcontinental Persistent Archives Prototype” NSF SDCI-0721400 “Data Grids for Community Driven Applications” 8 8
  • 9. Policy-based Data Management Client Each domain implements OOI TDLC unique grid grid policies in their data Federation grid. hub Hydro Odum Policies grid grid control interactions CIBER iPlant beteen grid grid data grids 9
  • 10. Types of Federation • Within a data grid – Assemble distributed data into a policy- controlled collection • Between data grids – Establish policies for sharing between communities • Soft links – Register data from another system into a collaboration environment – Access data using the remote system protocol 10