Andrew W. Mellon Foundation RIT/SC Retreat 2007
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2007 Melllon Foundation RIT/SC Retreat Agenda Thursday 29 March • 8-9am Breakfast • 9-10:30a Project Updates (15 min ea.) – Fedora, OKI, VUE, KFS, Kuali Rice, ORE • 10:30-10:45a Break • 10:45a-12:15pProject Updates (30 min ea.) – Zotero, Didily, SIMILE • 12:15-1:15p Lunch • 1:15-1:45p Presentations/Discussion (30 min ea.) – Sophie • 1:45-3:15p Presentations/Discussion (45 min ea.) – Kuali Student, FLUID • 3:15-3:30p Break • 3:30-4:15p Presentations - SEASR • 4:15-4:30p ARTstor • 4:30-5:15p Discussion – "Scholarly Cyberinfrastructure for the Arts and Humanities" • 6-8p Cocktail Reception • Dinner on your own in Princeton Friday 30 March • 8-9am Breakfast • 9-9:15a Presentation – CSU Digital Marketplace • 9:15-9:45a Presentation – OKI Workshop • 9:45-10:30a Presentation - ESB Project • 10:30-10:45a Break • 10:45a-12p Discussion – ”Protecting Precarious Values in Distributed, Collaborative Software Development" • 12-1p Lunch • 1-2:30p Open Discussion, Q&A • 2:30-2:45p Break • 2:45-3p Feedback and Final Remarks • 3p Adjourn From rit.mellon.org/projects 11 March 2008 OKI Workshop Agenda 27 March 2007 9:00 Welcome and Introductions - Steve Lucas 9:15 Meeting Objectives and Agenda - Ed Walker and Jeff Kahn I. Review Study Findings and Recommendations Break approx. at 10:15 10:30 Roundtable discussion led by moderator Digital Marketplace Overview - Gerry Hanley II. Kuali Student Overview - Jens Haeusser NSNext Steps: GlRldCGoals, Roles and Concerns 11:15 Follow up actions; Objectives for Breakout Sessions - facilitated by Ed Walker Working lunch (buffet Lunch provided) 12:30 Breakout to frame Use Cases, Requirements and Action Plans III. Break as appropriate 2:15 Progress reports and wrap up 3:00 Adjourn 28 March 2007 Copyright 2007, Ithaka 1 Retreat Theme / Discussion Topic Every RIT/SC Retreat has a theme or topic around which discussions focus. This year's topic is "Precarious Values in Distributed, Collaborative Open-Source Software Development" For background on the term, see, e.g., “Organizational Adaptation and Precarious Values: A Case Study”, Burton R. Clark. American Sociological Review, Vol. 21, No. 3. (Jun., 1956), pp. 327-336. “Precarious values” are values that would be affirmed in principle by most members of an organized effort, but that in practice are threatened, marginalized, or deprecated by a lack of substantive commitment. Some values commonly described as precarious in traditional and directed open-source software development projects include: • accessibility • architectural planning • desktop integration/”fit-and-polish” • user and developer documentation • QA and testing • security • usability These values contrast with "core values," such as feature development and coder productivity, which are normally reliably rewarded within the projects. One telltale sign of a precarious value in a development project is that it is not integrated pervasively in the software-development life-cycle but instead either considered early and then ignored thereafter, or more commonly, treated as something to be dealt with only after code has been written. One often hears precarious values described as constantly “clinging to the tail of the elephant.” Another telltale is that precarious values are often delegated to specialists of one sort or another, rather than being tasked as the responsibility of every participant. We would like each project to come prepared to discuss the precarious value(s) that it sees as most crucial to its continued success, and to discuss together technical and social innovations that might help to integrate those critical values more deeply and pervasively into the development life-cycle. • Are there organizational structures or processes (organizational design patterns) for distributed, collaborative software development projects that might improve the integration of strategically crucial precarious values? • Are there anti-patterns that should be avoided? • Are there OSS development methodologies that are particularly encouraging or disruptive of attention to precarious values? • What role can technology play in supporting precarious values inside distributed, collaborative OSS projects? • What role does leadership play? From rit.mellon.org/projects 11 March 2008 Copy of Invitation Letter January 10, 2007 Friends, You are cordially invited to attend the 4th annual Research in Information Technology program/Scholarly Communications Retreat. Our former digs no longer fit all of our expected attendees, so we have changed locations. The retreat will be held on Thursday and Friday, March 29-30, at the Nassau Inn in Princeton, NJ. There will be a cocktail reception in the hotel on the evening of March 29th from 6-8pm (location will be posted in the hotel lobby). There are some changes to the retreat format this year: we are asking PIs to prepare a short, written project description in order to reduce presentation times and free up more time for discussion. A blueprint for that description, along with a meeting agenda and other logistical