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D4Science VRE Management
                                Training Event
                                 30th April 2009
                                  Rome (Italy)




D4Science

VRE Definition and Creation




                                          www.d4science.eu
Outline




                                                2
D4Science VRE Management Training   www.d4science.eu
Roma (Italy), 30th April 2009
Infrastructure Resources
                          1




  A gCube-based infrastructure manages:




                                                               3
D4Science VRE Management Training                  www.d4science.eu
Roma (Italy), 30th April 2009
Infrastructure Resources: gHN
                          1




  The gCube Hosting Node :

       Is the runtime container of gCube services

       Provides access to local hardware resources,
            Storage systems, instruments, CPU cycles

       Grants lifetime management

       Mediates service2service interactions
            route requests to target service
            enforce security and scope policies

  Detailed information on how to install a gHN is available on the wiki
    site accessible here.
                                                                          4
D4Science VRE Management Training                            www.d4science.eu
Roma (Italy), 30th April 2009
Infrastructure Resources: gCube Service
                          1




  A gCube Service is a software packaged as Service Archive (SA).
     These SAs:
      Follow a predefined structure
      Group inter-connected packages
      Declare dependencies to other packages
  Detailed information on the Service Archive Specification is
     available on the wiki site accessible here.

  All SAs are stored in a common repository, the gCube Software
     Repository. The storage of any gCube SA in this repository is
     subject to a certification process.

  A gCube infrastructure only runs certified service.

                                                                          5
D4Science VRE Management Training                             www.d4science.eu
Roma (Italy), 30th April 2009
Infrastructure Resources: gCube VO
                                                                 Services
                          1




  • gCube VO Services run in a VO scope and are exploited by
     all VREs of that VO
                                               Can they be   Can we have        Can they be
                                               shared        multiple           restarted
                                               across        instances in the   without manual
                                               VOs?          same VO?           staging?
Content Management Storage Management,            NO               NO                YES
Collection Management
Metadata Broker                                   YES             YES                YES
Metadata Manager                                  NO              YES                YES
XML Indexer                                       NO              YES                YES
Indexes (ForwardIndexes, FullTextIndexes,         NO              YES            NO (1.1.7)
GeoIndexes)                                                                      YES (1.2.0)
Personalisation (ProfileAdministration,           YES             YES                YES
UserProfileAccess):
                                                                                            6
D4Science VRE Management Training                                               www.d4science.eu
Roma (Italy), 30th April 2009
Infrastructure Resources: gCube VRE
                                                                Services
                          1




  • gCube VRE Services run in a VRE scope and are exploited by
    that VRE only (1.1.7).
  • gCube VRE Services (1.3.0) will remove this limitation as
    reported in the following table
                                                    Can we share a   Can they be
                                                    RI across        restarted
                                                    VREs?            without manual
                                                                     staging?
  Search Master                                          NO              YES
  Search Operators                                      YES              YES
  Google Service                                        YES              YES
  DIR                                                   YES              YES
  Annotation                                            YES              YES
  Thumbnailer                                           YES              YES

                                                                                 7
D4Science VRE Management Training                                    www.d4science.eu
Roma (Italy), 30th April 2009
Virtual Organization (VO)
                          2




  A Virtual Organization (VO) models sets of users and
    resources belonging to a e-Infrastructure.
                                      VO
  It defines :
      What is shared
      Who is allowed to share
      The conditions under which
      sharing occurs

  VOs
    may have a limited lifetime
    may span multiple actual organizations
                                                                8
D4Science VRE Management Training                   www.d4science.eu
Roma (Italy), 30th April 2009
Virtual Research Environment (VRE)
                          2




  A Virtual Research Environment (VRE) provides a
    framework of applications, services and data sources
    dynamically identified to support the processes of
    research/collaboration/cooperation.
                                                                VRE 1
  The purpose of a VRE is to help selected
    VO members to carry out cooperative
    activities like data analysis and
    processing, and to produce new
    knowledge using specialized tools.

