52
Annual Review 2010–2011

EDINA Annual Review, 2010-2011

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The annual report of activities at EDINA.

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Page 1: EDINA Annual Review, 2010-2011

Annual Review 2010ndash2011

1 Directorrsquos Introduction 1

2 Highlights of the Year 2010ndash2011 3

3 Service and Project Reports 11

Reading and Reference 12

Maps and Data 16

Multimedia and Education 21

Middleware and Infrastructure 23

User Support 25

4 Meeting Our Goals 30

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others 30

1a Provide a managed portfolio of added value high quality services 30

1b Shape the future and gain understanding by undertaking innovative RampD projects 34

1c Gain leverage through national and international engagement 35

2 Enhanceourresourcebasethroughstafftalenttechnologyand effectivemanagementofresources 40

2a Recruitretainanddevelopaflexiblecomponentofskilledstaff capitalising on reputation ldquoknow-howrdquo and partnerships 40

2b Develop and maintain outstanding IT capability 42

2c Provideeffectivegovernanceandmanagementofresources 43

3 Sustain and develop a well-founded UK national academic data centre 44

3a Securesufficientfundingtomeetstrategicgoalsinthemedium-tolong-term 44

3b Manageappropriatelyfinancialandlegalliabilities 45

3c Ensure EDINArsquos long-term sustainability 46

5 Corporate Report 47

a Management Board 47

b Management Team 48

3 StaffatEDINAandDataLibrary 48

4 Funding 49

Table of Contents

1 Directorrsquos Introduction

EDINA Annual Review 2010-2011 1

Directorrsquos Introduction

This review of the past academic year 2010-2011 serves as report to our principal funding body the Joint Information Systems Committee (JISC) and to the world at large and is intended to give an overview of what EDINA has been doing An up-to-date summary on ldquowhat EDINA doesrdquo its services and current project activities is in the Community Report which you can download from our website httpedinaacuk

ldquoHE and FE are going through unprecedented changes because of changes of culture technology and fundingsourcesEDINAoffersbothasuiteoftriedandtestedresourcesandacommitmenttoserveallits communities in the futurerdquo [Professor Charles Oppenheim Chair of EDINA Management Board]

This past year has been eventful fruitful but also portentous with respect to things to come The events and achievementsdescribedinthehighlightsinthenextsectionshowkeyareasinwhichEDINAhasbeenassistingJISC and the sector achieve their objectives This it does by providing online services for researchers students and their teachers and by helping to build the digital infrastructure Activities include the launch of JISC MediaHub thedefinitiveacademicvideosoundandimageresourceforUKHEandFEwhichpioneeredacombinationofaggregation for discovery with service delivery of licensed content We are also playing our part in Discovery the metadata ecology arising from the Resource Discovery Taskforce Vision The goal of developing the academic Spatial Data Infrastructure (SDI) in the UK and Europe was advanced during the year including the launch of Digimap OpenStream and ShareGeo Open the former being enabled by funding from Ordnance Survey for the provisionofDigimapforSchoolsndashanexampleoftechnologytransferandimpactthatwasawardedtheGOLDCertificateforthebestoverallresourceintheGeographicalAssociationrsquos2011PublishersrsquoAwards

The launch of OpenDepotorg (as successor to the project-funded Depot) at the start of the year timed to coincide with the Repository Fringe 2010 signalled the commitment of EDINA to the open agenda That may have encouragedthesignificantnewsattheendoftheacademicyearthatEDINAhadbeengivenleadershipfollowinga competitive bid of UK RepositoryNet+ to initiate and manage repository infrastructure for research literature repositoriesand theannouncement thatEDINAwouldco-hostOR2012 Perhapsof fundamental significancefor JISC infrastructure EDINA and JISC Collections have been assigned responsibility during the past year for the management of the UK Access Management Federation for Education and Research (the federation) EDINA isprovidingtechnical leadership intheShibbolethdevelopmentcommunityandsignificantcontributiontothesecurity aspects of providing web services

Wehaveofcoursebeenmindfulofboththegeneralsenseoffinancialuncertaintyforuniversitiesandcollegesin the UK and the report from the review of JISC and of the associated review of the two national academic data centres The former has prompted reflection onwhat EDINA should do to help institutions savemoneyas well as ldquoenhance the productivityrdquo of their researchers students and teachers through shared services and infrastructure In its role as a JISC national data centre the volume of designated service activity at EDINA (in terms of institutional uptake usage and cost-recovery income) has never been higher and there may be more callforsharedservicesHoweverwithcleardecreaseinthepublicpurseandprospectofconsequentfinancialrestrictions in JISC funding we must continue to identify the value that EDINA creates for its user communities as wellashowwecanincreaseourefficiencyandeffectiveness

More information about our aims and plans for the future can be found in EDINArsquos Strategy As ldquoforward lookrdquo regarding 201314 as a way-marker to assist determination of planning we have the following areas as priorities for activity

bull Renewed focus upon the needs of stakeholders (as ldquocustomersrdquo of services) to complement the continuing support given to researchers students and teachers (as ldquoconsumersrdquo)

bull Ensuring ease and continuity of access to scholarly resources

1 Directorrsquos Introduction

EDINA Annual Review 2010-2011 2

bull Contributing to Discovery to develop a shared UK infrastructure bull Leadershipinmanagingtheinfrastructureforresearchliteraturerepositoriesbull LeadershipinthecreationoftheUKSpatialDataInfrastructure(SDI)withtheUKLocationCouncilhelpingto

develop the international E-Framework for Education and Research ndash ldquoGeo-enablingrdquo services across the JISC Information Environment (IE) partnering in the development of

the academic SDI in Europe assisting UK universities understand their obligations (and opportunities) regarding the EU INSPIRE regulations

bull Focus on understanding the mobile Internet and delivery of services to mobile devicesbull Using the re-assignment of responsibility for Jorum as trigger for renewed focus upon ways in which EDINA

meets the needs of learning and teaching as well as more generic and technical support for repositoriesbull Providing middleware and tools including support through the UK Access Management Federation and

technical support for members including schoolsIt seems appropriate to close by again quoting the present Chair of JISC as this sums up the sentiment at EDINA also

ldquoStanding still is not an option [hellip] we are constantly looking to share best practice build on what we have learnt and look to the future So we can deliver products and services which consistently add value to the work going on in UK colleges and universitiesrdquo 1

Peter BurnhillDirector of EDINA

1 httpwwwjiscacukaboutusannualreview2009aspx

EDINA Staff Christmas 2010 mdashphoto by Lasma Sietinsone

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 3

2 Highlights of Our Year 2009-2010

RepositoryNet+mdashshared repository infrastructure for the UKThe year closedwith the exciting news that EDINA had been given leadershipto initiate and manage the repository infrastructure for research literature repositoriesfollowingacompetitivebidWorkingcloselywiththeJISCExecutiveandwithkeyproviderstheaimoverthenext20monthsistocreateandfostershared infrastructure both social and technical ndash the purpose of which is to enable deposit curation and dissemination of research literature Alongside advocacy for Open Access this is part of the JISC strategy to work with research funders in promoting the visibility of research at universities including preparation for the ResearchExcellenceFramework

A central task for the project is to assist universities and colleges as they embed repositories within institutional processes at an economic cost and demonstrate value for researchers and their funders Activity is now getting underway with discussion at the recent Repository Fringe at Edinburgh of our mapping of the mainactorsandworkflowsintherepositorylandscapeTheintentionistousethisfeedback to help devise sustainable ways of sharing service-quality components that help reduce costs and improve quality

Awards and key publications EDINA has received a Highly Commended mention at the annual Association for Geographic Information (AGI) Awards for Innovation and Best Practice which was deservedly won by MapAction for their global disaster work The commendation for EDINA was on the basis of the paper given at GeoCommunity 2010 by Tim Riley on migrating Digimap to a new GIS infrastructure

TheGOLDCertificateforthebestoverallresourcewasawardedtothenewDigimapfor Schools service in the Geographical Associationrsquos 2011 Publishersrsquo Awards at the Associationrsquos Annual Conference in April 2011 The award was presented to EDINArsquos Director Peter Burnhill and Ordnance Surveyrsquos Director-General and CEO VanessaLawrenceOver2500schoolshavesofartakenadvantageofOrdnanceSurveyrsquos voucher scheme providing free access to Digimap for Schools

AnarticleentitledldquoLoweringthebarriersfromdiscoverytodeliveryaJISCfundedEDINA and Mimas projectrdquo co-authored by Fred Guy at EDINA1 was chosen as a HighlyCommendedAwardWinnerattheLiteratiNetworkAwardsforExcellence2011

1 FredGuyJoyElizabethPalmer(2010)ldquoLoweringthebarriersfromDiscoverytoDeliveryaJISCfundedEDINA and Mimas projectrdquo Interlending amp Document Supply Vol 38 Iss 3 pp158 - 167 httpwwwemeraldinsightcomjournalshtmarticleid=1876720ampshow=htmlampnolog=67829amp httpwwwemeraldinsightcomauthorsliteratiawardshtmyear=2011ampPHPSESSID=1grib12rulqh5p7sog6ja28b64

RepositoryNet+ helps demonstrate the value of institutional repositories for researchers and their funders

ldquoeasy access to OS maps through the latest in interactive mappingrdquoBaroness Hanham Parliamentary Under Secretary of State

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 4

A paper entitled ldquoGeospatial resources for supporting data standards guidance and best practice in health informaticsrdquo co-authored by Tony Mathys at EDINA was published in BMC Research Notes2 and holds Highly Accessed status

A Techwatch report entitled ldquoAugmented Reality for Smartphonesrdquo was commissionedbyUKOLNforJISCObservatoryfromBenButchartofEDINA3 It was peerreviewedbyexpertsinthefieldandhasreceivedinternationalrecognition

ThefirstphaseoftheWalkingThroughTimeprojectwasasimpleidealdquoSatNavfor historical mapsrdquo - a phone app that combined GPS technology with old maps to allow users to ldquowalk through timerdquo Developed to a working prototype available on all GPS-enabled smart phones for Edinburgh only the original application caught the imagination of academics geographers and historians worldwide In 2010-2011 we have developed it as an iPhone application

Citations included

bull HeraldScotland 3 January 2010bull TheTimesHigherEducationalSupplement 14 January 2010bull EdinburghJournal 20 January 2010bull TheAustralianHorizonReportonEmergingTechnologies Winter 2010

The project also won second prize in the ALISSQuarterly best article of the year award

The AddressingHistory project which created an online website and crowdsourcing tool combining historical Post Office Directories and contemporaneous mapsgainedsignificantattentionfromthelocalhistoryandgenealogycommunities

Citations included

bull CAIRTNewsletteroftheScottishMapsForum July 2010bull ALISSQuarterly July 2010bull PracticalFamilyHistory July amp December 2010bull FamilyHistoryMonthly August amp December 2010bull DiscoverMyPastScotland August 2010bull IS News the Newsletter of the Chartered Institute of Library and Information

ProfessionalsinScotland October 2010bull TheHeraldScotland 15 November 2010bull The Scottish Genealogist Quarterly Journal of the Scottish Genealogy Society

December 2010bull ProgrammableWeb 17 December 2010

2 Tony Mathys Maged N Kamel Boulos BMC Research Notes 2011 419 (26 January 2011) httpwwwbiomedcentralcom1756-0500419

3 httpblogobservatoryjiscacuk20110408techwatch-report-augmented-reality-for-smartphones

ldquoAddressing History brings new richness to the geography of Edinburghrsquos pastrdquo Alastair Dunning JISC

Image copy iStock Photos 2009

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 5

Key Events in our calendar Edinburgh was the place to be in September last year and August this year for the respective Repository Fringe 2010 and 2011 events co-hosted with the University and the Digital Curation Centre Record numbers of delegates participated in these interactiveeventsandevenmoreenjoyedtheeventamplificationsorchestratedbyEDINArsquossocialmediaofficerVideosofall2011speakersareavailableonYouTube

Theexperienceof theorganisingcommittee inarrangingsuccessiveRepositoryFringe events over four years and their collective reputation in the repository community were important factors in the award of the Seventh International Conference on Open Repositories 2012 (OR12) to the University of Edinburgh This willtakeplaceinJulynextyear

EDINA was a gold sponsor of this yearrsquos prestigious INSPIRE conference held at the Edinburgh International Conference Centre from 27 June to 1 July 2011 We had several papers in the conference programme as well as anexhibitionstandatthe eventWealsoamplifiedourpresencebytweetingatregularintervals-addingcontentre-tweetinginterestingpostsflaggingupEDINApapersetc

The new Digimap for Schools service was launched at Graveney School in Wandsworth London on 10 November 2010 by Vanessa Lawrence Director-General and CEO of Ordnance Survey and Baroness Joan Hanham the Minister withoversightofOSasanationalmappingagencyPeterBurnhillandotherstafffrom EDINA were present

A high-profile event on 9 December at the University of Edinburghrsquos School of InformaticsattendedbyFionaHyslopScotlandrsquosMinisterforCultureampExternalAffairsprovidedthepubliclaunchofamajoronlineoralarchivewithwhichEDINAhas had a long association Tobar an Dualchais makes available more than 15000 recordings from Scotlandrsquos past

AddressingHistory was launched on 17 November at an amplified event at the NationalLibraryofScotlandThelauncheventprovidedanopportunitytocelebrateScottishhistoryandtomeetmanylocalhistoryandgenealogyexpertscommunitygroups and bloggers

Closeworkingwith theUniversityofEdinburghrsquosLibrarySpecialCollections foractivity funded by the AHRC led to the successful launch of Carmichael Watson websitewhichmadeaccessibleanXML-enableddatabaseon thepapersof thepioneeringfolkloristAlexanderCarmichael(1832-1912)theforemostcollectionofits kind This was celebrated in a well-regarded conference AlexanderCarmichaelCollectingControversyandContexts

EDINA Director Peter Burnhill at Repository Fringe 2011 Photo by Nicola Osborne

Launch of Digimap for Schools Image copy Ordnance Survey

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 6

Discovery A recurrent driver in our work during 2010-2011 has been to contribute to the RDTF Vision being taken forward as Discovery the metadata ecology for research and education in the UK

Its focus is on discoverability one major aspect of which is greatly assisted by geo-enabling through Unlock the shared terminology service underpinning geographicsearchingandgeo-referencingusingtextminingtechniquesdevisedby the LanguageTechnologyGroupattheUniversityofEdinburghtoextractplace-names from resources and enable collections to be searched by location

The scale nature and comprehensiveness of the SUNCAT metadata covering as it does the serialsrsquo records of legal deposit and many major research libraries in the UK and Ireland means that it is a priceless resource and potentially of great value for reuse Workhasbeencarriedout toexplore the issuesofmaking thedataopen both a technical and legal challenge

AprojectisunderwaytoproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelated technologies to others in the form of an ldquoinfokitrdquo

An article recommender prototype based on OpenURL Router data wasdevelopedasanexampleofhowthedatacouldbeusedThis recentlywonanawardcommendeduseoftheOpenURLRouterDataintheDiscovery amp DevCSI Developers Competition This is a different type of ldquoengagementrdquo for EDINAinvolving participation in Discovery as a user of open data

A key presentation Aggregation as a Tactic to support Discovery by Peter Burnhill and Stuart Macdonald was given at the CERN Workshop on Innovations in Scholarly Communication (OAI7) Geneva in June 2011

Service HighlightsJISC Collections and EDINA were awarded the responsibility to manage the UK Access Management Federation for Education and Research (the federation) with hand over in August 2011 The federation now has over 850 members and 1250 entities the largest academic deployment in the world

JISC Collections as the legal entity manages member enrolment training reporting and promotion EDINA is the federationrsquos technical and operational support provider

TheSDSSExpertGroupatEDINAcontinued its successfulcollaborationwithInternet2 and the Shibboleth Consortium in order to contribute internationally to the development and maintenance of the Shibboleth infrastructure

ldquomaking content more discoverable both by people and machinerdquoRDTF Vision

Image copy Jupiterimages 2006

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 7

The WSTIERIA project completed in March 2011 successfully demonstrated two methods of using the federation for non browser based machine-to-machine interactions (ldquoweb servicesrdquo)

EDINAlaunchedJISCMediaHubthedefinitiveacademicvideosoundandimageresource for UK HE and FE

The beta version of JISC MediaHub was released in April followed by a full service release in August Over 100 institutions have already subscribed to JISC MediaHub as part of the JISC eCollections service

The service hosts multiple collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection-owners

TheJISCMediaHubserviceisalsoanexampleofparticipationinDiscoveryasa user of open data as mentioned above - it uses CultureGrid open metadata

This academic year has seen consolidation and rationalisation of the services offered from the Digimap platform Building on the introduction of the Roambased mapping services last year there has been much harmonisation of the source code so that service enhancements can be applied across collections eg Annotation and Measurement tools which have been added to all the Digimap services including Digimap for Schools

Usage continued to increase in 2010-2011 Users of all the Digimap services created nearly 11millionmaps and downloaded very significant volumes ofdata Over 100000 requests for data were made and nearly 1 million tiles of data were taken On top of this over 1575 million Km2 of OS MasterMapreg data was downloaded

Ancient Roam a facility in Historic Digimap now allows users to compare two historicalmapsofthesamelocationfromdifferentdecadessidebysideUsingthe 2up View users can view a location and easily see how the landscape has changed over time

Launched inOctober 2010DigimapOpenStreamnowhasover 1700 registeredusers

OpenStream enables users of desktop GIS to have the most current up-to-date Ordnance Survey streamed live to their desktop without the need of storing and managing data For those creating web mash-ups the service delivers up-to-date mapping in a fast interoperable manner

ShareGeo Open a repository service for the sharing of geospatial data also launched in autumn 2010

ShareGeoOpen now has over 140 geospatial datasets available for reuse by anyone licensed under Creative Commons

image copy iStockPhoto 20011

contains Ordnance Survey data copy Crown copyright and database right 2010 Data provided by Digimap OpenStream an EDINA University of Edinburgh Service

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 8

EDINArsquos role in creating implementing and supporting Jorum the UKrsquos national repository for learning and teaching resources came to a successful conclusion in July 2011 with the repository providing access to over 14000 resources across a variety of subject areas Jorum has been taken forward into service by Mimas the national data centre based at the University of Manchester from August 2011

EDINArsquos expertise in DSpace customisation licensing and service deliveryenabled the provision of a robust socio-technical infrastructure for Jorum and for academic content more generally A robust legal and policy framework was created for the service and the technical infrastructure has been made available under open source licences for others to reuse and repurpose

EDINA has continued to advance work to assist the library community in ensuring Continuity of Access to Scholarly Content for which EDINA is gaining good reputation nationally and internationally

EDINAcontinuestoprovidesupporttotheUKLOCKSSAlliancecommunityandhasbeencontributingtothedevelopmentoftheLOCKSSsoftwaretosupportintegration with library link resolver systems In addition EDINA has continued toactastheOpenAccessplatformfortriggeredcontentforCLOCKSS

Since 2008 EDINA has been working in partnership with the International Standard Serial Number International Centre (ISSN IC) on the ldquoPiloting an e-Journal Preservation Registry Servicerdquo (PEPRS) project and at the end of April 2011 released a beta service for public use This work is being taken forward as ldquoThe Keepers Registryrdquo

EDINA has now begun work on phase two of a pilot project to improve post-cancellation access provision to scholarly content (PECAN) with the objective of delivering a pilot ldquoentitlement registryrdquo to provide an authoritative record of access entitlement

The OpenDepotorg service launch was timed to coincide with the Repository Fringe 2010 and was our contribution to Open Access Week from 18-24 October It has continued to be used by researchers worldwide as a platform to make their research literature available on an open access basis with a weekly average of one or two deposits and over one hundred redirects to local repository services

The redirects were made possible by the Open Access Repository Junction project which has successfully completed its phase one stage and will develop its proof-of-concept broker into a service in phase two due to take place this coming year

Spatial Data Infrastructures We have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability

EDINA assists libraries in ensuring Continuity of Access to Scholarly Content

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 9

The GoGeo geo-data portal service is regarded as a critical component of the UK Spatial Data Infrastructure (SDI) A new interface for the site featuring improved usability functionality and visual design went live in May 2011 Its online geospatial metadata creation tool GeoDoc enables creators of geospatial data to document their data to a variety of standards-compliant schemas

GoGeo and GeoDoc combined ensure the UK HE sector can engage with the UK LocationProgramme and the INSPIRE Directive at the EU level

EDINA was funded by JISC to undertake the Geospatial Engagement and Community Outreach (GECO) project the over-arching purpose of which is to foster self-help communities of users of geospatial resources and champion awareness of the INSPIRE Directive in the sector

We are working in partnership with the Scottish Government and the British Geological Survey to develop a pilot geospatial discovery metadata service as a key component of a Scottish SDI

We work under the auspices of the international E-Framework for Education and Research founded by JISC and other international partners in the Geospatial e-Framework Collaboration with LandcareResearchNewZealand

This year saw the completion of the European Spatial Data Infrastructure Network (ESDIN) project Working within Open Geospatial Consortium (OGC) processes EDINA contributed by successfully demonstrating how Shibboleth can be used to protect the OGC Web Services that underpin SDI A number of GIS vendors have modifiedtheircommercialsoftwareasaconsequenceofthisworkndashwhichwasshowcased at the INSPIRE 2011 conference

Social MediaEDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders and in 2010-2011 we continued to enhance our uses of these media We also launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector

Benefits and impact information For thefirst time in theacademic year 2010-2011 EDINAandother JISCServiceProviderswererequiredunder theirServiceLevelAgreements (SLA)toprovidebenefitsandimpactachievementsinformationtotheJISCMonitoringUnit(MU)in addition to the quantitative information usually reported

Surveys were carried out across most of our services We reported the results to the MU in February 2011 and have made them available at our website (httpedinaacukimpact)

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 10

The vast majority (typically well over 80) of the respondents found the services easy to use saved time and said that they would recommend them to others

EDINA determined to focus positively on ratings and comments that indicated the needtomakesomeservicessimplerforinexpertusersEDINAhaslongengagedwith this group of its users and pioneered services that are easier to use

Technical Infrastructure improvementsRecurrent hardware funding from JISC continued in 2010-2011 the third year of an agreed 3-year upgrade spend

The additional servers which were purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

There has been a continuation over the year towards virtualisation under VMWare a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Over 70 of survey respondents found SUNCAT easy to use and saved them time

11EDINA Annual Review 2010-2011

3 Service and Project Reports

3 Service and Project Reports

ldquoOurmissiontoenhanceproductivityqualityandcost-effectivenessinresearchandeducationwithovertwenty-fiveyearsofexperienceandtechnicalexpertiseindataandonlineservicesrdquo

Our main business areas in 2010-2011 were Reading amp Reference with focuses on scholarlycommunicationcontinuityofaccessandtextMapsampDataespeciallygeospatial Multimedia amp Education including a focus on learning and teaching (LampT) andMiddleware amp Infrastructure with focuses on accessmanagementinteroperability and registries

This online service delivery is supported in three ways First we support end users and librarians and information services in various ways Second we ensure a high level of usability accessibility and reliability complying with standards and meeting agreedperformance indicatorsThirdweuseourexpertiseandcompetence inproject activity to advance development and understanding on behalf of JISC and the wider education and research community

Most service and RampD activities undertaken in 2010-2011 were funded by JISC As shown on the following pages a number of project activities undertaken relate to service activities

EDINA has been undertaking innovative research and development

12 EDINA Annual Review 2010-2011

3 Service and Project Reports

Reading and Reference Scholarly Communication Services and Related Projects

SUNCAT Related Projects

SUNCAT is the national union catalogue for serials providing facilities to discover and locate serials held across the UK

Ahighlysignificantadditiontothe listofContributingLibrarieswasTrinityCollegeDublin (TCD) TCD although located in the Republic of Ireland is a legal deposit library for both the UK and Ireland and is the largest research library in Ireland It has contributed 180000 serial records containing a number of titles not held by any other SUNCAT library Another major library added was the Open University which has contributed about 35000 serialsrsquo records

The downloading service was considerably enhanced during the year by making available records from 17 Contributing LibrariesincludingalltheUKlegaldepositlibraries other major research libraries in the UK as well as a selection of specialist libraries

Work has been taking place on the platform used by SUNCAT including the development of a new user interface separate from the database that is at the heart of the service and which will allow improvements to be implemented rapidly The new interface will be introduced in Winter 2011

A SUNCAT Google Application was launched this year allowing users to search SUNCAT from their iGoogle page This complements the existing SUNCATFacebook application

The decision was taken to extend thecoverage of Tables of Content (TOC) of journals in SUNCAT A joint project was agreed with Heriot Watt University which hosts the JournalTOCs service This provides a TOC service for over 16000 journals from 868 publishers and thereby extends the journal coverage currentlyprovidedbytheZetocserviceItisplannedto have this functionality available in Autumn 2011

The vision articulated by UK Discovery has emphasised the importance of metadata being open reliable sustainable and suitable for reuse The scale nature and comprehensiveness of the SUNCAT metadata covering as it does the serialsrsquo records of many major research libraries in the UK and Ireland means that it is a priceless resource and potentially of great value for reuse

Work has been carried out in the SUNCAT exploring open metadata project to explore the issues of making the dataopen both a technical and legal challenge Many of the records provided to SUNCAT havenotbeenprovidedbythestaffintheContributingLibrariesbutratheracquiredfrom third parties who can and do claim some degree of ownership over the records Accordingly it has been necessary to ask the librarians to sign Agreements with EDINA for the release of their data It is planned to implement an API to allow accesstothedata Thefirstoutcomesofthis work will be made available in Autumn 2011

Image copy Getty Images

ldquoeasy to use and full information about holdings in UK librariesrdquoLibrarian HE

ldquoItrsquos simply the best easiest to use interface for journal informationrdquoSUNCAT user

13EDINA Annual Review 2010-2011

3 Service and Project Reports

Over last year almost 45000 visitors used the OA-RJ

OpenDepotorg Related Projects

OpenDepotorg continues to support researchers worldwide who wish to make their work available on an Open Access basis They do so by being re-directed to their institutional repository or by direct deposit into OpenDepot The latter is especially valuable for authors who do not have access to local repository services

The Depot was originally commissioned by JISC to support its RepositoryNet Initiative with the objective of ensuring that there was a national open access repository during the interim period while all universities set up their own institutional repository That project funding ended but consultations within the open access movement indicated that there was a comparable need on a global stage

The JISC-funded Open Access Repository Junction (OA-RJ) project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker services

The Repository Junction discovery tool is a database with over 13000 institutions 2000 repositories and network ranges which allows institutions or authors to be matched to appropriate repositories The data can be accessed by third party developers through a set of APIs and is also available as four-star linked data

The SONEX group is supported by JISC to foster international collaboration and guide development Its focus is on deposit opportunities and interoperability between and across repositories scholarly output notification and exchange It has defineda set of use case actors and is promoting investigation of use case scenarios by projects internationally The director of EDINA is one of the four members of SONEX

We first started to serve libraries and their patrons with SALSER the serials catalogue for Scottish academic and research libraries the year before being designatedasaUKnationalacademicdatacentreSALSERrsquosscope is limitedtoScotland but includes a diverse range of libraries and is well used During 2010-2011 the frequency of updates from libraries continued to improve This included the MoredunResearchInstitutetheScottishLawCommissionHistoricScotlandandthe Scottish National Blood Transfusion Service all updating their records during the year

Other services continue to be reviewed in the light of changes in the market Land Life Leisure is a weekly updated digest of press releases reports and articles in thefieldofrural informationDuring2010-2011 ithascontinuedtobesupportedthrough community-based indexing with contributions from Coleg Sir Gacircr andHarper Adams Pershore Myerscough Biston and the Royal Agricultural Colleges with just under 30 subscriptions in addition to these institutions

Our provision of CAB Abstracts as a weekly updated bibliographic database continues as our only other AampI database Around 300000 records were added in 2010-2011 from over 7500 serial titles books monographs technical reports proceedingspatentsandpublishedthesesndashreaching63millionrecordsFulltextprovision also increased with over 100000 items available in 2011

Image copy Stock International Inc

Image copy EDINA

14 EDINA Annual Review 2010-2011

3 Service and Project Reports

Continuing Access Services and Related Projects

UK LOCKSS Alliance and CLOCKSS Related Projects

EDINA has been supporting the UK LOCKSS Alliance for three years providing support to members and coordinating the development of the operation as a self-governing co-operative organisation

Maintenance funding is raised by subscription from its 16 members and we have just completed thefirstof a three-year grant from JISC for development and community engagement The goal is to build capacity and collaborative action to ensure continuing access to scholarly work that universities regard as important and at risk This includes taking advantage of what is done nationally and internationally EDINArsquos role is to provide technical development and programme coordination

EDINA also provides a support role for the initiative taken by the University of Edinburgh as one of seven founding libraries in CLOCKSS Edinburgh is one of the 12 steward libraries in a global network of Archive Nodes Together withStanfordUniversityLibrariesEDINAacts as a designated Open Access host for ldquoorphanedrdquo journal content when a triggereventisconfirmedbytheCLOCKSSBoards To date four sets of content have been released to test the readiness of theCLOCKSSsystemandtomakejournalarticles available under Open Access that might otherwise have been lost to global scholarship

The second phase of the Piloting an E-Jour-nals Preservation Registry Service (PEPRS) project is now well underway with a well-received beta service launched at the end of April 2011 now re-branded as The Keep-ers Registry This provides librarians and policy makers with information on who is doing what to preserve e-journal content Working in partnership with the Interna-tional Standard Serial Number (ISSN) In-ternational Centre in Paris this relates the actions of archival agencies against details of over 80000 electronic serials held in the ISSN Register The archival agencies involvedfirst includedCLOCKSS e-DepotKB (National Library of the Netherlands)UKLOCKSSAlliancePorticoandtheBrit-ish Library and now includes HathiTrustEDINA is now in discussion with other in-ternational agencies to include their hold-ing information Work will continue to en-hance the functionality involve additional agencies and establish The Keepers Regis-try as a sustainable well-governed service Related work has involved decision making at the ISSN Network for the assignment of ISSNs to the growing corpus of digitised journals

Phase two of the Pilot for Ensuring Conti-nuity of Access via NESLi2 (PECAN) proj-ect builds on work carried out jointly by EDINAandJISCCollectionsthat identifiedthe need to develop a shared service to record each HEIrsquos archival access to jour-nal titles Central to supplying this need is an ldquoEntitlement Registryrdquo which would provide an authoritative record of access entitlement increasingly important when institutions cancel journal deals as a result of budget pressures and when titles move from one publisher to another EDINA has been awarded short-term funding to take thefirststeptowardsdevelopingapoten-tial service for use by HEIs and publishers alike by implementing a prototype demon-strator of the software needed to store manage and access the entitlement infor-mation

ldquoUK LOCKSS provides a low-cost practical solution enabling access to preserved content when neededrdquoLorraine Estelle CEO JISC Collections

15EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoMANTRA reflects good practice in research data managementrdquo

Data Library Team EDINA

E-book service

Oure-bookofferingtheFirst and Second Statistical Accounts of Scotland is one of the best contemporary reports of life during the agricultural and industrial revolutions in 1790s and the 1830s Based on contemporary reports of the 938 parishesofScotlandthisisanexampleofaformerlyJISC-fundedprojectthatnowhas a healthy uptake and sustainable future

During 2010-2011 new materials were added to enhance the richness of the publishedAccountsanindexofthepersonspredominantlyministersresponsiblefor compiling the reports that form theStatisticalAccountsanonline IndexofMaps(fivemaps intheFirstAccountandthirty-one intheSecond)whichgivesa full description of each map and its location in the printed sets of the Accounts in Edinburgh University Library Edinburgh Central Library National Library ofScotlandMap Library and GlasgowUniversity Library and a brief guide to keyinformation sources on parish boundaries in Scotland

Project activity to support access to research data

EDINA made substantial contributions to the University of Edinburghrsquos research datamanagementstrategythisyearthroughitsUniversityDataLibraryserviceInDecembertheDataLibrarianpresentedapaperco-authoredwithVicePrincipalJeffHaywoodattheInternationalDigitalCurationConference(DCC) inChicagoarguing for institutional responsibility in research data management In May the Universitypassedaresearchdatamanagementpolicysaidtobethefirstof itskind in the UK

InJulytheDataLibraryteamcompletedayear-longJISC-fundedprojectMANTRA to produce openly licensed online learning materials in research data management for PhD students to be delivered at the University and shared as an Open Educational Resource The interactive topical units were created using Xerte and arehighlycustomisableforre-useSoftware-specificdatahandlingpracticalsandvideo interviews were also created The learning materials will also be accessible from the EDINA website for anyone to work through

copyThe University of Edinburgh and the University of Glasgow

16 EDINA Annual Review 2010-2011

3 Service and Project Reports

Maps and Data Content services and related projects

Ordnance Survey Collection Related Projects

Digimap Ordnance Survey collection contains maps at scales ranging from 11250 up to 1750000 available for making maps online or for download There are scanned raster maps (digital versions of Ordnance Surveyrsquos paper maps) as well as vector maps at a range of scales including OS MasterMapreg the most detailed large scale mapping It also includes postcodes administrative boundaries a gazetteer of place names and digital terrain models

Over 140 universities and colleges used the service with an average of over 46000 active users logging in over 280000 times

Digimap Roam has continued to provide a huge number of maps along with Digimap Carto 65 million screen maps were viewed in this period Carto is now used less for making screen maps due to the improvements that came in Digimap Roam However the number of high quality PDFs created by Carto has continued to increase 155000 PDF map fileswere generated from both DigimapRoam and Carto in this period

Users downloaded 762000 km2 of OS MasterMapregTopographyLayerdata151million km2 of OS Integrated Transport Network (ITN) data and over 440000 data files from other OS data productsThese data volumes are worth around pound20 million at commercial cost

The USeD project began in July 2011 and is looking at ways of improving the Data Download facility The aim is to ensure that the new interface that is being developed for 2011-2012 is more intuitive and meets the needs of all of our users

Thecomplexityoftheunderlyingdatatheheterogeneous nature of the user base and the broad range of digital literacy across this user base poses both usability and learnability challenges of the firstmagnitude

We propose to address this ldquospatial literacyrdquo gap by conducting user focused research to develop Personas which can be geared to improving work-flow fordifferentlyabledusersacrossthespectrumfromnovicetoexpert

ldquoAs a GIS lecturer and map librarian Irsquom recommending this to my students all of the timerdquoLecturer HE

65 million screen maps were viewed in 2010-2011

ldquothe cheapest and easiest way to get hold of OS data for academicsrdquoInformation Professional HE

17EDINA Annual Review 2010-2011

3 Service and Project Reports

Historic Digimap Related Projects

Historic Digimap provides access to digital scans of OS paper maps of Great Britain from 1843 to 1996

This service is increasing in popularity with 76 subscribing institutions and almost 70000 sessions across the year

The introduction of Ancient Roam and Historic Download has meant that there has been a great increase in the amount of data that users are viewing and downloading Over 35 million maps were viewed and nearly 460000 files weredownloadedasignificantincreaseontheprevious year

By having a close relationship with the other Roam interfaces the Ancient Roam interface has benefited fromthe development of annotation and measurement tools

The results of the metadata capture projectwiththeNLSwerealsoaddedintothe service allowing our users to access the survey dates for Scottish historic maps

A project was carried out with the National Library of Scotland (NLS) tocreate enhanced metadata for Scottish historic maps The survey dates that were not captured when Landmark Solutionsoriginally created the data in Historic Digimap were retrieved from the NLSrsquocopies of historic OS maps This extrametadata has been requested by users sincetheHistoricDigimapservicewasfirstlaunched so its addition for the Scottish maps was welcomed

Walking Through Time 2 The second phase of this project concentrated upon developing a sustainable platform to allow us to potentially roll out the application across Britain via the most popular smart phone platform It concentrated on developing the application natively for the iPhone (rather than as a web app) and undertook testing and evaluation during the Edinburgh Festival 2010

AddressingHistory The second phase of this project was led by EDINA with in-kindsupportfromtheNLSDevelopmentconcentrated upon the sustainability and interoperability of the AddressingHistory tool and API thus resonating with JISCrsquos vision to build sustainable and durable deliverables It has seen the re-engineering andldquoexternalisingrdquooftheexistingparsingprocess which devolves refining andediting responsibility to parties interested in a particular Post Office Directory Theinterface has also been refined and anumber of features and functionality implemented All development code is open and available under a GNU General PublicLicence

Digimap for SchoolsofferseasyaccesstoarangeofcurrentOSmapsincludingdigitalversionsofOSrsquosfamouspapermapstheLandrangerandExplorerseriesaswell as the most detailed OS MasterMapreg mapping and street-level maps showing street names and road-atlas style maps On 14 April 2011 the service received the GoldGeographicalAssociationPublisherrsquosAward inrecognitionof itssignificantcontribution to geographical education

ldquoHistoric Digimap is a quick easy way of finding historical datardquo Researcher HE

Image copy Jupiterimages

18 EDINA Annual Review 2010-2011

3 Service and Project Reports

The service was enhanced in May 2011 with the delivery of annotation and measurementtools Studentscannowaddpointmarkers linesareasandtextlabels as well as measuring distances and areas of features on screen With these toolsinplaceanassessmentisunderwaytofindouthowsuccessfultheservicehas been in supporting OS encourage schools to move from print to digital maps

Over 2500 schools have taken advantage of OSrsquos voucher scheme providing free accesstoDigimapforSchoolsforsomeschoolswhichfinishesinDecember2011

Accessing Digimap for Schools as a subscription service is now overseen by JISC Collections and a small number of schools have taken up subscriptions EDINA has delivered an online subscription interface to assist JISC Collections manage subscriptions Enhancements to that interface are underway to allow schools to purchase the service via credit card payments

Geology Digimap provides access to maps and data from the British Geological Survey (BGS) This service has also grown the number of subscribing institutions increasingto50exceedingexpectations

The number of sessions has risen to over 30000 for this year There are now almost 58000 registered users of which around 20000 are active

The new Geology Roam interface introduced in 2009 ndash 2010 has enabled users to create a very large number of maps in this academic year close to 650000

The interface has also received a number of enhancements over the year including the addition of JIDI images an improved rock information map query tool and the annotation and measurement tools

The results of the ABLe project were also fed into this service allowing usersenhanced functionality to interact with the map and the legend The user is now able to highlight rocks on the map by clicking on the legend and vice versa

EDINA also delivers Marine Digimap for mapping of the UK coastal zone at various scales and detail derived from Admiralty Charts Users can download a feature-rich vector GIS dataset SeaZonersquos Hydrospatialreg data containing ldquotopicrdquo layers on bathymetry and elevation structures and obstructions and conservation and environmental protection

Over 15000 users from 16 subscribing institutions have registered for the service showing that it has appeal beyond those studying marine and the coastal environment

This year we have added the Marine Roam interface which uses the Hydrospatialreg data This provides a convenient and simple means of viewing this complexdataset So far it has produced nearly 30000 screen maps since it was launched in October 2010 Development has continued throughout the year with the addition of the measurement and annotation tools to the interface

ldquothe easiest way to find geology of the areardquoLecturer HE

Image copy Courtesy Colin Palmer

19EDINA Annual Review 2010-2011

3 Service and Project Reports

Discovery services and related projects

GoGeo Related Projects

GoGeo is a discovery service that brings together online resources (of all types) on the basis of location as well as subject It is a critical component of the UK academic Spatial Data Infrastructure (SDI) and as a consequence of its interoperable architecture can also play a part in surfacing academic resources to the broader cross-sectoral community UK SDI ndashthe UK Location Programmersquos LocationInformationInfrastructure(UKLPLII)

GeoDoc is the online geospatial metadata creator tool that sits behind GoGeo for providers of geospatial data to document their data using standards-compliant schema The UK academic profile forISO19115 known as AGMAP is now aligned with the new national GEMINI2 andEuropeanINSPIREmetadataprofiles

During 2010-2011 GoGeo was given a new design to provide a more current look for the portal and to strengthen its core message Simultaneously the portal was re-architected to use an open source catalogue toolkit implementing INSPIRE compliant protocols ensuring GoGeo can interact harvest from and make available records to be harvested by the UK Location Programme within datagovuk and European INSPIRE geoportal

This is particularly important as during 2010-2011 the existing UKgovernment geoportal Gigateway was decommissioned

The purpose of GECO is to foster a community of users of geospatial resourceswithinidentifiablecommunitiesof interest GECO aims to increase the use of geospatial tools infrastructure and information collate exemplars of useidentify and promote best practice assist with the maturation of the UK academic SDI promote the JISC Geospatial Working Grouprsquos (GWG) Vision for geospatial resources champion awareness raising of INSPIRE ensuring that the sector is cognisant of the obligations and opportunities and promote good data management principles

GoGeo Linked Data (GOLD) exposedthe GoGeo Catalogue and the Scottish Government Spatial Discovery Portal CSW content as a Linked Data triple store toimprove the ldquodiscoverabilityrdquo of metadata records A range of technical approaches were explored including schema cross-walking production direct from relational databasesandanUMLtoRDFapproachto assess how best to create open linked geospatial metadata

ScotSDI EDINA renewed its partnership with the Scottish Government to develop a geospatial discovery metadata service as part of a Scottish SDI This addresses obligations under INSPIRE for public bodies to produce maintain and manage metadata about their geospatial resources Built using open source software this enables creation and discovery of UK standards compliant GEMINI2 dataset series and service metadata records

The Interoperable Geographic Information (IGIBS) project is building on prior work demonstrating how Shibboleth can be used to provide an organisational model for SDI We have shown that Shibboleth can be used to protect OGC Web Services without requiring any changes to the interfaces EDINA is working with the Welsh Government and the University of Aberystwyth to address the access control barrier by prototyping a simple tool that should allow users to quickly view their data using interoperability standards in combination with Welsh Government data TheUse Cases being explored areemerging from the UNESCO designated DyfiBiosphereReserve

ldquoThe usefulness of the geoportal cannot be over-emphasisedrdquoStudent HE

image copy GECO project

20 EDINA Annual Review 2010-2011

3 Service and Project Reports

Repository services

EDINA pioneered strategies for sharing resources within the limitations of third-party licence with the ShareGeo repositorybuildingonexperiencewithJorumDeveloped in a JISC funded-project ShareGeo allows users to share and re-use derived geospatial datasets within the Digimap service under the JISC Collections licensing arrangements It enables data sharing to take place in an authenticated environment that would otherwise not be possible