details, are available at: http://rit.mellon.org/retreat/2007/ The Foundation will cover all reasonable travel related expenses for your participation. You should feel free to make your own transportation arrangements. (see travel and expense guidelines below). We have appended directions to the hotel from NY/Newark Liberty Airport (NWK) which is the most convenient airport. Joyce Pierre has reserved a block of rooms for Wednesday, March 28th and Thursday, March 29th at the Nassau Inn, Palmer Square, Princeton, NJ (which is also our meeting site). Please make sure your name is listed on the attachment if you will need lodging. If it’s not listed and it should be, please contact Joyce at [email protected] Best wishes, Ira Fuchs and Chris Mackie From rit.mellon.org/projects 11 March 2008 Travel and Expense Guidelines The Foundation will provide breakfast and lunch on Thursday and Friday and also make hotel reservations. The Foundation will pay for the hotel and applicable room tax only, which will be billed directly to the Foundation. All incidentals will be billed directly to you. If you plan to stay at the hotel for additional nights, you should use your personal credit card for those expenses. Reimbursement on flights will be paid with the following guidelines in mind: • Coach class is required for all domestic flights under five hours. • Business class is permitted on flights over five hours--domestic and international- -when business class is available. • First class is not a permitted substitute for business class. Also, the Foundation will cover the cost of 2 dinners while attending the retreat. One dinner may be a group affair, in which case the Foundation will pay directly; the other will be at your own initiative, and the Foundation will cover up to $40 of the cost. For reimbursements, please fill out the attached expense report, staple your receipts to the back, and mail to: Joyce Pierre 282 Alexander St. Princeton , NJ 08540 From rit.mellon.org/projects 11 March 2008 2007 Melllon Foundation RIT/SC Retreat Projects Dossier of current and past RIT projects Title ARTstor ESB - Carnegie-Mellon FEDORA - Cornell FLUID - Toronto Kuali Financial System - Indiana Kuali Rice - Cornell/Indiana Kuali Research Administration - Indiana Kuali Student - British Columbia LionShare - Penn State MESUR - Los Alamos National Lab MOCSL - Utah State Object Reuse and Exchange - Open Access Initiative Open CourseWare - MIT Open Knowledge Initiative - MIT Sakai - Sakai Foundation SEASR - NCSA (Illinois) Shibboleth - Internet2 Signet/Grouper - Internet2 SIMILE - MIT Sophie - USC/IFFB uPortal - JA-SIG (Delaware) VUE - Tufts Zotero - George Mason From rit.mellon.org/projects 11 March 2008 Project Name and Start Date ARTstor - 2004 Project URL www.artstor.org Brief (2 para) description of project goals ARTstor is a non-profit initiative, founded by The Andrew W. Mellon Foundation, with a mission to use digital technology to enhance scholarship, teaching and learning in the arts and associated fields. The ARTstor Digital Library Charter Collection is: • A repository of hundreds of thousands of digital images and related data; • The tools to actively use those images; and • A restricted usage environment that seeks to balance the rights of content providers with the needs and interests of content users. Participating Institutions and key people Neil L. Rudenstine, Chairman, ARTstor James Shulman, Executive Director, ARTstor Bill Ying, CTO, ARTstor Highlights (anything you particularly want to feature, or that isn’t covered by the items we request) Milestones and deliverables Last 12 months 1. Implementation of Metasearch XML gateway so external systems can search into ARTstor. This includes both search engines like Serial solutions and webfeat plus Java clients like VUE etc. JSTOR is also adding a search into ARTstor feature in the main JSTOR site too using this XML gateway with thumbnail display. 2. We have successfully implemented multiple OAI project with Getty, Harvard, and started work with other museums like Metropolitan museums. We also started development work on building OAI providers on top of external systems like MDID and ContentDM. 3. We have made one of our Java based image tool OIV as a freeware that is freely available. CY 2007 Anticipated 1. We are planning to migrate ARTstor from a proprietary Java platform based on Nexaweb to the open source AJAX platform. 2. We plan to develop an open source local cataloging system that will tightly integrate with ARTstor for local collection submission thru OAI plus tight integration with local institutions repository such as FEDORA and DSPACE. 3. We plan to open source our work that we have done in extending OAI development. 4. We plan to continue working with our partners in interoperability issues and projects. In particular, working towards a better metadata standard. Community Current Status 1. ARTstor has more than 732 institution participants. 2. There are more than 1,000 OIV freeware download since last September. Contributors/users 1. Contributed code to the code4lib community and our museum partners Plans for development 1.