                                                                VRE 2

                                                                     VO
                                                                          9
D4Science VRE Management Training                            www.d4science.eu
Roma (Italy), 30th April 2009
VRE Definition
                          3




  The VRE Definition is the operation performed by a VRE
    Designer to request the creation of a new VRE

  • It does not allocate any resource to the new VRE

  • It does not compromise the other VREs

  • It does not produce any tangible effect until approval




                                                                    10
D4Science VRE Management Training                       www.d4science.eu
Roma (Italy), 30th April 2009
VRE Definition Steps
                          3




  1. VRE Information Definition (Name, Description, Lifetime)

  2. VRE Content Definition
   a. Selection of the collections
   b. Selection of the descriptive metadata formats

  3. VRE Functionality Definition
   a. Selection of access functions: textual search, geographic
      search, quick search, google search, search by query
      expression
   b. Selection of content functions: annotation, report template
      definition, report definition, course management (1.2.0),
      thumbnail, metadata editing (1.2.0)

  4. VRE Verification
                                                                        11
D4Science VRE Management Training                           www.d4science.eu
Roma (Italy), 30th April 2009
VRE Definition Steps (1)
                          3




  1. VRE Information Definition (Name, Description, Lifetime)




                                                                  12
D4Science VRE Management Training                     www.d4science.eu
Roma (Italy), 30th April 2009
VRE Definition Steps (2a)
                          3




  2. VRE Content Definition
   a. Selection of the collections




                                                                 13
D4Science VRE Management Training                    www.d4science.eu
Roma (Italy), 30th April 2009
VRE Definition Steps (2b)
                          3




  2. VRE Content Definition
   b. Selection of the descriptive metadata formats




                                                                  14
D4Science VRE Management Training                     www.d4science.eu
Roma (Italy), 30th April 2009
VRE Definition Steps (3a)
                          3




  3. VRE Functionality Definition
   a. Selection of access functions




                                                                  15
D4Science VRE Management Training                     www.d4science.eu
Roma (Italy), 30th April 2009
VRE Definition Steps (3b)
                          3




  3. VRE Functionality Definition
   b. Selection of content functions




                                                                   16
D4Science VRE Management Training                      www.d4science.eu
Roma (Italy), 30th April 2009
VRE Design Steps (4)
                          3




  4. VRE Verification




                                                           17
D4Science VRE Management Training              www.d4science.eu
Roma (Italy), 30th April 2009
VRE Approval
                          4




  The VRE Approval is the operation performed by a VRE
    Manager to create a new VRE

  • It must allocate at least 2 gHNs to the new VRE

  • It can temporarily compromise the other VREs

  • It produces the environment

  • It is not the last step


                                                                  18
D4Science VRE Management Training                     www.d4science.eu
Roma (Italy), 30th April 2009
VRE Approval Steps
                          4




  1. VRE Validation

  2. gHNs Selection
      2 gHNs at least
      VRE Manager service will be deployed on
             Either on the same site where the VRE Manager of the VO is
             running
             Or on the first selected node
        VRE services (identified through the selected
        functionality) will be deployed on the remaining selected
        gHNs

  3. VRE Creation
                                                                             19
D4Science VRE Management Training                                www.d4science.eu
Roma (Italy), 30th April 2009
VRE Approval Steps (1)
                          4




  1. VRE Validation




                                                             20
D4Science VRE Management Training                www.d4science.eu
Roma (Italy), 30th April 2009
VRE Approval Steps (2)
                          4




  2. gHNs Selection




                                                             21
D4Science VRE Management Training                www.d4science.eu
Roma (Italy), 30th April 2009
VRE Approval Steps
                          4




  3. VRE Creation




                                                         22
D4Science VRE Management Training            www.d4science.eu
Roma (Italy), 30th April 2009
VRE Deployment
                          5




  The VRE Deployment is the operation activated by the VRE
    Manager and operated by the system to deploy the VRE
    Manager and VRE services on the selected gHNs.

  A Deployment Report is generated to report the result of the
    deployment.

   Detailed information on how to analyze and interpret the
    information reported in the Deployment Report is available
    on the wiki site accessible here.



                                                                   23
D4Science VRE Management Training                      www.d4science.eu
Roma (Italy), 30th April 2009
VRE Management
                          6




  The VRE Management is the last mandatory activity.

  It allows to define the:
  1. VRE layout
  2. VRE Information Space




                                                                   24
D4Science VRE Management Training                      www.d4science.eu
Roma (Italy), 30th April 2009
VRE Management (1)
                          6




    1. VRE layout

         The VRE layout defines how the portlets are displayed by
         the portal. Each portlet gives access to a functionality
         selected by the VRE Designer.