In April 2010 OS made a suite of core geospatial data products available as OS OpenData with Creative Commons Attribution licence terms conducive to sharing and reuse of derived data via open repositories Through ShareGeo Open an open access repository researchers students and lecturers creating geospatial data can deposit their research and operational data in a repository open to all to search and download

Since ShareGeo Open went live in June 2010

bull there have been over 6400 data downloadsbull the top 3 downloads are the ONS Postcode Directory Postcode Areas for Great

Britain and a GB-wide Digital Elevation Modelbull the National Library of Scotland is using ShareGeo Open to make available

historic data outputs from the AHRC funded Visualising Urban Geographies project

During the last year EDINA developed a plugin to allow direct data deposit into ShareGeo Open from within desktop mapping software via the SWORD protocol The plugin has been downloaded over 660 times

Census services

UKBORDERSprovidesaccesstoandsupportforalargeonlineldquofilingcabinetrdquoofdigitised boundaries and key postcode directory and related resources Funded by the Economic and Social Research Council (ESRC) as the Geography Data Unit for the Census Programme UKBORDERS is one of the most heavily used of the census services ndash in the 2010-2011 user survey it was the most frequently used service in a survey of 1358 users Highlights over the reporting period include

bull A successful bid for a further yearrsquos operation whilst ESRC deliberate on the future and nature of the post 2012 census delivery portfolio

bull The release of two new interfaces over the period ndash a Thematic Mapping Wizard allowinguserstogeneratetheirownchoroplethmapsandaDynamicLookupTable service allowing users to create bespoke geography reference tables

bull UKBORDERS also participated in the successful 2011 Census Conference

UKBORDERS is one of the most heavily used of the census services

Geological Map Data copyNERC 2010copy Crown copyrightdatabase right 2010 An Ordnance SurveyEDINA supplied service

21EDINA Annual Review 2010-2011

3 Service and Project Reports

agcensus offers grid square agricultural census data for England Scotland andWales During 2010-2011

bull TheserviceanddemocodewereportedfromMySQLtoPostGISbull 2009 and 2010 small area data for Scotland and 2008 2009 2010 data for

Wales (received from respective devolved government departments) were processed converted and brought into service

bull A subset of the decennial 2010 Agricultural Census (provided at 1km level of aggregation) will be forthcoming from DEFRA Methodology for conversion from small area to grid square has been requested in order to establish anomalies with the in-house conversion process

Additional project activity

The Spatio-Temporal Energy Efficiency Visualisation (STEEV) project aims to build a spatio-temporal exploration and visualisation tool for annual energyefficiencycoefficientssuchasenergyratingslikelyenergydemandandrelatedCO2 emissions modelled at Output Area level for a large regional geographical area of South Wales from 2000-2050

Testing of back-end database and data loading has been achieved primarily through test data provided by our project partner at the Welsh School of Architecture User interface and front-end design is reliant on back-end modelling and requires contextual anddescriptive content suchaspolicy-relatedenergy scenarios Anannotation facility is being considered which would allow stakeholders to annotate visualised content in real time

Multimedia and EducationMultimedia Services

JISC Mediahub was launched as a beta version in April 2011 followed by a full service release in August 2011 This service hosts multiple video sound and image collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection owners

While JISC MediaHub was in development the three multimedia services remained popular Film amp Sound Online with 382 institutional subscriptions Education Image Gallery with 88 NewsFilm Online with 350

NewsFilm Online will continue to be freely available to subscribers until July 2012 both as the current service and as part of Mediahub in its component collections

Film amp Sound Online and Education Image Gallery were withdrawn from service on 1 August

The definitive academic video image amp audio resource

image copy STEEV project

22 EDINA Annual Review 2010-2011

3 Service and Project Reports

Multimedia projects

Based at Sabhal Mograver Ostaig the Gaelic-language college on Skye Tobar an Dualchais isamulti-million-poundHeritageLottery-fundedprojecttopreservedigitiseandmake available online up to 12000 hours of recordings from the archives of BBC Scotland the National Trust for Scotland and the School of Scottish Studies at the University of Edinburgh EDINA and the University of Edinburgh IS department also contributed a production control and a cataloguing application for web-based input of metadata EDINA continued to develop the website in 2010 and the full public version was launched successfully in December 2010

Building upon earlier work for Tobar an DualchaisKist o Riches and the Statistical Accounts of Scotland EDINA worked collaboratively with the University of Edinburgh Centre for Research Collections during Phase 3 of an AHRC funded project The Carmichael Watson collection in Edinburgh University Library iscentred on the papers of the pioneering folklorist Alexander Carmichael (1832-1912) The project aimed to unlock one of the worldrsquos major folklore resources for thebenefitofacademicscholarsandthewidercommunityEDINAprovidedthesoftware engineering skills to develop and deliver online access to this iconic work ofAlexanderCarmichaelThiswaslaunchedinJune2011

Thefinal reportoftheshortprojectScoping Study Aggregations of Metadata for Images and Time-Based Media was made available in September 2010 It indicated the benefits of and opportunities for aggregations ofmetadata forthese resources and the barriers to having open and shareable metadata It also described a number of scenarios in which such aggregations would be useful or requiredanddifferentmodelsforaggregatingmetadata

Education service Jorum

Following the launch of the JorumOpen collection in January 2010 Jorum enjoyed continued growth in both the usage of the resources it contains and the number of resources that are shared through the service As of July 2011 visits to the servicewerefivetimeshigherthanthepeakusagebeforeJanuary2010andover14200 resources were available across a variety of subject areas ndash an increase of over 80 Many of these resources were shared by users involved in the JISC HE Academy OER Programme which the Jorum team continued to support

Jorum consolidated its collections on the DSpace platform in February 2011 and made all software outputs available for download and re-use in June 2011 through the EDINA Developer Corner and Github

Jorum was developed and run jointly by EDINA and Mimas from 2002 until 2011 From August 2011 Mimas will be taking Jorum forward into service

Alexander Carmichael Portait by William Skeoch Cumming Image is in the public domain

Image copy iStockPhotos 2010

23EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoThanks so much for your help I really cannot emphasis how invaluable itrsquos beenrdquo SDSS Helpdesk enquirer

Middleware and Infrastructure

UK Access Management Federation Related Projects

The joint bid from JISC Collections and EDINA to be the Operator for the UK Access Management Federation from August 2011 to July 2014 was successful During the remainder of the 2010-2011 academic year EDINA and JISC Collections worked with JANET(UK) on the transition arrangements Because EDINA already acted as the technical operator for the federation a smooth transition was expectedandhappened

A contract was agreed between EDINA and SWITCH to form the Shibboleth Consortium to provide coordination and means to engage the personnel to develop the Shibboleth federated access management software The Consortium will ensure development of the Shibboleth codebase upon which the UK Access Management Federation depends EDINA throughitsSDSSExpertGroupactivityisthe lead member of the Consortium and is responsible for the distribution of funding from JISC and SWITCH

The federation continued to grow substantially reaching over 850 members and 1250 entities the largest academic deployment in the world

The UK Federation Support Team at EDINA manages the metadata that underpins it and supplies technical support to its members In August 2011 a new centralised Discovery Service (WAYF) was implemented based on user testing Thisshouldimprovetheloginexperiencefor users throughout the UK education sector

The SDSS Expert Group contributes nationally and internationally to the development and maintenance of the Shibboleth infrastructure and codebase Nationally the federation operator refers technical issues related to the operation of theUKfederationto theSDSSExpertGroup

During 2010-2011 the SDSS Expert Groupworked with Internet2 (I2) and the Shibboleth Consortium participating in the Shibboleth core development team with core Shibboleth software including the Shibboleth V3 IdP

The expert group has contributed to theEmbedded Discovery Service which will supportamoreconsistentloginexperienceacrossdifferentservicesbymakingiteasyfor service providers to deploy standard WAYF functionality familiar to users but with their own branding and on their own servers rather than depending on the federationrsquos Central Discovery Service servers

Theexpertgroup isworkingwitha smallInternet2 subgroup to develop a technical architecture for inter-federation working The work involves the refinement of anAggregation Engine to allow the swapping of authorised metadata between federationsSignificantprogressthisyearmeans that the aggregation engine has now replaced the bespoke code previously used to generate the production UK federation metadata while test metadata including entities from other federations is now also being generated daily

WSTIERIA was a JISC-funded project which ran from January 2010 to March 2011 and investigated mechanisms for use of federated access management with web services WSTIERIA evaluated possible solutions based on use of faccedilade software andrecentextensionsofcoreShibbolethcode

Image copy Jupiterimages 2006

24 EDINA Annual Review 2010-2011

3 Service and Project Reports

Unlock Related Projects

Unlock the gazetteer and geo-referencing infrastructure service provides two sets of web services one is a ldquogazetteer cross-searchrdquo comparing different sources ofgeographic data for information about place-names The other is a ldquogeo-parsingrdquo service using text mining techniques toextractplace-namesfromresources(textor metadata) to allow collections to be searched by location

Unlock Places offers search acrosslicensed OS data sources for subscribers to Digimap OS Collection Last yearUnlock was adapted to include an open data gazetteer which provides world-wide coverage and includes the OS Open Data products

In terms of the JISC Information Environment Unlock is a shared terminology service that can underpin geographic searching and geo-referencing for other services Unlock can help with data and resource linking and improving the metadata describing scholarly work

The JISC-funded CHALICE (Connecting Historical Authorities with Linked dataContexts and Entities) project applied atext mining approach to volumes of theEnglish Place Name Survey to produce a Linked Data historic gazetteer for areasof England which could then be used to improve the quality of georeferencing in other archives The gazetteer is linked to other placename sources on the LinkedData web via geonamesorg and Ordnance Survey Open Data We aimed to provide a historic place-name gazetteer covering a thousand years of history linked to attestationsinoldtextsandmaps

Intensive user engagement was undertaken with archive projects that canbenefitfromtheopendatagazetteerand open source text mining tools TheCHALICEoutputsare for anyoneworkingwith historic material ndash be that archives of records objects or ideas There is a Past Places browser to help illustrate the data andprovideaLinkedDataviewofthedata

Unlock has also been working towards supporting tooling for the Bamboo Project which is building applications and shared infrastructure for humanities research

OpenURL Router Related Projects

OpenURL Router continued to have high levels of use during 20102011 with 97 registered institutions which register the OpenURL resolvers they use with theRouterTheOpenURLRouter isacentralregistrydetailingOpenURLresolverstheinstitutions to which they belonged and certaindetails(UKFederation identifiersIP addresses and domain names) that help in identifying members of that institution This allows referring bibliographic services to addressOpenURL links to the correctresolver for each end user without any prior knowledge of the user or their institution

The JISC-funded Using OpenURL Activity Data project built on the recommendations oftheSharedOpenURLDataInfrastructureInvestigation in 2008-9 by exploring thevalue and viability of releasing OpenURLactivity data for use by third parties as a means of supporting development of innovative functionality Following an initial investigation to understand how IP addresses could be collected and processedwithoutexposingthecollectingorganisation to legal risk the data filesbased on the OpenURL Router log fileswere produced and released under the open license ODC-PDDL An articlerecommender prototype was developed basedonthisdataasanexampleofhowthe data could be used

ldquoExcellent servicemdashhas saved a huge amount of time and effortrdquoOpenURL Router Librarian HE

Image copy Tom Armitage

25EDINA Annual Review 2010-2011

3 Service and Project Reports

Additional project activities

AprojectbeganinFebruary2011toproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelatedtechnologiesSeveralmembersofstafffromboththegeographicand bibliographicmultimedia development teams in EDINA have been working on Linked Data Focus We ran three short software development ldquosprintsrdquo to produce Linked Open Data output from several different EDINA projects and servicesDuring each sprint we held a workshop where we presented and discussed the workinprogressandinvitedpeoplefromoutsideEDINAtoshowofftheirrelatedwork

The development work supports the broader ambition of Discovery and has adopted its guidelines for metadata We are working towards the production of anldquoinfokitrdquodocumentingourfindingsandpracticeswithaviewtoassistingandinforming other institutions

EDINArsquosworkonprovidingldquotargetedrdquologinURLsisbeingrolledouttoitsservicesThe Ediauth Targeted Login mechanism exists to provide a simple and robustalternativetoshibbolethWAYFlessURLsforwhichthereisconsiderabledemandAdditionally it ismoreflexibleand informativethanshibbolethWAYFlessURLsThe targeted loginURLsarebeingadvertisedandused for JISCMediaHubandis being used by the prototype CRIS bookmarking service It will be rolled out to otherEDINAservicesintimeforthenextrevisionoftheEDINArsquosmainwebsite

CRIS the ldquoCommenting and Referencing Infrastructure Servicerdquo is a shared middleware service for bookmarking and commenting web resources with a particular focus on multimedia CRIS was developed as a JISC-funded personalisation service with the potential to help service providers avoid duplicatingimplementationofthefunctionalityinindividualservicesItalsooffersa basis for recommender functionality CRIS has now been successfully tested with JISC Mediahub to provide bookmarks and commenting These functions are due for release in JISC Mediahub by the end of 2011

User Support Our support activities in 2010-2011 were as follows

Helpdesk

The EDINA helpdesk continued to be the primary point of contact for all enquiries concerning EDINA services and successfully resolved enquiries from end-users andsupport staff EDINArsquos licenceandcall-loggingsystem(Helios)was furtherenhanced in 2010-2011 to facilitate registrations to use the Digimap for Schools service

The helpdesk approved almost 50000 applications to use the Digimap service across the three collections requiring registration ndash OS Geology and Marine Digimap

ldquoIt makes a change to find a helpdesk that actually helpsrdquoEDINA Helpdesk enquirer

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 2: EDINA Annual Review, 2010-2011

1 Directorrsquos Introduction 1

2 Highlights of the Year 2010ndash2011 3

3 Service and Project Reports 11

Reading and Reference 12

Maps and Data 16

Multimedia and Education 21

Middleware and Infrastructure 23

User Support 25

4 Meeting Our Goals 30

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others 30

1a Provide a managed portfolio of added value high quality services 30

1b Shape the future and gain understanding by undertaking innovative RampD projects 34

1c Gain leverage through national and international engagement 35

2 Enhanceourresourcebasethroughstafftalenttechnologyand effectivemanagementofresources 40

2a Recruitretainanddevelopaflexiblecomponentofskilledstaff capitalising on reputation ldquoknow-howrdquo and partnerships 40

2b Develop and maintain outstanding IT capability 42

2c Provideeffectivegovernanceandmanagementofresources 43

3 Sustain and develop a well-founded UK national academic data centre 44

3a Securesufficientfundingtomeetstrategicgoalsinthemedium-tolong-term 44

3b Manageappropriatelyfinancialandlegalliabilities 45

3c Ensure EDINArsquos long-term sustainability 46

5 Corporate Report 47

a Management Board 47

b Management Team 48

3 StaffatEDINAandDataLibrary 48

4 Funding 49

Table of Contents

1 Directorrsquos Introduction

EDINA Annual Review 2010-2011 1

Directorrsquos Introduction

This review of the past academic year 2010-2011 serves as report to our principal funding body the Joint Information Systems Committee (JISC) and to the world at large and is intended to give an overview of what EDINA has been doing An up-to-date summary on ldquowhat EDINA doesrdquo its services and current project activities is in the Community Report which you can download from our website httpedinaacuk

ldquoHE and FE are going through unprecedented changes because of changes of culture technology and fundingsourcesEDINAoffersbothasuiteoftriedandtestedresourcesandacommitmenttoserveallits communities in the futurerdquo [Professor Charles Oppenheim Chair of EDINA Management Board]

This past year has been eventful fruitful but also portentous with respect to things to come The events and achievementsdescribedinthehighlightsinthenextsectionshowkeyareasinwhichEDINAhasbeenassistingJISC and the sector achieve their objectives This it does by providing online services for researchers students and their teachers and by helping to build the digital infrastructure Activities include the launch of JISC MediaHub thedefinitiveacademicvideosoundandimageresourceforUKHEandFEwhichpioneeredacombinationofaggregation for discovery with service delivery of licensed content We are also playing our part in Discovery the metadata ecology arising from the Resource Discovery Taskforce Vision The goal of developing the academic Spatial Data Infrastructure (SDI) in the UK and Europe was advanced during the year including the launch of Digimap OpenStream and ShareGeo Open the former being enabled by funding from Ordnance Survey for the provisionofDigimapforSchoolsndashanexampleoftechnologytransferandimpactthatwasawardedtheGOLDCertificateforthebestoverallresourceintheGeographicalAssociationrsquos2011PublishersrsquoAwards

The launch of OpenDepotorg (as successor to the project-funded Depot) at the start of the year timed to coincide with the Repository Fringe 2010 signalled the commitment of EDINA to the open agenda That may have encouragedthesignificantnewsattheendoftheacademicyearthatEDINAhadbeengivenleadershipfollowinga competitive bid of UK RepositoryNet+ to initiate and manage repository infrastructure for research literature repositoriesand theannouncement thatEDINAwouldco-hostOR2012 Perhapsof fundamental significancefor JISC infrastructure EDINA and JISC Collections have been assigned responsibility during the past year for the management of the UK Access Management Federation for Education and Research (the federation) EDINA isprovidingtechnical leadership intheShibbolethdevelopmentcommunityandsignificantcontributiontothesecurity aspects of providing web services

Wehaveofcoursebeenmindfulofboththegeneralsenseoffinancialuncertaintyforuniversitiesandcollegesin the UK and the report from the review of JISC and of the associated review of the two national academic data centres The former has prompted reflection onwhat EDINA should do to help institutions savemoneyas well as ldquoenhance the productivityrdquo of their researchers students and teachers through shared services and infrastructure In its role as a JISC national data centre the volume of designated service activity at EDINA (in terms of institutional uptake usage and cost-recovery income) has never been higher and there may be more callforsharedservicesHoweverwithcleardecreaseinthepublicpurseandprospectofconsequentfinancialrestrictions in JISC funding we must continue to identify the value that EDINA creates for its user communities as wellashowwecanincreaseourefficiencyandeffectiveness

More information about our aims and plans for the future can be found in EDINArsquos Strategy As ldquoforward lookrdquo regarding 201314 as a way-marker to assist determination of planning we have the following areas as priorities for activity

bull Renewed focus upon the needs of stakeholders (as ldquocustomersrdquo of services) to complement the continuing support given to researchers students and teachers (as ldquoconsumersrdquo)

bull Ensuring ease and continuity of access to scholarly resources

1 Directorrsquos Introduction

EDINA Annual Review 2010-2011 2

bull Contributing to Discovery to develop a shared UK infrastructure bull Leadershipinmanagingtheinfrastructureforresearchliteraturerepositoriesbull LeadershipinthecreationoftheUKSpatialDataInfrastructure(SDI)withtheUKLocationCouncilhelpingto

develop the international E-Framework for Education and Research ndash ldquoGeo-enablingrdquo services across the JISC Information Environment (IE) partnering in the development of

the academic SDI in Europe assisting UK universities understand their obligations (and opportunities) regarding the EU INSPIRE regulations

bull Focus on understanding the mobile Internet and delivery of services to mobile devicesbull Using the re-assignment of responsibility for Jorum as trigger for renewed focus upon ways in which EDINA

meets the needs of learning and teaching as well as more generic and technical support for repositoriesbull Providing middleware and tools including support through the UK Access Management Federation and

technical support for members including schoolsIt seems appropriate to close by again quoting the present Chair of JISC as this sums up the sentiment at EDINA also

ldquoStanding still is not an option [hellip] we are constantly looking to share best practice build on what we have learnt and look to the future So we can deliver products and services which consistently add value to the work going on in UK colleges and universitiesrdquo 1

Peter BurnhillDirector of EDINA

1 httpwwwjiscacukaboutusannualreview2009aspx

EDINA Staff Christmas 2010 mdashphoto by Lasma Sietinsone

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 3

2 Highlights of Our Year 2009-2010

RepositoryNet+mdashshared repository infrastructure for the UKThe year closedwith the exciting news that EDINA had been given leadershipto initiate and manage the repository infrastructure for research literature repositoriesfollowingacompetitivebidWorkingcloselywiththeJISCExecutiveandwithkeyproviderstheaimoverthenext20monthsistocreateandfostershared infrastructure both social and technical ndash the purpose of which is to enable deposit curation and dissemination of research literature Alongside advocacy for Open Access this is part of the JISC strategy to work with research funders in promoting the visibility of research at universities including preparation for the ResearchExcellenceFramework

A central task for the project is to assist universities and colleges as they embed repositories within institutional processes at an economic cost and demonstrate value for researchers and their funders Activity is now getting underway with discussion at the recent Repository Fringe at Edinburgh of our mapping of the mainactorsandworkflowsintherepositorylandscapeTheintentionistousethisfeedback to help devise sustainable ways of sharing service-quality components that help reduce costs and improve quality

Awards and key publications EDINA has received a Highly Commended mention at the annual Association for Geographic Information (AGI) Awards for Innovation and Best Practice which was deservedly won by MapAction for their global disaster work The commendation for EDINA was on the basis of the paper given at GeoCommunity 2010 by Tim Riley on migrating Digimap to a new GIS infrastructure

TheGOLDCertificateforthebestoverallresourcewasawardedtothenewDigimapfor Schools service in the Geographical Associationrsquos 2011 Publishersrsquo Awards at the Associationrsquos Annual Conference in April 2011 The award was presented to EDINArsquos Director Peter Burnhill and Ordnance Surveyrsquos Director-General and CEO VanessaLawrenceOver2500schoolshavesofartakenadvantageofOrdnanceSurveyrsquos voucher scheme providing free access to Digimap for Schools

AnarticleentitledldquoLoweringthebarriersfromdiscoverytodeliveryaJISCfundedEDINA and Mimas projectrdquo co-authored by Fred Guy at EDINA1 was chosen as a HighlyCommendedAwardWinnerattheLiteratiNetworkAwardsforExcellence2011

1 FredGuyJoyElizabethPalmer(2010)ldquoLoweringthebarriersfromDiscoverytoDeliveryaJISCfundedEDINA and Mimas projectrdquo Interlending amp Document Supply Vol 38 Iss 3 pp158 - 167 httpwwwemeraldinsightcomjournalshtmarticleid=1876720ampshow=htmlampnolog=67829amp httpwwwemeraldinsightcomauthorsliteratiawardshtmyear=2011ampPHPSESSID=1grib12rulqh5p7sog6ja28b64

RepositoryNet+ helps demonstrate the value of institutional repositories for researchers and their funders

ldquoeasy access to OS maps through the latest in interactive mappingrdquoBaroness Hanham Parliamentary Under Secretary of State

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 4

A paper entitled ldquoGeospatial resources for supporting data standards guidance and best practice in health informaticsrdquo co-authored by Tony Mathys at EDINA was published in BMC Research Notes2 and holds Highly Accessed status

A Techwatch report entitled ldquoAugmented Reality for Smartphonesrdquo was commissionedbyUKOLNforJISCObservatoryfromBenButchartofEDINA3 It was peerreviewedbyexpertsinthefieldandhasreceivedinternationalrecognition

ThefirstphaseoftheWalkingThroughTimeprojectwasasimpleidealdquoSatNavfor historical mapsrdquo - a phone app that combined GPS technology with old maps to allow users to ldquowalk through timerdquo Developed to a working prototype available on all GPS-enabled smart phones for Edinburgh only the original application caught the imagination of academics geographers and historians worldwide In 2010-2011 we have developed it as an iPhone application

Citations included

bull HeraldScotland 3 January 2010bull TheTimesHigherEducationalSupplement 14 January 2010bull EdinburghJournal 20 January 2010bull TheAustralianHorizonReportonEmergingTechnologies Winter 2010

The project also won second prize in the ALISSQuarterly best article of the year award

The AddressingHistory project which created an online website and crowdsourcing tool combining historical Post Office Directories and contemporaneous mapsgainedsignificantattentionfromthelocalhistoryandgenealogycommunities

Citations included

bull CAIRTNewsletteroftheScottishMapsForum July 2010bull ALISSQuarterly July 2010bull PracticalFamilyHistory July amp December 2010bull FamilyHistoryMonthly August amp December 2010bull DiscoverMyPastScotland August 2010bull IS News the Newsletter of the Chartered Institute of Library and Information

ProfessionalsinScotland October 2010bull TheHeraldScotland 15 November 2010bull The Scottish Genealogist Quarterly Journal of the Scottish Genealogy Society

December 2010bull ProgrammableWeb 17 December 2010

2 Tony Mathys Maged N Kamel Boulos BMC Research Notes 2011 419 (26 January 2011) httpwwwbiomedcentralcom1756-0500419

3 httpblogobservatoryjiscacuk20110408techwatch-report-augmented-reality-for-smartphones

ldquoAddressing History brings new richness to the geography of Edinburghrsquos pastrdquo Alastair Dunning JISC

Image copy iStock Photos 2009

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 5

Key Events in our calendar Edinburgh was the place to be in September last year and August this year for the respective Repository Fringe 2010 and 2011 events co-hosted with the University and the Digital Curation Centre Record numbers of delegates participated in these interactiveeventsandevenmoreenjoyedtheeventamplificationsorchestratedbyEDINArsquossocialmediaofficerVideosofall2011speakersareavailableonYouTube

Theexperienceof theorganisingcommittee inarrangingsuccessiveRepositoryFringe events over four years and their collective reputation in the repository community were important factors in the award of the Seventh International Conference on Open Repositories 2012 (OR12) to the University of Edinburgh This willtakeplaceinJulynextyear

EDINA was a gold sponsor of this yearrsquos prestigious INSPIRE conference held at the Edinburgh International Conference Centre from 27 June to 1 July 2011 We had several papers in the conference programme as well as anexhibitionstandatthe eventWealsoamplifiedourpresencebytweetingatregularintervals-addingcontentre-tweetinginterestingpostsflaggingupEDINApapersetc

The new Digimap for Schools service was launched at Graveney School in Wandsworth London on 10 November 2010 by Vanessa Lawrence Director-General and CEO of Ordnance Survey and Baroness Joan Hanham the Minister withoversightofOSasanationalmappingagencyPeterBurnhillandotherstafffrom EDINA were present

A high-profile event on 9 December at the University of Edinburghrsquos School of InformaticsattendedbyFionaHyslopScotlandrsquosMinisterforCultureampExternalAffairsprovidedthepubliclaunchofamajoronlineoralarchivewithwhichEDINAhas had a long association Tobar an Dualchais makes available more than 15000 recordings from Scotlandrsquos past

AddressingHistory was launched on 17 November at an amplified event at the NationalLibraryofScotlandThelauncheventprovidedanopportunitytocelebrateScottishhistoryandtomeetmanylocalhistoryandgenealogyexpertscommunitygroups and bloggers

Closeworkingwith theUniversityofEdinburghrsquosLibrarySpecialCollections foractivity funded by the AHRC led to the successful launch of Carmichael Watson websitewhichmadeaccessibleanXML-enableddatabaseon thepapersof thepioneeringfolkloristAlexanderCarmichael(1832-1912)theforemostcollectionofits kind This was celebrated in a well-regarded conference AlexanderCarmichaelCollectingControversyandContexts

EDINA Director Peter Burnhill at Repository Fringe 2011 Photo by Nicola Osborne

Launch of Digimap for Schools Image copy Ordnance Survey

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 6

Discovery A recurrent driver in our work during 2010-2011 has been to contribute to the RDTF Vision being taken forward as Discovery the metadata ecology for research and education in the UK

Its focus is on discoverability one major aspect of which is greatly assisted by geo-enabling through Unlock the shared terminology service underpinning geographicsearchingandgeo-referencingusingtextminingtechniquesdevisedby the LanguageTechnologyGroupattheUniversityofEdinburghtoextractplace-names from resources and enable collections to be searched by location

The scale nature and comprehensiveness of the SUNCAT metadata covering as it does the serialsrsquo records of legal deposit and many major research libraries in the UK and Ireland means that it is a priceless resource and potentially of great value for reuse Workhasbeencarriedout toexplore the issuesofmaking thedataopen both a technical and legal challenge

AprojectisunderwaytoproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelated technologies to others in the form of an ldquoinfokitrdquo

An article recommender prototype based on OpenURL Router data wasdevelopedasanexampleofhowthedatacouldbeusedThis recentlywonanawardcommendeduseoftheOpenURLRouterDataintheDiscovery amp DevCSI Developers Competition This is a different type of ldquoengagementrdquo for EDINAinvolving participation in Discovery as a user of open data

A key presentation Aggregation as a Tactic to support Discovery by Peter Burnhill and Stuart Macdonald was given at the CERN Workshop on Innovations in Scholarly Communication (OAI7) Geneva in June 2011

Service HighlightsJISC Collections and EDINA were awarded the responsibility to manage the UK Access Management Federation for Education and Research (the federation) with hand over in August 2011 The federation now has over 850 members and 1250 entities the largest academic deployment in the world

JISC Collections as the legal entity manages member enrolment training reporting and promotion EDINA is the federationrsquos technical and operational support provider

TheSDSSExpertGroupatEDINAcontinued its successfulcollaborationwithInternet2 and the Shibboleth Consortium in order to contribute internationally to the development and maintenance of the Shibboleth infrastructure

ldquomaking content more discoverable both by people and machinerdquoRDTF Vision

Image copy Jupiterimages 2006

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 7

The WSTIERIA project completed in March 2011 successfully demonstrated two methods of using the federation for non browser based machine-to-machine interactions (ldquoweb servicesrdquo)

EDINAlaunchedJISCMediaHubthedefinitiveacademicvideosoundandimageresource for UK HE and FE

The beta version of JISC MediaHub was released in April followed by a full service release in August Over 100 institutions have already subscribed to JISC MediaHub as part of the JISC eCollections service

The service hosts multiple collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection-owners

TheJISCMediaHubserviceisalsoanexampleofparticipationinDiscoveryasa user of open data as mentioned above - it uses CultureGrid open metadata

This academic year has seen consolidation and rationalisation of the services offered from the Digimap platform Building on the introduction of the Roambased mapping services last year there has been much harmonisation of the source code so that service enhancements can be applied across collections eg Annotation and Measurement tools which have been added to all the Digimap services including Digimap for Schools

Usage continued to increase in 2010-2011 Users of all the Digimap services created nearly 11millionmaps and downloaded very significant volumes ofdata Over 100000 requests for data were made and nearly 1 million tiles of data were taken On top of this over 1575 million Km2 of OS MasterMapreg data was downloaded

Ancient Roam a facility in Historic Digimap now allows users to compare two historicalmapsofthesamelocationfromdifferentdecadessidebysideUsingthe 2up View users can view a location and easily see how the landscape has changed over time

Launched inOctober 2010DigimapOpenStreamnowhasover 1700 registeredusers

OpenStream enables users of desktop GIS to have the most current up-to-date Ordnance Survey streamed live to their desktop without the need of storing and managing data For those creating web mash-ups the service delivers up-to-date mapping in a fast interoperable manner

ShareGeo Open a repository service for the sharing of geospatial data also launched in autumn 2010

ShareGeoOpen now has over 140 geospatial datasets available for reuse by anyone licensed under Creative Commons

image copy iStockPhoto 20011

contains Ordnance Survey data copy Crown copyright and database right 2010 Data provided by Digimap OpenStream an EDINA University of Edinburgh Service

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 8

EDINArsquos role in creating implementing and supporting Jorum the UKrsquos national repository for learning and teaching resources came to a successful conclusion in July 2011 with the repository providing access to over 14000 resources across a variety of subject areas Jorum has been taken forward into service by Mimas the national data centre based at the University of Manchester from August 2011

EDINArsquos expertise in DSpace customisation licensing and service deliveryenabled the provision of a robust socio-technical infrastructure for Jorum and for academic content more generally A robust legal and policy framework was created for the service and the technical infrastructure has been made available under open source licences for others to reuse and repurpose

EDINA has continued to advance work to assist the library community in ensuring Continuity of Access to Scholarly Content for which EDINA is gaining good reputation nationally and internationally

EDINAcontinuestoprovidesupporttotheUKLOCKSSAlliancecommunityandhasbeencontributingtothedevelopmentoftheLOCKSSsoftwaretosupportintegration with library link resolver systems In addition EDINA has continued toactastheOpenAccessplatformfortriggeredcontentforCLOCKSS

Since 2008 EDINA has been working in partnership with the International Standard Serial Number International Centre (ISSN IC) on the ldquoPiloting an e-Journal Preservation Registry Servicerdquo (PEPRS) project and at the end of April 2011 released a beta service for public use This work is being taken forward as ldquoThe Keepers Registryrdquo

EDINA has now begun work on phase two of a pilot project to improve post-cancellation access provision to scholarly content (PECAN) with the objective of delivering a pilot ldquoentitlement registryrdquo to provide an authoritative record of access entitlement

The OpenDepotorg service launch was timed to coincide with the Repository Fringe 2010 and was our contribution to Open Access Week from 18-24 October It has continued to be used by researchers worldwide as a platform to make their research literature available on an open access basis with a weekly average of one or two deposits and over one hundred redirects to local repository services

The redirects were made possible by the Open Access Repository Junction project which has successfully completed its phase one stage and will develop its proof-of-concept broker into a service in phase two due to take place this coming year

Spatial Data Infrastructures We have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability

EDINA assists libraries in ensuring Continuity of Access to Scholarly Content

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 9

The GoGeo geo-data portal service is regarded as a critical component of the UK Spatial Data Infrastructure (SDI) A new interface for the site featuring improved usability functionality and visual design went live in May 2011 Its online geospatial metadata creation tool GeoDoc enables creators of geospatial data to document their data to a variety of standards-compliant schemas

GoGeo and GeoDoc combined ensure the UK HE sector can engage with the UK LocationProgramme and the INSPIRE Directive at the EU level

EDINA was funded by JISC to undertake the Geospatial Engagement and Community Outreach (GECO) project the over-arching purpose of which is to foster self-help communities of users of geospatial resources and champion awareness of the INSPIRE Directive in the sector

We are working in partnership with the Scottish Government and the British Geological Survey to develop a pilot geospatial discovery metadata service as a key component of a Scottish SDI

We work under the auspices of the international E-Framework for Education and Research founded by JISC and other international partners in the Geospatial e-Framework Collaboration with LandcareResearchNewZealand

This year saw the completion of the European Spatial Data Infrastructure Network (ESDIN) project Working within Open Geospatial Consortium (OGC) processes EDINA contributed by successfully demonstrating how Shibboleth can be used to protect the OGC Web Services that underpin SDI A number of GIS vendors have modifiedtheircommercialsoftwareasaconsequenceofthisworkndashwhichwasshowcased at the INSPIRE 2011 conference

Social MediaEDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders and in 2010-2011 we continued to enhance our uses of these media We also launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector

Benefits and impact information For thefirst time in theacademic year 2010-2011 EDINAandother JISCServiceProviderswererequiredunder theirServiceLevelAgreements (SLA)toprovidebenefitsandimpactachievementsinformationtotheJISCMonitoringUnit(MU)in addition to the quantitative information usually reported

Surveys were carried out across most of our services We reported the results to the MU in February 2011 and have made them available at our website (httpedinaacukimpact)

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 10

The vast majority (typically well over 80) of the respondents found the services easy to use saved time and said that they would recommend them to others

EDINA determined to focus positively on ratings and comments that indicated the needtomakesomeservicessimplerforinexpertusersEDINAhaslongengagedwith this group of its users and pioneered services that are easier to use

Technical Infrastructure improvementsRecurrent hardware funding from JISC continued in 2010-2011 the third year of an agreed 3-year upgrade spend

The additional servers which were purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

There has been a continuation over the year towards virtualisation under VMWare a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Over 70 of survey respondents found SUNCAT easy to use and saved them time

11EDINA Annual Review 2010-2011

3 Service and Project Reports

3 Service and Project Reports

ldquoOurmissiontoenhanceproductivityqualityandcost-effectivenessinresearchandeducationwithovertwenty-fiveyearsofexperienceandtechnicalexpertiseindataandonlineservicesrdquo

Our main business areas in 2010-2011 were Reading amp Reference with focuses on scholarlycommunicationcontinuityofaccessandtextMapsampDataespeciallygeospatial Multimedia amp Education including a focus on learning and teaching (LampT) andMiddleware amp Infrastructure with focuses on accessmanagementinteroperability and registries

This online service delivery is supported in three ways First we support end users and librarians and information services in various ways Second we ensure a high level of usability accessibility and reliability complying with standards and meeting agreedperformance indicatorsThirdweuseourexpertiseandcompetence inproject activity to advance development and understanding on behalf of JISC and the wider education and research community

Most service and RampD activities undertaken in 2010-2011 were funded by JISC As shown on the following pages a number of project activities undertaken relate to service activities

EDINA has been undertaking innovative research and development

12 EDINA Annual Review 2010-2011

3 Service and Project Reports

Reading and Reference Scholarly Communication Services and Related Projects

SUNCAT Related Projects

SUNCAT is the national union catalogue for serials providing facilities to discover and locate serials held across the UK

Ahighlysignificantadditiontothe listofContributingLibrarieswasTrinityCollegeDublin (TCD) TCD although located in the Republic of Ireland is a legal deposit library for both the UK and Ireland and is the largest research library in Ireland It has contributed 180000 serial records containing a number of titles not held by any other SUNCAT library Another major library added was the Open University which has contributed about 35000 serialsrsquo records

The downloading service was considerably enhanced during the year by making available records from 17 Contributing LibrariesincludingalltheUKlegaldepositlibraries other major research libraries in the UK as well as a selection of specialist libraries

Work has been taking place on the platform used by SUNCAT including the development of a new user interface separate from the database that is at the heart of the service and which will allow improvements to be implemented rapidly The new interface will be introduced in Winter 2011

A SUNCAT Google Application was launched this year allowing users to search SUNCAT from their iGoogle page This complements the existing SUNCATFacebook application

The decision was taken to extend thecoverage of Tables of Content (TOC) of journals in SUNCAT A joint project was agreed with Heriot Watt University which hosts the JournalTOCs service This provides a TOC service for over 16000 journals from 868 publishers and thereby extends the journal coverage currentlyprovidedbytheZetocserviceItisplannedto have this functionality available in Autumn 2011

The vision articulated by UK Discovery has emphasised the importance of metadata being open reliable sustainable and suitable for reuse The scale nature and comprehensiveness of the SUNCAT metadata covering as it does the serialsrsquo records of many major research libraries in the UK and Ireland means that it is a priceless resource and potentially of great value for reuse

Work has been carried out in the SUNCAT exploring open metadata project to explore the issues of making the dataopen both a technical and legal challenge Many of the records provided to SUNCAT havenotbeenprovidedbythestaffintheContributingLibrariesbutratheracquiredfrom third parties who can and do claim some degree of ownership over the records Accordingly it has been necessary to ask the librarians to sign Agreements with EDINA for the release of their data It is planned to implement an API to allow accesstothedata Thefirstoutcomesofthis work will be made available in Autumn 2011

Image copy Getty Images

ldquoeasy to use and full information about holdings in UK librariesrdquoLibrarian HE

ldquoItrsquos simply the best easiest to use interface for journal informationrdquoSUNCAT user

13EDINA Annual Review 2010-2011

3 Service and Project Reports

Over last year almost 45000 visitors used the OA-RJ

OpenDepotorg Related Projects

OpenDepotorg continues to support researchers worldwide who wish to make their work available on an Open Access basis They do so by being re-directed to their institutional repository or by direct deposit into OpenDepot The latter is especially valuable for authors who do not have access to local repository services

The Depot was originally commissioned by JISC to support its RepositoryNet Initiative with the objective of ensuring that there was a national open access repository during the interim period while all universities set up their own institutional repository That project funding ended but consultations within the open access movement indicated that there was a comparable need on a global stage

The JISC-funded Open Access Repository Junction (OA-RJ) project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker services

The Repository Junction discovery tool is a database with over 13000 institutions 2000 repositories and network ranges which allows institutions or authors to be matched to appropriate repositories The data can be accessed by third party developers through a set of APIs and is also available as four-star linked data

The SONEX group is supported by JISC to foster international collaboration and guide development Its focus is on deposit opportunities and interoperability between and across repositories scholarly output notification and exchange It has defineda set of use case actors and is promoting investigation of use case scenarios by projects internationally The director of EDINA is one of the four members of SONEX

We first started to serve libraries and their patrons with SALSER the serials catalogue for Scottish academic and research libraries the year before being designatedasaUKnationalacademicdatacentreSALSERrsquosscope is limitedtoScotland but includes a diverse range of libraries and is well used During 2010-2011 the frequency of updates from libraries continued to improve This included the MoredunResearchInstitutetheScottishLawCommissionHistoricScotlandandthe Scottish National Blood Transfusion Service all updating their records during the year

Other services continue to be reviewed in the light of changes in the market Land Life Leisure is a weekly updated digest of press releases reports and articles in thefieldofrural informationDuring2010-2011 ithascontinuedtobesupportedthrough community-based indexing with contributions from Coleg Sir Gacircr andHarper Adams Pershore Myerscough Biston and the Royal Agricultural Colleges with just under 30 subscriptions in addition to these institutions

Our provision of CAB Abstracts as a weekly updated bibliographic database continues as our only other AampI database Around 300000 records were added in 2010-2011 from over 7500 serial titles books monographs technical reports proceedingspatentsandpublishedthesesndashreaching63millionrecordsFulltextprovision also increased with over 100000 items available in 2011

Image copy Stock International Inc

Image copy EDINA

14 EDINA Annual Review 2010-2011

3 Service and Project Reports

Continuing Access Services and Related Projects

UK LOCKSS Alliance and CLOCKSS Related Projects

EDINA has been supporting the UK LOCKSS Alliance for three years providing support to members and coordinating the development of the operation as a self-governing co-operative organisation

Maintenance funding is raised by subscription from its 16 members and we have just completed thefirstof a three-year grant from JISC for development and community engagement The goal is to build capacity and collaborative action to ensure continuing access to scholarly work that universities regard as important and at risk This includes taking advantage of what is done nationally and internationally EDINArsquos role is to provide technical development and programme coordination

EDINA also provides a support role for the initiative taken by the University of Edinburgh as one of seven founding libraries in CLOCKSS Edinburgh is one of the 12 steward libraries in a global network of Archive Nodes Together withStanfordUniversityLibrariesEDINAacts as a designated Open Access host for ldquoorphanedrdquo journal content when a triggereventisconfirmedbytheCLOCKSSBoards To date four sets of content have been released to test the readiness of theCLOCKSSsystemandtomakejournalarticles available under Open Access that might otherwise have been lost to global scholarship

The second phase of the Piloting an E-Jour-nals Preservation Registry Service (PEPRS) project is now well underway with a well-received beta service launched at the end of April 2011 now re-branded as The Keep-ers Registry This provides librarians and policy makers with information on who is doing what to preserve e-journal content Working in partnership with the Interna-tional Standard Serial Number (ISSN) In-ternational Centre in Paris this relates the actions of archival agencies against details of over 80000 electronic serials held in the ISSN Register The archival agencies involvedfirst includedCLOCKSS e-DepotKB (National Library of the Netherlands)UKLOCKSSAlliancePorticoandtheBrit-ish Library and now includes HathiTrustEDINA is now in discussion with other in-ternational agencies to include their hold-ing information Work will continue to en-hance the functionality involve additional agencies and establish The Keepers Regis-try as a sustainable well-governed service Related work has involved decision making at the ISSN Network for the assignment of ISSNs to the growing corpus of digitised journals

Phase two of the Pilot for Ensuring Conti-nuity of Access via NESLi2 (PECAN) proj-ect builds on work carried out jointly by EDINAandJISCCollectionsthat identifiedthe need to develop a shared service to record each HEIrsquos archival access to jour-nal titles Central to supplying this need is an ldquoEntitlement Registryrdquo which would provide an authoritative record of access entitlement increasingly important when institutions cancel journal deals as a result of budget pressures and when titles move from one publisher to another EDINA has been awarded short-term funding to take thefirststeptowardsdevelopingapoten-tial service for use by HEIs and publishers alike by implementing a prototype demon-strator of the software needed to store manage and access the entitlement infor-mation

ldquoUK LOCKSS provides a low-cost practical solution enabling access to preserved content when neededrdquoLorraine Estelle CEO JISC Collections

15EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoMANTRA reflects good practice in research data managementrdquo

Data Library Team EDINA

E-book service

Oure-bookofferingtheFirst and Second Statistical Accounts of Scotland is one of the best contemporary reports of life during the agricultural and industrial revolutions in 1790s and the 1830s Based on contemporary reports of the 938 parishesofScotlandthisisanexampleofaformerlyJISC-fundedprojectthatnowhas a healthy uptake and sustainable future

During 2010-2011 new materials were added to enhance the richness of the publishedAccountsanindexofthepersonspredominantlyministersresponsiblefor compiling the reports that form theStatisticalAccountsanonline IndexofMaps(fivemaps intheFirstAccountandthirty-one intheSecond)whichgivesa full description of each map and its location in the printed sets of the Accounts in Edinburgh University Library Edinburgh Central Library National Library ofScotlandMap Library and GlasgowUniversity Library and a brief guide to keyinformation sources on parish boundaries in Scotland

Project activity to support access to research data

EDINA made substantial contributions to the University of Edinburghrsquos research datamanagementstrategythisyearthroughitsUniversityDataLibraryserviceInDecembertheDataLibrarianpresentedapaperco-authoredwithVicePrincipalJeffHaywoodattheInternationalDigitalCurationConference(DCC) inChicagoarguing for institutional responsibility in research data management In May the Universitypassedaresearchdatamanagementpolicysaidtobethefirstof itskind in the UK

InJulytheDataLibraryteamcompletedayear-longJISC-fundedprojectMANTRA to produce openly licensed online learning materials in research data management for PhD students to be delivered at the University and shared as an Open Educational Resource The interactive topical units were created using Xerte and arehighlycustomisableforre-useSoftware-specificdatahandlingpracticalsandvideo interviews were also created The learning materials will also be accessible from the EDINA website for anyone to work through

copyThe University of Edinburgh and the University of Glasgow

16 EDINA Annual Review 2010-2011

3 Service and Project Reports

Maps and Data Content services and related projects

Ordnance Survey Collection Related Projects

Digimap Ordnance Survey collection contains maps at scales ranging from 11250 up to 1750000 available for making maps online or for download There are scanned raster maps (digital versions of Ordnance Surveyrsquos paper maps) as well as vector maps at a range of scales including OS MasterMapreg the most detailed large scale mapping It also includes postcodes administrative boundaries a gazetteer of place names and digital terrain models

Over 140 universities and colleges used the service with an average of over 46000 active users logging in over 280000 times

Digimap Roam has continued to provide a huge number of maps along with Digimap Carto 65 million screen maps were viewed in this period Carto is now used less for making screen maps due to the improvements that came in Digimap Roam However the number of high quality PDFs created by Carto has continued to increase 155000 PDF map fileswere generated from both DigimapRoam and Carto in this period

Users downloaded 762000 km2 of OS MasterMapregTopographyLayerdata151million km2 of OS Integrated Transport Network (ITN) data and over 440000 data files from other OS data productsThese data volumes are worth around pound20 million at commercial cost

The USeD project began in July 2011 and is looking at ways of improving the Data Download facility The aim is to ensure that the new interface that is being developed for 2011-2012 is more intuitive and meets the needs of all of our users

Thecomplexityoftheunderlyingdatatheheterogeneous nature of the user base and the broad range of digital literacy across this user base poses both usability and learnability challenges of the firstmagnitude

We propose to address this ldquospatial literacyrdquo gap by conducting user focused research to develop Personas which can be geared to improving work-flow fordifferentlyabledusersacrossthespectrumfromnovicetoexpert

ldquoAs a GIS lecturer and map librarian Irsquom recommending this to my students all of the timerdquoLecturer HE

65 million screen maps were viewed in 2010-2011

ldquothe cheapest and easiest way to get hold of OS data for academicsrdquoInformation Professional HE

17EDINA Annual Review 2010-2011

3 Service and Project Reports

Historic Digimap Related Projects

Historic Digimap provides access to digital scans of OS paper maps of Great Britain from 1843 to 1996

This service is increasing in popularity with 76 subscribing institutions and almost 70000 sessions across the year

The introduction of Ancient Roam and Historic Download has meant that there has been a great increase in the amount of data that users are viewing and downloading Over 35 million maps were viewed and nearly 460000 files weredownloadedasignificantincreaseontheprevious year

By having a close relationship with the other Roam interfaces the Ancient Roam interface has benefited fromthe development of annotation and measurement tools

The results of the metadata capture projectwiththeNLSwerealsoaddedintothe service allowing our users to access the survey dates for Scottish historic maps

A project was carried out with the National Library of Scotland (NLS) tocreate enhanced metadata for Scottish historic maps The survey dates that were not captured when Landmark Solutionsoriginally created the data in Historic Digimap were retrieved from the NLSrsquocopies of historic OS maps This extrametadata has been requested by users sincetheHistoricDigimapservicewasfirstlaunched so its addition for the Scottish maps was welcomed

Walking Through Time 2 The second phase of this project concentrated upon developing a sustainable platform to allow us to potentially roll out the application across Britain via the most popular smart phone platform It concentrated on developing the application natively for the iPhone (rather than as a web app) and undertook testing and evaluation during the Edinburgh Festival 2010

AddressingHistory The second phase of this project was led by EDINA with in-kindsupportfromtheNLSDevelopmentconcentrated upon the sustainability and interoperability of the AddressingHistory tool and API thus resonating with JISCrsquos vision to build sustainable and durable deliverables It has seen the re-engineering andldquoexternalisingrdquooftheexistingparsingprocess which devolves refining andediting responsibility to parties interested in a particular Post Office Directory Theinterface has also been refined and anumber of features and functionality implemented All development code is open and available under a GNU General PublicLicence

Digimap for SchoolsofferseasyaccesstoarangeofcurrentOSmapsincludingdigitalversionsofOSrsquosfamouspapermapstheLandrangerandExplorerseriesaswell as the most detailed OS MasterMapreg mapping and street-level maps showing street names and road-atlas style maps On 14 April 2011 the service received the GoldGeographicalAssociationPublisherrsquosAward inrecognitionof itssignificantcontribution to geographical education

ldquoHistoric Digimap is a quick easy way of finding historical datardquo Researcher HE

Image copy Jupiterimages

18 EDINA Annual Review 2010-2011

3 Service and Project Reports

The service was enhanced in May 2011 with the delivery of annotation and measurementtools Studentscannowaddpointmarkers linesareasandtextlabels as well as measuring distances and areas of features on screen With these toolsinplaceanassessmentisunderwaytofindouthowsuccessfultheservicehas been in supporting OS encourage schools to move from print to digital maps

Over 2500 schools have taken advantage of OSrsquos voucher scheme providing free accesstoDigimapforSchoolsforsomeschoolswhichfinishesinDecember2011

Accessing Digimap for Schools as a subscription service is now overseen by JISC Collections and a small number of schools have taken up subscriptions EDINA has delivered an online subscription interface to assist JISC Collections manage subscriptions Enhancements to that interface are underway to allow schools to purchase the service via credit card payments

Geology Digimap provides access to maps and data from the British Geological Survey (BGS) This service has also grown the number of subscribing institutions increasingto50exceedingexpectations

The number of sessions has risen to over 30000 for this year There are now almost 58000 registered users of which around 20000 are active

The new Geology Roam interface introduced in 2009 ndash 2010 has enabled users to create a very large number of maps in this academic year close to 650000

The interface has also received a number of enhancements over the year including the addition of JIDI images an improved rock information map query tool and the annotation and measurement tools

The results of the ABLe project were also fed into this service allowing usersenhanced functionality to interact with the map and the legend The user is now able to highlight rocks on the map by clicking on the legend and vice versa

EDINA also delivers Marine Digimap for mapping of the UK coastal zone at various scales and detail derived from Admiralty Charts Users can download a feature-rich vector GIS dataset SeaZonersquos Hydrospatialreg data containing ldquotopicrdquo layers on bathymetry and elevation structures and obstructions and conservation and environmental protection

Over 15000 users from 16 subscribing institutions have registered for the service showing that it has appeal beyond those studying marine and the coastal environment

This year we have added the Marine Roam interface which uses the Hydrospatialreg data This provides a convenient and simple means of viewing this complexdataset So far it has produced nearly 30000 screen maps since it was launched in October 2010 Development has continued throughout the year with the addition of the measurement and annotation tools to the interface

ldquothe easiest way to find geology of the areardquoLecturer HE

Image copy Courtesy Colin Palmer

19EDINA Annual Review 2010-2011

3 Service and Project Reports

Discovery services and related projects

GoGeo Related Projects

GoGeo is a discovery service that brings together online resources (of all types) on the basis of location as well as subject It is a critical component of the UK academic Spatial Data Infrastructure (SDI) and as a consequence of its interoperable architecture can also play a part in surfacing academic resources to the broader cross-sectoral community UK SDI ndashthe UK Location Programmersquos LocationInformationInfrastructure(UKLPLII)

GeoDoc is the online geospatial metadata creator tool that sits behind GoGeo for providers of geospatial data to document their data using standards-compliant schema The UK academic profile forISO19115 known as AGMAP is now aligned with the new national GEMINI2 andEuropeanINSPIREmetadataprofiles

During 2010-2011 GoGeo was given a new design to provide a more current look for the portal and to strengthen its core message Simultaneously the portal was re-architected to use an open source catalogue toolkit implementing INSPIRE compliant protocols ensuring GoGeo can interact harvest from and make available records to be harvested by the UK Location Programme within datagovuk and European INSPIRE geoportal

This is particularly important as during 2010-2011 the existing UKgovernment geoportal Gigateway was decommissioned

The purpose of GECO is to foster a community of users of geospatial resourceswithinidentifiablecommunitiesof interest GECO aims to increase the use of geospatial tools infrastructure and information collate exemplars of useidentify and promote best practice assist with the maturation of the UK academic SDI promote the JISC Geospatial Working Grouprsquos (GWG) Vision for geospatial resources champion awareness raising of INSPIRE ensuring that the sector is cognisant of the obligations and opportunities and promote good data management principles

GoGeo Linked Data (GOLD) exposedthe GoGeo Catalogue and the Scottish Government Spatial Discovery Portal CSW content as a Linked Data triple store toimprove the ldquodiscoverabilityrdquo of metadata records A range of technical approaches were explored including schema cross-walking production direct from relational databasesandanUMLtoRDFapproachto assess how best to create open linked geospatial metadata

ScotSDI EDINA renewed its partnership with the Scottish Government to develop a geospatial discovery metadata service as part of a Scottish SDI This addresses obligations under INSPIRE for public bodies to produce maintain and manage metadata about their geospatial resources Built using open source software this enables creation and discovery of UK standards compliant GEMINI2 dataset series and service metadata records

The Interoperable Geographic Information (IGIBS) project is building on prior work demonstrating how Shibboleth can be used to provide an organisational model for SDI We have shown that Shibboleth can be used to protect OGC Web Services without requiring any changes to the interfaces EDINA is working with the Welsh Government and the University of Aberystwyth to address the access control barrier by prototyping a simple tool that should allow users to quickly view their data using interoperability standards in combination with Welsh Government data TheUse Cases being explored areemerging from the UNESCO designated DyfiBiosphereReserve

ldquoThe usefulness of the geoportal cannot be over-emphasisedrdquoStudent HE

image copy GECO project

20 EDINA Annual Review 2010-2011

3 Service and Project Reports

Repository services

EDINA pioneered strategies for sharing resources within the limitations of third-party licence with the ShareGeo repositorybuildingonexperiencewithJorumDeveloped in a JISC funded-project ShareGeo allows users to share and re-use derived geospatial datasets within the Digimap service under the JISC Collections licensing arrangements It enables data sharing to take place in an authenticated environment that would otherwise not be possible

In April 2010 OS made a suite of core geospatial data products available as OS OpenData with Creative Commons Attribution licence terms conducive to sharing and reuse of derived data via open repositories Through ShareGeo Open an open access repository researchers students and lecturers creating geospatial data can deposit their research and operational data in a repository open to all to search and download

Since ShareGeo Open went live in June 2010

bull there have been over 6400 data downloadsbull the top 3 downloads are the ONS Postcode Directory Postcode Areas for Great

Britain and a GB-wide Digital Elevation Modelbull the National Library of Scotland is using ShareGeo Open to make available

historic data outputs from the AHRC funded Visualising Urban Geographies project

During the last year EDINA developed a plugin to allow direct data deposit into ShareGeo Open from within desktop mapping software via the SWORD protocol The plugin has been downloaded over 660 times

Census services

UKBORDERSprovidesaccesstoandsupportforalargeonlineldquofilingcabinetrdquoofdigitised boundaries and key postcode directory and related resources Funded by the Economic and Social Research Council (ESRC) as the Geography Data Unit for the Census Programme UKBORDERS is one of the most heavily used of the census services ndash in the 2010-2011 user survey it was the most frequently used service in a survey of 1358 users Highlights over the reporting period include

bull A successful bid for a further yearrsquos operation whilst ESRC deliberate on the future and nature of the post 2012 census delivery portfolio

bull The release of two new interfaces over the period ndash a Thematic Mapping Wizard allowinguserstogeneratetheirownchoroplethmapsandaDynamicLookupTable service allowing users to create bespoke geography reference tables

bull UKBORDERS also participated in the successful 2011 Census Conference

UKBORDERS is one of the most heavily used of the census services

Geological Map Data copyNERC 2010copy Crown copyrightdatabase right 2010 An Ordnance SurveyEDINA supplied service

21EDINA Annual Review 2010-2011

3 Service and Project Reports

agcensus offers grid square agricultural census data for England Scotland andWales During 2010-2011

bull TheserviceanddemocodewereportedfromMySQLtoPostGISbull 2009 and 2010 small area data for Scotland and 2008 2009 2010 data for

Wales (received from respective devolved government departments) were processed converted and brought into service

bull A subset of the decennial 2010 Agricultural Census (provided at 1km level of aggregation) will be forthcoming from DEFRA Methodology for conversion from small area to grid square has been requested in order to establish anomalies with the in-house conversion process

Additional project activity

The Spatio-Temporal Energy Efficiency Visualisation (STEEV) project aims to build a spatio-temporal exploration and visualisation tool for annual energyefficiencycoefficientssuchasenergyratingslikelyenergydemandandrelatedCO2 emissions modelled at Output Area level for a large regional geographical area of South Wales from 2000-2050

Testing of back-end database and data loading has been achieved primarily through test data provided by our project partner at the Welsh School of Architecture User interface and front-end design is reliant on back-end modelling and requires contextual anddescriptive content suchaspolicy-relatedenergy scenarios Anannotation facility is being considered which would allow stakeholders to annotate visualised content in real time

Multimedia and EducationMultimedia Services

JISC Mediahub was launched as a beta version in April 2011 followed by a full service release in August 2011 This service hosts multiple video sound and image collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection owners

While JISC MediaHub was in development the three multimedia services remained popular Film amp Sound Online with 382 institutional subscriptions Education Image Gallery with 88 NewsFilm Online with 350

NewsFilm Online will continue to be freely available to subscribers until July 2012 both as the current service and as part of Mediahub in its component collections

Film amp Sound Online and Education Image Gallery were withdrawn from service on 1 August

The definitive academic video image amp audio resource

image copy STEEV project

22 EDINA Annual Review 2010-2011

3 Service and Project Reports

Multimedia projects

Based at Sabhal Mograver Ostaig the Gaelic-language college on Skye Tobar an Dualchais isamulti-million-poundHeritageLottery-fundedprojecttopreservedigitiseandmake available online up to 12000 hours of recordings from the archives of BBC Scotland the National Trust for Scotland and the School of Scottish Studies at the University of Edinburgh EDINA and the University of Edinburgh IS department also contributed a production control and a cataloguing application for web-based input of metadata EDINA continued to develop the website in 2010 and the full public version was launched successfully in December 2010

Building upon earlier work for Tobar an DualchaisKist o Riches and the Statistical Accounts of Scotland EDINA worked collaboratively with the University of Edinburgh Centre for Research Collections during Phase 3 of an AHRC funded project The Carmichael Watson collection in Edinburgh University Library iscentred on the papers of the pioneering folklorist Alexander Carmichael (1832-1912) The project aimed to unlock one of the worldrsquos major folklore resources for thebenefitofacademicscholarsandthewidercommunityEDINAprovidedthesoftware engineering skills to develop and deliver online access to this iconic work ofAlexanderCarmichaelThiswaslaunchedinJune2011

Thefinal reportoftheshortprojectScoping Study Aggregations of Metadata for Images and Time-Based Media was made available in September 2010 It indicated the benefits of and opportunities for aggregations ofmetadata forthese resources and the barriers to having open and shareable metadata It also described a number of scenarios in which such aggregations would be useful or requiredanddifferentmodelsforaggregatingmetadata

Education service Jorum

Following the launch of the JorumOpen collection in January 2010 Jorum enjoyed continued growth in both the usage of the resources it contains and the number of resources that are shared through the service As of July 2011 visits to the servicewerefivetimeshigherthanthepeakusagebeforeJanuary2010andover14200 resources were available across a variety of subject areas ndash an increase of over 80 Many of these resources were shared by users involved in the JISC HE Academy OER Programme which the Jorum team continued to support

Jorum consolidated its collections on the DSpace platform in February 2011 and made all software outputs available for download and re-use in June 2011 through the EDINA Developer Corner and Github

Jorum was developed and run jointly by EDINA and Mimas from 2002 until 2011 From August 2011 Mimas will be taking Jorum forward into service

Alexander Carmichael Portait by William Skeoch Cumming Image is in the public domain

Image copy iStockPhotos 2010

23EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoThanks so much for your help I really cannot emphasis how invaluable itrsquos beenrdquo SDSS Helpdesk enquirer

Middleware and Infrastructure

UK Access Management Federation Related Projects

The joint bid from JISC Collections and EDINA to be the Operator for the UK Access Management Federation from August 2011 to July 2014 was successful During the remainder of the 2010-2011 academic year EDINA and JISC Collections worked with JANET(UK) on the transition arrangements Because EDINA already acted as the technical operator for the federation a smooth transition was expectedandhappened

A contract was agreed between EDINA and SWITCH to form the Shibboleth Consortium to provide coordination and means to engage the personnel to develop the Shibboleth federated access management software The Consortium will ensure development of the Shibboleth codebase upon which the UK Access Management Federation depends EDINA throughitsSDSSExpertGroupactivityisthe lead member of the Consortium and is responsible for the distribution of funding from JISC and SWITCH

The federation continued to grow substantially reaching over 850 members and 1250 entities the largest academic deployment in the world

The UK Federation Support Team at EDINA manages the metadata that underpins it and supplies technical support to its members In August 2011 a new centralised Discovery Service (WAYF) was implemented based on user testing Thisshouldimprovetheloginexperiencefor users throughout the UK education sector

The SDSS Expert Group contributes nationally and internationally to the development and maintenance of the Shibboleth infrastructure and codebase Nationally the federation operator refers technical issues related to the operation of theUKfederationto theSDSSExpertGroup

During 2010-2011 the SDSS Expert Groupworked with Internet2 (I2) and the Shibboleth Consortium participating in the Shibboleth core development team with core Shibboleth software including the Shibboleth V3 IdP

The expert group has contributed to theEmbedded Discovery Service which will supportamoreconsistentloginexperienceacrossdifferentservicesbymakingiteasyfor service providers to deploy standard WAYF functionality familiar to users but with their own branding and on their own servers rather than depending on the federationrsquos Central Discovery Service servers

Theexpertgroup isworkingwitha smallInternet2 subgroup to develop a technical architecture for inter-federation working The work involves the refinement of anAggregation Engine to allow the swapping of authorised metadata between federationsSignificantprogressthisyearmeans that the aggregation engine has now replaced the bespoke code previously used to generate the production UK federation metadata while test metadata including entities from other federations is now also being generated daily

WSTIERIA was a JISC-funded project which ran from January 2010 to March 2011 and investigated mechanisms for use of federated access management with web services WSTIERIA evaluated possible solutions based on use of faccedilade software andrecentextensionsofcoreShibbolethcode

Image copy Jupiterimages 2006

24 EDINA Annual Review 2010-2011

3 Service and Project Reports

Unlock Related Projects

Unlock the gazetteer and geo-referencing infrastructure service provides two sets of web services one is a ldquogazetteer cross-searchrdquo comparing different sources ofgeographic data for information about place-names The other is a ldquogeo-parsingrdquo service using text mining techniques toextractplace-namesfromresources(textor metadata) to allow collections to be searched by location

Unlock Places offers search acrosslicensed OS data sources for subscribers to Digimap OS Collection Last yearUnlock was adapted to include an open data gazetteer which provides world-wide coverage and includes the OS Open Data products

In terms of the JISC Information Environment Unlock is a shared terminology service that can underpin geographic searching and geo-referencing for other services Unlock can help with data and resource linking and improving the metadata describing scholarly work

The JISC-funded CHALICE (Connecting Historical Authorities with Linked dataContexts and Entities) project applied atext mining approach to volumes of theEnglish Place Name Survey to produce a Linked Data historic gazetteer for areasof England which could then be used to improve the quality of georeferencing in other archives The gazetteer is linked to other placename sources on the LinkedData web via geonamesorg and Ordnance Survey Open Data We aimed to provide a historic place-name gazetteer covering a thousand years of history linked to attestationsinoldtextsandmaps

Intensive user engagement was undertaken with archive projects that canbenefitfromtheopendatagazetteerand open source text mining tools TheCHALICEoutputsare for anyoneworkingwith historic material ndash be that archives of records objects or ideas There is a Past Places browser to help illustrate the data andprovideaLinkedDataviewofthedata

Unlock has also been working towards supporting tooling for the Bamboo Project which is building applications and shared infrastructure for humanities research

OpenURL Router Related Projects

OpenURL Router continued to have high levels of use during 20102011 with 97 registered institutions which register the OpenURL resolvers they use with theRouterTheOpenURLRouter isacentralregistrydetailingOpenURLresolverstheinstitutions to which they belonged and certaindetails(UKFederation identifiersIP addresses and domain names) that help in identifying members of that institution This allows referring bibliographic services to addressOpenURL links to the correctresolver for each end user without any prior knowledge of the user or their institution

The JISC-funded Using OpenURL Activity Data project built on the recommendations oftheSharedOpenURLDataInfrastructureInvestigation in 2008-9 by exploring thevalue and viability of releasing OpenURLactivity data for use by third parties as a means of supporting development of innovative functionality Following an initial investigation to understand how IP addresses could be collected and processedwithoutexposingthecollectingorganisation to legal risk the data filesbased on the OpenURL Router log fileswere produced and released under the open license ODC-PDDL An articlerecommender prototype was developed basedonthisdataasanexampleofhowthe data could be used

ldquoExcellent servicemdashhas saved a huge amount of time and effortrdquoOpenURL Router Librarian HE

Image copy Tom Armitage

25EDINA Annual Review 2010-2011

3 Service and Project Reports

Additional project activities

AprojectbeganinFebruary2011toproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelatedtechnologiesSeveralmembersofstafffromboththegeographicand bibliographicmultimedia development teams in EDINA have been working on Linked Data Focus We ran three short software development ldquosprintsrdquo to produce Linked Open Data output from several different EDINA projects and servicesDuring each sprint we held a workshop where we presented and discussed the workinprogressandinvitedpeoplefromoutsideEDINAtoshowofftheirrelatedwork

The development work supports the broader ambition of Discovery and has adopted its guidelines for metadata We are working towards the production of anldquoinfokitrdquodocumentingourfindingsandpracticeswithaviewtoassistingandinforming other institutions

EDINArsquosworkonprovidingldquotargetedrdquologinURLsisbeingrolledouttoitsservicesThe Ediauth Targeted Login mechanism exists to provide a simple and robustalternativetoshibbolethWAYFlessURLsforwhichthereisconsiderabledemandAdditionally it ismoreflexibleand informativethanshibbolethWAYFlessURLsThe targeted loginURLsarebeingadvertisedandused for JISCMediaHubandis being used by the prototype CRIS bookmarking service It will be rolled out to otherEDINAservicesintimeforthenextrevisionoftheEDINArsquosmainwebsite

CRIS the ldquoCommenting and Referencing Infrastructure Servicerdquo is a shared middleware service for bookmarking and commenting web resources with a particular focus on multimedia CRIS was developed as a JISC-funded personalisation service with the potential to help service providers avoid duplicatingimplementationofthefunctionalityinindividualservicesItalsooffersa basis for recommender functionality CRIS has now been successfully tested with JISC Mediahub to provide bookmarks and commenting These functions are due for release in JISC Mediahub by the end of 2011

User Support Our support activities in 2010-2011 were as follows

Helpdesk

The EDINA helpdesk continued to be the primary point of contact for all enquiries concerning EDINA services and successfully resolved enquiries from end-users andsupport staff EDINArsquos licenceandcall-loggingsystem(Helios)was furtherenhanced in 2010-2011 to facilitate registrations to use the Digimap for Schools service

The helpdesk approved almost 50000 applications to use the Digimap service across the three collections requiring registration ndash OS Geology and Marine Digimap

ldquoIt makes a change to find a helpdesk that actually helpsrdquoEDINA Helpdesk enquirer

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 3: EDINA Annual Review, 2010-2011

1 Directorrsquos Introduction

EDINA Annual Review 2010-2011 1

Directorrsquos Introduction

This review of the past academic year 2010-2011 serves as report to our principal funding body the Joint Information Systems Committee (JISC) and to the world at large and is intended to give an overview of what EDINA has been doing An up-to-date summary on ldquowhat EDINA doesrdquo its services and current project activities is in the Community Report which you can download from our website httpedinaacuk

ldquoHE and FE are going through unprecedented changes because of changes of culture technology and fundingsourcesEDINAoffersbothasuiteoftriedandtestedresourcesandacommitmenttoserveallits communities in the futurerdquo [Professor Charles Oppenheim Chair of EDINA Management Board]

This past year has been eventful fruitful but also portentous with respect to things to come The events and achievementsdescribedinthehighlightsinthenextsectionshowkeyareasinwhichEDINAhasbeenassistingJISC and the sector achieve their objectives This it does by providing online services for researchers students and their teachers and by helping to build the digital infrastructure Activities include the launch of JISC MediaHub thedefinitiveacademicvideosoundandimageresourceforUKHEandFEwhichpioneeredacombinationofaggregation for discovery with service delivery of licensed content We are also playing our part in Discovery the metadata ecology arising from the Resource Discovery Taskforce Vision The goal of developing the academic Spatial Data Infrastructure (SDI) in the UK and Europe was advanced during the year including the launch of Digimap OpenStream and ShareGeo Open the former being enabled by funding from Ordnance Survey for the provisionofDigimapforSchoolsndashanexampleoftechnologytransferandimpactthatwasawardedtheGOLDCertificateforthebestoverallresourceintheGeographicalAssociationrsquos2011PublishersrsquoAwards

The launch of OpenDepotorg (as successor to the project-funded Depot) at the start of the year timed to coincide with the Repository Fringe 2010 signalled the commitment of EDINA to the open agenda That may have encouragedthesignificantnewsattheendoftheacademicyearthatEDINAhadbeengivenleadershipfollowinga competitive bid of UK RepositoryNet+ to initiate and manage repository infrastructure for research literature repositoriesand theannouncement thatEDINAwouldco-hostOR2012 Perhapsof fundamental significancefor JISC infrastructure EDINA and JISC Collections have been assigned responsibility during the past year for the management of the UK Access Management Federation for Education and Research (the federation) EDINA isprovidingtechnical leadership intheShibbolethdevelopmentcommunityandsignificantcontributiontothesecurity aspects of providing web services

Wehaveofcoursebeenmindfulofboththegeneralsenseoffinancialuncertaintyforuniversitiesandcollegesin the UK and the report from the review of JISC and of the associated review of the two national academic data centres The former has prompted reflection onwhat EDINA should do to help institutions savemoneyas well as ldquoenhance the productivityrdquo of their researchers students and teachers through shared services and infrastructure In its role as a JISC national data centre the volume of designated service activity at EDINA (in terms of institutional uptake usage and cost-recovery income) has never been higher and there may be more callforsharedservicesHoweverwithcleardecreaseinthepublicpurseandprospectofconsequentfinancialrestrictions in JISC funding we must continue to identify the value that EDINA creates for its user communities as wellashowwecanincreaseourefficiencyandeffectiveness

More information about our aims and plans for the future can be found in EDINArsquos Strategy As ldquoforward lookrdquo regarding 201314 as a way-marker to assist determination of planning we have the following areas as priorities for activity

bull Renewed focus upon the needs of stakeholders (as ldquocustomersrdquo of services) to complement the continuing support given to researchers students and teachers (as ldquoconsumersrdquo)

bull Ensuring ease and continuity of access to scholarly resources

1 Directorrsquos Introduction

EDINA Annual Review 2010-2011 2

bull Contributing to Discovery to develop a shared UK infrastructure bull Leadershipinmanagingtheinfrastructureforresearchliteraturerepositoriesbull LeadershipinthecreationoftheUKSpatialDataInfrastructure(SDI)withtheUKLocationCouncilhelpingto

develop the international E-Framework for Education and Research ndash ldquoGeo-enablingrdquo services across the JISC Information Environment (IE) partnering in the development of

the academic SDI in Europe assisting UK universities understand their obligations (and opportunities) regarding the EU INSPIRE regulations

bull Focus on understanding the mobile Internet and delivery of services to mobile devicesbull Using the re-assignment of responsibility for Jorum as trigger for renewed focus upon ways in which EDINA

meets the needs of learning and teaching as well as more generic and technical support for repositoriesbull Providing middleware and tools including support through the UK Access Management Federation and

technical support for members including schoolsIt seems appropriate to close by again quoting the present Chair of JISC as this sums up the sentiment at EDINA also

ldquoStanding still is not an option [hellip] we are constantly looking to share best practice build on what we have learnt and look to the future So we can deliver products and services which consistently add value to the work going on in UK colleges and universitiesrdquo 1

Peter BurnhillDirector of EDINA

1 httpwwwjiscacukaboutusannualreview2009aspx

EDINA Staff Christmas 2010 mdashphoto by Lasma Sietinsone

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 3

2 Highlights of Our Year 2009-2010

RepositoryNet+mdashshared repository infrastructure for the UKThe year closedwith the exciting news that EDINA had been given leadershipto initiate and manage the repository infrastructure for research literature repositoriesfollowingacompetitivebidWorkingcloselywiththeJISCExecutiveandwithkeyproviderstheaimoverthenext20monthsistocreateandfostershared infrastructure both social and technical ndash the purpose of which is to enable deposit curation and dissemination of research literature Alongside advocacy for Open Access this is part of the JISC strategy to work with research funders in promoting the visibility of research at universities including preparation for the ResearchExcellenceFramework

A central task for the project is to assist universities and colleges as they embed repositories within institutional processes at an economic cost and demonstrate value for researchers and their funders Activity is now getting underway with discussion at the recent Repository Fringe at Edinburgh of our mapping of the mainactorsandworkflowsintherepositorylandscapeTheintentionistousethisfeedback to help devise sustainable ways of sharing service-quality components that help reduce costs and improve quality

Awards and key publications EDINA has received a Highly Commended mention at the annual Association for Geographic Information (AGI) Awards for Innovation and Best Practice which was deservedly won by MapAction for their global disaster work The commendation for EDINA was on the basis of the paper given at GeoCommunity 2010 by Tim Riley on migrating Digimap to a new GIS infrastructure

TheGOLDCertificateforthebestoverallresourcewasawardedtothenewDigimapfor Schools service in the Geographical Associationrsquos 2011 Publishersrsquo Awards at the Associationrsquos Annual Conference in April 2011 The award was presented to EDINArsquos Director Peter Burnhill and Ordnance Surveyrsquos Director-General and CEO VanessaLawrenceOver2500schoolshavesofartakenadvantageofOrdnanceSurveyrsquos voucher scheme providing free access to Digimap for Schools

AnarticleentitledldquoLoweringthebarriersfromdiscoverytodeliveryaJISCfundedEDINA and Mimas projectrdquo co-authored by Fred Guy at EDINA1 was chosen as a HighlyCommendedAwardWinnerattheLiteratiNetworkAwardsforExcellence2011

1 FredGuyJoyElizabethPalmer(2010)ldquoLoweringthebarriersfromDiscoverytoDeliveryaJISCfundedEDINA and Mimas projectrdquo Interlending amp Document Supply Vol 38 Iss 3 pp158 - 167 httpwwwemeraldinsightcomjournalshtmarticleid=1876720ampshow=htmlampnolog=67829amp httpwwwemeraldinsightcomauthorsliteratiawardshtmyear=2011ampPHPSESSID=1grib12rulqh5p7sog6ja28b64

RepositoryNet+ helps demonstrate the value of institutional repositories for researchers and their funders

ldquoeasy access to OS maps through the latest in interactive mappingrdquoBaroness Hanham Parliamentary Under Secretary of State

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 4

A paper entitled ldquoGeospatial resources for supporting data standards guidance and best practice in health informaticsrdquo co-authored by Tony Mathys at EDINA was published in BMC Research Notes2 and holds Highly Accessed status

A Techwatch report entitled ldquoAugmented Reality for Smartphonesrdquo was commissionedbyUKOLNforJISCObservatoryfromBenButchartofEDINA3 It was peerreviewedbyexpertsinthefieldandhasreceivedinternationalrecognition

ThefirstphaseoftheWalkingThroughTimeprojectwasasimpleidealdquoSatNavfor historical mapsrdquo - a phone app that combined GPS technology with old maps to allow users to ldquowalk through timerdquo Developed to a working prototype available on all GPS-enabled smart phones for Edinburgh only the original application caught the imagination of academics geographers and historians worldwide In 2010-2011 we have developed it as an iPhone application

Citations included

bull HeraldScotland 3 January 2010bull TheTimesHigherEducationalSupplement 14 January 2010bull EdinburghJournal 20 January 2010bull TheAustralianHorizonReportonEmergingTechnologies Winter 2010

The project also won second prize in the ALISSQuarterly best article of the year award

The AddressingHistory project which created an online website and crowdsourcing tool combining historical Post Office Directories and contemporaneous mapsgainedsignificantattentionfromthelocalhistoryandgenealogycommunities

Citations included

bull CAIRTNewsletteroftheScottishMapsForum July 2010bull ALISSQuarterly July 2010bull PracticalFamilyHistory July amp December 2010bull FamilyHistoryMonthly August amp December 2010bull DiscoverMyPastScotland August 2010bull IS News the Newsletter of the Chartered Institute of Library and Information

ProfessionalsinScotland October 2010bull TheHeraldScotland 15 November 2010bull The Scottish Genealogist Quarterly Journal of the Scottish Genealogy Society

December 2010bull ProgrammableWeb 17 December 2010

2 Tony Mathys Maged N Kamel Boulos BMC Research Notes 2011 419 (26 January 2011) httpwwwbiomedcentralcom1756-0500419

3 httpblogobservatoryjiscacuk20110408techwatch-report-augmented-reality-for-smartphones

ldquoAddressing History brings new richness to the geography of Edinburghrsquos pastrdquo Alastair Dunning JISC

Image copy iStock Photos 2009

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 5

Key Events in our calendar Edinburgh was the place to be in September last year and August this year for the respective Repository Fringe 2010 and 2011 events co-hosted with the University and the Digital Curation Centre Record numbers of delegates participated in these interactiveeventsandevenmoreenjoyedtheeventamplificationsorchestratedbyEDINArsquossocialmediaofficerVideosofall2011speakersareavailableonYouTube

Theexperienceof theorganisingcommittee inarrangingsuccessiveRepositoryFringe events over four years and their collective reputation in the repository community were important factors in the award of the Seventh International Conference on Open Repositories 2012 (OR12) to the University of Edinburgh This willtakeplaceinJulynextyear

EDINA was a gold sponsor of this yearrsquos prestigious INSPIRE conference held at the Edinburgh International Conference Centre from 27 June to 1 July 2011 We had several papers in the conference programme as well as anexhibitionstandatthe eventWealsoamplifiedourpresencebytweetingatregularintervals-addingcontentre-tweetinginterestingpostsflaggingupEDINApapersetc

The new Digimap for Schools service was launched at Graveney School in Wandsworth London on 10 November 2010 by Vanessa Lawrence Director-General and CEO of Ordnance Survey and Baroness Joan Hanham the Minister withoversightofOSasanationalmappingagencyPeterBurnhillandotherstafffrom EDINA were present

A high-profile event on 9 December at the University of Edinburghrsquos School of InformaticsattendedbyFionaHyslopScotlandrsquosMinisterforCultureampExternalAffairsprovidedthepubliclaunchofamajoronlineoralarchivewithwhichEDINAhas had a long association Tobar an Dualchais makes available more than 15000 recordings from Scotlandrsquos past

AddressingHistory was launched on 17 November at an amplified event at the NationalLibraryofScotlandThelauncheventprovidedanopportunitytocelebrateScottishhistoryandtomeetmanylocalhistoryandgenealogyexpertscommunitygroups and bloggers

Closeworkingwith theUniversityofEdinburghrsquosLibrarySpecialCollections foractivity funded by the AHRC led to the successful launch of Carmichael Watson websitewhichmadeaccessibleanXML-enableddatabaseon thepapersof thepioneeringfolkloristAlexanderCarmichael(1832-1912)theforemostcollectionofits kind This was celebrated in a well-regarded conference AlexanderCarmichaelCollectingControversyandContexts

EDINA Director Peter Burnhill at Repository Fringe 2011 Photo by Nicola Osborne

Launch of Digimap for Schools Image copy Ordnance Survey

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 6

Discovery A recurrent driver in our work during 2010-2011 has been to contribute to the RDTF Vision being taken forward as Discovery the metadata ecology for research and education in the UK

Its focus is on discoverability one major aspect of which is greatly assisted by geo-enabling through Unlock the shared terminology service underpinning geographicsearchingandgeo-referencingusingtextminingtechniquesdevisedby the LanguageTechnologyGroupattheUniversityofEdinburghtoextractplace-names from resources and enable collections to be searched by location

The scale nature and comprehensiveness of the SUNCAT metadata covering as it does the serialsrsquo records of legal deposit and many major research libraries in the UK and Ireland means that it is a priceless resource and potentially of great value for reuse Workhasbeencarriedout toexplore the issuesofmaking thedataopen both a technical and legal challenge

AprojectisunderwaytoproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelated technologies to others in the form of an ldquoinfokitrdquo

An article recommender prototype based on OpenURL Router data wasdevelopedasanexampleofhowthedatacouldbeusedThis recentlywonanawardcommendeduseoftheOpenURLRouterDataintheDiscovery amp DevCSI Developers Competition This is a different type of ldquoengagementrdquo for EDINAinvolving participation in Discovery as a user of open data

A key presentation Aggregation as a Tactic to support Discovery by Peter Burnhill and Stuart Macdonald was given at the CERN Workshop on Innovations in Scholarly Communication (OAI7) Geneva in June 2011

Service HighlightsJISC Collections and EDINA were awarded the responsibility to manage the UK Access Management Federation for Education and Research (the federation) with hand over in August 2011 The federation now has over 850 members and 1250 entities the largest academic deployment in the world

JISC Collections as the legal entity manages member enrolment training reporting and promotion EDINA is the federationrsquos technical and operational support provider

TheSDSSExpertGroupatEDINAcontinued its successfulcollaborationwithInternet2 and the Shibboleth Consortium in order to contribute internationally to the development and maintenance of the Shibboleth infrastructure

ldquomaking content more discoverable both by people and machinerdquoRDTF Vision

Image copy Jupiterimages 2006

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 7

The WSTIERIA project completed in March 2011 successfully demonstrated two methods of using the federation for non browser based machine-to-machine interactions (ldquoweb servicesrdquo)