         The VRE layout is persisted as generic resource in the
         Information System and can be edited using the ‘Layout
         Editor’ portlet
             Available only for users either with ‘VRE-Manager’ or ‘VO-Admin’
             role


                                                                                25
D4Science VRE Management Training                                  www.d4science.eu
Roma (Italy), 30th April 2009
Layout Editor Portlet
                          6




                                                            26
D4Science VRE Management Training               www.d4science.eu
Roma (Italy), 30th April 2009
VRE Management (2)
                          6




    2. VRE Information Space

         Describe the available collections, their hierarchy, and
         their descriptive information (description, references, etc.)

         It is used by the portal to group collections and retrieve
         extra information for each available collection

         The Information Space Editor portlet is available for
         editing this resource
             It is available only to users either with ‘VRE-Manager’ or ‘VO-
             Admin’ role

                                                                                  27
D4Science VRE Management Training                                     www.d4science.eu
Roma (Italy), 30th April 2009
Information Space Editor Portlet
                          6




                                                                       28
D4Science VRE Management Training                          www.d4science.eu
Roma (Italy), 30th April 2009
Information Space Editor Portlet
                          6




       The first column shows all the available collections for this
       VRE
            The collections that are highlighted with blue color are the ones
            that already exist on this VRE


       The second column shows the hierarchical structure of the
       collections.
            New collections can be added to groups
            Existing collections can be removed
            Existing collections can be moved to different groups (drag and
            drop to move collections to other groups)


       The third column shows details for the selected collection
            These information are editable
                                                                                 29
D4Science VRE Management Training                                    www.d4science.eu
Roma (Italy), 30th April 2009
VRE Personalization
                          7




    The VRE personalization can be done manipulating the VRE
    Generic Resources:

       MetadataSchemaInfo Generic Resource
       Presentation XSLTs Generic Resources
       Metadata XSLTs Generic Resources

    Used for functional and presentation reasons these generic resources are
      inherited by the VO

    Generic resources can be registered and updated using the
      ‘GenericResource’ portlet that is available only to users either with
      ‘VRE-Manager’ or ‘VO-Admin’ role

    Detailed information on the VRE Generic Resources is available on the
      wiki site accessible here.

                                                                                30
D4Science VRE Management Training                                   www.d4science.eu
Roma (Italy), 30th April 2009
MetadataSchemaInfo Generic Resource
                          7




    MetadataSchemaInfo is the generic resource that defines for
     each available metadata schema:

       the searchable fields that portal users can search in,
       the fields that can be used to sort the result obtained
       executing a query

    The fields declared as “searchable” should be part of the
      corresponding metadata XML schema

    Detailed information on the MetadataSchemaInfo is available
     on the wiki site accessible here.

                                                                           31
D4Science VRE Management Training                              www.d4science.eu
Roma (Italy), 30th April 2009
Format of MetadataSchemaInfo
                             7




       Format
          <schemaName>
             <option>
                 <option-name>displayed name in search fields at portal</option-name>
                 <option-value>actual xml-element name in metadata</option-value>
                 <option-type>fielded</option-type>
                 <option-sort>XPath expression to be used for sort</option-sort>
             </option>
             ...
          </schemaName>




       If a searchable field is not needed to be used for sorting
       the <option-sort> element must not have a value



                                                                                                    32
D4Science VRE Management Training                                                       www.d4science.eu
Roma (Italy), 30th April 2009
Presentation XSLTs Generic Resources
                          7




       The portal uses XSLTs which are applied per different
       schema when either a combined, simple, or browse search
       is performed

       In order for the portal to work properly, a ‘default’ xslt for
       each available metadata schema is required

       Except the ‘default’ xslts, other xslts can be added to
       personalize the environment

       Users can select which xslt they want to use per schema
       by using the UserProfile portlet

                                                                           33
D4Science VRE Management Training                              www.d4science.eu
Roma (Italy), 30th April 2009
Presentation XSLTs Generic Resources
                          7




       Each presentation xslt should follow a name pattern so that it will
       be correctly parsed by the portal
             Name pattern: PresentationXSLT_SchemaName_XSLTName
             Where SchemaName is the name of the metadata schema for which this
             xslt will be applied and XSLTName is a name of your choice except the
             ‘default’ that cannot be used

       The body of these resources should be the desired XSLT

       These XSLTs are applied to the result of a search producing the
       HTML representation of the results.