EDINAlaunchedJISCMediaHubthedefinitiveacademicvideosoundandimageresource for UK HE and FE

The beta version of JISC MediaHub was released in April followed by a full service release in August Over 100 institutions have already subscribed to JISC MediaHub as part of the JISC eCollections service

The service hosts multiple collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection-owners

TheJISCMediaHubserviceisalsoanexampleofparticipationinDiscoveryasa user of open data as mentioned above - it uses CultureGrid open metadata

This academic year has seen consolidation and rationalisation of the services offered from the Digimap platform Building on the introduction of the Roambased mapping services last year there has been much harmonisation of the source code so that service enhancements can be applied across collections eg Annotation and Measurement tools which have been added to all the Digimap services including Digimap for Schools

Usage continued to increase in 2010-2011 Users of all the Digimap services created nearly 11millionmaps and downloaded very significant volumes ofdata Over 100000 requests for data were made and nearly 1 million tiles of data were taken On top of this over 1575 million Km2 of OS MasterMapreg data was downloaded

Ancient Roam a facility in Historic Digimap now allows users to compare two historicalmapsofthesamelocationfromdifferentdecadessidebysideUsingthe 2up View users can view a location and easily see how the landscape has changed over time

Launched inOctober 2010DigimapOpenStreamnowhasover 1700 registeredusers

OpenStream enables users of desktop GIS to have the most current up-to-date Ordnance Survey streamed live to their desktop without the need of storing and managing data For those creating web mash-ups the service delivers up-to-date mapping in a fast interoperable manner

ShareGeo Open a repository service for the sharing of geospatial data also launched in autumn 2010

ShareGeoOpen now has over 140 geospatial datasets available for reuse by anyone licensed under Creative Commons

image copy iStockPhoto 20011

contains Ordnance Survey data copy Crown copyright and database right 2010 Data provided by Digimap OpenStream an EDINA University of Edinburgh Service

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 8

EDINArsquos role in creating implementing and supporting Jorum the UKrsquos national repository for learning and teaching resources came to a successful conclusion in July 2011 with the repository providing access to over 14000 resources across a variety of subject areas Jorum has been taken forward into service by Mimas the national data centre based at the University of Manchester from August 2011

EDINArsquos expertise in DSpace customisation licensing and service deliveryenabled the provision of a robust socio-technical infrastructure for Jorum and for academic content more generally A robust legal and policy framework was created for the service and the technical infrastructure has been made available under open source licences for others to reuse and repurpose

EDINA has continued to advance work to assist the library community in ensuring Continuity of Access to Scholarly Content for which EDINA is gaining good reputation nationally and internationally

EDINAcontinuestoprovidesupporttotheUKLOCKSSAlliancecommunityandhasbeencontributingtothedevelopmentoftheLOCKSSsoftwaretosupportintegration with library link resolver systems In addition EDINA has continued toactastheOpenAccessplatformfortriggeredcontentforCLOCKSS

Since 2008 EDINA has been working in partnership with the International Standard Serial Number International Centre (ISSN IC) on the ldquoPiloting an e-Journal Preservation Registry Servicerdquo (PEPRS) project and at the end of April 2011 released a beta service for public use This work is being taken forward as ldquoThe Keepers Registryrdquo

EDINA has now begun work on phase two of a pilot project to improve post-cancellation access provision to scholarly content (PECAN) with the objective of delivering a pilot ldquoentitlement registryrdquo to provide an authoritative record of access entitlement

The OpenDepotorg service launch was timed to coincide with the Repository Fringe 2010 and was our contribution to Open Access Week from 18-24 October It has continued to be used by researchers worldwide as a platform to make their research literature available on an open access basis with a weekly average of one or two deposits and over one hundred redirects to local repository services

The redirects were made possible by the Open Access Repository Junction project which has successfully completed its phase one stage and will develop its proof-of-concept broker into a service in phase two due to take place this coming year

Spatial Data Infrastructures We have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability

EDINA assists libraries in ensuring Continuity of Access to Scholarly Content

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 9

The GoGeo geo-data portal service is regarded as a critical component of the UK Spatial Data Infrastructure (SDI) A new interface for the site featuring improved usability functionality and visual design went live in May 2011 Its online geospatial metadata creation tool GeoDoc enables creators of geospatial data to document their data to a variety of standards-compliant schemas

GoGeo and GeoDoc combined ensure the UK HE sector can engage with the UK LocationProgramme and the INSPIRE Directive at the EU level

EDINA was funded by JISC to undertake the Geospatial Engagement and Community Outreach (GECO) project the over-arching purpose of which is to foster self-help communities of users of geospatial resources and champion awareness of the INSPIRE Directive in the sector

We are working in partnership with the Scottish Government and the British Geological Survey to develop a pilot geospatial discovery metadata service as a key component of a Scottish SDI

We work under the auspices of the international E-Framework for Education and Research founded by JISC and other international partners in the Geospatial e-Framework Collaboration with LandcareResearchNewZealand

This year saw the completion of the European Spatial Data Infrastructure Network (ESDIN) project Working within Open Geospatial Consortium (OGC) processes EDINA contributed by successfully demonstrating how Shibboleth can be used to protect the OGC Web Services that underpin SDI A number of GIS vendors have modifiedtheircommercialsoftwareasaconsequenceofthisworkndashwhichwasshowcased at the INSPIRE 2011 conference

Social MediaEDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders and in 2010-2011 we continued to enhance our uses of these media We also launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector

Benefits and impact information For thefirst time in theacademic year 2010-2011 EDINAandother JISCServiceProviderswererequiredunder theirServiceLevelAgreements (SLA)toprovidebenefitsandimpactachievementsinformationtotheJISCMonitoringUnit(MU)in addition to the quantitative information usually reported

Surveys were carried out across most of our services We reported the results to the MU in February 2011 and have made them available at our website (httpedinaacukimpact)

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 10

The vast majority (typically well over 80) of the respondents found the services easy to use saved time and said that they would recommend them to others

EDINA determined to focus positively on ratings and comments that indicated the needtomakesomeservicessimplerforinexpertusersEDINAhaslongengagedwith this group of its users and pioneered services that are easier to use

Technical Infrastructure improvementsRecurrent hardware funding from JISC continued in 2010-2011 the third year of an agreed 3-year upgrade spend

The additional servers which were purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

There has been a continuation over the year towards virtualisation under VMWare a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Over 70 of survey respondents found SUNCAT easy to use and saved them time

11EDINA Annual Review 2010-2011

3 Service and Project Reports

3 Service and Project Reports

ldquoOurmissiontoenhanceproductivityqualityandcost-effectivenessinresearchandeducationwithovertwenty-fiveyearsofexperienceandtechnicalexpertiseindataandonlineservicesrdquo

Our main business areas in 2010-2011 were Reading amp Reference with focuses on scholarlycommunicationcontinuityofaccessandtextMapsampDataespeciallygeospatial Multimedia amp Education including a focus on learning and teaching (LampT) andMiddleware amp Infrastructure with focuses on accessmanagementinteroperability and registries

This online service delivery is supported in three ways First we support end users and librarians and information services in various ways Second we ensure a high level of usability accessibility and reliability complying with standards and meeting agreedperformance indicatorsThirdweuseourexpertiseandcompetence inproject activity to advance development and understanding on behalf of JISC and the wider education and research community

Most service and RampD activities undertaken in 2010-2011 were funded by JISC As shown on the following pages a number of project activities undertaken relate to service activities

EDINA has been undertaking innovative research and development

12 EDINA Annual Review 2010-2011

3 Service and Project Reports

Reading and Reference Scholarly Communication Services and Related Projects

SUNCAT Related Projects

SUNCAT is the national union catalogue for serials providing facilities to discover and locate serials held across the UK

Ahighlysignificantadditiontothe listofContributingLibrarieswasTrinityCollegeDublin (TCD) TCD although located in the Republic of Ireland is a legal deposit library for both the UK and Ireland and is the largest research library in Ireland It has contributed 180000 serial records containing a number of titles not held by any other SUNCAT library Another major library added was the Open University which has contributed about 35000 serialsrsquo records

The downloading service was considerably enhanced during the year by making available records from 17 Contributing LibrariesincludingalltheUKlegaldepositlibraries other major research libraries in the UK as well as a selection of specialist libraries

Work has been taking place on the platform used by SUNCAT including the development of a new user interface separate from the database that is at the heart of the service and which will allow improvements to be implemented rapidly The new interface will be introduced in Winter 2011

A SUNCAT Google Application was launched this year allowing users to search SUNCAT from their iGoogle page This complements the existing SUNCATFacebook application

The decision was taken to extend thecoverage of Tables of Content (TOC) of journals in SUNCAT A joint project was agreed with Heriot Watt University which hosts the JournalTOCs service This provides a TOC service for over 16000 journals from 868 publishers and thereby extends the journal coverage currentlyprovidedbytheZetocserviceItisplannedto have this functionality available in Autumn 2011

The vision articulated by UK Discovery has emphasised the importance of metadata being open reliable sustainable and suitable for reuse The scale nature and comprehensiveness of the SUNCAT metadata covering as it does the serialsrsquo records of many major research libraries in the UK and Ireland means that it is a priceless resource and potentially of great value for reuse

Work has been carried out in the SUNCAT exploring open metadata project to explore the issues of making the dataopen both a technical and legal challenge Many of the records provided to SUNCAT havenotbeenprovidedbythestaffintheContributingLibrariesbutratheracquiredfrom third parties who can and do claim some degree of ownership over the records Accordingly it has been necessary to ask the librarians to sign Agreements with EDINA for the release of their data It is planned to implement an API to allow accesstothedata Thefirstoutcomesofthis work will be made available in Autumn 2011

Image copy Getty Images

ldquoeasy to use and full information about holdings in UK librariesrdquoLibrarian HE

ldquoItrsquos simply the best easiest to use interface for journal informationrdquoSUNCAT user

13EDINA Annual Review 2010-2011

3 Service and Project Reports

Over last year almost 45000 visitors used the OA-RJ

OpenDepotorg Related Projects

OpenDepotorg continues to support researchers worldwide who wish to make their work available on an Open Access basis They do so by being re-directed to their institutional repository or by direct deposit into OpenDepot The latter is especially valuable for authors who do not have access to local repository services

The Depot was originally commissioned by JISC to support its RepositoryNet Initiative with the objective of ensuring that there was a national open access repository during the interim period while all universities set up their own institutional repository That project funding ended but consultations within the open access movement indicated that there was a comparable need on a global stage

The JISC-funded Open Access Repository Junction (OA-RJ) project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker services

The Repository Junction discovery tool is a database with over 13000 institutions 2000 repositories and network ranges which allows institutions or authors to be matched to appropriate repositories The data can be accessed by third party developers through a set of APIs and is also available as four-star linked data

The SONEX group is supported by JISC to foster international collaboration and guide development Its focus is on deposit opportunities and interoperability between and across repositories scholarly output notification and exchange It has defineda set of use case actors and is promoting investigation of use case scenarios by projects internationally The director of EDINA is one of the four members of SONEX

We first started to serve libraries and their patrons with SALSER the serials catalogue for Scottish academic and research libraries the year before being designatedasaUKnationalacademicdatacentreSALSERrsquosscope is limitedtoScotland but includes a diverse range of libraries and is well used During 2010-2011 the frequency of updates from libraries continued to improve This included the MoredunResearchInstitutetheScottishLawCommissionHistoricScotlandandthe Scottish National Blood Transfusion Service all updating their records during the year

Other services continue to be reviewed in the light of changes in the market Land Life Leisure is a weekly updated digest of press releases reports and articles in thefieldofrural informationDuring2010-2011 ithascontinuedtobesupportedthrough community-based indexing with contributions from Coleg Sir Gacircr andHarper Adams Pershore Myerscough Biston and the Royal Agricultural Colleges with just under 30 subscriptions in addition to these institutions

Our provision of CAB Abstracts as a weekly updated bibliographic database continues as our only other AampI database Around 300000 records were added in 2010-2011 from over 7500 serial titles books monographs technical reports proceedingspatentsandpublishedthesesndashreaching63millionrecordsFulltextprovision also increased with over 100000 items available in 2011

Image copy Stock International Inc

Image copy EDINA

14 EDINA Annual Review 2010-2011

3 Service and Project Reports

Continuing Access Services and Related Projects

UK LOCKSS Alliance and CLOCKSS Related Projects

EDINA has been supporting the UK LOCKSS Alliance for three years providing support to members and coordinating the development of the operation as a self-governing co-operative organisation

Maintenance funding is raised by subscription from its 16 members and we have just completed thefirstof a three-year grant from JISC for development and community engagement The goal is to build capacity and collaborative action to ensure continuing access to scholarly work that universities regard as important and at risk This includes taking advantage of what is done nationally and internationally EDINArsquos role is to provide technical development and programme coordination

EDINA also provides a support role for the initiative taken by the University of Edinburgh as one of seven founding libraries in CLOCKSS Edinburgh is one of the 12 steward libraries in a global network of Archive Nodes Together withStanfordUniversityLibrariesEDINAacts as a designated Open Access host for ldquoorphanedrdquo journal content when a triggereventisconfirmedbytheCLOCKSSBoards To date four sets of content have been released to test the readiness of theCLOCKSSsystemandtomakejournalarticles available under Open Access that might otherwise have been lost to global scholarship

The second phase of the Piloting an E-Jour-nals Preservation Registry Service (PEPRS) project is now well underway with a well-received beta service launched at the end of April 2011 now re-branded as The Keep-ers Registry This provides librarians and policy makers with information on who is doing what to preserve e-journal content Working in partnership with the Interna-tional Standard Serial Number (ISSN) In-ternational Centre in Paris this relates the actions of archival agencies against details of over 80000 electronic serials held in the ISSN Register The archival agencies involvedfirst includedCLOCKSS e-DepotKB (National Library of the Netherlands)UKLOCKSSAlliancePorticoandtheBrit-ish Library and now includes HathiTrustEDINA is now in discussion with other in-ternational agencies to include their hold-ing information Work will continue to en-hance the functionality involve additional agencies and establish The Keepers Regis-try as a sustainable well-governed service Related work has involved decision making at the ISSN Network for the assignment of ISSNs to the growing corpus of digitised journals

Phase two of the Pilot for Ensuring Conti-nuity of Access via NESLi2 (PECAN) proj-ect builds on work carried out jointly by EDINAandJISCCollectionsthat identifiedthe need to develop a shared service to record each HEIrsquos archival access to jour-nal titles Central to supplying this need is an ldquoEntitlement Registryrdquo which would provide an authoritative record of access entitlement increasingly important when institutions cancel journal deals as a result of budget pressures and when titles move from one publisher to another EDINA has been awarded short-term funding to take thefirststeptowardsdevelopingapoten-tial service for use by HEIs and publishers alike by implementing a prototype demon-strator of the software needed to store manage and access the entitlement infor-mation

ldquoUK LOCKSS provides a low-cost practical solution enabling access to preserved content when neededrdquoLorraine Estelle CEO JISC Collections

15EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoMANTRA reflects good practice in research data managementrdquo

Data Library Team EDINA

E-book service

Oure-bookofferingtheFirst and Second Statistical Accounts of Scotland is one of the best contemporary reports of life during the agricultural and industrial revolutions in 1790s and the 1830s Based on contemporary reports of the 938 parishesofScotlandthisisanexampleofaformerlyJISC-fundedprojectthatnowhas a healthy uptake and sustainable future

During 2010-2011 new materials were added to enhance the richness of the publishedAccountsanindexofthepersonspredominantlyministersresponsiblefor compiling the reports that form theStatisticalAccountsanonline IndexofMaps(fivemaps intheFirstAccountandthirty-one intheSecond)whichgivesa full description of each map and its location in the printed sets of the Accounts in Edinburgh University Library Edinburgh Central Library National Library ofScotlandMap Library and GlasgowUniversity Library and a brief guide to keyinformation sources on parish boundaries in Scotland

Project activity to support access to research data

EDINA made substantial contributions to the University of Edinburghrsquos research datamanagementstrategythisyearthroughitsUniversityDataLibraryserviceInDecembertheDataLibrarianpresentedapaperco-authoredwithVicePrincipalJeffHaywoodattheInternationalDigitalCurationConference(DCC) inChicagoarguing for institutional responsibility in research data management In May the Universitypassedaresearchdatamanagementpolicysaidtobethefirstof itskind in the UK

InJulytheDataLibraryteamcompletedayear-longJISC-fundedprojectMANTRA to produce openly licensed online learning materials in research data management for PhD students to be delivered at the University and shared as an Open Educational Resource The interactive topical units were created using Xerte and arehighlycustomisableforre-useSoftware-specificdatahandlingpracticalsandvideo interviews were also created The learning materials will also be accessible from the EDINA website for anyone to work through

copyThe University of Edinburgh and the University of Glasgow

16 EDINA Annual Review 2010-2011

3 Service and Project Reports

Maps and Data Content services and related projects

Ordnance Survey Collection Related Projects

Digimap Ordnance Survey collection contains maps at scales ranging from 11250 up to 1750000 available for making maps online or for download There are scanned raster maps (digital versions of Ordnance Surveyrsquos paper maps) as well as vector maps at a range of scales including OS MasterMapreg the most detailed large scale mapping It also includes postcodes administrative boundaries a gazetteer of place names and digital terrain models

Over 140 universities and colleges used the service with an average of over 46000 active users logging in over 280000 times

Digimap Roam has continued to provide a huge number of maps along with Digimap Carto 65 million screen maps were viewed in this period Carto is now used less for making screen maps due to the improvements that came in Digimap Roam However the number of high quality PDFs created by Carto has continued to increase 155000 PDF map fileswere generated from both DigimapRoam and Carto in this period

Users downloaded 762000 km2 of OS MasterMapregTopographyLayerdata151million km2 of OS Integrated Transport Network (ITN) data and over 440000 data files from other OS data productsThese data volumes are worth around pound20 million at commercial cost

The USeD project began in July 2011 and is looking at ways of improving the Data Download facility The aim is to ensure that the new interface that is being developed for 2011-2012 is more intuitive and meets the needs of all of our users

Thecomplexityoftheunderlyingdatatheheterogeneous nature of the user base and the broad range of digital literacy across this user base poses both usability and learnability challenges of the firstmagnitude

We propose to address this ldquospatial literacyrdquo gap by conducting user focused research to develop Personas which can be geared to improving work-flow fordifferentlyabledusersacrossthespectrumfromnovicetoexpert

ldquoAs a GIS lecturer and map librarian Irsquom recommending this to my students all of the timerdquoLecturer HE

65 million screen maps were viewed in 2010-2011

ldquothe cheapest and easiest way to get hold of OS data for academicsrdquoInformation Professional HE

17EDINA Annual Review 2010-2011

3 Service and Project Reports

Historic Digimap Related Projects

Historic Digimap provides access to digital scans of OS paper maps of Great Britain from 1843 to 1996

This service is increasing in popularity with 76 subscribing institutions and almost 70000 sessions across the year

The introduction of Ancient Roam and Historic Download has meant that there has been a great increase in the amount of data that users are viewing and downloading Over 35 million maps were viewed and nearly 460000 files weredownloadedasignificantincreaseontheprevious year

By having a close relationship with the other Roam interfaces the Ancient Roam interface has benefited fromthe development of annotation and measurement tools

The results of the metadata capture projectwiththeNLSwerealsoaddedintothe service allowing our users to access the survey dates for Scottish historic maps

A project was carried out with the National Library of Scotland (NLS) tocreate enhanced metadata for Scottish historic maps The survey dates that were not captured when Landmark Solutionsoriginally created the data in Historic Digimap were retrieved from the NLSrsquocopies of historic OS maps This extrametadata has been requested by users sincetheHistoricDigimapservicewasfirstlaunched so its addition for the Scottish maps was welcomed

Walking Through Time 2 The second phase of this project concentrated upon developing a sustainable platform to allow us to potentially roll out the application across Britain via the most popular smart phone platform It concentrated on developing the application natively for the iPhone (rather than as a web app) and undertook testing and evaluation during the Edinburgh Festival 2010

AddressingHistory The second phase of this project was led by EDINA with in-kindsupportfromtheNLSDevelopmentconcentrated upon the sustainability and interoperability of the AddressingHistory tool and API thus resonating with JISCrsquos vision to build sustainable and durable deliverables It has seen the re-engineering andldquoexternalisingrdquooftheexistingparsingprocess which devolves refining andediting responsibility to parties interested in a particular Post Office Directory Theinterface has also been refined and anumber of features and functionality implemented All development code is open and available under a GNU General PublicLicence

Digimap for SchoolsofferseasyaccesstoarangeofcurrentOSmapsincludingdigitalversionsofOSrsquosfamouspapermapstheLandrangerandExplorerseriesaswell as the most detailed OS MasterMapreg mapping and street-level maps showing street names and road-atlas style maps On 14 April 2011 the service received the GoldGeographicalAssociationPublisherrsquosAward inrecognitionof itssignificantcontribution to geographical education

ldquoHistoric Digimap is a quick easy way of finding historical datardquo Researcher HE

Image copy Jupiterimages

18 EDINA Annual Review 2010-2011

3 Service and Project Reports

The service was enhanced in May 2011 with the delivery of annotation and measurementtools Studentscannowaddpointmarkers linesareasandtextlabels as well as measuring distances and areas of features on screen With these toolsinplaceanassessmentisunderwaytofindouthowsuccessfultheservicehas been in supporting OS encourage schools to move from print to digital maps

Over 2500 schools have taken advantage of OSrsquos voucher scheme providing free accesstoDigimapforSchoolsforsomeschoolswhichfinishesinDecember2011

Accessing Digimap for Schools as a subscription service is now overseen by JISC Collections and a small number of schools have taken up subscriptions EDINA has delivered an online subscription interface to assist JISC Collections manage subscriptions Enhancements to that interface are underway to allow schools to purchase the service via credit card payments

Geology Digimap provides access to maps and data from the British Geological Survey (BGS) This service has also grown the number of subscribing institutions increasingto50exceedingexpectations

The number of sessions has risen to over 30000 for this year There are now almost 58000 registered users of which around 20000 are active

The new Geology Roam interface introduced in 2009 ndash 2010 has enabled users to create a very large number of maps in this academic year close to 650000

The interface has also received a number of enhancements over the year including the addition of JIDI images an improved rock information map query tool and the annotation and measurement tools

The results of the ABLe project were also fed into this service allowing usersenhanced functionality to interact with the map and the legend The user is now able to highlight rocks on the map by clicking on the legend and vice versa

EDINA also delivers Marine Digimap for mapping of the UK coastal zone at various scales and detail derived from Admiralty Charts Users can download a feature-rich vector GIS dataset SeaZonersquos Hydrospatialreg data containing ldquotopicrdquo layers on bathymetry and elevation structures and obstructions and conservation and environmental protection

Over 15000 users from 16 subscribing institutions have registered for the service showing that it has appeal beyond those studying marine and the coastal environment

This year we have added the Marine Roam interface which uses the Hydrospatialreg data This provides a convenient and simple means of viewing this complexdataset So far it has produced nearly 30000 screen maps since it was launched in October 2010 Development has continued throughout the year with the addition of the measurement and annotation tools to the interface

ldquothe easiest way to find geology of the areardquoLecturer HE

Image copy Courtesy Colin Palmer

19EDINA Annual Review 2010-2011

3 Service and Project Reports

Discovery services and related projects

GoGeo Related Projects

GoGeo is a discovery service that brings together online resources (of all types) on the basis of location as well as subject It is a critical component of the UK academic Spatial Data Infrastructure (SDI) and as a consequence of its interoperable architecture can also play a part in surfacing academic resources to the broader cross-sectoral community UK SDI ndashthe UK Location Programmersquos LocationInformationInfrastructure(UKLPLII)

GeoDoc is the online geospatial metadata creator tool that sits behind GoGeo for providers of geospatial data to document their data using standards-compliant schema The UK academic profile forISO19115 known as AGMAP is now aligned with the new national GEMINI2 andEuropeanINSPIREmetadataprofiles

During 2010-2011 GoGeo was given a new design to provide a more current look for the portal and to strengthen its core message Simultaneously the portal was re-architected to use an open source catalogue toolkit implementing INSPIRE compliant protocols ensuring GoGeo can interact harvest from and make available records to be harvested by the UK Location Programme within datagovuk and European INSPIRE geoportal

This is particularly important as during 2010-2011 the existing UKgovernment geoportal Gigateway was decommissioned

The purpose of GECO is to foster a community of users of geospatial resourceswithinidentifiablecommunitiesof interest GECO aims to increase the use of geospatial tools infrastructure and information collate exemplars of useidentify and promote best practice assist with the maturation of the UK academic SDI promote the JISC Geospatial Working Grouprsquos (GWG) Vision for geospatial resources champion awareness raising of INSPIRE ensuring that the sector is cognisant of the obligations and opportunities and promote good data management principles

GoGeo Linked Data (GOLD) exposedthe GoGeo Catalogue and the Scottish Government Spatial Discovery Portal CSW content as a Linked Data triple store toimprove the ldquodiscoverabilityrdquo of metadata records A range of technical approaches were explored including schema cross-walking production direct from relational databasesandanUMLtoRDFapproachto assess how best to create open linked geospatial metadata

ScotSDI EDINA renewed its partnership with the Scottish Government to develop a geospatial discovery metadata service as part of a Scottish SDI This addresses obligations under INSPIRE for public bodies to produce maintain and manage metadata about their geospatial resources Built using open source software this enables creation and discovery of UK standards compliant GEMINI2 dataset series and service metadata records

The Interoperable Geographic Information (IGIBS) project is building on prior work demonstrating how Shibboleth can be used to provide an organisational model for SDI We have shown that Shibboleth can be used to protect OGC Web Services without requiring any changes to the interfaces EDINA is working with the Welsh Government and the University of Aberystwyth to address the access control barrier by prototyping a simple tool that should allow users to quickly view their data using interoperability standards in combination with Welsh Government data TheUse Cases being explored areemerging from the UNESCO designated DyfiBiosphereReserve

ldquoThe usefulness of the geoportal cannot be over-emphasisedrdquoStudent HE

image copy GECO project

20 EDINA Annual Review 2010-2011

3 Service and Project Reports

Repository services

EDINA pioneered strategies for sharing resources within the limitations of third-party licence with the ShareGeo repositorybuildingonexperiencewithJorumDeveloped in a JISC funded-project ShareGeo allows users to share and re-use derived geospatial datasets within the Digimap service under the JISC Collections licensing arrangements It enables data sharing to take place in an authenticated environment that would otherwise not be possible

In April 2010 OS made a suite of core geospatial data products available as OS OpenData with Creative Commons Attribution licence terms conducive to sharing and reuse of derived data via open repositories Through ShareGeo Open an open access repository researchers students and lecturers creating geospatial data can deposit their research and operational data in a repository open to all to search and download

Since ShareGeo Open went live in June 2010

bull there have been over 6400 data downloadsbull the top 3 downloads are the ONS Postcode Directory Postcode Areas for Great

Britain and a GB-wide Digital Elevation Modelbull the National Library of Scotland is using ShareGeo Open to make available

historic data outputs from the AHRC funded Visualising Urban Geographies project

During the last year EDINA developed a plugin to allow direct data deposit into ShareGeo Open from within desktop mapping software via the SWORD protocol The plugin has been downloaded over 660 times

Census services

UKBORDERSprovidesaccesstoandsupportforalargeonlineldquofilingcabinetrdquoofdigitised boundaries and key postcode directory and related resources Funded by the Economic and Social Research Council (ESRC) as the Geography Data Unit for the Census Programme UKBORDERS is one of the most heavily used of the census services ndash in the 2010-2011 user survey it was the most frequently used service in a survey of 1358 users Highlights over the reporting period include

bull A successful bid for a further yearrsquos operation whilst ESRC deliberate on the future and nature of the post 2012 census delivery portfolio

bull The release of two new interfaces over the period ndash a Thematic Mapping Wizard allowinguserstogeneratetheirownchoroplethmapsandaDynamicLookupTable service allowing users to create bespoke geography reference tables

bull UKBORDERS also participated in the successful 2011 Census Conference

UKBORDERS is one of the most heavily used of the census services

Geological Map Data copyNERC 2010copy Crown copyrightdatabase right 2010 An Ordnance SurveyEDINA supplied service

21EDINA Annual Review 2010-2011

3 Service and Project Reports

agcensus offers grid square agricultural census data for England Scotland andWales During 2010-2011

bull TheserviceanddemocodewereportedfromMySQLtoPostGISbull 2009 and 2010 small area data for Scotland and 2008 2009 2010 data for

Wales (received from respective devolved government departments) were processed converted and brought into service

bull A subset of the decennial 2010 Agricultural Census (provided at 1km level of aggregation) will be forthcoming from DEFRA Methodology for conversion from small area to grid square has been requested in order to establish anomalies with the in-house conversion process

Additional project activity

The Spatio-Temporal Energy Efficiency Visualisation (STEEV) project aims to build a spatio-temporal exploration and visualisation tool for annual energyefficiencycoefficientssuchasenergyratingslikelyenergydemandandrelatedCO2 emissions modelled at Output Area level for a large regional geographical area of South Wales from 2000-2050

Testing of back-end database and data loading has been achieved primarily through test data provided by our project partner at the Welsh School of Architecture User interface and front-end design is reliant on back-end modelling and requires contextual anddescriptive content suchaspolicy-relatedenergy scenarios Anannotation facility is being considered which would allow stakeholders to annotate visualised content in real time

Multimedia and EducationMultimedia Services

JISC Mediahub was launched as a beta version in April 2011 followed by a full service release in August 2011 This service hosts multiple video sound and image collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection owners

While JISC MediaHub was in development the three multimedia services remained popular Film amp Sound Online with 382 institutional subscriptions Education Image Gallery with 88 NewsFilm Online with 350

NewsFilm Online will continue to be freely available to subscribers until July 2012 both as the current service and as part of Mediahub in its component collections

Film amp Sound Online and Education Image Gallery were withdrawn from service on 1 August

The definitive academic video image amp audio resource

image copy STEEV project

22 EDINA Annual Review 2010-2011

3 Service and Project Reports

Multimedia projects

Based at Sabhal Mograver Ostaig the Gaelic-language college on Skye Tobar an Dualchais isamulti-million-poundHeritageLottery-fundedprojecttopreservedigitiseandmake available online up to 12000 hours of recordings from the archives of BBC Scotland the National Trust for Scotland and the School of Scottish Studies at the University of Edinburgh EDINA and the University of Edinburgh IS department also contributed a production control and a cataloguing application for web-based input of metadata EDINA continued to develop the website in 2010 and the full public version was launched successfully in December 2010

Building upon earlier work for Tobar an DualchaisKist o Riches and the Statistical Accounts of Scotland EDINA worked collaboratively with the University of Edinburgh Centre for Research Collections during Phase 3 of an AHRC funded project The Carmichael Watson collection in Edinburgh University Library iscentred on the papers of the pioneering folklorist Alexander Carmichael (1832-1912) The project aimed to unlock one of the worldrsquos major folklore resources for thebenefitofacademicscholarsandthewidercommunityEDINAprovidedthesoftware engineering skills to develop and deliver online access to this iconic work ofAlexanderCarmichaelThiswaslaunchedinJune2011

Thefinal reportoftheshortprojectScoping Study Aggregations of Metadata for Images and Time-Based Media was made available in September 2010 It indicated the benefits of and opportunities for aggregations ofmetadata forthese resources and the barriers to having open and shareable metadata It also described a number of scenarios in which such aggregations would be useful or requiredanddifferentmodelsforaggregatingmetadata

Education service Jorum

Following the launch of the JorumOpen collection in January 2010 Jorum enjoyed continued growth in both the usage of the resources it contains and the number of resources that are shared through the service As of July 2011 visits to the servicewerefivetimeshigherthanthepeakusagebeforeJanuary2010andover14200 resources were available across a variety of subject areas ndash an increase of over 80 Many of these resources were shared by users involved in the JISC HE Academy OER Programme which the Jorum team continued to support

Jorum consolidated its collections on the DSpace platform in February 2011 and made all software outputs available for download and re-use in June 2011 through the EDINA Developer Corner and Github

Jorum was developed and run jointly by EDINA and Mimas from 2002 until 2011 From August 2011 Mimas will be taking Jorum forward into service

Alexander Carmichael Portait by William Skeoch Cumming Image is in the public domain

Image copy iStockPhotos 2010

23EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoThanks so much for your help I really cannot emphasis how invaluable itrsquos beenrdquo SDSS Helpdesk enquirer

Middleware and Infrastructure

UK Access Management Federation Related Projects

The joint bid from JISC Collections and EDINA to be the Operator for the UK Access Management Federation from August 2011 to July 2014 was successful During the remainder of the 2010-2011 academic year EDINA and JISC Collections worked with JANET(UK) on the transition arrangements Because EDINA already acted as the technical operator for the federation a smooth transition was expectedandhappened

A contract was agreed between EDINA and SWITCH to form the Shibboleth Consortium to provide coordination and means to engage the personnel to develop the Shibboleth federated access management software The Consortium will ensure development of the Shibboleth codebase upon which the UK Access Management Federation depends EDINA throughitsSDSSExpertGroupactivityisthe lead member of the Consortium and is responsible for the distribution of funding from JISC and SWITCH

The federation continued to grow substantially reaching over 850 members and 1250 entities the largest academic deployment in the world

The UK Federation Support Team at EDINA manages the metadata that underpins it and supplies technical support to its members In August 2011 a new centralised Discovery Service (WAYF) was implemented based on user testing Thisshouldimprovetheloginexperiencefor users throughout the UK education sector

The SDSS Expert Group contributes nationally and internationally to the development and maintenance of the Shibboleth infrastructure and codebase Nationally the federation operator refers technical issues related to the operation of theUKfederationto theSDSSExpertGroup

During 2010-2011 the SDSS Expert Groupworked with Internet2 (I2) and the Shibboleth Consortium participating in the Shibboleth core development team with core Shibboleth software including the Shibboleth V3 IdP

The expert group has contributed to theEmbedded Discovery Service which will supportamoreconsistentloginexperienceacrossdifferentservicesbymakingiteasyfor service providers to deploy standard WAYF functionality familiar to users but with their own branding and on their own servers rather than depending on the federationrsquos Central Discovery Service servers

Theexpertgroup isworkingwitha smallInternet2 subgroup to develop a technical architecture for inter-federation working The work involves the refinement of anAggregation Engine to allow the swapping of authorised metadata between federationsSignificantprogressthisyearmeans that the aggregation engine has now replaced the bespoke code previously used to generate the production UK federation metadata while test metadata including entities from other federations is now also being generated daily

WSTIERIA was a JISC-funded project which ran from January 2010 to March 2011 and investigated mechanisms for use of federated access management with web services WSTIERIA evaluated possible solutions based on use of faccedilade software andrecentextensionsofcoreShibbolethcode

Image copy Jupiterimages 2006

24 EDINA Annual Review 2010-2011

3 Service and Project Reports

Unlock Related Projects

Unlock the gazetteer and geo-referencing infrastructure service provides two sets of web services one is a ldquogazetteer cross-searchrdquo comparing different sources ofgeographic data for information about place-names The other is a ldquogeo-parsingrdquo service using text mining techniques toextractplace-namesfromresources(textor metadata) to allow collections to be searched by location

Unlock Places offers search acrosslicensed OS data sources for subscribers to Digimap OS Collection Last yearUnlock was adapted to include an open data gazetteer which provides world-wide coverage and includes the OS Open Data products

In terms of the JISC Information Environment Unlock is a shared terminology service that can underpin geographic searching and geo-referencing for other services Unlock can help with data and resource linking and improving the metadata describing scholarly work

The JISC-funded CHALICE (Connecting Historical Authorities with Linked dataContexts and Entities) project applied atext mining approach to volumes of theEnglish Place Name Survey to produce a Linked Data historic gazetteer for areasof England which could then be used to improve the quality of georeferencing in other archives The gazetteer is linked to other placename sources on the LinkedData web via geonamesorg and Ordnance Survey Open Data We aimed to provide a historic place-name gazetteer covering a thousand years of history linked to attestationsinoldtextsandmaps

Intensive user engagement was undertaken with archive projects that canbenefitfromtheopendatagazetteerand open source text mining tools TheCHALICEoutputsare for anyoneworkingwith historic material ndash be that archives of records objects or ideas There is a Past Places browser to help illustrate the data andprovideaLinkedDataviewofthedata

Unlock has also been working towards supporting tooling for the Bamboo Project which is building applications and shared infrastructure for humanities research

OpenURL Router Related Projects

OpenURL Router continued to have high levels of use during 20102011 with 97 registered institutions which register the OpenURL resolvers they use with theRouterTheOpenURLRouter isacentralregistrydetailingOpenURLresolverstheinstitutions to which they belonged and certaindetails(UKFederation identifiersIP addresses and domain names) that help in identifying members of that institution This allows referring bibliographic services to addressOpenURL links to the correctresolver for each end user without any prior knowledge of the user or their institution

The JISC-funded Using OpenURL Activity Data project built on the recommendations oftheSharedOpenURLDataInfrastructureInvestigation in 2008-9 by exploring thevalue and viability of releasing OpenURLactivity data for use by third parties as a means of supporting development of innovative functionality Following an initial investigation to understand how IP addresses could be collected and processedwithoutexposingthecollectingorganisation to legal risk the data filesbased on the OpenURL Router log fileswere produced and released under the open license ODC-PDDL An articlerecommender prototype was developed basedonthisdataasanexampleofhowthe data could be used

ldquoExcellent servicemdashhas saved a huge amount of time and effortrdquoOpenURL Router Librarian HE

Image copy Tom Armitage

25EDINA Annual Review 2010-2011

3 Service and Project Reports

Additional project activities

AprojectbeganinFebruary2011toproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelatedtechnologiesSeveralmembersofstafffromboththegeographicand bibliographicmultimedia development teams in EDINA have been working on Linked Data Focus We ran three short software development ldquosprintsrdquo to produce Linked Open Data output from several different EDINA projects and servicesDuring each sprint we held a workshop where we presented and discussed the workinprogressandinvitedpeoplefromoutsideEDINAtoshowofftheirrelatedwork

The development work supports the broader ambition of Discovery and has adopted its guidelines for metadata We are working towards the production of anldquoinfokitrdquodocumentingourfindingsandpracticeswithaviewtoassistingandinforming other institutions

EDINArsquosworkonprovidingldquotargetedrdquologinURLsisbeingrolledouttoitsservicesThe Ediauth Targeted Login mechanism exists to provide a simple and robustalternativetoshibbolethWAYFlessURLsforwhichthereisconsiderabledemandAdditionally it ismoreflexibleand informativethanshibbolethWAYFlessURLsThe targeted loginURLsarebeingadvertisedandused for JISCMediaHubandis being used by the prototype CRIS bookmarking service It will be rolled out to otherEDINAservicesintimeforthenextrevisionoftheEDINArsquosmainwebsite

CRIS the ldquoCommenting and Referencing Infrastructure Servicerdquo is a shared middleware service for bookmarking and commenting web resources with a particular focus on multimedia CRIS was developed as a JISC-funded personalisation service with the potential to help service providers avoid duplicatingimplementationofthefunctionalityinindividualservicesItalsooffersa basis for recommender functionality CRIS has now been successfully tested with JISC Mediahub to provide bookmarks and commenting These functions are due for release in JISC Mediahub by the end of 2011

User Support Our support activities in 2010-2011 were as follows

Helpdesk

The EDINA helpdesk continued to be the primary point of contact for all enquiries concerning EDINA services and successfully resolved enquiries from end-users andsupport staff EDINArsquos licenceandcall-loggingsystem(Helios)was furtherenhanced in 2010-2011 to facilitate registrations to use the Digimap for Schools service

The helpdesk approved almost 50000 applications to use the Digimap service across the three collections requiring registration ndash OS Geology and Marine Digimap

ldquoIt makes a change to find a helpdesk that actually helpsrdquoEDINA Helpdesk enquirer

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 4: EDINA Annual Review, 2010-2011

1 Directorrsquos Introduction

EDINA Annual Review 2010-2011 2

bull Contributing to Discovery to develop a shared UK infrastructure bull Leadershipinmanagingtheinfrastructureforresearchliteraturerepositoriesbull LeadershipinthecreationoftheUKSpatialDataInfrastructure(SDI)withtheUKLocationCouncilhelpingto

develop the international E-Framework for Education and Research ndash ldquoGeo-enablingrdquo services across the JISC Information Environment (IE) partnering in the development of

the academic SDI in Europe assisting UK universities understand their obligations (and opportunities) regarding the EU INSPIRE regulations

bull Focus on understanding the mobile Internet and delivery of services to mobile devicesbull Using the re-assignment of responsibility for Jorum as trigger for renewed focus upon ways in which EDINA

meets the needs of learning and teaching as well as more generic and technical support for repositoriesbull Providing middleware and tools including support through the UK Access Management Federation and

technical support for members including schoolsIt seems appropriate to close by again quoting the present Chair of JISC as this sums up the sentiment at EDINA also

ldquoStanding still is not an option [hellip] we are constantly looking to share best practice build on what we have learnt and look to the future So we can deliver products and services which consistently add value to the work going on in UK colleges and universitiesrdquo 1

Peter BurnhillDirector of EDINA

1 httpwwwjiscacukaboutusannualreview2009aspx

EDINA Staff Christmas 2010 mdashphoto by Lasma Sietinsone

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 3

2 Highlights of Our Year 2009-2010

RepositoryNet+mdashshared repository infrastructure for the UKThe year closedwith the exciting news that EDINA had been given leadershipto initiate and manage the repository infrastructure for research literature repositoriesfollowingacompetitivebidWorkingcloselywiththeJISCExecutiveandwithkeyproviderstheaimoverthenext20monthsistocreateandfostershared infrastructure both social and technical ndash the purpose of which is to enable deposit curation and dissemination of research literature Alongside advocacy for Open Access this is part of the JISC strategy to work with research funders in promoting the visibility of research at universities including preparation for the ResearchExcellenceFramework

A central task for the project is to assist universities and colleges as they embed repositories within institutional processes at an economic cost and demonstrate value for researchers and their funders Activity is now getting underway with discussion at the recent Repository Fringe at Edinburgh of our mapping of the mainactorsandworkflowsintherepositorylandscapeTheintentionistousethisfeedback to help devise sustainable ways of sharing service-quality components that help reduce costs and improve quality

Awards and key publications EDINA has received a Highly Commended mention at the annual Association for Geographic Information (AGI) Awards for Innovation and Best Practice which was deservedly won by MapAction for their global disaster work The commendation for EDINA was on the basis of the paper given at GeoCommunity 2010 by Tim Riley on migrating Digimap to a new GIS infrastructure

TheGOLDCertificateforthebestoverallresourcewasawardedtothenewDigimapfor Schools service in the Geographical Associationrsquos 2011 Publishersrsquo Awards at the Associationrsquos Annual Conference in April 2011 The award was presented to EDINArsquos Director Peter Burnhill and Ordnance Surveyrsquos Director-General and CEO VanessaLawrenceOver2500schoolshavesofartakenadvantageofOrdnanceSurveyrsquos voucher scheme providing free access to Digimap for Schools

AnarticleentitledldquoLoweringthebarriersfromdiscoverytodeliveryaJISCfundedEDINA and Mimas projectrdquo co-authored by Fred Guy at EDINA1 was chosen as a HighlyCommendedAwardWinnerattheLiteratiNetworkAwardsforExcellence2011

1 FredGuyJoyElizabethPalmer(2010)ldquoLoweringthebarriersfromDiscoverytoDeliveryaJISCfundedEDINA and Mimas projectrdquo Interlending amp Document Supply Vol 38 Iss 3 pp158 - 167 httpwwwemeraldinsightcomjournalshtmarticleid=1876720ampshow=htmlampnolog=67829amp httpwwwemeraldinsightcomauthorsliteratiawardshtmyear=2011ampPHPSESSID=1grib12rulqh5p7sog6ja28b64

RepositoryNet+ helps demonstrate the value of institutional repositories for researchers and their funders

ldquoeasy access to OS maps through the latest in interactive mappingrdquoBaroness Hanham Parliamentary Under Secretary of State

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 4

A paper entitled ldquoGeospatial resources for supporting data standards guidance and best practice in health informaticsrdquo co-authored by Tony Mathys at EDINA was published in BMC Research Notes2 and holds Highly Accessed status

A Techwatch report entitled ldquoAugmented Reality for Smartphonesrdquo was commissionedbyUKOLNforJISCObservatoryfromBenButchartofEDINA3 It was peerreviewedbyexpertsinthefieldandhasreceivedinternationalrecognition

ThefirstphaseoftheWalkingThroughTimeprojectwasasimpleidealdquoSatNavfor historical mapsrdquo - a phone app that combined GPS technology with old maps to allow users to ldquowalk through timerdquo Developed to a working prototype available on all GPS-enabled smart phones for Edinburgh only the original application caught the imagination of academics geographers and historians worldwide In 2010-2011 we have developed it as an iPhone application

Citations included

bull HeraldScotland 3 January 2010bull TheTimesHigherEducationalSupplement 14 January 2010bull EdinburghJournal 20 January 2010bull TheAustralianHorizonReportonEmergingTechnologies Winter 2010

The project also won second prize in the ALISSQuarterly best article of the year award

The AddressingHistory project which created an online website and crowdsourcing tool combining historical Post Office Directories and contemporaneous mapsgainedsignificantattentionfromthelocalhistoryandgenealogycommunities

Citations included

bull CAIRTNewsletteroftheScottishMapsForum July 2010bull ALISSQuarterly July 2010bull PracticalFamilyHistory July amp December 2010bull FamilyHistoryMonthly August amp December 2010bull DiscoverMyPastScotland August 2010bull IS News the Newsletter of the Chartered Institute of Library and Information

ProfessionalsinScotland October 2010bull TheHeraldScotland 15 November 2010bull The Scottish Genealogist Quarterly Journal of the Scottish Genealogy Society

December 2010bull ProgrammableWeb 17 December 2010

2 Tony Mathys Maged N Kamel Boulos BMC Research Notes 2011 419 (26 January 2011) httpwwwbiomedcentralcom1756-0500419

3 httpblogobservatoryjiscacuk20110408techwatch-report-augmented-reality-for-smartphones

ldquoAddressing History brings new richness to the geography of Edinburghrsquos pastrdquo Alastair Dunning JISC

Image copy iStock Photos 2009

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 5

Key Events in our calendar Edinburgh was the place to be in September last year and August this year for the respective Repository Fringe 2010 and 2011 events co-hosted with the University and the Digital Curation Centre Record numbers of delegates participated in these interactiveeventsandevenmoreenjoyedtheeventamplificationsorchestratedbyEDINArsquossocialmediaofficerVideosofall2011speakersareavailableonYouTube

Theexperienceof theorganisingcommittee inarrangingsuccessiveRepositoryFringe events over four years and their collective reputation in the repository community were important factors in the award of the Seventh International Conference on Open Repositories 2012 (OR12) to the University of Edinburgh This willtakeplaceinJulynextyear

EDINA was a gold sponsor of this yearrsquos prestigious INSPIRE conference held at the Edinburgh International Conference Centre from 27 June to 1 July 2011 We had several papers in the conference programme as well as anexhibitionstandatthe eventWealsoamplifiedourpresencebytweetingatregularintervals-addingcontentre-tweetinginterestingpostsflaggingupEDINApapersetc

The new Digimap for Schools service was launched at Graveney School in Wandsworth London on 10 November 2010 by Vanessa Lawrence Director-General and CEO of Ordnance Survey and Baroness Joan Hanham the Minister withoversightofOSasanationalmappingagencyPeterBurnhillandotherstafffrom EDINA were present

A high-profile event on 9 December at the University of Edinburghrsquos School of InformaticsattendedbyFionaHyslopScotlandrsquosMinisterforCultureampExternalAffairsprovidedthepubliclaunchofamajoronlineoralarchivewithwhichEDINAhas had a long association Tobar an Dualchais makes available more than 15000 recordings from Scotlandrsquos past

AddressingHistory was launched on 17 November at an amplified event at the NationalLibraryofScotlandThelauncheventprovidedanopportunitytocelebrateScottishhistoryandtomeetmanylocalhistoryandgenealogyexpertscommunitygroups and bloggers

Closeworkingwith theUniversityofEdinburghrsquosLibrarySpecialCollections foractivity funded by the AHRC led to the successful launch of Carmichael Watson websitewhichmadeaccessibleanXML-enableddatabaseon thepapersof thepioneeringfolkloristAlexanderCarmichael(1832-1912)theforemostcollectionofits kind This was celebrated in a well-regarded conference AlexanderCarmichaelCollectingControversyandContexts

EDINA Director Peter Burnhill at Repository Fringe 2011 Photo by Nicola Osborne

Launch of Digimap for Schools Image copy Ordnance Survey

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 6

Discovery A recurrent driver in our work during 2010-2011 has been to contribute to the RDTF Vision being taken forward as Discovery the metadata ecology for research and education in the UK

Its focus is on discoverability one major aspect of which is greatly assisted by geo-enabling through Unlock the shared terminology service underpinning geographicsearchingandgeo-referencingusingtextminingtechniquesdevisedby the LanguageTechnologyGroupattheUniversityofEdinburghtoextractplace-names from resources and enable collections to be searched by location

The scale nature and comprehensiveness of the SUNCAT metadata covering as it does the serialsrsquo records of legal deposit and many major research libraries in the UK and Ireland means that it is a priceless resource and potentially of great value for reuse Workhasbeencarriedout toexplore the issuesofmaking thedataopen both a technical and legal challenge

AprojectisunderwaytoproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelated technologies to others in the form of an ldquoinfokitrdquo

An article recommender prototype based on OpenURL Router data wasdevelopedasanexampleofhowthedatacouldbeusedThis recentlywonanawardcommendeduseoftheOpenURLRouterDataintheDiscovery amp DevCSI Developers Competition This is a different type of ldquoengagementrdquo for EDINAinvolving participation in Discovery as a user of open data

A key presentation Aggregation as a Tactic to support Discovery by Peter Burnhill and Stuart Macdonald was given at the CERN Workshop on Innovations in Scholarly Communication (OAI7) Geneva in June 2011

Service HighlightsJISC Collections and EDINA were awarded the responsibility to manage the UK Access Management Federation for Education and Research (the federation) with hand over in August 2011 The federation now has over 850 members and 1250 entities the largest academic deployment in the world

JISC Collections as the legal entity manages member enrolment training reporting and promotion EDINA is the federationrsquos technical and operational support provider

TheSDSSExpertGroupatEDINAcontinued its successfulcollaborationwithInternet2 and the Shibboleth Consortium in order to contribute internationally to the development and maintenance of the Shibboleth infrastructure

ldquomaking content more discoverable both by people and machinerdquoRDTF Vision

Image copy Jupiterimages 2006

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 7

The WSTIERIA project completed in March 2011 successfully demonstrated two methods of using the federation for non browser based machine-to-machine interactions (ldquoweb servicesrdquo)

EDINAlaunchedJISCMediaHubthedefinitiveacademicvideosoundandimageresource for UK HE and FE

The beta version of JISC MediaHub was released in April followed by a full service release in August Over 100 institutions have already subscribed to JISC MediaHub as part of the JISC eCollections service

The service hosts multiple collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection-owners

TheJISCMediaHubserviceisalsoanexampleofparticipationinDiscoveryasa user of open data as mentioned above - it uses CultureGrid open metadata

This academic year has seen consolidation and rationalisation of the services offered from the Digimap platform Building on the introduction of the Roambased mapping services last year there has been much harmonisation of the source code so that service enhancements can be applied across collections eg Annotation and Measurement tools which have been added to all the Digimap services including Digimap for Schools

Usage continued to increase in 2010-2011 Users of all the Digimap services created nearly 11millionmaps and downloaded very significant volumes ofdata Over 100000 requests for data were made and nearly 1 million tiles of data were taken On top of this over 1575 million Km2 of OS MasterMapreg data was downloaded

Ancient Roam a facility in Historic Digimap now allows users to compare two historicalmapsofthesamelocationfromdifferentdecadessidebysideUsingthe 2up View users can view a location and easily see how the landscape has changed over time

Launched inOctober 2010DigimapOpenStreamnowhasover 1700 registeredusers

OpenStream enables users of desktop GIS to have the most current up-to-date Ordnance Survey streamed live to their desktop without the need of storing and managing data For those creating web mash-ups the service delivers up-to-date mapping in a fast interoperable manner

ShareGeo Open a repository service for the sharing of geospatial data also launched in autumn 2010

ShareGeoOpen now has over 140 geospatial datasets available for reuse by anyone licensed under Creative Commons

image copy iStockPhoto 20011

contains Ordnance Survey data copy Crown copyright and database right 2010 Data provided by Digimap OpenStream an EDINA University of Edinburgh Service

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 8

EDINArsquos role in creating implementing and supporting Jorum the UKrsquos national repository for learning and teaching resources came to a successful conclusion in July 2011 with the repository providing access to over 14000 resources across a variety of subject areas Jorum has been taken forward into service by Mimas the national data centre based at the University of Manchester from August 2011

EDINArsquos expertise in DSpace customisation licensing and service deliveryenabled the provision of a robust socio-technical infrastructure for Jorum and for academic content more generally A robust legal and policy framework was created for the service and the technical infrastructure has been made available under open source licences for others to reuse and repurpose

EDINA has continued to advance work to assist the library community in ensuring Continuity of Access to Scholarly Content for which EDINA is gaining good reputation nationally and internationally

EDINAcontinuestoprovidesupporttotheUKLOCKSSAlliancecommunityandhasbeencontributingtothedevelopmentoftheLOCKSSsoftwaretosupportintegration with library link resolver systems In addition EDINA has continued toactastheOpenAccessplatformfortriggeredcontentforCLOCKSS

Since 2008 EDINA has been working in partnership with the International Standard Serial Number International Centre (ISSN IC) on the ldquoPiloting an e-Journal Preservation Registry Servicerdquo (PEPRS) project and at the end of April 2011 released a beta service for public use This work is being taken forward as ldquoThe Keepers Registryrdquo

EDINA has now begun work on phase two of a pilot project to improve post-cancellation access provision to scholarly content (PECAN) with the objective of delivering a pilot ldquoentitlement registryrdquo to provide an authoritative record of access entitlement

The OpenDepotorg service launch was timed to coincide with the Repository Fringe 2010 and was our contribution to Open Access Week from 18-24 October It has continued to be used by researchers worldwide as a platform to make their research literature available on an open access basis with a weekly average of one or two deposits and over one hundred redirects to local repository services

The redirects were made possible by the Open Access Repository Junction project which has successfully completed its phase one stage and will develop its proof-of-concept broker into a service in phase two due to take place this coming year

Spatial Data Infrastructures We have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability

EDINA assists libraries in ensuring Continuity of Access to Scholarly Content

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 9

The GoGeo geo-data portal service is regarded as a critical component of the UK Spatial Data Infrastructure (SDI) A new interface for the site featuring improved usability functionality and visual design went live in May 2011 Its online geospatial metadata creation tool GeoDoc enables creators of geospatial data to document their data to a variety of standards-compliant schemas

GoGeo and GeoDoc combined ensure the UK HE sector can engage with the UK LocationProgramme and the INSPIRE Directive at the EU level

EDINA was funded by JISC to undertake the Geospatial Engagement and Community Outreach (GECO) project the over-arching purpose of which is to foster self-help communities of users of geospatial resources and champion awareness of the INSPIRE Directive in the sector

We are working in partnership with the Scottish Government and the British Geological Survey to develop a pilot geospatial discovery metadata service as a key component of a Scottish SDI

We work under the auspices of the international E-Framework for Education and Research founded by JISC and other international partners in the Geospatial e-Framework Collaboration with LandcareResearchNewZealand

This year saw the completion of the European Spatial Data Infrastructure Network (ESDIN) project Working within Open Geospatial Consortium (OGC) processes EDINA contributed by successfully demonstrating how Shibboleth can be used to protect the OGC Web Services that underpin SDI A number of GIS vendors have modifiedtheircommercialsoftwareasaconsequenceofthisworkndashwhichwasshowcased at the INSPIRE 2011 conference

Social MediaEDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders and in 2010-2011 we continued to enhance our uses of these media We also launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector

Benefits and impact information For thefirst time in theacademic year 2010-2011 EDINAandother JISCServiceProviderswererequiredunder theirServiceLevelAgreements (SLA)toprovidebenefitsandimpactachievementsinformationtotheJISCMonitoringUnit(MU)in addition to the quantitative information usually reported

Surveys were carried out across most of our services We reported the results to the MU in February 2011 and have made them available at our website (httpedinaacukimpact)

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 10

The vast majority (typically well over 80) of the respondents found the services easy to use saved time and said that they would recommend them to others

EDINA determined to focus positively on ratings and comments that indicated the needtomakesomeservicessimplerforinexpertusersEDINAhaslongengagedwith this group of its users and pioneered services that are easier to use

Technical Infrastructure improvementsRecurrent hardware funding from JISC continued in 2010-2011 the third year of an agreed 3-year upgrade spend

The additional servers which were purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

There has been a continuation over the year towards virtualisation under VMWare a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Over 70 of survey respondents found SUNCAT easy to use and saved them time

11EDINA Annual Review 2010-2011

3 Service and Project Reports

3 Service and Project Reports

ldquoOurmissiontoenhanceproductivityqualityandcost-effectivenessinresearchandeducationwithovertwenty-fiveyearsofexperienceandtechnicalexpertiseindataandonlineservicesrdquo

Our main business areas in 2010-2011 were Reading amp Reference with focuses on scholarlycommunicationcontinuityofaccessandtextMapsampDataespeciallygeospatial Multimedia amp Education including a focus on learning and teaching (LampT) andMiddleware amp Infrastructure with focuses on accessmanagementinteroperability and registries

This online service delivery is supported in three ways First we support end users and librarians and information services in various ways Second we ensure a high level of usability accessibility and reliability complying with standards and meeting agreedperformance indicatorsThirdweuseourexpertiseandcompetence inproject activity to advance development and understanding on behalf of JISC and the wider education and research community

Most service and RampD activities undertaken in 2010-2011 were funded by JISC As shown on the following pages a number of project activities undertaken relate to service activities

EDINA has been undertaking innovative research and development

12 EDINA Annual Review 2010-2011

3 Service and Project Reports

Reading and Reference Scholarly Communication Services and Related Projects

SUNCAT Related Projects

SUNCAT is the national union catalogue for serials providing facilities to discover and locate serials held across the UK

Ahighlysignificantadditiontothe listofContributingLibrarieswasTrinityCollegeDublin (TCD) TCD although located in the Republic of Ireland is a legal deposit library for both the UK and Ireland and is the largest research library in Ireland It has contributed 180000 serial records containing a number of titles not held by any other SUNCAT library Another major library added was the Open University which has contributed about 35000 serialsrsquo records

The downloading service was considerably enhanced during the year by making available records from 17 Contributing LibrariesincludingalltheUKlegaldepositlibraries other major research libraries in the UK as well as a selection of specialist libraries

Work has been taking place on the platform used by SUNCAT including the development of a new user interface separate from the database that is at the heart of the service and which will allow improvements to be implemented rapidly The new interface will be introduced in Winter 2011

A SUNCAT Google Application was launched this year allowing users to search SUNCAT from their iGoogle page This complements the existing SUNCATFacebook application

The decision was taken to extend thecoverage of Tables of Content (TOC) of journals in SUNCAT A joint project was agreed with Heriot Watt University which hosts the JournalTOCs service This provides a TOC service for over 16000 journals from 868 publishers and thereby extends the journal coverage currentlyprovidedbytheZetocserviceItisplannedto have this functionality available in Autumn 2011

The vision articulated by UK Discovery has emphasised the importance of metadata being open reliable sustainable and suitable for reuse The scale nature and comprehensiveness of the SUNCAT metadata covering as it does the serialsrsquo records of many major research libraries in the UK and Ireland means that it is a priceless resource and potentially of great value for reuse

Work has been carried out in the SUNCAT exploring open metadata project to explore the issues of making the dataopen both a technical and legal challenge Many of the records provided to SUNCAT havenotbeenprovidedbythestaffintheContributingLibrariesbutratheracquiredfrom third parties who can and do claim some degree of ownership over the records Accordingly it has been necessary to ask the librarians to sign Agreements with EDINA for the release of their data It is planned to implement an API to allow accesstothedata Thefirstoutcomesofthis work will be made available in Autumn 2011

Image copy Getty Images

ldquoeasy to use and full information about holdings in UK librariesrdquoLibrarian HE

ldquoItrsquos simply the best easiest to use interface for journal informationrdquoSUNCAT user

13EDINA Annual Review 2010-2011

3 Service and Project Reports

Over last year almost 45000 visitors used the OA-RJ

OpenDepotorg Related Projects

OpenDepotorg continues to support researchers worldwide who wish to make their work available on an Open Access basis They do so by being re-directed to their institutional repository or by direct deposit into OpenDepot The latter is especially valuable for authors who do not have access to local repository services

The Depot was originally commissioned by JISC to support its RepositoryNet Initiative with the objective of ensuring that there was a national open access repository during the interim period while all universities set up their own institutional repository That project funding ended but consultations within the open access movement indicated that there was a comparable need on a global stage

The JISC-funded Open Access Repository Junction (OA-RJ) project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker services

The Repository Junction discovery tool is a database with over 13000 institutions 2000 repositories and network ranges which allows institutions or authors to be matched to appropriate repositories The data can be accessed by third party developers through a set of APIs and is also available as four-star linked data

The SONEX group is supported by JISC to foster international collaboration and guide development Its focus is on deposit opportunities and interoperability between and across repositories scholarly output notification and exchange It has defineda set of use case actors and is promoting investigation of use case scenarios by projects internationally The director of EDINA is one of the four members of SONEX

We first started to serve libraries and their patrons with SALSER the serials catalogue for Scottish academic and research libraries the year before being designatedasaUKnationalacademicdatacentreSALSERrsquosscope is limitedtoScotland but includes a diverse range of libraries and is well used During 2010-2011 the frequency of updates from libraries continued to improve This included the MoredunResearchInstitutetheScottishLawCommissionHistoricScotlandandthe Scottish National Blood Transfusion Service all updating their records during the year

Other services continue to be reviewed in the light of changes in the market Land Life Leisure is a weekly updated digest of press releases reports and articles in thefieldofrural informationDuring2010-2011 ithascontinuedtobesupportedthrough community-based indexing with contributions from Coleg Sir Gacircr andHarper Adams Pershore Myerscough Biston and the Royal Agricultural Colleges with just under 30 subscriptions in addition to these institutions

Our provision of CAB Abstracts as a weekly updated bibliographic database continues as our only other AampI database Around 300000 records were added in 2010-2011 from over 7500 serial titles books monographs technical reports proceedingspatentsandpublishedthesesndashreaching63millionrecordsFulltextprovision also increased with over 100000 items available in 2011

Image copy Stock International Inc

Image copy EDINA

14 EDINA Annual Review 2010-2011

3 Service and Project Reports

Continuing Access Services and Related Projects

UK LOCKSS Alliance and CLOCKSS Related Projects

EDINA has been supporting the UK LOCKSS Alliance for three years providing support to members and coordinating the development of the operation as a self-governing co-operative organisation

Maintenance funding is raised by subscription from its 16 members and we have just completed thefirstof a three-year grant from JISC for development and community engagement The goal is to build capacity and collaborative action to ensure continuing access to scholarly work that universities regard as important and at risk This includes taking advantage of what is done nationally and internationally EDINArsquos role is to provide technical development and programme coordination

EDINA also provides a support role for the initiative taken by the University of Edinburgh as one of seven founding libraries in CLOCKSS Edinburgh is one of the 12 steward libraries in a global network of Archive Nodes Together withStanfordUniversityLibrariesEDINAacts as a designated Open Access host for ldquoorphanedrdquo journal content when a triggereventisconfirmedbytheCLOCKSSBoards To date four sets of content have been released to test the readiness of theCLOCKSSsystemandtomakejournalarticles available under Open Access that might otherwise have been lost to global scholarship

The second phase of the Piloting an E-Jour-nals Preservation Registry Service (PEPRS) project is now well underway with a well-received beta service launched at the end of April 2011 now re-branded as The Keep-ers Registry This provides librarians and policy makers with information on who is doing what to preserve e-journal content Working in partnership with the Interna-tional Standard Serial Number (ISSN) In-ternational Centre in Paris this relates the actions of archival agencies against details of over 80000 electronic serials held in the ISSN Register The archival agencies involvedfirst includedCLOCKSS e-DepotKB (National Library of the Netherlands)UKLOCKSSAlliancePorticoandtheBrit-ish Library and now includes HathiTrustEDINA is now in discussion with other in-ternational agencies to include their hold-ing information Work will continue to en-hance the functionality involve additional agencies and establish The Keepers Regis-try as a sustainable well-governed service Related work has involved decision making at the ISSN Network for the assignment of ISSNs to the growing corpus of digitised journals

Phase two of the Pilot for Ensuring Conti-nuity of Access via NESLi2 (PECAN) proj-ect builds on work carried out jointly by EDINAandJISCCollectionsthat identifiedthe need to develop a shared service to record each HEIrsquos archival access to jour-nal titles Central to supplying this need is an ldquoEntitlement Registryrdquo which would provide an authoritative record of access entitlement increasingly important when institutions cancel journal deals as a result of budget pressures and when titles move from one publisher to another EDINA has been awarded short-term funding to take thefirststeptowardsdevelopingapoten-tial service for use by HEIs and publishers alike by implementing a prototype demon-strator of the software needed to store manage and access the entitlement infor-mation

ldquoUK LOCKSS provides a low-cost practical solution enabling access to preserved content when neededrdquoLorraine Estelle CEO JISC Collections

15EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoMANTRA reflects good practice in research data managementrdquo

Data Library Team EDINA

E-book service

Oure-bookofferingtheFirst and Second Statistical Accounts of Scotland is one of the best contemporary reports of life during the agricultural and industrial revolutions in 1790s and the 1830s Based on contemporary reports of the 938 parishesofScotlandthisisanexampleofaformerlyJISC-fundedprojectthatnowhas a healthy uptake and sustainable future

During 2010-2011 new materials were added to enhance the richness of the publishedAccountsanindexofthepersonspredominantlyministersresponsiblefor compiling the reports that form theStatisticalAccountsanonline IndexofMaps(fivemaps intheFirstAccountandthirty-one intheSecond)whichgivesa full description of each map and its location in the printed sets of the Accounts in Edinburgh University Library Edinburgh Central Library National Library ofScotlandMap Library and GlasgowUniversity Library and a brief guide to keyinformation sources on parish boundaries in Scotland

Project activity to support access to research data

EDINA made substantial contributions to the University of Edinburghrsquos research datamanagementstrategythisyearthroughitsUniversityDataLibraryserviceInDecembertheDataLibrarianpresentedapaperco-authoredwithVicePrincipalJeffHaywoodattheInternationalDigitalCurationConference(DCC) inChicagoarguing for institutional responsibility in research data management In May the Universitypassedaresearchdatamanagementpolicysaidtobethefirstof itskind in the UK

InJulytheDataLibraryteamcompletedayear-longJISC-fundedprojectMANTRA to produce openly licensed online learning materials in research data management for PhD students to be delivered at the University and shared as an Open Educational Resource The interactive topical units were created using Xerte and arehighlycustomisableforre-useSoftware-specificdatahandlingpracticalsandvideo interviews were also created The learning materials will also be accessible from the EDINA website for anyone to work through

copyThe University of Edinburgh and the University of Glasgow

16 EDINA Annual Review 2010-2011

3 Service and Project Reports

Maps and Data Content services and related projects

Ordnance Survey Collection Related Projects

Digimap Ordnance Survey collection contains maps at scales ranging from 11250 up to 1750000 available for making maps online or for download There are scanned raster maps (digital versions of Ordnance Surveyrsquos paper maps) as well as vector maps at a range of scales including OS MasterMapreg the most detailed large scale mapping It also includes postcodes administrative boundaries a gazetteer of place names and digital terrain models

Over 140 universities and colleges used the service with an average of over 46000 active users logging in over 280000 times

Digimap Roam has continued to provide a huge number of maps along with Digimap Carto 65 million screen maps were viewed in this period Carto is now used less for making screen maps due to the improvements that came in Digimap Roam However the number of high quality PDFs created by Carto has continued to increase 155000 PDF map fileswere generated from both DigimapRoam and Carto in this period

Users downloaded 762000 km2 of OS MasterMapregTopographyLayerdata151million km2 of OS Integrated Transport Network (ITN) data and over 440000 data files from other OS data productsThese data volumes are worth around pound20 million at commercial cost

The USeD project began in July 2011 and is looking at ways of improving the Data Download facility The aim is to ensure that the new interface that is being developed for 2011-2012 is more intuitive and meets the needs of all of our users

Thecomplexityoftheunderlyingdatatheheterogeneous nature of the user base and the broad range of digital literacy across this user base poses both usability and learnability challenges of the firstmagnitude

We propose to address this ldquospatial literacyrdquo gap by conducting user focused research to develop Personas which can be geared to improving work-flow fordifferentlyabledusersacrossthespectrumfromnovicetoexpert

ldquoAs a GIS lecturer and map librarian Irsquom recommending this to my students all of the timerdquoLecturer HE

65 million screen maps were viewed in 2010-2011

ldquothe cheapest and easiest way to get hold of OS data for academicsrdquoInformation Professional HE

17EDINA Annual Review 2010-2011

3 Service and Project Reports

Historic Digimap Related Projects

Historic Digimap provides access to digital scans of OS paper maps of Great Britain from 1843 to 1996

This service is increasing in popularity with 76 subscribing institutions and almost 70000 sessions across the year

The introduction of Ancient Roam and Historic Download has meant that there has been a great increase in the amount of data that users are viewing and downloading Over 35 million maps were viewed and nearly 460000 files weredownloadedasignificantincreaseontheprevious year

By having a close relationship with the other Roam interfaces the Ancient Roam interface has benefited fromthe development of annotation and measurement tools

The results of the metadata capture projectwiththeNLSwerealsoaddedintothe service allowing our users to access the survey dates for Scottish historic maps

A project was carried out with the National Library of Scotland (NLS) tocreate enhanced metadata for Scottish historic maps The survey dates that were not captured when Landmark Solutionsoriginally created the data in Historic Digimap were retrieved from the NLSrsquocopies of historic OS maps This extrametadata has been requested by users sincetheHistoricDigimapservicewasfirstlaunched so its addition for the Scottish maps was welcomed

Walking Through Time 2 The second phase of this project concentrated upon developing a sustainable platform to allow us to potentially roll out the application across Britain via the most popular smart phone platform It concentrated on developing the application natively for the iPhone (rather than as a web app) and undertook testing and evaluation during the Edinburgh Festival 2010

AddressingHistory The second phase of this project was led by EDINA with in-kindsupportfromtheNLSDevelopmentconcentrated upon the sustainability and interoperability of the AddressingHistory tool and API thus resonating with JISCrsquos vision to build sustainable and durable deliverables It has seen the re-engineering andldquoexternalisingrdquooftheexistingparsingprocess which devolves refining andediting responsibility to parties interested in a particular Post Office Directory Theinterface has also been refined and anumber of features and functionality implemented All development code is open and available under a GNU General PublicLicence

Digimap for SchoolsofferseasyaccesstoarangeofcurrentOSmapsincludingdigitalversionsofOSrsquosfamouspapermapstheLandrangerandExplorerseriesaswell as the most detailed OS MasterMapreg mapping and street-level maps showing street names and road-atlas style maps On 14 April 2011 the service received the GoldGeographicalAssociationPublisherrsquosAward inrecognitionof itssignificantcontribution to geographical education

ldquoHistoric Digimap is a quick easy way of finding historical datardquo Researcher HE

Image copy Jupiterimages

18 EDINA Annual Review 2010-2011

3 Service and Project Reports

The service was enhanced in May 2011 with the delivery of annotation and measurementtools Studentscannowaddpointmarkers linesareasandtextlabels as well as measuring distances and areas of features on screen With these toolsinplaceanassessmentisunderwaytofindouthowsuccessfultheservicehas been in supporting OS encourage schools to move from print to digital maps

Over 2500 schools have taken advantage of OSrsquos voucher scheme providing free accesstoDigimapforSchoolsforsomeschoolswhichfinishesinDecember2011

Accessing Digimap for Schools as a subscription service is now overseen by JISC Collections and a small number of schools have taken up subscriptions EDINA has delivered an online subscription interface to assist JISC Collections manage subscriptions Enhancements to that interface are underway to allow schools to purchase the service via credit card payments

Geology Digimap provides access to maps and data from the British Geological Survey (BGS) This service has also grown the number of subscribing institutions increasingto50exceedingexpectations

The number of sessions has risen to over 30000 for this year There are now almost 58000 registered users of which around 20000 are active

The new Geology Roam interface introduced in 2009 ndash 2010 has enabled users to create a very large number of maps in this academic year close to 650000

The interface has also received a number of enhancements over the year including the addition of JIDI images an improved rock information map query tool and the annotation and measurement tools

The results of the ABLe project were also fed into this service allowing usersenhanced functionality to interact with the map and the legend The user is now able to highlight rocks on the map by clicking on the legend and vice versa

EDINA also delivers Marine Digimap for mapping of the UK coastal zone at various scales and detail derived from Admiralty Charts Users can download a feature-rich vector GIS dataset SeaZonersquos Hydrospatialreg data containing ldquotopicrdquo layers on bathymetry and elevation structures and obstructions and conservation and environmental protection

Over 15000 users from 16 subscribing institutions have registered for the service showing that it has appeal beyond those studying marine and the coastal environment

This year we have added the Marine Roam interface which uses the Hydrospatialreg data This provides a convenient and simple means of viewing this complexdataset So far it has produced nearly 30000 screen maps since it was launched in October 2010 Development has continued throughout the year with the addition of the measurement and annotation tools to the interface

ldquothe easiest way to find geology of the areardquoLecturer HE

Image copy Courtesy Colin Palmer

19EDINA Annual Review 2010-2011

3 Service and Project Reports

Discovery services and related projects

GoGeo Related Projects

GoGeo is a discovery service that brings together online resources (of all types) on the basis of location as well as subject It is a critical component of the UK academic Spatial Data Infrastructure (SDI) and as a consequence of its interoperable architecture can also play a part in surfacing academic resources to the broader cross-sectoral community UK SDI ndashthe UK Location Programmersquos LocationInformationInfrastructure(UKLPLII)

GeoDoc is the online geospatial metadata creator tool that sits behind GoGeo for providers of geospatial data to document their data using standards-compliant schema The UK academic profile forISO19115 known as AGMAP is now aligned with the new national GEMINI2 andEuropeanINSPIREmetadataprofiles

During 2010-2011 GoGeo was given a new design to provide a more current look for the portal and to strengthen its core message Simultaneously the portal was re-architected to use an open source catalogue toolkit implementing INSPIRE compliant protocols ensuring GoGeo can interact harvest from and make available records to be harvested by the UK Location Programme within datagovuk and European INSPIRE geoportal

This is particularly important as during 2010-2011 the existing UKgovernment geoportal Gigateway was decommissioned

The purpose of GECO is to foster a community of users of geospatial resourceswithinidentifiablecommunitiesof interest GECO aims to increase the use of geospatial tools infrastructure and information collate exemplars of useidentify and promote best practice assist with the maturation of the UK academic SDI promote the JISC Geospatial Working Grouprsquos (GWG) Vision for geospatial resources champion awareness raising of INSPIRE ensuring that the sector is cognisant of the obligations and opportunities and promote good data management principles

GoGeo Linked Data (GOLD) exposedthe GoGeo Catalogue and the Scottish Government Spatial Discovery Portal CSW content as a Linked Data triple store toimprove the ldquodiscoverabilityrdquo of metadata records A range of technical approaches were explored including schema cross-walking production direct from relational databasesandanUMLtoRDFapproachto assess how best to create open linked geospatial metadata

ScotSDI EDINA renewed its partnership with the Scottish Government to develop a geospatial discovery metadata service as part of a Scottish SDI This addresses obligations under INSPIRE for public bodies to produce maintain and manage metadata about their geospatial resources Built using open source software this enables creation and discovery of UK standards compliant GEMINI2 dataset series and service metadata records

The Interoperable Geographic Information (IGIBS) project is building on prior work demonstrating how Shibboleth can be used to provide an organisational model for SDI We have shown that Shibboleth can be used to protect OGC Web Services without requiring any changes to the interfaces EDINA is working with the Welsh Government and the University of Aberystwyth to address the access control barrier by prototyping a simple tool that should allow users to quickly view their data using interoperability standards in combination with Welsh Government data TheUse Cases being explored areemerging from the UNESCO designated DyfiBiosphereReserve

ldquoThe usefulness of the geoportal cannot be over-emphasisedrdquoStudent HE

image copy GECO project

20 EDINA Annual Review 2010-2011

3 Service and Project Reports

Repository services

EDINA pioneered strategies for sharing resources within the limitations of third-party licence with the ShareGeo repositorybuildingonexperiencewithJorumDeveloped in a JISC funded-project ShareGeo allows users to share and re-use derived geospatial datasets within the Digimap service under the JISC Collections licensing arrangements It enables data sharing to take place in an authenticated environment that would otherwise not be possible

In April 2010 OS made a suite of core geospatial data products available as OS OpenData with Creative Commons Attribution licence terms conducive to sharing and reuse of derived data via open repositories Through ShareGeo Open an open access repository researchers students and lecturers creating geospatial data can deposit their research and operational data in a repository open to all to search and download

Since ShareGeo Open went live in June 2010

bull there have been over 6400 data downloadsbull the top 3 downloads are the ONS Postcode Directory Postcode Areas for Great

Britain and a GB-wide Digital Elevation Modelbull the National Library of Scotland is using ShareGeo Open to make available

historic data outputs from the AHRC funded Visualising Urban Geographies project

During the last year EDINA developed a plugin to allow direct data deposit into ShareGeo Open from within desktop mapping software via the SWORD protocol The plugin has been downloaded over 660 times

Census services

UKBORDERSprovidesaccesstoandsupportforalargeonlineldquofilingcabinetrdquoofdigitised boundaries and key postcode directory and related resources Funded by the Economic and Social Research Council (ESRC) as the Geography Data Unit for the Census Programme UKBORDERS is one of the most heavily used of the census services ndash in the 2010-2011 user survey it was the most frequently used service in a survey of 1358 users Highlights over the reporting period include

bull A successful bid for a further yearrsquos operation whilst ESRC deliberate on the future and nature of the post 2012 census delivery portfolio

bull The release of two new interfaces over the period ndash a Thematic Mapping Wizard allowinguserstogeneratetheirownchoroplethmapsandaDynamicLookupTable service allowing users to create bespoke geography reference tables

bull UKBORDERS also participated in the successful 2011 Census Conference

UKBORDERS is one of the most heavily used of the census services

Geological Map Data copyNERC 2010copy Crown copyrightdatabase right 2010 An Ordnance SurveyEDINA supplied service

21EDINA Annual Review 2010-2011

3 Service and Project Reports

agcensus offers grid square agricultural census data for England Scotland andWales During 2010-2011

bull TheserviceanddemocodewereportedfromMySQLtoPostGISbull 2009 and 2010 small area data for Scotland and 2008 2009 2010 data for

Wales (received from respective devolved government departments) were processed converted and brought into service

bull A subset of the decennial 2010 Agricultural Census (provided at 1km level of aggregation) will be forthcoming from DEFRA Methodology for conversion from small area to grid square has been requested in order to establish anomalies with the in-house conversion process

Additional project activity

The Spatio-Temporal Energy Efficiency Visualisation (STEEV) project aims to build a spatio-temporal exploration and visualisation tool for annual energyefficiencycoefficientssuchasenergyratingslikelyenergydemandandrelatedCO2 emissions modelled at Output Area level for a large regional geographical area of South Wales from 2000-2050

Testing of back-end database and data loading has been achieved primarily through test data provided by our project partner at the Welsh School of Architecture User interface and front-end design is reliant on back-end modelling and requires contextual anddescriptive content suchaspolicy-relatedenergy scenarios Anannotation facility is being considered which would allow stakeholders to annotate visualised content in real time

Multimedia and EducationMultimedia Services

JISC Mediahub was launched as a beta version in April 2011 followed by a full service release in August 2011 This service hosts multiple video sound and image collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection owners

While JISC MediaHub was in development the three multimedia services remained popular Film amp Sound Online with 382 institutional subscriptions Education Image Gallery with 88 NewsFilm Online with 350

NewsFilm Online will continue to be freely available to subscribers until July 2012 both as the current service and as part of Mediahub in its component collections

Film amp Sound Online and Education Image Gallery were withdrawn from service on 1 August

The definitive academic video image amp audio resource

image copy STEEV project

22 EDINA Annual Review 2010-2011

3 Service and Project Reports

Multimedia projects

Based at Sabhal Mograver Ostaig the Gaelic-language college on Skye Tobar an Dualchais isamulti-million-poundHeritageLottery-fundedprojecttopreservedigitiseandmake available online up to 12000 hours of recordings from the archives of BBC Scotland the National Trust for Scotland and the School of Scottish Studies at the University of Edinburgh EDINA and the University of Edinburgh IS department also contributed a production control and a cataloguing application for web-based input of metadata EDINA continued to develop the website in 2010 and the full public version was launched successfully in December 2010

Building upon earlier work for Tobar an DualchaisKist o Riches and the Statistical Accounts of Scotland EDINA worked collaboratively with the University of Edinburgh Centre for Research Collections during Phase 3 of an AHRC funded project The Carmichael Watson collection in Edinburgh University Library iscentred on the papers of the pioneering folklorist Alexander Carmichael (1832-1912) The project aimed to unlock one of the worldrsquos major folklore resources for thebenefitofacademicscholarsandthewidercommunityEDINAprovidedthesoftware engineering skills to develop and deliver online access to this iconic work ofAlexanderCarmichaelThiswaslaunchedinJune2011

Thefinal reportoftheshortprojectScoping Study Aggregations of Metadata for Images and Time-Based Media was made available in September 2010 It indicated the benefits of and opportunities for aggregations ofmetadata forthese resources and the barriers to having open and shareable metadata It also described a number of scenarios in which such aggregations would be useful or requiredanddifferentmodelsforaggregatingmetadata

Education service Jorum

Following the launch of the JorumOpen collection in January 2010 Jorum enjoyed continued growth in both the usage of the resources it contains and the number of resources that are shared through the service As of July 2011 visits to the servicewerefivetimeshigherthanthepeakusagebeforeJanuary2010andover14200 resources were available across a variety of subject areas ndash an increase of over 80 Many of these resources were shared by users involved in the JISC HE Academy OER Programme which the Jorum team continued to support

Jorum consolidated its collections on the DSpace platform in February 2011 and made all software outputs available for download and re-use in June 2011 through the EDINA Developer Corner and Github

Jorum was developed and run jointly by EDINA and Mimas from 2002 until 2011 From August 2011 Mimas will be taking Jorum forward into service

Alexander Carmichael Portait by William Skeoch Cumming Image is in the public domain

Image copy iStockPhotos 2010

23EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoThanks so much for your help I really cannot emphasis how invaluable itrsquos beenrdquo SDSS Helpdesk enquirer

Middleware and Infrastructure

UK Access Management Federation Related Projects

The joint bid from JISC Collections and EDINA to be the Operator for the UK Access Management Federation from August 2011 to July 2014 was successful During the remainder of the 2010-2011 academic year EDINA and JISC Collections worked with JANET(UK) on the transition arrangements Because EDINA already acted as the technical operator for the federation a smooth transition was expectedandhappened

A contract was agreed between EDINA and SWITCH to form the Shibboleth Consortium to provide coordination and means to engage the personnel to develop the Shibboleth federated access management software The Consortium will ensure development of the Shibboleth codebase upon which the UK Access Management Federation depends EDINA throughitsSDSSExpertGroupactivityisthe lead member of the Consortium and is responsible for the distribution of funding from JISC and SWITCH