    Detailed information on the PresentationXSLT is available on the
     wiki site accessible here.
                                                                                  34
D4Science VRE Management Training                                     www.d4science.eu
Roma (Italy), 30th April 2009
Presentation XSLT - HOW to create it
                          7




       A presentation XSLT transforms result metadata objects to
       their corresponding HTML representations, which are then
       rendered by the results portlet.

       Normally, such a XSLT produces a HTML table with two
       columns.
             The first column contains the names of the fields which must be
             included in the rendered results
             The second column contains the values of these fields


       The XSLT should check if each field is present in the
       results before adding a row to the output table.
                                                                                35
D4Science VRE Management Training                                   www.d4science.eu
Roma (Italy), 30th April 2009
Presentation XSLT - Example
                                 7




    <xsl:stylesheet version=quot;1.0quot;>
        <xsl:output encoding=quot;UTF-8quot; method=quot;htmlquot; omit-xml-declaration=quot;yesquot;/>
        <xsl:template match=quot;/”>
            <table>
                       <xsl:if test=quot;//*[local-name()='title']”>
                               <tr>                                                                      Check if the “title”
                                          <td align=quot;rightquot; class=quot;window-title-inactivequot; width=quot;120quot;>   field is present and
                                                   <b>Title:</b>                                         add a row in the
                                          </td>                                                          output table. Put
                                          <td>                                                           the field name in
                                                   <xsl:value-of select=quot;//*[local-name()='title']quot;/>    the first cell and
                                          </td>                                                          the field value in
                               </tr>                                                                     the second cell.
                       </xsl:if>
                       …..
                                                                                                          Do the same for
                       …..                                                                                every other field,
                       …..                                                                                adding more rows
           </table>
        </xsl:template>
    </xsl:stylesheet>



                                                                                                                         36
D4Science VRE Management Training                                                                         www.d4science.eu
Roma (Italy), 30th April 2009
Metadata XSLTs Generic Resources
                          7




       For presenting the metadata of a result object the portal
       uses XSLTs which are applied per different schema.

       In order for the portal to work properly, a ‘default’ xslt for
       each available metadata schema is required

       Except the ‘default’ xslts, other xslts can be added to
       personalize the environment

       Users can select which xslt they want to use per schema
       by using the UserProfile portlet

                                                                         37
D4Science VRE Management Training                            www.d4science.eu
Roma (Italy), 30th April 2009
Metadata XSLTs Generic Resources
                          7




       Each presentation xslt follows a name pattern so that it will be
       correctly parsed by the portal
             Name pattern: MetadataXSLT_SchemaName_XSLTName
             Where SchemaName is the name of the metadata schema for which this
             xslt will be applied and XSLTName is a name of your choice except the
             ‘default’ that should always be used

       The body of these resources contains the desired XSLT

       These XSLTs are applied to the metadata of a result object
       producing the HTML representation of the metadata

    Detailed information on the MetadataXSLT is available on the wiki
     site accessible here.
                                                                                  38
D4Science VRE Management Training                                     www.d4science.eu
Roma (Italy), 30th April 2009
Metadata XSLT - HOW to create it
                          7




       A metadataXSLT transforms the metadata of a result
       object to their corresponding HTML representations, which
       are then rendered by the metadata portlet.

       Normally, such a XSLT produces a HTML table which have
       as a header the name of each metadata field and as rows
       the values of the corresponding field

       The XSLT should check if each field is present in the
       results before adding a row to the output table


                                                                       39
D4Science VRE Management Training                          www.d4science.eu
Roma (Italy), 30th April 2009
Metadata XSLT - Example
                               7




    <xsl:stylesheet version=quot;2.0quot;>
    <xsl:output encoding=quot;UTF-8quot; indent=quot;yesquot; method=quot;htmlquot; version=quot;1.0quot;/>
    <xsl:template match=quot;/”>
    <table border=quot;1quot; style=quot;border-collapse: collapse;quot; width=quot;60%quot;>
    <xsl:if test=quot;//*[local-name()='publisher']quot;>
        <th align=quot;leftquot; class=quot;diligent-headerquot;>Publisher</th>                      Check if the
        <xsl:for-each select=quot;//*[local-name()='publisher']”>                        “publisher” field is
                          <tr>                                                       present and add a
                                 <td>                                                header in the
                                         <xsl:value-of select=quot;self::node()quot;/>       output table. For
                                 </td>                                               all “publisher”
                          </tr>                                                      values add them
        </xsl:for-each>                                                              as rows
    </xsl:if>
                                 …..
                                                                                      Do the same for
                                 …..                                                  every other field,
                          </table>                                                    adding more rows
        </xsl:template>
    </xsl:stylesheet>




                                                                                                      40
D4Science VRE Management Training                                                     www.d4science.eu
Roma (Italy), 30th April 2009
Support for personalization
                          7




       A new portlet will be available soon (1.2.0). This new
       portlet will provide an easy and graphical way for creating
       all required generic resources.

       Using this portlet it won’t be needed to learn the syntax of
       XSLT




                                                                      41
D4Science VRE Management Training                         www.d4science.eu
Roma (Italy), 30th April 2009

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VRE Definition And Creation

  • 1. D4Science VRE Management Training Event 30th April 2009 Rome (Italy) D4Science VRE Definition and Creation www.d4science.eu
  • 2. Outline 2 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 3. Infrastructure Resources 1 A gCube-based infrastructure manages: 3 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 4. Infrastructure Resources: gHN 1 The gCube Hosting Node : Is the runtime container of gCube services Provides access to local hardware resources, Storage systems, instruments, CPU cycles Grants lifetime management Mediates service2service interactions route requests to target service enforce security and scope policies Detailed information on how to install a gHN is available on the wiki site accessible here. 4 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 5. Infrastructure Resources: gCube Service 1 A gCube Service is a software packaged as Service Archive (SA). These SAs: Follow a predefined structure Group inter-connected packages Declare dependencies to other packages Detailed information on the Service Archive Specification is available on the wiki site accessible here. All SAs are stored in a common repository, the gCube Software Repository. The storage of any gCube SA in this repository is subject to a certification process. A gCube infrastructure only runs certified service. 5 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 6. Infrastructure Resources: gCube VO Services 1 • gCube VO Services run in a VO scope and are exploited by all VREs of that VO Can they be Can we have Can they be shared multiple restarted across instances in the without manual VOs? same VO? staging? Content Management Storage Management, NO NO YES Collection Management Metadata Broker YES YES YES Metadata Manager NO YES YES XML Indexer NO YES YES Indexes (ForwardIndexes, FullTextIndexes, NO YES NO (1.1.7) GeoIndexes) YES (1.2.0) Personalisation (ProfileAdministration, YES YES YES UserProfileAccess): 6 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 7. Infrastructure Resources: gCube VRE Services 1 • gCube VRE Services run in a VRE scope and are exploited by that VRE only (1.1.7). • gCube VRE Services (1.3.0) will remove this limitation as reported in the following table Can we share a Can they be RI across restarted VREs? without manual staging? Search Master NO YES Search Operators YES YES Google Service YES YES DIR YES YES Annotation YES YES Thumbnailer YES YES 7 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 8. Virtual Organization (VO) 2 A Virtual Organization (VO) models sets of users and resources belonging to a e-Infrastructure. VO It defines : What is shared Who is allowed to share The conditions under which sharing occurs VOs may have a limited lifetime may span multiple actual organizations 8 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 9. Virtual Research Environment (VRE) 2 A Virtual Research Environment (VRE) provides a framework of applications, services and data sources dynamically identified to support the processes of research/collaboration/cooperation. VRE 1 The purpose of a VRE is to help selected VO members to carry out cooperative activities like data analysis and processing, and to produce new knowledge using specialized tools. VRE 2 VO 9 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 10. VRE Definition 3 The VRE Definition is the operation performed by a VRE Designer to request the creation of a new VRE • It does not allocate any resource to the new VRE • It does not compromise the other VREs • It does not produce any tangible effect until approval 10 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 11. VRE Definition Steps 3 1. VRE Information Definition (Name, Description, Lifetime) 2. VRE Content Definition a. Selection of the collections b. Selection of the descriptive metadata formats 3. VRE Functionality Definition a. Selection of access functions: textual search, geographic search, quick search, google search, search by query expression b. Selection of content functions: annotation, report template definition, report definition, course management (1.2.0), thumbnail, metadata editing (1.2.0) 4. VRE Verification 11 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 12. VRE Definition Steps (1) 3 1. VRE Information Definition (Name, Description, Lifetime) 12 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 13. VRE Definition Steps (2a) 3 2. VRE Content Definition a. Selection of the collections 13 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 14. VRE Definition Steps (2b) 3 2. VRE Content Definition b. Selection of the descriptive metadata formats 14 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 15. VRE Definition Steps (3a) 3 3. VRE Functionality Definition a. Selection of access functions 15 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 16. VRE Definition Steps (3b) 3 3. VRE Functionality Definition