The federation continued to grow substantially reaching over 850 members and 1250 entities the largest academic deployment in the world

The UK Federation Support Team at EDINA manages the metadata that underpins it and supplies technical support to its members In August 2011 a new centralised Discovery Service (WAYF) was implemented based on user testing Thisshouldimprovetheloginexperiencefor users throughout the UK education sector

The SDSS Expert Group contributes nationally and internationally to the development and maintenance of the Shibboleth infrastructure and codebase Nationally the federation operator refers technical issues related to the operation of theUKfederationto theSDSSExpertGroup

During 2010-2011 the SDSS Expert Groupworked with Internet2 (I2) and the Shibboleth Consortium participating in the Shibboleth core development team with core Shibboleth software including the Shibboleth V3 IdP

The expert group has contributed to theEmbedded Discovery Service which will supportamoreconsistentloginexperienceacrossdifferentservicesbymakingiteasyfor service providers to deploy standard WAYF functionality familiar to users but with their own branding and on their own servers rather than depending on the federationrsquos Central Discovery Service servers

Theexpertgroup isworkingwitha smallInternet2 subgroup to develop a technical architecture for inter-federation working The work involves the refinement of anAggregation Engine to allow the swapping of authorised metadata between federationsSignificantprogressthisyearmeans that the aggregation engine has now replaced the bespoke code previously used to generate the production UK federation metadata while test metadata including entities from other federations is now also being generated daily

WSTIERIA was a JISC-funded project which ran from January 2010 to March 2011 and investigated mechanisms for use of federated access management with web services WSTIERIA evaluated possible solutions based on use of faccedilade software andrecentextensionsofcoreShibbolethcode

Image copy Jupiterimages 2006

24 EDINA Annual Review 2010-2011

3 Service and Project Reports

Unlock Related Projects

Unlock the gazetteer and geo-referencing infrastructure service provides two sets of web services one is a ldquogazetteer cross-searchrdquo comparing different sources ofgeographic data for information about place-names The other is a ldquogeo-parsingrdquo service using text mining techniques toextractplace-namesfromresources(textor metadata) to allow collections to be searched by location

Unlock Places offers search acrosslicensed OS data sources for subscribers to Digimap OS Collection Last yearUnlock was adapted to include an open data gazetteer which provides world-wide coverage and includes the OS Open Data products

In terms of the JISC Information Environment Unlock is a shared terminology service that can underpin geographic searching and geo-referencing for other services Unlock can help with data and resource linking and improving the metadata describing scholarly work

The JISC-funded CHALICE (Connecting Historical Authorities with Linked dataContexts and Entities) project applied atext mining approach to volumes of theEnglish Place Name Survey to produce a Linked Data historic gazetteer for areasof England which could then be used to improve the quality of georeferencing in other archives The gazetteer is linked to other placename sources on the LinkedData web via geonamesorg and Ordnance Survey Open Data We aimed to provide a historic place-name gazetteer covering a thousand years of history linked to attestationsinoldtextsandmaps

Intensive user engagement was undertaken with archive projects that canbenefitfromtheopendatagazetteerand open source text mining tools TheCHALICEoutputsare for anyoneworkingwith historic material ndash be that archives of records objects or ideas There is a Past Places browser to help illustrate the data andprovideaLinkedDataviewofthedata

Unlock has also been working towards supporting tooling for the Bamboo Project which is building applications and shared infrastructure for humanities research

OpenURL Router Related Projects

OpenURL Router continued to have high levels of use during 20102011 with 97 registered institutions which register the OpenURL resolvers they use with theRouterTheOpenURLRouter isacentralregistrydetailingOpenURLresolverstheinstitutions to which they belonged and certaindetails(UKFederation identifiersIP addresses and domain names) that help in identifying members of that institution This allows referring bibliographic services to addressOpenURL links to the correctresolver for each end user without any prior knowledge of the user or their institution

The JISC-funded Using OpenURL Activity Data project built on the recommendations oftheSharedOpenURLDataInfrastructureInvestigation in 2008-9 by exploring thevalue and viability of releasing OpenURLactivity data for use by third parties as a means of supporting development of innovative functionality Following an initial investigation to understand how IP addresses could be collected and processedwithoutexposingthecollectingorganisation to legal risk the data filesbased on the OpenURL Router log fileswere produced and released under the open license ODC-PDDL An articlerecommender prototype was developed basedonthisdataasanexampleofhowthe data could be used

ldquoExcellent servicemdashhas saved a huge amount of time and effortrdquoOpenURL Router Librarian HE

Image copy Tom Armitage

25EDINA Annual Review 2010-2011

3 Service and Project Reports

Additional project activities

AprojectbeganinFebruary2011toproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelatedtechnologiesSeveralmembersofstafffromboththegeographicand bibliographicmultimedia development teams in EDINA have been working on Linked Data Focus We ran three short software development ldquosprintsrdquo to produce Linked Open Data output from several different EDINA projects and servicesDuring each sprint we held a workshop where we presented and discussed the workinprogressandinvitedpeoplefromoutsideEDINAtoshowofftheirrelatedwork

The development work supports the broader ambition of Discovery and has adopted its guidelines for metadata We are working towards the production of anldquoinfokitrdquodocumentingourfindingsandpracticeswithaviewtoassistingandinforming other institutions

EDINArsquosworkonprovidingldquotargetedrdquologinURLsisbeingrolledouttoitsservicesThe Ediauth Targeted Login mechanism exists to provide a simple and robustalternativetoshibbolethWAYFlessURLsforwhichthereisconsiderabledemandAdditionally it ismoreflexibleand informativethanshibbolethWAYFlessURLsThe targeted loginURLsarebeingadvertisedandused for JISCMediaHubandis being used by the prototype CRIS bookmarking service It will be rolled out to otherEDINAservicesintimeforthenextrevisionoftheEDINArsquosmainwebsite

CRIS the ldquoCommenting and Referencing Infrastructure Servicerdquo is a shared middleware service for bookmarking and commenting web resources with a particular focus on multimedia CRIS was developed as a JISC-funded personalisation service with the potential to help service providers avoid duplicatingimplementationofthefunctionalityinindividualservicesItalsooffersa basis for recommender functionality CRIS has now been successfully tested with JISC Mediahub to provide bookmarks and commenting These functions are due for release in JISC Mediahub by the end of 2011

User Support Our support activities in 2010-2011 were as follows

Helpdesk

The EDINA helpdesk continued to be the primary point of contact for all enquiries concerning EDINA services and successfully resolved enquiries from end-users andsupport staff EDINArsquos licenceandcall-loggingsystem(Helios)was furtherenhanced in 2010-2011 to facilitate registrations to use the Digimap for Schools service

The helpdesk approved almost 50000 applications to use the Digimap service across the three collections requiring registration ndash OS Geology and Marine Digimap

ldquoIt makes a change to find a helpdesk that actually helpsrdquoEDINA Helpdesk enquirer

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 5: EDINA Annual Review, 2010-2011

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 3

2 Highlights of Our Year 2009-2010

RepositoryNet+mdashshared repository infrastructure for the UKThe year closedwith the exciting news that EDINA had been given leadershipto initiate and manage the repository infrastructure for research literature repositoriesfollowingacompetitivebidWorkingcloselywiththeJISCExecutiveandwithkeyproviderstheaimoverthenext20monthsistocreateandfostershared infrastructure both social and technical ndash the purpose of which is to enable deposit curation and dissemination of research literature Alongside advocacy for Open Access this is part of the JISC strategy to work with research funders in promoting the visibility of research at universities including preparation for the ResearchExcellenceFramework

A central task for the project is to assist universities and colleges as they embed repositories within institutional processes at an economic cost and demonstrate value for researchers and their funders Activity is now getting underway with discussion at the recent Repository Fringe at Edinburgh of our mapping of the mainactorsandworkflowsintherepositorylandscapeTheintentionistousethisfeedback to help devise sustainable ways of sharing service-quality components that help reduce costs and improve quality

Awards and key publications EDINA has received a Highly Commended mention at the annual Association for Geographic Information (AGI) Awards for Innovation and Best Practice which was deservedly won by MapAction for their global disaster work The commendation for EDINA was on the basis of the paper given at GeoCommunity 2010 by Tim Riley on migrating Digimap to a new GIS infrastructure

TheGOLDCertificateforthebestoverallresourcewasawardedtothenewDigimapfor Schools service in the Geographical Associationrsquos 2011 Publishersrsquo Awards at the Associationrsquos Annual Conference in April 2011 The award was presented to EDINArsquos Director Peter Burnhill and Ordnance Surveyrsquos Director-General and CEO VanessaLawrenceOver2500schoolshavesofartakenadvantageofOrdnanceSurveyrsquos voucher scheme providing free access to Digimap for Schools

AnarticleentitledldquoLoweringthebarriersfromdiscoverytodeliveryaJISCfundedEDINA and Mimas projectrdquo co-authored by Fred Guy at EDINA1 was chosen as a HighlyCommendedAwardWinnerattheLiteratiNetworkAwardsforExcellence2011

1 FredGuyJoyElizabethPalmer(2010)ldquoLoweringthebarriersfromDiscoverytoDeliveryaJISCfundedEDINA and Mimas projectrdquo Interlending amp Document Supply Vol 38 Iss 3 pp158 - 167 httpwwwemeraldinsightcomjournalshtmarticleid=1876720ampshow=htmlampnolog=67829amp httpwwwemeraldinsightcomauthorsliteratiawardshtmyear=2011ampPHPSESSID=1grib12rulqh5p7sog6ja28b64

RepositoryNet+ helps demonstrate the value of institutional repositories for researchers and their funders

ldquoeasy access to OS maps through the latest in interactive mappingrdquoBaroness Hanham Parliamentary Under Secretary of State

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 4

A paper entitled ldquoGeospatial resources for supporting data standards guidance and best practice in health informaticsrdquo co-authored by Tony Mathys at EDINA was published in BMC Research Notes2 and holds Highly Accessed status

A Techwatch report entitled ldquoAugmented Reality for Smartphonesrdquo was commissionedbyUKOLNforJISCObservatoryfromBenButchartofEDINA3 It was peerreviewedbyexpertsinthefieldandhasreceivedinternationalrecognition

ThefirstphaseoftheWalkingThroughTimeprojectwasasimpleidealdquoSatNavfor historical mapsrdquo - a phone app that combined GPS technology with old maps to allow users to ldquowalk through timerdquo Developed to a working prototype available on all GPS-enabled smart phones for Edinburgh only the original application caught the imagination of academics geographers and historians worldwide In 2010-2011 we have developed it as an iPhone application

Citations included

bull HeraldScotland 3 January 2010bull TheTimesHigherEducationalSupplement 14 January 2010bull EdinburghJournal 20 January 2010bull TheAustralianHorizonReportonEmergingTechnologies Winter 2010

The project also won second prize in the ALISSQuarterly best article of the year award

The AddressingHistory project which created an online website and crowdsourcing tool combining historical Post Office Directories and contemporaneous mapsgainedsignificantattentionfromthelocalhistoryandgenealogycommunities

Citations included

bull CAIRTNewsletteroftheScottishMapsForum July 2010bull ALISSQuarterly July 2010bull PracticalFamilyHistory July amp December 2010bull FamilyHistoryMonthly August amp December 2010bull DiscoverMyPastScotland August 2010bull IS News the Newsletter of the Chartered Institute of Library and Information

ProfessionalsinScotland October 2010bull TheHeraldScotland 15 November 2010bull The Scottish Genealogist Quarterly Journal of the Scottish Genealogy Society

December 2010bull ProgrammableWeb 17 December 2010

2 Tony Mathys Maged N Kamel Boulos BMC Research Notes 2011 419 (26 January 2011) httpwwwbiomedcentralcom1756-0500419

3 httpblogobservatoryjiscacuk20110408techwatch-report-augmented-reality-for-smartphones

ldquoAddressing History brings new richness to the geography of Edinburghrsquos pastrdquo Alastair Dunning JISC

Image copy iStock Photos 2009

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 5

Key Events in our calendar Edinburgh was the place to be in September last year and August this year for the respective Repository Fringe 2010 and 2011 events co-hosted with the University and the Digital Curation Centre Record numbers of delegates participated in these interactiveeventsandevenmoreenjoyedtheeventamplificationsorchestratedbyEDINArsquossocialmediaofficerVideosofall2011speakersareavailableonYouTube

Theexperienceof theorganisingcommittee inarrangingsuccessiveRepositoryFringe events over four years and their collective reputation in the repository community were important factors in the award of the Seventh International Conference on Open Repositories 2012 (OR12) to the University of Edinburgh This willtakeplaceinJulynextyear

EDINA was a gold sponsor of this yearrsquos prestigious INSPIRE conference held at the Edinburgh International Conference Centre from 27 June to 1 July 2011 We had several papers in the conference programme as well as anexhibitionstandatthe eventWealsoamplifiedourpresencebytweetingatregularintervals-addingcontentre-tweetinginterestingpostsflaggingupEDINApapersetc

The new Digimap for Schools service was launched at Graveney School in Wandsworth London on 10 November 2010 by Vanessa Lawrence Director-General and CEO of Ordnance Survey and Baroness Joan Hanham the Minister withoversightofOSasanationalmappingagencyPeterBurnhillandotherstafffrom EDINA were present

A high-profile event on 9 December at the University of Edinburghrsquos School of InformaticsattendedbyFionaHyslopScotlandrsquosMinisterforCultureampExternalAffairsprovidedthepubliclaunchofamajoronlineoralarchivewithwhichEDINAhas had a long association Tobar an Dualchais makes available more than 15000 recordings from Scotlandrsquos past

AddressingHistory was launched on 17 November at an amplified event at the NationalLibraryofScotlandThelauncheventprovidedanopportunitytocelebrateScottishhistoryandtomeetmanylocalhistoryandgenealogyexpertscommunitygroups and bloggers

Closeworkingwith theUniversityofEdinburghrsquosLibrarySpecialCollections foractivity funded by the AHRC led to the successful launch of Carmichael Watson websitewhichmadeaccessibleanXML-enableddatabaseon thepapersof thepioneeringfolkloristAlexanderCarmichael(1832-1912)theforemostcollectionofits kind This was celebrated in a well-regarded conference AlexanderCarmichaelCollectingControversyandContexts

EDINA Director Peter Burnhill at Repository Fringe 2011 Photo by Nicola Osborne

Launch of Digimap for Schools Image copy Ordnance Survey

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 6

Discovery A recurrent driver in our work during 2010-2011 has been to contribute to the RDTF Vision being taken forward as Discovery the metadata ecology for research and education in the UK

Its focus is on discoverability one major aspect of which is greatly assisted by geo-enabling through Unlock the shared terminology service underpinning geographicsearchingandgeo-referencingusingtextminingtechniquesdevisedby the LanguageTechnologyGroupattheUniversityofEdinburghtoextractplace-names from resources and enable collections to be searched by location

The scale nature and comprehensiveness of the SUNCAT metadata covering as it does the serialsrsquo records of legal deposit and many major research libraries in the UK and Ireland means that it is a priceless resource and potentially of great value for reuse Workhasbeencarriedout toexplore the issuesofmaking thedataopen both a technical and legal challenge

AprojectisunderwaytoproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelated technologies to others in the form of an ldquoinfokitrdquo

An article recommender prototype based on OpenURL Router data wasdevelopedasanexampleofhowthedatacouldbeusedThis recentlywonanawardcommendeduseoftheOpenURLRouterDataintheDiscovery amp DevCSI Developers Competition This is a different type of ldquoengagementrdquo for EDINAinvolving participation in Discovery as a user of open data

A key presentation Aggregation as a Tactic to support Discovery by Peter Burnhill and Stuart Macdonald was given at the CERN Workshop on Innovations in Scholarly Communication (OAI7) Geneva in June 2011

Service HighlightsJISC Collections and EDINA were awarded the responsibility to manage the UK Access Management Federation for Education and Research (the federation) with hand over in August 2011 The federation now has over 850 members and 1250 entities the largest academic deployment in the world

JISC Collections as the legal entity manages member enrolment training reporting and promotion EDINA is the federationrsquos technical and operational support provider

TheSDSSExpertGroupatEDINAcontinued its successfulcollaborationwithInternet2 and the Shibboleth Consortium in order to contribute internationally to the development and maintenance of the Shibboleth infrastructure

ldquomaking content more discoverable both by people and machinerdquoRDTF Vision

Image copy Jupiterimages 2006

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 7

The WSTIERIA project completed in March 2011 successfully demonstrated two methods of using the federation for non browser based machine-to-machine interactions (ldquoweb servicesrdquo)

EDINAlaunchedJISCMediaHubthedefinitiveacademicvideosoundandimageresource for UK HE and FE

The beta version of JISC MediaHub was released in April followed by a full service release in August Over 100 institutions have already subscribed to JISC MediaHub as part of the JISC eCollections service

The service hosts multiple collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection-owners

TheJISCMediaHubserviceisalsoanexampleofparticipationinDiscoveryasa user of open data as mentioned above - it uses CultureGrid open metadata

This academic year has seen consolidation and rationalisation of the services offered from the Digimap platform Building on the introduction of the Roambased mapping services last year there has been much harmonisation of the source code so that service enhancements can be applied across collections eg Annotation and Measurement tools which have been added to all the Digimap services including Digimap for Schools

Usage continued to increase in 2010-2011 Users of all the Digimap services created nearly 11millionmaps and downloaded very significant volumes ofdata Over 100000 requests for data were made and nearly 1 million tiles of data were taken On top of this over 1575 million Km2 of OS MasterMapreg data was downloaded

Ancient Roam a facility in Historic Digimap now allows users to compare two historicalmapsofthesamelocationfromdifferentdecadessidebysideUsingthe 2up View users can view a location and easily see how the landscape has changed over time

Launched inOctober 2010DigimapOpenStreamnowhasover 1700 registeredusers

OpenStream enables users of desktop GIS to have the most current up-to-date Ordnance Survey streamed live to their desktop without the need of storing and managing data For those creating web mash-ups the service delivers up-to-date mapping in a fast interoperable manner

ShareGeo Open a repository service for the sharing of geospatial data also launched in autumn 2010

ShareGeoOpen now has over 140 geospatial datasets available for reuse by anyone licensed under Creative Commons

image copy iStockPhoto 20011

contains Ordnance Survey data copy Crown copyright and database right 2010 Data provided by Digimap OpenStream an EDINA University of Edinburgh Service

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 8

EDINArsquos role in creating implementing and supporting Jorum the UKrsquos national repository for learning and teaching resources came to a successful conclusion in July 2011 with the repository providing access to over 14000 resources across a variety of subject areas Jorum has been taken forward into service by Mimas the national data centre based at the University of Manchester from August 2011

EDINArsquos expertise in DSpace customisation licensing and service deliveryenabled the provision of a robust socio-technical infrastructure for Jorum and for academic content more generally A robust legal and policy framework was created for the service and the technical infrastructure has been made available under open source licences for others to reuse and repurpose

EDINA has continued to advance work to assist the library community in ensuring Continuity of Access to Scholarly Content for which EDINA is gaining good reputation nationally and internationally

EDINAcontinuestoprovidesupporttotheUKLOCKSSAlliancecommunityandhasbeencontributingtothedevelopmentoftheLOCKSSsoftwaretosupportintegration with library link resolver systems In addition EDINA has continued toactastheOpenAccessplatformfortriggeredcontentforCLOCKSS

Since 2008 EDINA has been working in partnership with the International Standard Serial Number International Centre (ISSN IC) on the ldquoPiloting an e-Journal Preservation Registry Servicerdquo (PEPRS) project and at the end of April 2011 released a beta service for public use This work is being taken forward as ldquoThe Keepers Registryrdquo

EDINA has now begun work on phase two of a pilot project to improve post-cancellation access provision to scholarly content (PECAN) with the objective of delivering a pilot ldquoentitlement registryrdquo to provide an authoritative record of access entitlement

The OpenDepotorg service launch was timed to coincide with the Repository Fringe 2010 and was our contribution to Open Access Week from 18-24 October It has continued to be used by researchers worldwide as a platform to make their research literature available on an open access basis with a weekly average of one or two deposits and over one hundred redirects to local repository services

The redirects were made possible by the Open Access Repository Junction project which has successfully completed its phase one stage and will develop its proof-of-concept broker into a service in phase two due to take place this coming year

Spatial Data Infrastructures We have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability

EDINA assists libraries in ensuring Continuity of Access to Scholarly Content

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 9

The GoGeo geo-data portal service is regarded as a critical component of the UK Spatial Data Infrastructure (SDI) A new interface for the site featuring improved usability functionality and visual design went live in May 2011 Its online geospatial metadata creation tool GeoDoc enables creators of geospatial data to document their data to a variety of standards-compliant schemas

GoGeo and GeoDoc combined ensure the UK HE sector can engage with the UK LocationProgramme and the INSPIRE Directive at the EU level

EDINA was funded by JISC to undertake the Geospatial Engagement and Community Outreach (GECO) project the over-arching purpose of which is to foster self-help communities of users of geospatial resources and champion awareness of the INSPIRE Directive in the sector

We are working in partnership with the Scottish Government and the British Geological Survey to develop a pilot geospatial discovery metadata service as a key component of a Scottish SDI

We work under the auspices of the international E-Framework for Education and Research founded by JISC and other international partners in the Geospatial e-Framework Collaboration with LandcareResearchNewZealand

This year saw the completion of the European Spatial Data Infrastructure Network (ESDIN) project Working within Open Geospatial Consortium (OGC) processes EDINA contributed by successfully demonstrating how Shibboleth can be used to protect the OGC Web Services that underpin SDI A number of GIS vendors have modifiedtheircommercialsoftwareasaconsequenceofthisworkndashwhichwasshowcased at the INSPIRE 2011 conference

Social MediaEDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders and in 2010-2011 we continued to enhance our uses of these media We also launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector

Benefits and impact information For thefirst time in theacademic year 2010-2011 EDINAandother JISCServiceProviderswererequiredunder theirServiceLevelAgreements (SLA)toprovidebenefitsandimpactachievementsinformationtotheJISCMonitoringUnit(MU)in addition to the quantitative information usually reported

Surveys were carried out across most of our services We reported the results to the MU in February 2011 and have made them available at our website (httpedinaacukimpact)

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 10

The vast majority (typically well over 80) of the respondents found the services easy to use saved time and said that they would recommend them to others

EDINA determined to focus positively on ratings and comments that indicated the needtomakesomeservicessimplerforinexpertusersEDINAhaslongengagedwith this group of its users and pioneered services that are easier to use

Technical Infrastructure improvementsRecurrent hardware funding from JISC continued in 2010-2011 the third year of an agreed 3-year upgrade spend

The additional servers which were purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

There has been a continuation over the year towards virtualisation under VMWare a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Over 70 of survey respondents found SUNCAT easy to use and saved them time

11EDINA Annual Review 2010-2011

3 Service and Project Reports

3 Service and Project Reports

ldquoOurmissiontoenhanceproductivityqualityandcost-effectivenessinresearchandeducationwithovertwenty-fiveyearsofexperienceandtechnicalexpertiseindataandonlineservicesrdquo

Our main business areas in 2010-2011 were Reading amp Reference with focuses on scholarlycommunicationcontinuityofaccessandtextMapsampDataespeciallygeospatial Multimedia amp Education including a focus on learning and teaching (LampT) andMiddleware amp Infrastructure with focuses on accessmanagementinteroperability and registries

This online service delivery is supported in three ways First we support end users and librarians and information services in various ways Second we ensure a high level of usability accessibility and reliability complying with standards and meeting agreedperformance indicatorsThirdweuseourexpertiseandcompetence inproject activity to advance development and understanding on behalf of JISC and the wider education and research community

Most service and RampD activities undertaken in 2010-2011 were funded by JISC As shown on the following pages a number of project activities undertaken relate to service activities

EDINA has been undertaking innovative research and development

12 EDINA Annual Review 2010-2011

3 Service and Project Reports

Reading and Reference Scholarly Communication Services and Related Projects

SUNCAT Related Projects

SUNCAT is the national union catalogue for serials providing facilities to discover and locate serials held across the UK

Ahighlysignificantadditiontothe listofContributingLibrarieswasTrinityCollegeDublin (TCD) TCD although located in the Republic of Ireland is a legal deposit library for both the UK and Ireland and is the largest research library in Ireland It has contributed 180000 serial records containing a number of titles not held by any other SUNCAT library Another major library added was the Open University which has contributed about 35000 serialsrsquo records

The downloading service was considerably enhanced during the year by making available records from 17 Contributing LibrariesincludingalltheUKlegaldepositlibraries other major research libraries in the UK as well as a selection of specialist libraries

Work has been taking place on the platform used by SUNCAT including the development of a new user interface separate from the database that is at the heart of the service and which will allow improvements to be implemented rapidly The new interface will be introduced in Winter 2011

A SUNCAT Google Application was launched this year allowing users to search SUNCAT from their iGoogle page This complements the existing SUNCATFacebook application

The decision was taken to extend thecoverage of Tables of Content (TOC) of journals in SUNCAT A joint project was agreed with Heriot Watt University which hosts the JournalTOCs service This provides a TOC service for over 16000 journals from 868 publishers and thereby extends the journal coverage currentlyprovidedbytheZetocserviceItisplannedto have this functionality available in Autumn 2011

The vision articulated by UK Discovery has emphasised the importance of metadata being open reliable sustainable and suitable for reuse The scale nature and comprehensiveness of the SUNCAT metadata covering as it does the serialsrsquo records of many major research libraries in the UK and Ireland means that it is a priceless resource and potentially of great value for reuse

Work has been carried out in the SUNCAT exploring open metadata project to explore the issues of making the dataopen both a technical and legal challenge Many of the records provided to SUNCAT havenotbeenprovidedbythestaffintheContributingLibrariesbutratheracquiredfrom third parties who can and do claim some degree of ownership over the records Accordingly it has been necessary to ask the librarians to sign Agreements with EDINA for the release of their data It is planned to implement an API to allow accesstothedata Thefirstoutcomesofthis work will be made available in Autumn 2011

Image copy Getty Images

ldquoeasy to use and full information about holdings in UK librariesrdquoLibrarian HE

ldquoItrsquos simply the best easiest to use interface for journal informationrdquoSUNCAT user

13EDINA Annual Review 2010-2011

3 Service and Project Reports

Over last year almost 45000 visitors used the OA-RJ

OpenDepotorg Related Projects

OpenDepotorg continues to support researchers worldwide who wish to make their work available on an Open Access basis They do so by being re-directed to their institutional repository or by direct deposit into OpenDepot The latter is especially valuable for authors who do not have access to local repository services

The Depot was originally commissioned by JISC to support its RepositoryNet Initiative with the objective of ensuring that there was a national open access repository during the interim period while all universities set up their own institutional repository That project funding ended but consultations within the open access movement indicated that there was a comparable need on a global stage

The JISC-funded Open Access Repository Junction (OA-RJ) project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker services

The Repository Junction discovery tool is a database with over 13000 institutions 2000 repositories and network ranges which allows institutions or authors to be matched to appropriate repositories The data can be accessed by third party developers through a set of APIs and is also available as four-star linked data

The SONEX group is supported by JISC to foster international collaboration and guide development Its focus is on deposit opportunities and interoperability between and across repositories scholarly output notification and exchange It has defineda set of use case actors and is promoting investigation of use case scenarios by projects internationally The director of EDINA is one of the four members of SONEX

We first started to serve libraries and their patrons with SALSER the serials catalogue for Scottish academic and research libraries the year before being designatedasaUKnationalacademicdatacentreSALSERrsquosscope is limitedtoScotland but includes a diverse range of libraries and is well used During 2010-2011 the frequency of updates from libraries continued to improve This included the MoredunResearchInstitutetheScottishLawCommissionHistoricScotlandandthe Scottish National Blood Transfusion Service all updating their records during the year

Other services continue to be reviewed in the light of changes in the market Land Life Leisure is a weekly updated digest of press releases reports and articles in thefieldofrural informationDuring2010-2011 ithascontinuedtobesupportedthrough community-based indexing with contributions from Coleg Sir Gacircr andHarper Adams Pershore Myerscough Biston and the Royal Agricultural Colleges with just under 30 subscriptions in addition to these institutions

Our provision of CAB Abstracts as a weekly updated bibliographic database continues as our only other AampI database Around 300000 records were added in 2010-2011 from over 7500 serial titles books monographs technical reports proceedingspatentsandpublishedthesesndashreaching63millionrecordsFulltextprovision also increased with over 100000 items available in 2011

Image copy Stock International Inc

Image copy EDINA

14 EDINA Annual Review 2010-2011

3 Service and Project Reports

Continuing Access Services and Related Projects

UK LOCKSS Alliance and CLOCKSS Related Projects

EDINA has been supporting the UK LOCKSS Alliance for three years providing support to members and coordinating the development of the operation as a self-governing co-operative organisation

Maintenance funding is raised by subscription from its 16 members and we have just completed thefirstof a three-year grant from JISC for development and community engagement The goal is to build capacity and collaborative action to ensure continuing access to scholarly work that universities regard as important and at risk This includes taking advantage of what is done nationally and internationally EDINArsquos role is to provide technical development and programme coordination

EDINA also provides a support role for the initiative taken by the University of Edinburgh as one of seven founding libraries in CLOCKSS Edinburgh is one of the 12 steward libraries in a global network of Archive Nodes Together withStanfordUniversityLibrariesEDINAacts as a designated Open Access host for ldquoorphanedrdquo journal content when a triggereventisconfirmedbytheCLOCKSSBoards To date four sets of content have been released to test the readiness of theCLOCKSSsystemandtomakejournalarticles available under Open Access that might otherwise have been lost to global scholarship

The second phase of the Piloting an E-Jour-nals Preservation Registry Service (PEPRS) project is now well underway with a well-received beta service launched at the end of April 2011 now re-branded as The Keep-ers Registry This provides librarians and policy makers with information on who is doing what to preserve e-journal content Working in partnership with the Interna-tional Standard Serial Number (ISSN) In-ternational Centre in Paris this relates the actions of archival agencies against details of over 80000 electronic serials held in the ISSN Register The archival agencies involvedfirst includedCLOCKSS e-DepotKB (National Library of the Netherlands)UKLOCKSSAlliancePorticoandtheBrit-ish Library and now includes HathiTrustEDINA is now in discussion with other in-ternational agencies to include their hold-ing information Work will continue to en-hance the functionality involve additional agencies and establish The Keepers Regis-try as a sustainable well-governed service Related work has involved decision making at the ISSN Network for the assignment of ISSNs to the growing corpus of digitised journals

Phase two of the Pilot for Ensuring Conti-nuity of Access via NESLi2 (PECAN) proj-ect builds on work carried out jointly by EDINAandJISCCollectionsthat identifiedthe need to develop a shared service to record each HEIrsquos archival access to jour-nal titles Central to supplying this need is an ldquoEntitlement Registryrdquo which would provide an authoritative record of access entitlement increasingly important when institutions cancel journal deals as a result of budget pressures and when titles move from one publisher to another EDINA has been awarded short-term funding to take thefirststeptowardsdevelopingapoten-tial service for use by HEIs and publishers alike by implementing a prototype demon-strator of the software needed to store manage and access the entitlement infor-mation

ldquoUK LOCKSS provides a low-cost practical solution enabling access to preserved content when neededrdquoLorraine Estelle CEO JISC Collections

15EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoMANTRA reflects good practice in research data managementrdquo

Data Library Team EDINA

E-book service

Oure-bookofferingtheFirst and Second Statistical Accounts of Scotland is one of the best contemporary reports of life during the agricultural and industrial revolutions in 1790s and the 1830s Based on contemporary reports of the 938 parishesofScotlandthisisanexampleofaformerlyJISC-fundedprojectthatnowhas a healthy uptake and sustainable future

During 2010-2011 new materials were added to enhance the richness of the publishedAccountsanindexofthepersonspredominantlyministersresponsiblefor compiling the reports that form theStatisticalAccountsanonline IndexofMaps(fivemaps intheFirstAccountandthirty-one intheSecond)whichgivesa full description of each map and its location in the printed sets of the Accounts in Edinburgh University Library Edinburgh Central Library National Library ofScotlandMap Library and GlasgowUniversity Library and a brief guide to keyinformation sources on parish boundaries in Scotland

Project activity to support access to research data

EDINA made substantial contributions to the University of Edinburghrsquos research datamanagementstrategythisyearthroughitsUniversityDataLibraryserviceInDecembertheDataLibrarianpresentedapaperco-authoredwithVicePrincipalJeffHaywoodattheInternationalDigitalCurationConference(DCC) inChicagoarguing for institutional responsibility in research data management In May the Universitypassedaresearchdatamanagementpolicysaidtobethefirstof itskind in the UK

InJulytheDataLibraryteamcompletedayear-longJISC-fundedprojectMANTRA to produce openly licensed online learning materials in research data management for PhD students to be delivered at the University and shared as an Open Educational Resource The interactive topical units were created using Xerte and arehighlycustomisableforre-useSoftware-specificdatahandlingpracticalsandvideo interviews were also created The learning materials will also be accessible from the EDINA website for anyone to work through

copyThe University of Edinburgh and the University of Glasgow

16 EDINA Annual Review 2010-2011

3 Service and Project Reports

Maps and Data Content services and related projects

Ordnance Survey Collection Related Projects

Digimap Ordnance Survey collection contains maps at scales ranging from 11250 up to 1750000 available for making maps online or for download There are scanned raster maps (digital versions of Ordnance Surveyrsquos paper maps) as well as vector maps at a range of scales including OS MasterMapreg the most detailed large scale mapping It also includes postcodes administrative boundaries a gazetteer of place names and digital terrain models

Over 140 universities and colleges used the service with an average of over 46000 active users logging in over 280000 times

Digimap Roam has continued to provide a huge number of maps along with Digimap Carto 65 million screen maps were viewed in this period Carto is now used less for making screen maps due to the improvements that came in Digimap Roam However the number of high quality PDFs created by Carto has continued to increase 155000 PDF map fileswere generated from both DigimapRoam and Carto in this period

Users downloaded 762000 km2 of OS MasterMapregTopographyLayerdata151million km2 of OS Integrated Transport Network (ITN) data and over 440000 data files from other OS data productsThese data volumes are worth around pound20 million at commercial cost

The USeD project began in July 2011 and is looking at ways of improving the Data Download facility The aim is to ensure that the new interface that is being developed for 2011-2012 is more intuitive and meets the needs of all of our users

Thecomplexityoftheunderlyingdatatheheterogeneous nature of the user base and the broad range of digital literacy across this user base poses both usability and learnability challenges of the firstmagnitude

We propose to address this ldquospatial literacyrdquo gap by conducting user focused research to develop Personas which can be geared to improving work-flow fordifferentlyabledusersacrossthespectrumfromnovicetoexpert

ldquoAs a GIS lecturer and map librarian Irsquom recommending this to my students all of the timerdquoLecturer HE

65 million screen maps were viewed in 2010-2011

ldquothe cheapest and easiest way to get hold of OS data for academicsrdquoInformation Professional HE

17EDINA Annual Review 2010-2011

3 Service and Project Reports

Historic Digimap Related Projects

Historic Digimap provides access to digital scans of OS paper maps of Great Britain from 1843 to 1996

This service is increasing in popularity with 76 subscribing institutions and almost 70000 sessions across the year

The introduction of Ancient Roam and Historic Download has meant that there has been a great increase in the amount of data that users are viewing and downloading Over 35 million maps were viewed and nearly 460000 files weredownloadedasignificantincreaseontheprevious year

By having a close relationship with the other Roam interfaces the Ancient Roam interface has benefited fromthe development of annotation and measurement tools

The results of the metadata capture projectwiththeNLSwerealsoaddedintothe service allowing our users to access the survey dates for Scottish historic maps

A project was carried out with the National Library of Scotland (NLS) tocreate enhanced metadata for Scottish historic maps The survey dates that were not captured when Landmark Solutionsoriginally created the data in Historic Digimap were retrieved from the NLSrsquocopies of historic OS maps This extrametadata has been requested by users sincetheHistoricDigimapservicewasfirstlaunched so its addition for the Scottish maps was welcomed

Walking Through Time 2 The second phase of this project concentrated upon developing a sustainable platform to allow us to potentially roll out the application across Britain via the most popular smart phone platform It concentrated on developing the application natively for the iPhone (rather than as a web app) and undertook testing and evaluation during the Edinburgh Festival 2010

AddressingHistory The second phase of this project was led by EDINA with in-kindsupportfromtheNLSDevelopmentconcentrated upon the sustainability and interoperability of the AddressingHistory tool and API thus resonating with JISCrsquos vision to build sustainable and durable deliverables It has seen the re-engineering andldquoexternalisingrdquooftheexistingparsingprocess which devolves refining andediting responsibility to parties interested in a particular Post Office Directory Theinterface has also been refined and anumber of features and functionality implemented All development code is open and available under a GNU General PublicLicence

Digimap for SchoolsofferseasyaccesstoarangeofcurrentOSmapsincludingdigitalversionsofOSrsquosfamouspapermapstheLandrangerandExplorerseriesaswell as the most detailed OS MasterMapreg mapping and street-level maps showing street names and road-atlas style maps On 14 April 2011 the service received the GoldGeographicalAssociationPublisherrsquosAward inrecognitionof itssignificantcontribution to geographical education

ldquoHistoric Digimap is a quick easy way of finding historical datardquo Researcher HE

Image copy Jupiterimages

18 EDINA Annual Review 2010-2011

3 Service and Project Reports

The service was enhanced in May 2011 with the delivery of annotation and measurementtools Studentscannowaddpointmarkers linesareasandtextlabels as well as measuring distances and areas of features on screen With these toolsinplaceanassessmentisunderwaytofindouthowsuccessfultheservicehas been in supporting OS encourage schools to move from print to digital maps

Over 2500 schools have taken advantage of OSrsquos voucher scheme providing free accesstoDigimapforSchoolsforsomeschoolswhichfinishesinDecember2011

Accessing Digimap for Schools as a subscription service is now overseen by JISC Collections and a small number of schools have taken up subscriptions EDINA has delivered an online subscription interface to assist JISC Collections manage subscriptions Enhancements to that interface are underway to allow schools to purchase the service via credit card payments

Geology Digimap provides access to maps and data from the British Geological Survey (BGS) This service has also grown the number of subscribing institutions increasingto50exceedingexpectations

The number of sessions has risen to over 30000 for this year There are now almost 58000 registered users of which around 20000 are active

The new Geology Roam interface introduced in 2009 ndash 2010 has enabled users to create a very large number of maps in this academic year close to 650000

The interface has also received a number of enhancements over the year including the addition of JIDI images an improved rock information map query tool and the annotation and measurement tools

The results of the ABLe project were also fed into this service allowing usersenhanced functionality to interact with the map and the legend The user is now able to highlight rocks on the map by clicking on the legend and vice versa

EDINA also delivers Marine Digimap for mapping of the UK coastal zone at various scales and detail derived from Admiralty Charts Users can download a feature-rich vector GIS dataset SeaZonersquos Hydrospatialreg data containing ldquotopicrdquo layers on bathymetry and elevation structures and obstructions and conservation and environmental protection

Over 15000 users from 16 subscribing institutions have registered for the service showing that it has appeal beyond those studying marine and the coastal environment

This year we have added the Marine Roam interface which uses the Hydrospatialreg data This provides a convenient and simple means of viewing this complexdataset So far it has produced nearly 30000 screen maps since it was launched in October 2010 Development has continued throughout the year with the addition of the measurement and annotation tools to the interface

ldquothe easiest way to find geology of the areardquoLecturer HE

Image copy Courtesy Colin Palmer

19EDINA Annual Review 2010-2011

3 Service and Project Reports

Discovery services and related projects

GoGeo Related Projects

GoGeo is a discovery service that brings together online resources (of all types) on the basis of location as well as subject It is a critical component of the UK academic Spatial Data Infrastructure (SDI) and as a consequence of its interoperable architecture can also play a part in surfacing academic resources to the broader cross-sectoral community UK SDI ndashthe UK Location Programmersquos LocationInformationInfrastructure(UKLPLII)

GeoDoc is the online geospatial metadata creator tool that sits behind GoGeo for providers of geospatial data to document their data using standards-compliant schema The UK academic profile forISO19115 known as AGMAP is now aligned with the new national GEMINI2 andEuropeanINSPIREmetadataprofiles

During 2010-2011 GoGeo was given a new design to provide a more current look for the portal and to strengthen its core message Simultaneously the portal was re-architected to use an open source catalogue toolkit implementing INSPIRE compliant protocols ensuring GoGeo can interact harvest from and make available records to be harvested by the UK Location Programme within datagovuk and European INSPIRE geoportal

This is particularly important as during 2010-2011 the existing UKgovernment geoportal Gigateway was decommissioned

The purpose of GECO is to foster a community of users of geospatial resourceswithinidentifiablecommunitiesof interest GECO aims to increase the use of geospatial tools infrastructure and information collate exemplars of useidentify and promote best practice assist with the maturation of the UK academic SDI promote the JISC Geospatial Working Grouprsquos (GWG) Vision for geospatial resources champion awareness raising of INSPIRE ensuring that the sector is cognisant of the obligations and opportunities and promote good data management principles

GoGeo Linked Data (GOLD) exposedthe GoGeo Catalogue and the Scottish Government Spatial Discovery Portal CSW content as a Linked Data triple store toimprove the ldquodiscoverabilityrdquo of metadata records A range of technical approaches were explored including schema cross-walking production direct from relational databasesandanUMLtoRDFapproachto assess how best to create open linked geospatial metadata

ScotSDI EDINA renewed its partnership with the Scottish Government to develop a geospatial discovery metadata service as part of a Scottish SDI This addresses obligations under INSPIRE for public bodies to produce maintain and manage metadata about their geospatial resources Built using open source software this enables creation and discovery of UK standards compliant GEMINI2 dataset series and service metadata records