b. Selection of content functions 16 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 17. VRE Design Steps (4) 3 4. VRE Verification 17 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 18. VRE Approval 4 The VRE Approval is the operation performed by a VRE Manager to create a new VRE • It must allocate at least 2 gHNs to the new VRE • It can temporarily compromise the other VREs • It produces the environment • It is not the last step 18 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 19. VRE Approval Steps 4 1. VRE Validation 2. gHNs Selection 2 gHNs at least VRE Manager service will be deployed on Either on the same site where the VRE Manager of the VO is running Or on the first selected node VRE services (identified through the selected functionality) will be deployed on the remaining selected gHNs 3. VRE Creation 19 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 20. VRE Approval Steps (1) 4 1. VRE Validation 20 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 21. VRE Approval Steps (2) 4 2. gHNs Selection 21 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 22. VRE Approval Steps 4 3. VRE Creation 22 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 23. VRE Deployment 5 The VRE Deployment is the operation activated by the VRE Manager and operated by the system to deploy the VRE Manager and VRE services on the selected gHNs. A Deployment Report is generated to report the result of the deployment. Detailed information on how to analyze and interpret the information reported in the Deployment Report is available on the wiki site accessible here. 23 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 24. VRE Management 6 The VRE Management is the last mandatory activity. It allows to define the: 1. VRE layout 2. VRE Information Space 24 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 25. VRE Management (1) 6 1. VRE layout The VRE layout defines how the portlets are displayed by the portal. Each portlet gives access to a functionality selected by the VRE Designer. The VRE layout is persisted as generic resource in the Information System and can be edited using the ‘Layout Editor’ portlet Available only for users either with ‘VRE-Manager’ or ‘VO-Admin’ role 25 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 26. Layout Editor Portlet 6 26 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 27. VRE Management (2) 6 2. VRE Information Space Describe the available collections, their hierarchy, and their descriptive information (description, references, etc.) It is used by the portal to group collections and retrieve extra information for each available collection The Information Space Editor portlet is available for editing this resource It is available only to users either with ‘VRE-Manager’ or ‘VO- Admin’ role 27 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 28. Information Space Editor Portlet 6 28 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 29. Information Space Editor Portlet 6 The first column shows all the available collections for this VRE The collections that are highlighted with blue color are the ones that already exist on this VRE The second column shows the hierarchical structure of the collections. New collections can be added to groups Existing collections can be removed Existing collections can be moved to different groups (drag and drop to move collections to other groups) The third column shows details for the selected collection These information are editable 29 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 30. VRE Personalization 7 The VRE personalization can be done manipulating the VRE Generic Resources: MetadataSchemaInfo Generic Resource Presentation XSLTs Generic Resources Metadata XSLTs Generic Resources Used for functional and presentation reasons these generic resources are inherited by the VO Generic resources can be registered and updated using the ‘GenericResource’ portlet that is available only to users either with ‘VRE-Manager’ or ‘VO-Admin’ role Detailed information on the VRE Generic Resources is available on the wiki site accessible here. 30 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 31. MetadataSchemaInfo Generic Resource 7 MetadataSchemaInfo is the generic resource that defines for each available metadata schema: the searchable fields that portal users can search in, the fields that can be used to sort the result obtained executing a query The fields declared as “searchable” should be part of the corresponding metadata XML schema Detailed information on the MetadataSchemaInfo is available on the wiki site accessible here. 31 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 32. Format of MetadataSchemaInfo 7 Format <schemaName> <option> <option-name>displayed name in search fields at portal</option-name> <option-value>actual xml-element name in metadata</option-value> <option-type>fielded</option-type> <option-sort>XPath expression to be used for sort</option-sort> </option> ... </schemaName> If a searchable field is not needed to be used for sorting the <option-sort> element must not have a value 32 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 33. Presentation XSLTs Generic Resources 7 The portal uses XSLTs which are applied per different schema when either a combined, simple, or browse search is performed In order for the portal to work properly, a ‘default’ xslt for each available metadata schema is required Except the ‘default’ xslts, other xslts can be added to personalize the environment Users can select which xslt they want to use per schema by using the UserProfile portlet 33 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 34. Presentation XSLTs Generic Resources 7 Each presentation xslt should follow a name pattern so that it will be correctly parsed by the portal Name pattern: PresentationXSLT_SchemaName_XSLTName Where SchemaName is the name of the metadata schema for which this xslt will be applied and XSLTName is a name of your choice except the ‘default’ that cannot be used The body of these resources should be the desired XSLT These XSLTs are applied to the result of a search producing the HTML representation of the results. Detailed information on the PresentationXSLT is available on the wiki site accessible here. 34 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 35. Presentation XSLT - HOW to create it 7 A presentation XSLT transforms result metadata objects to their corresponding HTML representations, which are then rendered by the results portlet. Normally, such a XSLT produces a HTML table with two columns. The first column contains the names of the fields which must be included in the rendered results The second column contains the values of these fields The XSLT should check if each field is present in the results before adding a row to the output table. 35 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 36. Presentation XSLT - Example 7 <xsl:stylesheet version=quot;1.0quot;> <xsl:output encoding=quot;UTF-8quot; method=quot;htmlquot; omit-xml-declaration=quot;yesquot;/> <xsl:template match=quot;/”> <table> <xsl:if test=quot;//*[local-name()='title']”> <tr> Check if the “title” <td align=quot;rightquot; class=quot;window-title-inactivequot; width=quot;120quot;> field is present and <b>Title:</b> add a row in the </td> output table. Put <td> the field name in <xsl:value-of select=quot;//*[local-name()='title']quot;/> the first cell and </td> the field value in </tr> the second cell. </xsl:if> ….. Do the same for ….. every other field, ….. adding more rows </table> </xsl:template> </xsl:stylesheet> 36 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 37. Metadata XSLTs Generic Resources 7 For presenting the metadata of a result object the portal uses XSLTs which are applied per different schema. In order for the portal to work properly, a ‘default’ xslt for each available metadata schema is required Except the ‘default’ xslts, other xslts can be added to personalize the environment Users can select which xslt they want to use per schema by using the UserProfile portlet 37 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 38. Metadata XSLTs Generic Resources 7 Each presentation xslt follows a name pattern so that it will be correctly parsed by the portal Name pattern: MetadataXSLT_SchemaName_XSLTName Where SchemaName is the name of the metadata schema for which this xslt will be applied and XSLTName is a name of your choice except the ‘default’ that should always be used The body of these resources contains the desired XSLT These XSLTs are applied to the metadata of a result object producing the HTML representation of the metadata Detailed information on the MetadataXSLT is available on the wiki site accessible here. 38 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 39. Metadata XSLT - HOW to create it 7 A metadataXSLT transforms the metadata of a result object to their corresponding HTML representations, which are then rendered by the metadata portlet. Normally, such a XSLT produces a HTML table which have as a header the name of each metadata field and as rows the values of the corresponding field The XSLT should check if each field is present in the results before adding a row to the output table 39 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 40. Metadata XSLT - Example 7 <xsl:stylesheet version=quot;2.0quot;> <xsl:output encoding=quot;UTF-8quot; indent=quot;yesquot; method=quot;htmlquot; version=quot;1.0quot;/> <xsl:template match=quot;/”> <table border=quot;1quot; style=quot;border-collapse: collapse;quot; width=quot;60%quot;> <xsl:if test=quot;//*[local-name()='publisher']quot;> <th align=quot;leftquot; class=quot;diligent-headerquot;>Publisher</th> Check if the <xsl:for-each select=quot;//*[local-name()='publisher']”> “publisher” field is <tr> present and add a <td> header in the <xsl:value-of select=quot;self::node()quot;/> output table. For </td> all “publisher” </tr> values add them </xsl:for-each> as rows </xsl:if> ….. Do the same for ….. every other field, </table> adding more rows </xsl:template> </xsl:stylesheet> 40 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009
  • 41. Support for personalization 7 A new portlet will be available soon (1.2.0). This new portlet will provide an easy and graphical way for creating all required generic resources. Using this portlet it won’t be needed to learn the syntax of XSLT 41 D4Science VRE Management Training www.d4science.eu Roma (Italy), 30th April 2009