The Interoperable Geographic Information (IGIBS) project is building on prior work demonstrating how Shibboleth can be used to provide an organisational model for SDI We have shown that Shibboleth can be used to protect OGC Web Services without requiring any changes to the interfaces EDINA is working with the Welsh Government and the University of Aberystwyth to address the access control barrier by prototyping a simple tool that should allow users to quickly view their data using interoperability standards in combination with Welsh Government data TheUse Cases being explored areemerging from the UNESCO designated DyfiBiosphereReserve

ldquoThe usefulness of the geoportal cannot be over-emphasisedrdquoStudent HE

image copy GECO project

20 EDINA Annual Review 2010-2011

3 Service and Project Reports

Repository services

EDINA pioneered strategies for sharing resources within the limitations of third-party licence with the ShareGeo repositorybuildingonexperiencewithJorumDeveloped in a JISC funded-project ShareGeo allows users to share and re-use derived geospatial datasets within the Digimap service under the JISC Collections licensing arrangements It enables data sharing to take place in an authenticated environment that would otherwise not be possible

In April 2010 OS made a suite of core geospatial data products available as OS OpenData with Creative Commons Attribution licence terms conducive to sharing and reuse of derived data via open repositories Through ShareGeo Open an open access repository researchers students and lecturers creating geospatial data can deposit their research and operational data in a repository open to all to search and download

Since ShareGeo Open went live in June 2010

bull there have been over 6400 data downloadsbull the top 3 downloads are the ONS Postcode Directory Postcode Areas for Great

Britain and a GB-wide Digital Elevation Modelbull the National Library of Scotland is using ShareGeo Open to make available

historic data outputs from the AHRC funded Visualising Urban Geographies project

During the last year EDINA developed a plugin to allow direct data deposit into ShareGeo Open from within desktop mapping software via the SWORD protocol The plugin has been downloaded over 660 times

Census services

UKBORDERSprovidesaccesstoandsupportforalargeonlineldquofilingcabinetrdquoofdigitised boundaries and key postcode directory and related resources Funded by the Economic and Social Research Council (ESRC) as the Geography Data Unit for the Census Programme UKBORDERS is one of the most heavily used of the census services ndash in the 2010-2011 user survey it was the most frequently used service in a survey of 1358 users Highlights over the reporting period include

bull A successful bid for a further yearrsquos operation whilst ESRC deliberate on the future and nature of the post 2012 census delivery portfolio

bull The release of two new interfaces over the period ndash a Thematic Mapping Wizard allowinguserstogeneratetheirownchoroplethmapsandaDynamicLookupTable service allowing users to create bespoke geography reference tables

bull UKBORDERS also participated in the successful 2011 Census Conference

UKBORDERS is one of the most heavily used of the census services

Geological Map Data copyNERC 2010copy Crown copyrightdatabase right 2010 An Ordnance SurveyEDINA supplied service

21EDINA Annual Review 2010-2011

3 Service and Project Reports

agcensus offers grid square agricultural census data for England Scotland andWales During 2010-2011

bull TheserviceanddemocodewereportedfromMySQLtoPostGISbull 2009 and 2010 small area data for Scotland and 2008 2009 2010 data for

Wales (received from respective devolved government departments) were processed converted and brought into service

bull A subset of the decennial 2010 Agricultural Census (provided at 1km level of aggregation) will be forthcoming from DEFRA Methodology for conversion from small area to grid square has been requested in order to establish anomalies with the in-house conversion process

Additional project activity

The Spatio-Temporal Energy Efficiency Visualisation (STEEV) project aims to build a spatio-temporal exploration and visualisation tool for annual energyefficiencycoefficientssuchasenergyratingslikelyenergydemandandrelatedCO2 emissions modelled at Output Area level for a large regional geographical area of South Wales from 2000-2050

Testing of back-end database and data loading has been achieved primarily through test data provided by our project partner at the Welsh School of Architecture User interface and front-end design is reliant on back-end modelling and requires contextual anddescriptive content suchaspolicy-relatedenergy scenarios Anannotation facility is being considered which would allow stakeholders to annotate visualised content in real time

Multimedia and EducationMultimedia Services

JISC Mediahub was launched as a beta version in April 2011 followed by a full service release in August 2011 This service hosts multiple video sound and image collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection owners

While JISC MediaHub was in development the three multimedia services remained popular Film amp Sound Online with 382 institutional subscriptions Education Image Gallery with 88 NewsFilm Online with 350

NewsFilm Online will continue to be freely available to subscribers until July 2012 both as the current service and as part of Mediahub in its component collections

Film amp Sound Online and Education Image Gallery were withdrawn from service on 1 August

The definitive academic video image amp audio resource

image copy STEEV project

22 EDINA Annual Review 2010-2011

3 Service and Project Reports

Multimedia projects

Based at Sabhal Mograver Ostaig the Gaelic-language college on Skye Tobar an Dualchais isamulti-million-poundHeritageLottery-fundedprojecttopreservedigitiseandmake available online up to 12000 hours of recordings from the archives of BBC Scotland the National Trust for Scotland and the School of Scottish Studies at the University of Edinburgh EDINA and the University of Edinburgh IS department also contributed a production control and a cataloguing application for web-based input of metadata EDINA continued to develop the website in 2010 and the full public version was launched successfully in December 2010

Building upon earlier work for Tobar an DualchaisKist o Riches and the Statistical Accounts of Scotland EDINA worked collaboratively with the University of Edinburgh Centre for Research Collections during Phase 3 of an AHRC funded project The Carmichael Watson collection in Edinburgh University Library iscentred on the papers of the pioneering folklorist Alexander Carmichael (1832-1912) The project aimed to unlock one of the worldrsquos major folklore resources for thebenefitofacademicscholarsandthewidercommunityEDINAprovidedthesoftware engineering skills to develop and deliver online access to this iconic work ofAlexanderCarmichaelThiswaslaunchedinJune2011

Thefinal reportoftheshortprojectScoping Study Aggregations of Metadata for Images and Time-Based Media was made available in September 2010 It indicated the benefits of and opportunities for aggregations ofmetadata forthese resources and the barriers to having open and shareable metadata It also described a number of scenarios in which such aggregations would be useful or requiredanddifferentmodelsforaggregatingmetadata

Education service Jorum

Following the launch of the JorumOpen collection in January 2010 Jorum enjoyed continued growth in both the usage of the resources it contains and the number of resources that are shared through the service As of July 2011 visits to the servicewerefivetimeshigherthanthepeakusagebeforeJanuary2010andover14200 resources were available across a variety of subject areas ndash an increase of over 80 Many of these resources were shared by users involved in the JISC HE Academy OER Programme which the Jorum team continued to support

Jorum consolidated its collections on the DSpace platform in February 2011 and made all software outputs available for download and re-use in June 2011 through the EDINA Developer Corner and Github

Jorum was developed and run jointly by EDINA and Mimas from 2002 until 2011 From August 2011 Mimas will be taking Jorum forward into service

Alexander Carmichael Portait by William Skeoch Cumming Image is in the public domain

Image copy iStockPhotos 2010

23EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoThanks so much for your help I really cannot emphasis how invaluable itrsquos beenrdquo SDSS Helpdesk enquirer

Middleware and Infrastructure

UK Access Management Federation Related Projects

The joint bid from JISC Collections and EDINA to be the Operator for the UK Access Management Federation from August 2011 to July 2014 was successful During the remainder of the 2010-2011 academic year EDINA and JISC Collections worked with JANET(UK) on the transition arrangements Because EDINA already acted as the technical operator for the federation a smooth transition was expectedandhappened

A contract was agreed between EDINA and SWITCH to form the Shibboleth Consortium to provide coordination and means to engage the personnel to develop the Shibboleth federated access management software The Consortium will ensure development of the Shibboleth codebase upon which the UK Access Management Federation depends EDINA throughitsSDSSExpertGroupactivityisthe lead member of the Consortium and is responsible for the distribution of funding from JISC and SWITCH

The federation continued to grow substantially reaching over 850 members and 1250 entities the largest academic deployment in the world

The UK Federation Support Team at EDINA manages the metadata that underpins it and supplies technical support to its members In August 2011 a new centralised Discovery Service (WAYF) was implemented based on user testing Thisshouldimprovetheloginexperiencefor users throughout the UK education sector

The SDSS Expert Group contributes nationally and internationally to the development and maintenance of the Shibboleth infrastructure and codebase Nationally the federation operator refers technical issues related to the operation of theUKfederationto theSDSSExpertGroup

During 2010-2011 the SDSS Expert Groupworked with Internet2 (I2) and the Shibboleth Consortium participating in the Shibboleth core development team with core Shibboleth software including the Shibboleth V3 IdP

The expert group has contributed to theEmbedded Discovery Service which will supportamoreconsistentloginexperienceacrossdifferentservicesbymakingiteasyfor service providers to deploy standard WAYF functionality familiar to users but with their own branding and on their own servers rather than depending on the federationrsquos Central Discovery Service servers

Theexpertgroup isworkingwitha smallInternet2 subgroup to develop a technical architecture for inter-federation working The work involves the refinement of anAggregation Engine to allow the swapping of authorised metadata between federationsSignificantprogressthisyearmeans that the aggregation engine has now replaced the bespoke code previously used to generate the production UK federation metadata while test metadata including entities from other federations is now also being generated daily

WSTIERIA was a JISC-funded project which ran from January 2010 to March 2011 and investigated mechanisms for use of federated access management with web services WSTIERIA evaluated possible solutions based on use of faccedilade software andrecentextensionsofcoreShibbolethcode

Image copy Jupiterimages 2006

24 EDINA Annual Review 2010-2011

3 Service and Project Reports

Unlock Related Projects

Unlock the gazetteer and geo-referencing infrastructure service provides two sets of web services one is a ldquogazetteer cross-searchrdquo comparing different sources ofgeographic data for information about place-names The other is a ldquogeo-parsingrdquo service using text mining techniques toextractplace-namesfromresources(textor metadata) to allow collections to be searched by location

Unlock Places offers search acrosslicensed OS data sources for subscribers to Digimap OS Collection Last yearUnlock was adapted to include an open data gazetteer which provides world-wide coverage and includes the OS Open Data products

In terms of the JISC Information Environment Unlock is a shared terminology service that can underpin geographic searching and geo-referencing for other services Unlock can help with data and resource linking and improving the metadata describing scholarly work

The JISC-funded CHALICE (Connecting Historical Authorities with Linked dataContexts and Entities) project applied atext mining approach to volumes of theEnglish Place Name Survey to produce a Linked Data historic gazetteer for areasof England which could then be used to improve the quality of georeferencing in other archives The gazetteer is linked to other placename sources on the LinkedData web via geonamesorg and Ordnance Survey Open Data We aimed to provide a historic place-name gazetteer covering a thousand years of history linked to attestationsinoldtextsandmaps

Intensive user engagement was undertaken with archive projects that canbenefitfromtheopendatagazetteerand open source text mining tools TheCHALICEoutputsare for anyoneworkingwith historic material ndash be that archives of records objects or ideas There is a Past Places browser to help illustrate the data andprovideaLinkedDataviewofthedata

Unlock has also been working towards supporting tooling for the Bamboo Project which is building applications and shared infrastructure for humanities research

OpenURL Router Related Projects

OpenURL Router continued to have high levels of use during 20102011 with 97 registered institutions which register the OpenURL resolvers they use with theRouterTheOpenURLRouter isacentralregistrydetailingOpenURLresolverstheinstitutions to which they belonged and certaindetails(UKFederation identifiersIP addresses and domain names) that help in identifying members of that institution This allows referring bibliographic services to addressOpenURL links to the correctresolver for each end user without any prior knowledge of the user or their institution

The JISC-funded Using OpenURL Activity Data project built on the recommendations oftheSharedOpenURLDataInfrastructureInvestigation in 2008-9 by exploring thevalue and viability of releasing OpenURLactivity data for use by third parties as a means of supporting development of innovative functionality Following an initial investigation to understand how IP addresses could be collected and processedwithoutexposingthecollectingorganisation to legal risk the data filesbased on the OpenURL Router log fileswere produced and released under the open license ODC-PDDL An articlerecommender prototype was developed basedonthisdataasanexampleofhowthe data could be used

ldquoExcellent servicemdashhas saved a huge amount of time and effortrdquoOpenURL Router Librarian HE

Image copy Tom Armitage

25EDINA Annual Review 2010-2011

3 Service and Project Reports

Additional project activities

AprojectbeganinFebruary2011toproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelatedtechnologiesSeveralmembersofstafffromboththegeographicand bibliographicmultimedia development teams in EDINA have been working on Linked Data Focus We ran three short software development ldquosprintsrdquo to produce Linked Open Data output from several different EDINA projects and servicesDuring each sprint we held a workshop where we presented and discussed the workinprogressandinvitedpeoplefromoutsideEDINAtoshowofftheirrelatedwork

The development work supports the broader ambition of Discovery and has adopted its guidelines for metadata We are working towards the production of anldquoinfokitrdquodocumentingourfindingsandpracticeswithaviewtoassistingandinforming other institutions

EDINArsquosworkonprovidingldquotargetedrdquologinURLsisbeingrolledouttoitsservicesThe Ediauth Targeted Login mechanism exists to provide a simple and robustalternativetoshibbolethWAYFlessURLsforwhichthereisconsiderabledemandAdditionally it ismoreflexibleand informativethanshibbolethWAYFlessURLsThe targeted loginURLsarebeingadvertisedandused for JISCMediaHubandis being used by the prototype CRIS bookmarking service It will be rolled out to otherEDINAservicesintimeforthenextrevisionoftheEDINArsquosmainwebsite

CRIS the ldquoCommenting and Referencing Infrastructure Servicerdquo is a shared middleware service for bookmarking and commenting web resources with a particular focus on multimedia CRIS was developed as a JISC-funded personalisation service with the potential to help service providers avoid duplicatingimplementationofthefunctionalityinindividualservicesItalsooffersa basis for recommender functionality CRIS has now been successfully tested with JISC Mediahub to provide bookmarks and commenting These functions are due for release in JISC Mediahub by the end of 2011

User Support Our support activities in 2010-2011 were as follows

Helpdesk

The EDINA helpdesk continued to be the primary point of contact for all enquiries concerning EDINA services and successfully resolved enquiries from end-users andsupport staff EDINArsquos licenceandcall-loggingsystem(Helios)was furtherenhanced in 2010-2011 to facilitate registrations to use the Digimap for Schools service

The helpdesk approved almost 50000 applications to use the Digimap service across the three collections requiring registration ndash OS Geology and Marine Digimap

ldquoIt makes a change to find a helpdesk that actually helpsrdquoEDINA Helpdesk enquirer

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 6: EDINA Annual Review, 2010-2011

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 4

A paper entitled ldquoGeospatial resources for supporting data standards guidance and best practice in health informaticsrdquo co-authored by Tony Mathys at EDINA was published in BMC Research Notes2 and holds Highly Accessed status

A Techwatch report entitled ldquoAugmented Reality for Smartphonesrdquo was commissionedbyUKOLNforJISCObservatoryfromBenButchartofEDINA3 It was peerreviewedbyexpertsinthefieldandhasreceivedinternationalrecognition

ThefirstphaseoftheWalkingThroughTimeprojectwasasimpleidealdquoSatNavfor historical mapsrdquo - a phone app that combined GPS technology with old maps to allow users to ldquowalk through timerdquo Developed to a working prototype available on all GPS-enabled smart phones for Edinburgh only the original application caught the imagination of academics geographers and historians worldwide In 2010-2011 we have developed it as an iPhone application

Citations included

bull HeraldScotland 3 January 2010bull TheTimesHigherEducationalSupplement 14 January 2010bull EdinburghJournal 20 January 2010bull TheAustralianHorizonReportonEmergingTechnologies Winter 2010

The project also won second prize in the ALISSQuarterly best article of the year award

The AddressingHistory project which created an online website and crowdsourcing tool combining historical Post Office Directories and contemporaneous mapsgainedsignificantattentionfromthelocalhistoryandgenealogycommunities

Citations included

bull CAIRTNewsletteroftheScottishMapsForum July 2010bull ALISSQuarterly July 2010bull PracticalFamilyHistory July amp December 2010bull FamilyHistoryMonthly August amp December 2010bull DiscoverMyPastScotland August 2010bull IS News the Newsletter of the Chartered Institute of Library and Information

ProfessionalsinScotland October 2010bull TheHeraldScotland 15 November 2010bull The Scottish Genealogist Quarterly Journal of the Scottish Genealogy Society

December 2010bull ProgrammableWeb 17 December 2010

2 Tony Mathys Maged N Kamel Boulos BMC Research Notes 2011 419 (26 January 2011) httpwwwbiomedcentralcom1756-0500419

3 httpblogobservatoryjiscacuk20110408techwatch-report-augmented-reality-for-smartphones

ldquoAddressing History brings new richness to the geography of Edinburghrsquos pastrdquo Alastair Dunning JISC

Image copy iStock Photos 2009

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 5

Key Events in our calendar Edinburgh was the place to be in September last year and August this year for the respective Repository Fringe 2010 and 2011 events co-hosted with the University and the Digital Curation Centre Record numbers of delegates participated in these interactiveeventsandevenmoreenjoyedtheeventamplificationsorchestratedbyEDINArsquossocialmediaofficerVideosofall2011speakersareavailableonYouTube

Theexperienceof theorganisingcommittee inarrangingsuccessiveRepositoryFringe events over four years and their collective reputation in the repository community were important factors in the award of the Seventh International Conference on Open Repositories 2012 (OR12) to the University of Edinburgh This willtakeplaceinJulynextyear

EDINA was a gold sponsor of this yearrsquos prestigious INSPIRE conference held at the Edinburgh International Conference Centre from 27 June to 1 July 2011 We had several papers in the conference programme as well as anexhibitionstandatthe eventWealsoamplifiedourpresencebytweetingatregularintervals-addingcontentre-tweetinginterestingpostsflaggingupEDINApapersetc

The new Digimap for Schools service was launched at Graveney School in Wandsworth London on 10 November 2010 by Vanessa Lawrence Director-General and CEO of Ordnance Survey and Baroness Joan Hanham the Minister withoversightofOSasanationalmappingagencyPeterBurnhillandotherstafffrom EDINA were present

A high-profile event on 9 December at the University of Edinburghrsquos School of InformaticsattendedbyFionaHyslopScotlandrsquosMinisterforCultureampExternalAffairsprovidedthepubliclaunchofamajoronlineoralarchivewithwhichEDINAhas had a long association Tobar an Dualchais makes available more than 15000 recordings from Scotlandrsquos past

AddressingHistory was launched on 17 November at an amplified event at the NationalLibraryofScotlandThelauncheventprovidedanopportunitytocelebrateScottishhistoryandtomeetmanylocalhistoryandgenealogyexpertscommunitygroups and bloggers

Closeworkingwith theUniversityofEdinburghrsquosLibrarySpecialCollections foractivity funded by the AHRC led to the successful launch of Carmichael Watson websitewhichmadeaccessibleanXML-enableddatabaseon thepapersof thepioneeringfolkloristAlexanderCarmichael(1832-1912)theforemostcollectionofits kind This was celebrated in a well-regarded conference AlexanderCarmichaelCollectingControversyandContexts

EDINA Director Peter Burnhill at Repository Fringe 2011 Photo by Nicola Osborne

Launch of Digimap for Schools Image copy Ordnance Survey

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 6

Discovery A recurrent driver in our work during 2010-2011 has been to contribute to the RDTF Vision being taken forward as Discovery the metadata ecology for research and education in the UK

Its focus is on discoverability one major aspect of which is greatly assisted by geo-enabling through Unlock the shared terminology service underpinning geographicsearchingandgeo-referencingusingtextminingtechniquesdevisedby the LanguageTechnologyGroupattheUniversityofEdinburghtoextractplace-names from resources and enable collections to be searched by location

The scale nature and comprehensiveness of the SUNCAT metadata covering as it does the serialsrsquo records of legal deposit and many major research libraries in the UK and Ireland means that it is a priceless resource and potentially of great value for reuse Workhasbeencarriedout toexplore the issuesofmaking thedataopen both a technical and legal challenge

AprojectisunderwaytoproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelated technologies to others in the form of an ldquoinfokitrdquo

An article recommender prototype based on OpenURL Router data wasdevelopedasanexampleofhowthedatacouldbeusedThis recentlywonanawardcommendeduseoftheOpenURLRouterDataintheDiscovery amp DevCSI Developers Competition This is a different type of ldquoengagementrdquo for EDINAinvolving participation in Discovery as a user of open data

A key presentation Aggregation as a Tactic to support Discovery by Peter Burnhill and Stuart Macdonald was given at the CERN Workshop on Innovations in Scholarly Communication (OAI7) Geneva in June 2011

Service HighlightsJISC Collections and EDINA were awarded the responsibility to manage the UK Access Management Federation for Education and Research (the federation) with hand over in August 2011 The federation now has over 850 members and 1250 entities the largest academic deployment in the world

JISC Collections as the legal entity manages member enrolment training reporting and promotion EDINA is the federationrsquos technical and operational support provider

TheSDSSExpertGroupatEDINAcontinued its successfulcollaborationwithInternet2 and the Shibboleth Consortium in order to contribute internationally to the development and maintenance of the Shibboleth infrastructure

ldquomaking content more discoverable both by people and machinerdquoRDTF Vision

Image copy Jupiterimages 2006

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 7

The WSTIERIA project completed in March 2011 successfully demonstrated two methods of using the federation for non browser based machine-to-machine interactions (ldquoweb servicesrdquo)

EDINAlaunchedJISCMediaHubthedefinitiveacademicvideosoundandimageresource for UK HE and FE

The beta version of JISC MediaHub was released in April followed by a full service release in August Over 100 institutions have already subscribed to JISC MediaHub as part of the JISC eCollections service

The service hosts multiple collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection-owners

TheJISCMediaHubserviceisalsoanexampleofparticipationinDiscoveryasa user of open data as mentioned above - it uses CultureGrid open metadata

This academic year has seen consolidation and rationalisation of the services offered from the Digimap platform Building on the introduction of the Roambased mapping services last year there has been much harmonisation of the source code so that service enhancements can be applied across collections eg Annotation and Measurement tools which have been added to all the Digimap services including Digimap for Schools

Usage continued to increase in 2010-2011 Users of all the Digimap services created nearly 11millionmaps and downloaded very significant volumes ofdata Over 100000 requests for data were made and nearly 1 million tiles of data were taken On top of this over 1575 million Km2 of OS MasterMapreg data was downloaded

Ancient Roam a facility in Historic Digimap now allows users to compare two historicalmapsofthesamelocationfromdifferentdecadessidebysideUsingthe 2up View users can view a location and easily see how the landscape has changed over time

Launched inOctober 2010DigimapOpenStreamnowhasover 1700 registeredusers

OpenStream enables users of desktop GIS to have the most current up-to-date Ordnance Survey streamed live to their desktop without the need of storing and managing data For those creating web mash-ups the service delivers up-to-date mapping in a fast interoperable manner

ShareGeo Open a repository service for the sharing of geospatial data also launched in autumn 2010

ShareGeoOpen now has over 140 geospatial datasets available for reuse by anyone licensed under Creative Commons

image copy iStockPhoto 20011

contains Ordnance Survey data copy Crown copyright and database right 2010 Data provided by Digimap OpenStream an EDINA University of Edinburgh Service

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 8

EDINArsquos role in creating implementing and supporting Jorum the UKrsquos national repository for learning and teaching resources came to a successful conclusion in July 2011 with the repository providing access to over 14000 resources across a variety of subject areas Jorum has been taken forward into service by Mimas the national data centre based at the University of Manchester from August 2011

EDINArsquos expertise in DSpace customisation licensing and service deliveryenabled the provision of a robust socio-technical infrastructure for Jorum and for academic content more generally A robust legal and policy framework was created for the service and the technical infrastructure has been made available under open source licences for others to reuse and repurpose

EDINA has continued to advance work to assist the library community in ensuring Continuity of Access to Scholarly Content for which EDINA is gaining good reputation nationally and internationally

EDINAcontinuestoprovidesupporttotheUKLOCKSSAlliancecommunityandhasbeencontributingtothedevelopmentoftheLOCKSSsoftwaretosupportintegration with library link resolver systems In addition EDINA has continued toactastheOpenAccessplatformfortriggeredcontentforCLOCKSS

Since 2008 EDINA has been working in partnership with the International Standard Serial Number International Centre (ISSN IC) on the ldquoPiloting an e-Journal Preservation Registry Servicerdquo (PEPRS) project and at the end of April 2011 released a beta service for public use This work is being taken forward as ldquoThe Keepers Registryrdquo

EDINA has now begun work on phase two of a pilot project to improve post-cancellation access provision to scholarly content (PECAN) with the objective of delivering a pilot ldquoentitlement registryrdquo to provide an authoritative record of access entitlement

The OpenDepotorg service launch was timed to coincide with the Repository Fringe 2010 and was our contribution to Open Access Week from 18-24 October It has continued to be used by researchers worldwide as a platform to make their research literature available on an open access basis with a weekly average of one or two deposits and over one hundred redirects to local repository services

The redirects were made possible by the Open Access Repository Junction project which has successfully completed its phase one stage and will develop its proof-of-concept broker into a service in phase two due to take place this coming year

Spatial Data Infrastructures We have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability

EDINA assists libraries in ensuring Continuity of Access to Scholarly Content

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 9

The GoGeo geo-data portal service is regarded as a critical component of the UK Spatial Data Infrastructure (SDI) A new interface for the site featuring improved usability functionality and visual design went live in May 2011 Its online geospatial metadata creation tool GeoDoc enables creators of geospatial data to document their data to a variety of standards-compliant schemas

GoGeo and GeoDoc combined ensure the UK HE sector can engage with the UK LocationProgramme and the INSPIRE Directive at the EU level

EDINA was funded by JISC to undertake the Geospatial Engagement and Community Outreach (GECO) project the over-arching purpose of which is to foster self-help communities of users of geospatial resources and champion awareness of the INSPIRE Directive in the sector

We are working in partnership with the Scottish Government and the British Geological Survey to develop a pilot geospatial discovery metadata service as a key component of a Scottish SDI

We work under the auspices of the international E-Framework for Education and Research founded by JISC and other international partners in the Geospatial e-Framework Collaboration with LandcareResearchNewZealand

This year saw the completion of the European Spatial Data Infrastructure Network (ESDIN) project Working within Open Geospatial Consortium (OGC) processes EDINA contributed by successfully demonstrating how Shibboleth can be used to protect the OGC Web Services that underpin SDI A number of GIS vendors have modifiedtheircommercialsoftwareasaconsequenceofthisworkndashwhichwasshowcased at the INSPIRE 2011 conference

Social MediaEDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders and in 2010-2011 we continued to enhance our uses of these media We also launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector

Benefits and impact information For thefirst time in theacademic year 2010-2011 EDINAandother JISCServiceProviderswererequiredunder theirServiceLevelAgreements (SLA)toprovidebenefitsandimpactachievementsinformationtotheJISCMonitoringUnit(MU)in addition to the quantitative information usually reported

Surveys were carried out across most of our services We reported the results to the MU in February 2011 and have made them available at our website (httpedinaacukimpact)

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 10

The vast majority (typically well over 80) of the respondents found the services easy to use saved time and said that they would recommend them to others

EDINA determined to focus positively on ratings and comments that indicated the needtomakesomeservicessimplerforinexpertusersEDINAhaslongengagedwith this group of its users and pioneered services that are easier to use

Technical Infrastructure improvementsRecurrent hardware funding from JISC continued in 2010-2011 the third year of an agreed 3-year upgrade spend

The additional servers which were purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

There has been a continuation over the year towards virtualisation under VMWare a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Over 70 of survey respondents found SUNCAT easy to use and saved them time

11EDINA Annual Review 2010-2011

3 Service and Project Reports

3 Service and Project Reports

ldquoOurmissiontoenhanceproductivityqualityandcost-effectivenessinresearchandeducationwithovertwenty-fiveyearsofexperienceandtechnicalexpertiseindataandonlineservicesrdquo

Our main business areas in 2010-2011 were Reading amp Reference with focuses on scholarlycommunicationcontinuityofaccessandtextMapsampDataespeciallygeospatial Multimedia amp Education including a focus on learning and teaching (LampT) andMiddleware amp Infrastructure with focuses on accessmanagementinteroperability and registries

This online service delivery is supported in three ways First we support end users and librarians and information services in various ways Second we ensure a high level of usability accessibility and reliability complying with standards and meeting agreedperformance indicatorsThirdweuseourexpertiseandcompetence inproject activity to advance development and understanding on behalf of JISC and the wider education and research community

Most service and RampD activities undertaken in 2010-2011 were funded by JISC As shown on the following pages a number of project activities undertaken relate to service activities

EDINA has been undertaking innovative research and development

12 EDINA Annual Review 2010-2011

3 Service and Project Reports

Reading and Reference Scholarly Communication Services and Related Projects

SUNCAT Related Projects

SUNCAT is the national union catalogue for serials providing facilities to discover and locate serials held across the UK

Ahighlysignificantadditiontothe listofContributingLibrarieswasTrinityCollegeDublin (TCD) TCD although located in the Republic of Ireland is a legal deposit library for both the UK and Ireland and is the largest research library in Ireland It has contributed 180000 serial records containing a number of titles not held by any other SUNCAT library Another major library added was the Open University which has contributed about 35000 serialsrsquo records

The downloading service was considerably enhanced during the year by making available records from 17 Contributing LibrariesincludingalltheUKlegaldepositlibraries other major research libraries in the UK as well as a selection of specialist libraries

Work has been taking place on the platform used by SUNCAT including the development of a new user interface separate from the database that is at the heart of the service and which will allow improvements to be implemented rapidly The new interface will be introduced in Winter 2011

A SUNCAT Google Application was launched this year allowing users to search SUNCAT from their iGoogle page This complements the existing SUNCATFacebook application

The decision was taken to extend thecoverage of Tables of Content (TOC) of journals in SUNCAT A joint project was agreed with Heriot Watt University which hosts the JournalTOCs service This provides a TOC service for over 16000 journals from 868 publishers and thereby extends the journal coverage currentlyprovidedbytheZetocserviceItisplannedto have this functionality available in Autumn 2011

The vision articulated by UK Discovery has emphasised the importance of metadata being open reliable sustainable and suitable for reuse The scale nature and comprehensiveness of the SUNCAT metadata covering as it does the serialsrsquo records of many major research libraries in the UK and Ireland means that it is a priceless resource and potentially of great value for reuse

Work has been carried out in the SUNCAT exploring open metadata project to explore the issues of making the dataopen both a technical and legal challenge Many of the records provided to SUNCAT havenotbeenprovidedbythestaffintheContributingLibrariesbutratheracquiredfrom third parties who can and do claim some degree of ownership over the records Accordingly it has been necessary to ask the librarians to sign Agreements with EDINA for the release of their data It is planned to implement an API to allow accesstothedata Thefirstoutcomesofthis work will be made available in Autumn 2011

Image copy Getty Images

ldquoeasy to use and full information about holdings in UK librariesrdquoLibrarian HE

ldquoItrsquos simply the best easiest to use interface for journal informationrdquoSUNCAT user

13EDINA Annual Review 2010-2011

3 Service and Project Reports

Over last year almost 45000 visitors used the OA-RJ

OpenDepotorg Related Projects

OpenDepotorg continues to support researchers worldwide who wish to make their work available on an Open Access basis They do so by being re-directed to their institutional repository or by direct deposit into OpenDepot The latter is especially valuable for authors who do not have access to local repository services

The Depot was originally commissioned by JISC to support its RepositoryNet Initiative with the objective of ensuring that there was a national open access repository during the interim period while all universities set up their own institutional repository That project funding ended but consultations within the open access movement indicated that there was a comparable need on a global stage

The JISC-funded Open Access Repository Junction (OA-RJ) project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker services

The Repository Junction discovery tool is a database with over 13000 institutions 2000 repositories and network ranges which allows institutions or authors to be matched to appropriate repositories The data can be accessed by third party developers through a set of APIs and is also available as four-star linked data

The SONEX group is supported by JISC to foster international collaboration and guide development Its focus is on deposit opportunities and interoperability between and across repositories scholarly output notification and exchange It has defineda set of use case actors and is promoting investigation of use case scenarios by projects internationally The director of EDINA is one of the four members of SONEX

We first started to serve libraries and their patrons with SALSER the serials catalogue for Scottish academic and research libraries the year before being designatedasaUKnationalacademicdatacentreSALSERrsquosscope is limitedtoScotland but includes a diverse range of libraries and is well used During 2010-2011 the frequency of updates from libraries continued to improve This included the MoredunResearchInstitutetheScottishLawCommissionHistoricScotlandandthe Scottish National Blood Transfusion Service all updating their records during the year

Other services continue to be reviewed in the light of changes in the market Land Life Leisure is a weekly updated digest of press releases reports and articles in thefieldofrural informationDuring2010-2011 ithascontinuedtobesupportedthrough community-based indexing with contributions from Coleg Sir Gacircr andHarper Adams Pershore Myerscough Biston and the Royal Agricultural Colleges with just under 30 subscriptions in addition to these institutions

Our provision of CAB Abstracts as a weekly updated bibliographic database continues as our only other AampI database Around 300000 records were added in 2010-2011 from over 7500 serial titles books monographs technical reports proceedingspatentsandpublishedthesesndashreaching63millionrecordsFulltextprovision also increased with over 100000 items available in 2011

Image copy Stock International Inc

Image copy EDINA

14 EDINA Annual Review 2010-2011

3 Service and Project Reports

Continuing Access Services and Related Projects

UK LOCKSS Alliance and CLOCKSS Related Projects

EDINA has been supporting the UK LOCKSS Alliance for three years providing support to members and coordinating the development of the operation as a self-governing co-operative organisation

Maintenance funding is raised by subscription from its 16 members and we have just completed thefirstof a three-year grant from JISC for development and community engagement The goal is to build capacity and collaborative action to ensure continuing access to scholarly work that universities regard as important and at risk This includes taking advantage of what is done nationally and internationally EDINArsquos role is to provide technical development and programme coordination

EDINA also provides a support role for the initiative taken by the University of Edinburgh as one of seven founding libraries in CLOCKSS Edinburgh is one of the 12 steward libraries in a global network of Archive Nodes Together withStanfordUniversityLibrariesEDINAacts as a designated Open Access host for ldquoorphanedrdquo journal content when a triggereventisconfirmedbytheCLOCKSSBoards To date four sets of content have been released to test the readiness of theCLOCKSSsystemandtomakejournalarticles available under Open Access that might otherwise have been lost to global scholarship

The second phase of the Piloting an E-Jour-nals Preservation Registry Service (PEPRS) project is now well underway with a well-received beta service launched at the end of April 2011 now re-branded as The Keep-ers Registry This provides librarians and policy makers with information on who is doing what to preserve e-journal content Working in partnership with the Interna-tional Standard Serial Number (ISSN) In-ternational Centre in Paris this relates the actions of archival agencies against details of over 80000 electronic serials held in the ISSN Register The archival agencies involvedfirst includedCLOCKSS e-DepotKB (National Library of the Netherlands)UKLOCKSSAlliancePorticoandtheBrit-ish Library and now includes HathiTrustEDINA is now in discussion with other in-ternational agencies to include their hold-ing information Work will continue to en-hance the functionality involve additional agencies and establish The Keepers Regis-try as a sustainable well-governed service Related work has involved decision making at the ISSN Network for the assignment of ISSNs to the growing corpus of digitised journals

Phase two of the Pilot for Ensuring Conti-nuity of Access via NESLi2 (PECAN) proj-ect builds on work carried out jointly by EDINAandJISCCollectionsthat identifiedthe need to develop a shared service to record each HEIrsquos archival access to jour-nal titles Central to supplying this need is an ldquoEntitlement Registryrdquo which would provide an authoritative record of access entitlement increasingly important when institutions cancel journal deals as a result of budget pressures and when titles move from one publisher to another EDINA has been awarded short-term funding to take thefirststeptowardsdevelopingapoten-tial service for use by HEIs and publishers alike by implementing a prototype demon-strator of the software needed to store manage and access the entitlement infor-mation

ldquoUK LOCKSS provides a low-cost practical solution enabling access to preserved content when neededrdquoLorraine Estelle CEO JISC Collections

15EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoMANTRA reflects good practice in research data managementrdquo

Data Library Team EDINA

E-book service

Oure-bookofferingtheFirst and Second Statistical Accounts of Scotland is one of the best contemporary reports of life during the agricultural and industrial revolutions in 1790s and the 1830s Based on contemporary reports of the 938 parishesofScotlandthisisanexampleofaformerlyJISC-fundedprojectthatnowhas a healthy uptake and sustainable future

During 2010-2011 new materials were added to enhance the richness of the publishedAccountsanindexofthepersonspredominantlyministersresponsiblefor compiling the reports that form theStatisticalAccountsanonline IndexofMaps(fivemaps intheFirstAccountandthirty-one intheSecond)whichgivesa full description of each map and its location in the printed sets of the Accounts in Edinburgh University Library Edinburgh Central Library National Library ofScotlandMap Library and GlasgowUniversity Library and a brief guide to keyinformation sources on parish boundaries in Scotland

Project activity to support access to research data

EDINA made substantial contributions to the University of Edinburghrsquos research datamanagementstrategythisyearthroughitsUniversityDataLibraryserviceInDecembertheDataLibrarianpresentedapaperco-authoredwithVicePrincipalJeffHaywoodattheInternationalDigitalCurationConference(DCC) inChicagoarguing for institutional responsibility in research data management In May the Universitypassedaresearchdatamanagementpolicysaidtobethefirstof itskind in the UK

InJulytheDataLibraryteamcompletedayear-longJISC-fundedprojectMANTRA to produce openly licensed online learning materials in research data management for PhD students to be delivered at the University and shared as an Open Educational Resource The interactive topical units were created using Xerte and arehighlycustomisableforre-useSoftware-specificdatahandlingpracticalsandvideo interviews were also created The learning materials will also be accessible from the EDINA website for anyone to work through

copyThe University of Edinburgh and the University of Glasgow

16 EDINA Annual Review 2010-2011

3 Service and Project Reports

Maps and Data Content services and related projects

Ordnance Survey Collection Related Projects

Digimap Ordnance Survey collection contains maps at scales ranging from 11250 up to 1750000 available for making maps online or for download There are scanned raster maps (digital versions of Ordnance Surveyrsquos paper maps) as well as vector maps at a range of scales including OS MasterMapreg the most detailed large scale mapping It also includes postcodes administrative boundaries a gazetteer of place names and digital terrain models

Over 140 universities and colleges used the service with an average of over 46000 active users logging in over 280000 times

Digimap Roam has continued to provide a huge number of maps along with Digimap Carto 65 million screen maps were viewed in this period Carto is now used less for making screen maps due to the improvements that came in Digimap Roam However the number of high quality PDFs created by Carto has continued to increase 155000 PDF map fileswere generated from both DigimapRoam and Carto in this period

Users downloaded 762000 km2 of OS MasterMapregTopographyLayerdata151million km2 of OS Integrated Transport Network (ITN) data and over 440000 data files from other OS data productsThese data volumes are worth around pound20 million at commercial cost

The USeD project began in July 2011 and is looking at ways of improving the Data Download facility The aim is to ensure that the new interface that is being developed for 2011-2012 is more intuitive and meets the needs of all of our users

Thecomplexityoftheunderlyingdatatheheterogeneous nature of the user base and the broad range of digital literacy across this user base poses both usability and learnability challenges of the firstmagnitude

We propose to address this ldquospatial literacyrdquo gap by conducting user focused research to develop Personas which can be geared to improving work-flow fordifferentlyabledusersacrossthespectrumfromnovicetoexpert

ldquoAs a GIS lecturer and map librarian Irsquom recommending this to my students all of the timerdquoLecturer HE

65 million screen maps were viewed in 2010-2011

ldquothe cheapest and easiest way to get hold of OS data for academicsrdquoInformation Professional HE

17EDINA Annual Review 2010-2011

3 Service and Project Reports

Historic Digimap Related Projects

Historic Digimap provides access to digital scans of OS paper maps of Great Britain from 1843 to 1996

This service is increasing in popularity with 76 subscribing institutions and almost 70000 sessions across the year

The introduction of Ancient Roam and Historic Download has meant that there has been a great increase in the amount of data that users are viewing and downloading Over 35 million maps were viewed and nearly 460000 files weredownloadedasignificantincreaseontheprevious year

By having a close relationship with the other Roam interfaces the Ancient Roam interface has benefited fromthe development of annotation and measurement tools

The results of the metadata capture projectwiththeNLSwerealsoaddedintothe service allowing our users to access the survey dates for Scottish historic maps

A project was carried out with the National Library of Scotland (NLS) tocreate enhanced metadata for Scottish historic maps The survey dates that were not captured when Landmark Solutionsoriginally created the data in Historic Digimap were retrieved from the NLSrsquocopies of historic OS maps This extrametadata has been requested by users sincetheHistoricDigimapservicewasfirstlaunched so its addition for the Scottish maps was welcomed

Walking Through Time 2 The second phase of this project concentrated upon developing a sustainable platform to allow us to potentially roll out the application across Britain via the most popular smart phone platform It concentrated on developing the application natively for the iPhone (rather than as a web app) and undertook testing and evaluation during the Edinburgh Festival 2010

AddressingHistory The second phase of this project was led by EDINA with in-kindsupportfromtheNLSDevelopmentconcentrated upon the sustainability and interoperability of the AddressingHistory tool and API thus resonating with JISCrsquos vision to build sustainable and durable deliverables It has seen the re-engineering andldquoexternalisingrdquooftheexistingparsingprocess which devolves refining andediting responsibility to parties interested in a particular Post Office Directory Theinterface has also been refined and anumber of features and functionality implemented All development code is open and available under a GNU General PublicLicence

Digimap for SchoolsofferseasyaccesstoarangeofcurrentOSmapsincludingdigitalversionsofOSrsquosfamouspapermapstheLandrangerandExplorerseriesaswell as the most detailed OS MasterMapreg mapping and street-level maps showing street names and road-atlas style maps On 14 April 2011 the service received the GoldGeographicalAssociationPublisherrsquosAward inrecognitionof itssignificantcontribution to geographical education

ldquoHistoric Digimap is a quick easy way of finding historical datardquo Researcher HE

Image copy Jupiterimages

18 EDINA Annual Review 2010-2011

3 Service and Project Reports

The service was enhanced in May 2011 with the delivery of annotation and measurementtools Studentscannowaddpointmarkers linesareasandtextlabels as well as measuring distances and areas of features on screen With these toolsinplaceanassessmentisunderwaytofindouthowsuccessfultheservicehas been in supporting OS encourage schools to move from print to digital maps

Over 2500 schools have taken advantage of OSrsquos voucher scheme providing free accesstoDigimapforSchoolsforsomeschoolswhichfinishesinDecember2011

Accessing Digimap for Schools as a subscription service is now overseen by JISC Collections and a small number of schools have taken up subscriptions EDINA has delivered an online subscription interface to assist JISC Collections manage subscriptions Enhancements to that interface are underway to allow schools to purchase the service via credit card payments

Geology Digimap provides access to maps and data from the British Geological Survey (BGS) This service has also grown the number of subscribing institutions increasingto50exceedingexpectations

The number of sessions has risen to over 30000 for this year There are now almost 58000 registered users of which around 20000 are active

The new Geology Roam interface introduced in 2009 ndash 2010 has enabled users to create a very large number of maps in this academic year close to 650000

The interface has also received a number of enhancements over the year including the addition of JIDI images an improved rock information map query tool and the annotation and measurement tools

The results of the ABLe project were also fed into this service allowing usersenhanced functionality to interact with the map and the legend The user is now able to highlight rocks on the map by clicking on the legend and vice versa

EDINA also delivers Marine Digimap for mapping of the UK coastal zone at various scales and detail derived from Admiralty Charts Users can download a feature-rich vector GIS dataset SeaZonersquos Hydrospatialreg data containing ldquotopicrdquo layers on bathymetry and elevation structures and obstructions and conservation and environmental protection

Over 15000 users from 16 subscribing institutions have registered for the service showing that it has appeal beyond those studying marine and the coastal environment

This year we have added the Marine Roam interface which uses the Hydrospatialreg data This provides a convenient and simple means of viewing this complexdataset So far it has produced nearly 30000 screen maps since it was launched in October 2010 Development has continued throughout the year with the addition of the measurement and annotation tools to the interface

ldquothe easiest way to find geology of the areardquoLecturer HE

Image copy Courtesy Colin Palmer

19EDINA Annual Review 2010-2011

3 Service and Project Reports

Discovery services and related projects

GoGeo Related Projects

GoGeo is a discovery service that brings together online resources (of all types) on the basis of location as well as subject It is a critical component of the UK academic Spatial Data Infrastructure (SDI) and as a consequence of its interoperable architecture can also play a part in surfacing academic resources to the broader cross-sectoral community UK SDI ndashthe UK Location Programmersquos LocationInformationInfrastructure(UKLPLII)

GeoDoc is the online geospatial metadata creator tool that sits behind GoGeo for providers of geospatial data to document their data using standards-compliant schema The UK academic profile forISO19115 known as AGMAP is now aligned with the new national GEMINI2 andEuropeanINSPIREmetadataprofiles

During 2010-2011 GoGeo was given a new design to provide a more current look for the portal and to strengthen its core message Simultaneously the portal was re-architected to use an open source catalogue toolkit implementing INSPIRE compliant protocols ensuring GoGeo can interact harvest from and make available records to be harvested by the UK Location Programme within datagovuk and European INSPIRE geoportal

This is particularly important as during 2010-2011 the existing UKgovernment geoportal Gigateway was decommissioned

The purpose of GECO is to foster a community of users of geospatial resourceswithinidentifiablecommunitiesof interest GECO aims to increase the use of geospatial tools infrastructure and information collate exemplars of useidentify and promote best practice assist with the maturation of the UK academic SDI promote the JISC Geospatial Working Grouprsquos (GWG) Vision for geospatial resources champion awareness raising of INSPIRE ensuring that the sector is cognisant of the obligations and opportunities and promote good data management principles

GoGeo Linked Data (GOLD) exposedthe GoGeo Catalogue and the Scottish Government Spatial Discovery Portal CSW content as a Linked Data triple store toimprove the ldquodiscoverabilityrdquo of metadata records A range of technical approaches were explored including schema cross-walking production direct from relational databasesandanUMLtoRDFapproachto assess how best to create open linked geospatial metadata

ScotSDI EDINA renewed its partnership with the Scottish Government to develop a geospatial discovery metadata service as part of a Scottish SDI This addresses obligations under INSPIRE for public bodies to produce maintain and manage metadata about their geospatial resources Built using open source software this enables creation and discovery of UK standards compliant GEMINI2 dataset series and service metadata records

The Interoperable Geographic Information (IGIBS) project is building on prior work demonstrating how Shibboleth can be used to provide an organisational model for SDI We have shown that Shibboleth can be used to protect OGC Web Services without requiring any changes to the interfaces EDINA is working with the Welsh Government and the University of Aberystwyth to address the access control barrier by prototyping a simple tool that should allow users to quickly view their data using interoperability standards in combination with Welsh Government data TheUse Cases being explored areemerging from the UNESCO designated DyfiBiosphereReserve

ldquoThe usefulness of the geoportal cannot be over-emphasisedrdquoStudent HE

image copy GECO project

20 EDINA Annual Review 2010-2011

3 Service and Project Reports

Repository services

EDINA pioneered strategies for sharing resources within the limitations of third-party licence with the ShareGeo repositorybuildingonexperiencewithJorumDeveloped in a JISC funded-project ShareGeo allows users to share and re-use derived geospatial datasets within the Digimap service under the JISC Collections licensing arrangements It enables data sharing to take place in an authenticated environment that would otherwise not be possible

In April 2010 OS made a suite of core geospatial data products available as OS OpenData with Creative Commons Attribution licence terms conducive to sharing and reuse of derived data via open repositories Through ShareGeo Open an open access repository researchers students and lecturers creating geospatial data can deposit their research and operational data in a repository open to all to search and download

Since ShareGeo Open went live in June 2010

bull there have been over 6400 data downloadsbull the top 3 downloads are the ONS Postcode Directory Postcode Areas for Great

Britain and a GB-wide Digital Elevation Modelbull the National Library of Scotland is using ShareGeo Open to make available

historic data outputs from the AHRC funded Visualising Urban Geographies project

During the last year EDINA developed a plugin to allow direct data deposit into ShareGeo Open from within desktop mapping software via the SWORD protocol The plugin has been downloaded over 660 times

Census services

UKBORDERSprovidesaccesstoandsupportforalargeonlineldquofilingcabinetrdquoofdigitised boundaries and key postcode directory and related resources Funded by the Economic and Social Research Council (ESRC) as the Geography Data Unit for the Census Programme UKBORDERS is one of the most heavily used of the census services ndash in the 2010-2011 user survey it was the most frequently used service in a survey of 1358 users Highlights over the reporting period include

bull A successful bid for a further yearrsquos operation whilst ESRC deliberate on the future and nature of the post 2012 census delivery portfolio

bull The release of two new interfaces over the period ndash a Thematic Mapping Wizard allowinguserstogeneratetheirownchoroplethmapsandaDynamicLookupTable service allowing users to create bespoke geography reference tables

bull UKBORDERS also participated in the successful 2011 Census Conference

UKBORDERS is one of the most heavily used of the census services

Geological Map Data copyNERC 2010copy Crown copyrightdatabase right 2010 An Ordnance SurveyEDINA supplied service

21EDINA Annual Review 2010-2011

3 Service and Project Reports

agcensus offers grid square agricultural census data for England Scotland andWales During 2010-2011

bull TheserviceanddemocodewereportedfromMySQLtoPostGISbull 2009 and 2010 small area data for Scotland and 2008 2009 2010 data for

Wales (received from respective devolved government departments) were processed converted and brought into service

bull A subset of the decennial 2010 Agricultural Census (provided at 1km level of aggregation) will be forthcoming from DEFRA Methodology for conversion from small area to grid square has been requested in order to establish anomalies with the in-house conversion process

Additional project activity

The Spatio-Temporal Energy Efficiency Visualisation (STEEV) project aims to build a spatio-temporal exploration and visualisation tool for annual energyefficiencycoefficientssuchasenergyratingslikelyenergydemandandrelatedCO2 emissions modelled at Output Area level for a large regional geographical area of South Wales from 2000-2050

Testing of back-end database and data loading has been achieved primarily through test data provided by our project partner at the Welsh School of Architecture User interface and front-end design is reliant on back-end modelling and requires contextual anddescriptive content suchaspolicy-relatedenergy scenarios Anannotation facility is being considered which would allow stakeholders to annotate visualised content in real time

Multimedia and EducationMultimedia Services

JISC Mediahub was launched as a beta version in April 2011 followed by a full service release in August 2011 This service hosts multiple video sound and image collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection owners

While JISC MediaHub was in development the three multimedia services remained popular Film amp Sound Online with 382 institutional subscriptions Education Image Gallery with 88 NewsFilm Online with 350

NewsFilm Online will continue to be freely available to subscribers until July 2012 both as the current service and as part of Mediahub in its component collections

Film amp Sound Online and Education Image Gallery were withdrawn from service on 1 August

The definitive academic video image amp audio resource

image copy STEEV project

22 EDINA Annual Review 2010-2011

3 Service and Project Reports

Multimedia projects

Based at Sabhal Mograver Ostaig the Gaelic-language college on Skye Tobar an Dualchais isamulti-million-poundHeritageLottery-fundedprojecttopreservedigitiseandmake available online up to 12000 hours of recordings from the archives of BBC Scotland the National Trust for Scotland and the School of Scottish Studies at the University of Edinburgh EDINA and the University of Edinburgh IS department also contributed a production control and a cataloguing application for web-based input of metadata EDINA continued to develop the website in 2010 and the full public version was launched successfully in December 2010

Building upon earlier work for Tobar an DualchaisKist o Riches and the Statistical Accounts of Scotland EDINA worked collaboratively with the University of Edinburgh Centre for Research Collections during Phase 3 of an AHRC funded project The Carmichael Watson collection in Edinburgh University Library iscentred on the papers of the pioneering folklorist Alexander Carmichael (1832-1912) The project aimed to unlock one of the worldrsquos major folklore resources for thebenefitofacademicscholarsandthewidercommunityEDINAprovidedthesoftware engineering skills to develop and deliver online access to this iconic work ofAlexanderCarmichaelThiswaslaunchedinJune2011

Thefinal reportoftheshortprojectScoping Study Aggregations of Metadata for Images and Time-Based Media was made available in September 2010 It indicated the benefits of and opportunities for aggregations ofmetadata forthese resources and the barriers to having open and shareable metadata It also described a number of scenarios in which such aggregations would be useful or requiredanddifferentmodelsforaggregatingmetadata

Education service Jorum

Following the launch of the JorumOpen collection in January 2010 Jorum enjoyed continued growth in both the usage of the resources it contains and the number of resources that are shared through the service As of July 2011 visits to the servicewerefivetimeshigherthanthepeakusagebeforeJanuary2010andover14200 resources were available across a variety of subject areas ndash an increase of over 80 Many of these resources were shared by users involved in the JISC HE Academy OER Programme which the Jorum team continued to support

Jorum consolidated its collections on the DSpace platform in February 2011 and made all software outputs available for download and re-use in June 2011 through the EDINA Developer Corner and Github

Jorum was developed and run jointly by EDINA and Mimas from 2002 until 2011 From August 2011 Mimas will be taking Jorum forward into service

Alexander Carmichael Portait by William Skeoch Cumming Image is in the public domain

Image copy iStockPhotos 2010

23EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoThanks so much for your help I really cannot emphasis how invaluable itrsquos beenrdquo SDSS Helpdesk enquirer

Middleware and Infrastructure

UK Access Management Federation Related Projects

The joint bid from JISC Collections and EDINA to be the Operator for the UK Access Management Federation from August 2011 to July 2014 was successful During the remainder of the 2010-2011 academic year EDINA and JISC Collections worked with JANET(UK) on the transition arrangements Because EDINA already acted as the technical operator for the federation a smooth transition was expectedandhappened

A contract was agreed between EDINA and SWITCH to form the Shibboleth Consortium to provide coordination and means to engage the personnel to develop the Shibboleth federated access management software The Consortium will ensure development of the Shibboleth codebase upon which the UK Access Management Federation depends EDINA throughitsSDSSExpertGroupactivityisthe lead member of the Consortium and is responsible for the distribution of funding from JISC and SWITCH

The federation continued to grow substantially reaching over 850 members and 1250 entities the largest academic deployment in the world

The UK Federation Support Team at EDINA manages the metadata that underpins it and supplies technical support to its members In August 2011 a new centralised Discovery Service (WAYF) was implemented based on user testing Thisshouldimprovetheloginexperiencefor users throughout the UK education sector

The SDSS Expert Group contributes nationally and internationally to the development and maintenance of the Shibboleth infrastructure and codebase Nationally the federation operator refers technical issues related to the operation of theUKfederationto theSDSSExpertGroup

During 2010-2011 the SDSS Expert Groupworked with Internet2 (I2) and the Shibboleth Consortium participating in the Shibboleth core development team with core Shibboleth software including the Shibboleth V3 IdP

The expert group has contributed to theEmbedded Discovery Service which will supportamoreconsistentloginexperienceacrossdifferentservicesbymakingiteasyfor service providers to deploy standard WAYF functionality familiar to users but with their own branding and on their own servers rather than depending on the federationrsquos Central Discovery Service servers

Theexpertgroup isworkingwitha smallInternet2 subgroup to develop a technical architecture for inter-federation working The work involves the refinement of anAggregation Engine to allow the swapping of authorised metadata between federationsSignificantprogressthisyearmeans that the aggregation engine has now replaced the bespoke code previously used to generate the production UK federation metadata while test metadata including entities from other federations is now also being generated daily

WSTIERIA was a JISC-funded project which ran from January 2010 to March 2011 and investigated mechanisms for use of federated access management with web services WSTIERIA evaluated possible solutions based on use of faccedilade software andrecentextensionsofcoreShibbolethcode

Image copy Jupiterimages 2006

24 EDINA Annual Review 2010-2011

3 Service and Project Reports

Unlock Related Projects

Unlock the gazetteer and geo-referencing infrastructure service provides two sets of web services one is a ldquogazetteer cross-searchrdquo comparing different sources ofgeographic data for information about place-names The other is a ldquogeo-parsingrdquo service using text mining techniques toextractplace-namesfromresources(textor metadata) to allow collections to be searched by location

Unlock Places offers search acrosslicensed OS data sources for subscribers to Digimap OS Collection Last yearUnlock was adapted to include an open data gazetteer which provides world-wide coverage and includes the OS Open Data products

In terms of the JISC Information Environment Unlock is a shared terminology service that can underpin geographic searching and geo-referencing for other services Unlock can help with data and resource linking and improving the metadata describing scholarly work

The JISC-funded CHALICE (Connecting Historical Authorities with Linked dataContexts and Entities) project applied atext mining approach to volumes of theEnglish Place Name Survey to produce a Linked Data historic gazetteer for areasof England which could then be used to improve the quality of georeferencing in other archives The gazetteer is linked to other placename sources on the LinkedData web via geonamesorg and Ordnance Survey Open Data We aimed to provide a historic place-name gazetteer covering a thousand years of history linked to attestationsinoldtextsandmaps

Intensive user engagement was undertaken with archive projects that canbenefitfromtheopendatagazetteerand open source text mining tools TheCHALICEoutputsare for anyoneworkingwith historic material ndash be that archives of records objects or ideas There is a Past Places browser to help illustrate the data andprovideaLinkedDataviewofthedata

Unlock has also been working towards supporting tooling for the Bamboo Project which is building applications and shared infrastructure for humanities research

OpenURL Router Related Projects

OpenURL Router continued to have high levels of use during 20102011 with 97 registered institutions which register the OpenURL resolvers they use with theRouterTheOpenURLRouter isacentralregistrydetailingOpenURLresolverstheinstitutions to which they belonged and certaindetails(UKFederation identifiersIP addresses and domain names) that help in identifying members of that institution This allows referring bibliographic services to addressOpenURL links to the correctresolver for each end user without any prior knowledge of the user or their institution

The JISC-funded Using OpenURL Activity Data project built on the recommendations oftheSharedOpenURLDataInfrastructureInvestigation in 2008-9 by exploring thevalue and viability of releasing OpenURLactivity data for use by third parties as a means of supporting development of innovative functionality Following an initial investigation to understand how IP addresses could be collected and processedwithoutexposingthecollectingorganisation to legal risk the data filesbased on the OpenURL Router log fileswere produced and released under the open license ODC-PDDL An articlerecommender prototype was developed basedonthisdataasanexampleofhowthe data could be used

ldquoExcellent servicemdashhas saved a huge amount of time and effortrdquoOpenURL Router Librarian HE

Image copy Tom Armitage

25EDINA Annual Review 2010-2011

3 Service and Project Reports

Additional project activities

AprojectbeganinFebruary2011toproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelatedtechnologiesSeveralmembersofstafffromboththegeographicand bibliographicmultimedia development teams in EDINA have been working on Linked Data Focus We ran three short software development ldquosprintsrdquo to produce Linked Open Data output from several different EDINA projects and servicesDuring each sprint we held a workshop where we presented and discussed the workinprogressandinvitedpeoplefromoutsideEDINAtoshowofftheirrelatedwork

The development work supports the broader ambition of Discovery and has adopted its guidelines for metadata We are working towards the production of anldquoinfokitrdquodocumentingourfindingsandpracticeswithaviewtoassistingandinforming other institutions

EDINArsquosworkonprovidingldquotargetedrdquologinURLsisbeingrolledouttoitsservicesThe Ediauth Targeted Login mechanism exists to provide a simple and robustalternativetoshibbolethWAYFlessURLsforwhichthereisconsiderabledemandAdditionally it ismoreflexibleand informativethanshibbolethWAYFlessURLsThe targeted loginURLsarebeingadvertisedandused for JISCMediaHubandis being used by the prototype CRIS bookmarking service It will be rolled out to otherEDINAservicesintimeforthenextrevisionoftheEDINArsquosmainwebsite

CRIS the ldquoCommenting and Referencing Infrastructure Servicerdquo is a shared middleware service for bookmarking and commenting web resources with a particular focus on multimedia CRIS was developed as a JISC-funded personalisation service with the potential to help service providers avoid duplicatingimplementationofthefunctionalityinindividualservicesItalsooffersa basis for recommender functionality CRIS has now been successfully tested with JISC Mediahub to provide bookmarks and commenting These functions are due for release in JISC Mediahub by the end of 2011

User Support Our support activities in 2010-2011 were as follows

Helpdesk

The EDINA helpdesk continued to be the primary point of contact for all enquiries concerning EDINA services and successfully resolved enquiries from end-users andsupport staff EDINArsquos licenceandcall-loggingsystem(Helios)was furtherenhanced in 2010-2011 to facilitate registrations to use the Digimap for Schools service

The helpdesk approved almost 50000 applications to use the Digimap service across the three collections requiring registration ndash OS Geology and Marine Digimap

ldquoIt makes a change to find a helpdesk that actually helpsrdquoEDINA Helpdesk enquirer

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 7: EDINA Annual Review, 2010-2011

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 5

Key Events in our calendar Edinburgh was the place to be in September last year and August this year for the respective Repository Fringe 2010 and 2011 events co-hosted with the University and the Digital Curation Centre Record numbers of delegates participated in these interactiveeventsandevenmoreenjoyedtheeventamplificationsorchestratedbyEDINArsquossocialmediaofficerVideosofall2011speakersareavailableonYouTube

Theexperienceof theorganisingcommittee inarrangingsuccessiveRepositoryFringe events over four years and their collective reputation in the repository community were important factors in the award of the Seventh International Conference on Open Repositories 2012 (OR12) to the University of Edinburgh This willtakeplaceinJulynextyear

EDINA was a gold sponsor of this yearrsquos prestigious INSPIRE conference held at the Edinburgh International Conference Centre from 27 June to 1 July 2011 We had several papers in the conference programme as well as anexhibitionstandatthe eventWealsoamplifiedourpresencebytweetingatregularintervals-addingcontentre-tweetinginterestingpostsflaggingupEDINApapersetc

The new Digimap for Schools service was launched at Graveney School in Wandsworth London on 10 November 2010 by Vanessa Lawrence Director-General and CEO of Ordnance Survey and Baroness Joan Hanham the Minister withoversightofOSasanationalmappingagencyPeterBurnhillandotherstafffrom EDINA were present

A high-profile event on 9 December at the University of Edinburghrsquos School of InformaticsattendedbyFionaHyslopScotlandrsquosMinisterforCultureampExternalAffairsprovidedthepubliclaunchofamajoronlineoralarchivewithwhichEDINAhas had a long association Tobar an Dualchais makes available more than 15000 recordings from Scotlandrsquos past

AddressingHistory was launched on 17 November at an amplified event at the NationalLibraryofScotlandThelauncheventprovidedanopportunitytocelebrateScottishhistoryandtomeetmanylocalhistoryandgenealogyexpertscommunitygroups and bloggers

Closeworkingwith theUniversityofEdinburghrsquosLibrarySpecialCollections foractivity funded by the AHRC led to the successful launch of Carmichael Watson websitewhichmadeaccessibleanXML-enableddatabaseon thepapersof thepioneeringfolkloristAlexanderCarmichael(1832-1912)theforemostcollectionofits kind This was celebrated in a well-regarded conference AlexanderCarmichaelCollectingControversyandContexts

EDINA Director Peter Burnhill at Repository Fringe 2011 Photo by Nicola Osborne

Launch of Digimap for Schools Image copy Ordnance Survey

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 6

Discovery A recurrent driver in our work during 2010-2011 has been to contribute to the RDTF Vision being taken forward as Discovery the metadata ecology for research and education in the UK

Its focus is on discoverability one major aspect of which is greatly assisted by geo-enabling through Unlock the shared terminology service underpinning geographicsearchingandgeo-referencingusingtextminingtechniquesdevisedby the LanguageTechnologyGroupattheUniversityofEdinburghtoextractplace-names from resources and enable collections to be searched by location

The scale nature and comprehensiveness of the SUNCAT metadata covering as it does the serialsrsquo records of legal deposit and many major research libraries in the UK and Ireland means that it is a priceless resource and potentially of great value for reuse Workhasbeencarriedout toexplore the issuesofmaking thedataopen both a technical and legal challenge

AprojectisunderwaytoproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelated technologies to others in the form of an ldquoinfokitrdquo

An article recommender prototype based on OpenURL Router data wasdevelopedasanexampleofhowthedatacouldbeusedThis recentlywonanawardcommendeduseoftheOpenURLRouterDataintheDiscovery amp DevCSI Developers Competition This is a different type of ldquoengagementrdquo for EDINAinvolving participation in Discovery as a user of open data

A key presentation Aggregation as a Tactic to support Discovery by Peter Burnhill and Stuart Macdonald was given at the CERN Workshop on Innovations in Scholarly Communication (OAI7) Geneva in June 2011

Service HighlightsJISC Collections and EDINA were awarded the responsibility to manage the UK Access Management Federation for Education and Research (the federation) with hand over in August 2011 The federation now has over 850 members and 1250 entities the largest academic deployment in the world

JISC Collections as the legal entity manages member enrolment training reporting and promotion EDINA is the federationrsquos technical and operational support provider

TheSDSSExpertGroupatEDINAcontinued its successfulcollaborationwithInternet2 and the Shibboleth Consortium in order to contribute internationally to the development and maintenance of the Shibboleth infrastructure

ldquomaking content more discoverable both by people and machinerdquoRDTF Vision

Image copy Jupiterimages 2006

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 7

The WSTIERIA project completed in March 2011 successfully demonstrated two methods of using the federation for non browser based machine-to-machine interactions (ldquoweb servicesrdquo)

EDINAlaunchedJISCMediaHubthedefinitiveacademicvideosoundandimageresource for UK HE and FE

The beta version of JISC MediaHub was released in April followed by a full service release in August Over 100 institutions have already subscribed to JISC MediaHub as part of the JISC eCollections service

The service hosts multiple collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection-owners

TheJISCMediaHubserviceisalsoanexampleofparticipationinDiscoveryasa user of open data as mentioned above - it uses CultureGrid open metadata

This academic year has seen consolidation and rationalisation of the services offered from the Digimap platform Building on the introduction of the Roambased mapping services last year there has been much harmonisation of the source code so that service enhancements can be applied across collections eg Annotation and Measurement tools which have been added to all the Digimap services including Digimap for Schools

Usage continued to increase in 2010-2011 Users of all the Digimap services created nearly 11millionmaps and downloaded very significant volumes ofdata Over 100000 requests for data were made and nearly 1 million tiles of data were taken On top of this over 1575 million Km2 of OS MasterMapreg data was downloaded

Ancient Roam a facility in Historic Digimap now allows users to compare two historicalmapsofthesamelocationfromdifferentdecadessidebysideUsingthe 2up View users can view a location and easily see how the landscape has changed over time

Launched inOctober 2010DigimapOpenStreamnowhasover 1700 registeredusers

OpenStream enables users of desktop GIS to have the most current up-to-date Ordnance Survey streamed live to their desktop without the need of storing and managing data For those creating web mash-ups the service delivers up-to-date mapping in a fast interoperable manner

ShareGeo Open a repository service for the sharing of geospatial data also launched in autumn 2010

ShareGeoOpen now has over 140 geospatial datasets available for reuse by anyone licensed under Creative Commons

image copy iStockPhoto 20011

contains Ordnance Survey data copy Crown copyright and database right 2010 Data provided by Digimap OpenStream an EDINA University of Edinburgh Service

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 8

EDINArsquos role in creating implementing and supporting Jorum the UKrsquos national repository for learning and teaching resources came to a successful conclusion in July 2011 with the repository providing access to over 14000 resources across a variety of subject areas Jorum has been taken forward into service by Mimas the national data centre based at the University of Manchester from August 2011

EDINArsquos expertise in DSpace customisation licensing and service deliveryenabled the provision of a robust socio-technical infrastructure for Jorum and for academic content more generally A robust legal and policy framework was created for the service and the technical infrastructure has been made available under open source licences for others to reuse and repurpose

EDINA has continued to advance work to assist the library community in ensuring Continuity of Access to Scholarly Content for which EDINA is gaining good reputation nationally and internationally

EDINAcontinuestoprovidesupporttotheUKLOCKSSAlliancecommunityandhasbeencontributingtothedevelopmentoftheLOCKSSsoftwaretosupportintegration with library link resolver systems In addition EDINA has continued toactastheOpenAccessplatformfortriggeredcontentforCLOCKSS

Since 2008 EDINA has been working in partnership with the International Standard Serial Number International Centre (ISSN IC) on the ldquoPiloting an e-Journal Preservation Registry Servicerdquo (PEPRS) project and at the end of April 2011 released a beta service for public use This work is being taken forward as ldquoThe Keepers Registryrdquo

EDINA has now begun work on phase two of a pilot project to improve post-cancellation access provision to scholarly content (PECAN) with the objective of delivering a pilot ldquoentitlement registryrdquo to provide an authoritative record of access entitlement

The OpenDepotorg service launch was timed to coincide with the Repository Fringe 2010 and was our contribution to Open Access Week from 18-24 October It has continued to be used by researchers worldwide as a platform to make their research literature available on an open access basis with a weekly average of one or two deposits and over one hundred redirects to local repository services

The redirects were made possible by the Open Access Repository Junction project which has successfully completed its phase one stage and will develop its proof-of-concept broker into a service in phase two due to take place this coming year

Spatial Data Infrastructures We have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability

EDINA assists libraries in ensuring Continuity of Access to Scholarly Content

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 9

The GoGeo geo-data portal service is regarded as a critical component of the UK Spatial Data Infrastructure (SDI) A new interface for the site featuring improved usability functionality and visual design went live in May 2011 Its online geospatial metadata creation tool GeoDoc enables creators of geospatial data to document their data to a variety of standards-compliant schemas

GoGeo and GeoDoc combined ensure the UK HE sector can engage with the UK LocationProgramme and the INSPIRE Directive at the EU level

EDINA was funded by JISC to undertake the Geospatial Engagement and Community Outreach (GECO) project the over-arching purpose of which is to foster self-help communities of users of geospatial resources and champion awareness of the INSPIRE Directive in the sector

We are working in partnership with the Scottish Government and the British Geological Survey to develop a pilot geospatial discovery metadata service as a key component of a Scottish SDI

We work under the auspices of the international E-Framework for Education and Research founded by JISC and other international partners in the Geospatial e-Framework Collaboration with LandcareResearchNewZealand

This year saw the completion of the European Spatial Data Infrastructure Network (ESDIN) project Working within Open Geospatial Consortium (OGC) processes EDINA contributed by successfully demonstrating how Shibboleth can be used to protect the OGC Web Services that underpin SDI A number of GIS vendors have modifiedtheircommercialsoftwareasaconsequenceofthisworkndashwhichwasshowcased at the INSPIRE 2011 conference

Social MediaEDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders and in 2010-2011 we continued to enhance our uses of these media We also launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector

Benefits and impact information For thefirst time in theacademic year 2010-2011 EDINAandother JISCServiceProviderswererequiredunder theirServiceLevelAgreements (SLA)toprovidebenefitsandimpactachievementsinformationtotheJISCMonitoringUnit(MU)in addition to the quantitative information usually reported

Surveys were carried out across most of our services We reported the results to the MU in February 2011 and have made them available at our website (httpedinaacukimpact)

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 10

The vast majority (typically well over 80) of the respondents found the services easy to use saved time and said that they would recommend them to others

EDINA determined to focus positively on ratings and comments that indicated the needtomakesomeservicessimplerforinexpertusersEDINAhaslongengagedwith this group of its users and pioneered services that are easier to use

Technical Infrastructure improvementsRecurrent hardware funding from JISC continued in 2010-2011 the third year of an agreed 3-year upgrade spend

The additional servers which were purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

There has been a continuation over the year towards virtualisation under VMWare a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Over 70 of survey respondents found SUNCAT easy to use and saved them time

11EDINA Annual Review 2010-2011

3 Service and Project Reports

3 Service and Project Reports

ldquoOurmissiontoenhanceproductivityqualityandcost-effectivenessinresearchandeducationwithovertwenty-fiveyearsofexperienceandtechnicalexpertiseindataandonlineservicesrdquo

Our main business areas in 2010-2011 were Reading amp Reference with focuses on scholarlycommunicationcontinuityofaccessandtextMapsampDataespeciallygeospatial Multimedia amp Education including a focus on learning and teaching (LampT) andMiddleware amp Infrastructure with focuses on accessmanagementinteroperability and registries

This online service delivery is supported in three ways First we support end users and librarians and information services in various ways Second we ensure a high level of usability accessibility and reliability complying with standards and meeting agreedperformance indicatorsThirdweuseourexpertiseandcompetence inproject activity to advance development and understanding on behalf of JISC and the wider education and research community

Most service and RampD activities undertaken in 2010-2011 were funded by JISC As shown on the following pages a number of project activities undertaken relate to service activities

EDINA has been undertaking innovative research and development

12 EDINA Annual Review 2010-2011

3 Service and Project Reports

Reading and Reference Scholarly Communication Services and Related Projects

SUNCAT Related Projects

SUNCAT is the national union catalogue for serials providing facilities to discover and locate serials held across the UK

Ahighlysignificantadditiontothe listofContributingLibrarieswasTrinityCollegeDublin (TCD) TCD although located in the Republic of Ireland is a legal deposit library for both the UK and Ireland and is the largest research library in Ireland It has contributed 180000 serial records containing a number of titles not held by any other SUNCAT library Another major library added was the Open University which has contributed about 35000 serialsrsquo records

The downloading service was considerably enhanced during the year by making available records from 17 Contributing LibrariesincludingalltheUKlegaldepositlibraries other major research libraries in the UK as well as a selection of specialist libraries

Work has been taking place on the platform used by SUNCAT including the development of a new user interface separate from the database that is at the heart of the service and which will allow improvements to be implemented rapidly The new interface will be introduced in Winter 2011

A SUNCAT Google Application was launched this year allowing users to search SUNCAT from their iGoogle page This complements the existing SUNCATFacebook application

The decision was taken to extend thecoverage of Tables of Content (TOC) of journals in SUNCAT A joint project was agreed with Heriot Watt University which hosts the JournalTOCs service This provides a TOC service for over 16000 journals from 868 publishers and thereby extends the journal coverage currentlyprovidedbytheZetocserviceItisplannedto have this functionality available in Autumn 2011

The vision articulated by UK Discovery has emphasised the importance of metadata being open reliable sustainable and suitable for reuse The scale nature and comprehensiveness of the SUNCAT metadata covering as it does the serialsrsquo records of many major research libraries in the UK and Ireland means that it is a priceless resource and potentially of great value for reuse

Work has been carried out in the SUNCAT exploring open metadata project to explore the issues of making the dataopen both a technical and legal challenge Many of the records provided to SUNCAT havenotbeenprovidedbythestaffintheContributingLibrariesbutratheracquiredfrom third parties who can and do claim some degree of ownership over the records Accordingly it has been necessary to ask the librarians to sign Agreements with EDINA for the release of their data It is planned to implement an API to allow accesstothedata Thefirstoutcomesofthis work will be made available in Autumn 2011

Image copy Getty Images

ldquoeasy to use and full information about holdings in UK librariesrdquoLibrarian HE

ldquoItrsquos simply the best easiest to use interface for journal informationrdquoSUNCAT user

13EDINA Annual Review 2010-2011

3 Service and Project Reports

Over last year almost 45000 visitors used the OA-RJ

OpenDepotorg Related Projects

OpenDepotorg continues to support researchers worldwide who wish to make their work available on an Open Access basis They do so by being re-directed to their institutional repository or by direct deposit into OpenDepot The latter is especially valuable for authors who do not have access to local repository services

The Depot was originally commissioned by JISC to support its RepositoryNet Initiative with the objective of ensuring that there was a national open access repository during the interim period while all universities set up their own institutional repository That project funding ended but consultations within the open access movement indicated that there was a comparable need on a global stage

The JISC-funded Open Access Repository Junction (OA-RJ) project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker services

The Repository Junction discovery tool is a database with over 13000 institutions 2000 repositories and network ranges which allows institutions or authors to be matched to appropriate repositories The data can be accessed by third party developers through a set of APIs and is also available as four-star linked data

The SONEX group is supported by JISC to foster international collaboration and guide development Its focus is on deposit opportunities and interoperability between and across repositories scholarly output notification and exchange It has defineda set of use case actors and is promoting investigation of use case scenarios by projects internationally The director of EDINA is one of the four members of SONEX

We first started to serve libraries and their patrons with SALSER the serials catalogue for Scottish academic and research libraries the year before being designatedasaUKnationalacademicdatacentreSALSERrsquosscope is limitedtoScotland but includes a diverse range of libraries and is well used During 2010-2011 the frequency of updates from libraries continued to improve This included the MoredunResearchInstitutetheScottishLawCommissionHistoricScotlandandthe Scottish National Blood Transfusion Service all updating their records during the year

Other services continue to be reviewed in the light of changes in the market Land Life Leisure is a weekly updated digest of press releases reports and articles in thefieldofrural informationDuring2010-2011 ithascontinuedtobesupportedthrough community-based indexing with contributions from Coleg Sir Gacircr andHarper Adams Pershore Myerscough Biston and the Royal Agricultural Colleges with just under 30 subscriptions in addition to these institutions

Our provision of CAB Abstracts as a weekly updated bibliographic database continues as our only other AampI database Around 300000 records were added in 2010-2011 from over 7500 serial titles books monographs technical reports proceedingspatentsandpublishedthesesndashreaching63millionrecordsFulltextprovision also increased with over 100000 items available in 2011

Image copy Stock International Inc

Image copy EDINA

14 EDINA Annual Review 2010-2011

3 Service and Project Reports

Continuing Access Services and Related Projects

UK LOCKSS Alliance and CLOCKSS Related Projects

EDINA has been supporting the UK LOCKSS Alliance for three years providing support to members and coordinating the development of the operation as a self-governing co-operative organisation

Maintenance funding is raised by subscription from its 16 members and we have just completed thefirstof a three-year grant from JISC for development and community engagement The goal is to build capacity and collaborative action to ensure continuing access to scholarly work that universities regard as important and at risk This includes taking advantage of what is done nationally and internationally EDINArsquos role is to provide technical development and programme coordination

EDINA also provides a support role for the initiative taken by the University of Edinburgh as one of seven founding libraries in CLOCKSS Edinburgh is one of the 12 steward libraries in a global network of Archive Nodes Together withStanfordUniversityLibrariesEDINAacts as a designated Open Access host for ldquoorphanedrdquo journal content when a triggereventisconfirmedbytheCLOCKSSBoards To date four sets of content have been released to test the readiness of theCLOCKSSsystemandtomakejournalarticles available under Open Access that might otherwise have been lost to global scholarship

The second phase of the Piloting an E-Jour-nals Preservation Registry Service (PEPRS) project is now well underway with a well-received beta service launched at the end of April 2011 now re-branded as The Keep-ers Registry This provides librarians and policy makers with information on who is doing what to preserve e-journal content Working in partnership with the Interna-tional Standard Serial Number (ISSN) In-ternational Centre in Paris this relates the actions of archival agencies against details of over 80000 electronic serials held in the ISSN Register The archival agencies involvedfirst includedCLOCKSS e-DepotKB (National Library of the Netherlands)UKLOCKSSAlliancePorticoandtheBrit-ish Library and now includes HathiTrustEDINA is now in discussion with other in-ternational agencies to include their hold-ing information Work will continue to en-hance the functionality involve additional agencies and establish The Keepers Regis-try as a sustainable well-governed service Related work has involved decision making at the ISSN Network for the assignment of ISSNs to the growing corpus of digitised journals

Phase two of the Pilot for Ensuring Conti-nuity of Access via NESLi2 (PECAN) proj-ect builds on work carried out jointly by EDINAandJISCCollectionsthat identifiedthe need to develop a shared service to record each HEIrsquos archival access to jour-nal titles Central to supplying this need is an ldquoEntitlement Registryrdquo which would provide an authoritative record of access entitlement increasingly important when institutions cancel journal deals as a result of budget pressures and when titles move from one publisher to another EDINA has been awarded short-term funding to take thefirststeptowardsdevelopingapoten-tial service for use by HEIs and publishers alike by implementing a prototype demon-strator of the software needed to store manage and access the entitlement infor-mation

ldquoUK LOCKSS provides a low-cost practical solution enabling access to preserved content when neededrdquoLorraine Estelle CEO JISC Collections

15EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoMANTRA reflects good practice in research data managementrdquo

Data Library Team EDINA

E-book service

Oure-bookofferingtheFirst and Second Statistical Accounts of Scotland is one of the best contemporary reports of life during the agricultural and industrial revolutions in 1790s and the 1830s Based on contemporary reports of the 938 parishesofScotlandthisisanexampleofaformerlyJISC-fundedprojectthatnowhas a healthy uptake and sustainable future

During 2010-2011 new materials were added to enhance the richness of the publishedAccountsanindexofthepersonspredominantlyministersresponsiblefor compiling the reports that form theStatisticalAccountsanonline IndexofMaps(fivemaps intheFirstAccountandthirty-one intheSecond)whichgivesa full description of each map and its location in the printed sets of the Accounts in Edinburgh University Library Edinburgh Central Library National Library ofScotlandMap Library and GlasgowUniversity Library and a brief guide to keyinformation sources on parish boundaries in Scotland

Project activity to support access to research data

EDINA made substantial contributions to the University of Edinburghrsquos research datamanagementstrategythisyearthroughitsUniversityDataLibraryserviceInDecembertheDataLibrarianpresentedapaperco-authoredwithVicePrincipalJeffHaywoodattheInternationalDigitalCurationConference(DCC) inChicagoarguing for institutional responsibility in research data management In May the Universitypassedaresearchdatamanagementpolicysaidtobethefirstof itskind in the UK

InJulytheDataLibraryteamcompletedayear-longJISC-fundedprojectMANTRA to produce openly licensed online learning materials in research data management for PhD students to be delivered at the University and shared as an Open Educational Resource The interactive topical units were created using Xerte and arehighlycustomisableforre-useSoftware-specificdatahandlingpracticalsandvideo interviews were also created The learning materials will also be accessible from the EDINA website for anyone to work through

copyThe University of Edinburgh and the University of Glasgow

16 EDINA Annual Review 2010-2011

3 Service and Project Reports

Maps and Data Content services and related projects

Ordnance Survey Collection Related Projects

Digimap Ordnance Survey collection contains maps at scales ranging from 11250 up to 1750000 available for making maps online or for download There are scanned raster maps (digital versions of Ordnance Surveyrsquos paper maps) as well as vector maps at a range of scales including OS MasterMapreg the most detailed large scale mapping It also includes postcodes administrative boundaries a gazetteer of place names and digital terrain models

Over 140 universities and colleges used the service with an average of over 46000 active users logging in over 280000 times

Digimap Roam has continued to provide a huge number of maps along with Digimap Carto 65 million screen maps were viewed in this period Carto is now used less for making screen maps due to the improvements that came in Digimap Roam However the number of high quality PDFs created by Carto has continued to increase 155000 PDF map fileswere generated from both DigimapRoam and Carto in this period

Users downloaded 762000 km2 of OS MasterMapregTopographyLayerdata151million km2 of OS Integrated Transport Network (ITN) data and over 440000 data files from other OS data productsThese data volumes are worth around pound20 million at commercial cost

The USeD project began in July 2011 and is looking at ways of improving the Data Download facility The aim is to ensure that the new interface that is being developed for 2011-2012 is more intuitive and meets the needs of all of our users

Thecomplexityoftheunderlyingdatatheheterogeneous nature of the user base and the broad range of digital literacy across this user base poses both usability and learnability challenges of the firstmagnitude

We propose to address this ldquospatial literacyrdquo gap by conducting user focused research to develop Personas which can be geared to improving work-flow fordifferentlyabledusersacrossthespectrumfromnovicetoexpert

ldquoAs a GIS lecturer and map librarian Irsquom recommending this to my students all of the timerdquoLecturer HE

65 million screen maps were viewed in 2010-2011

ldquothe cheapest and easiest way to get hold of OS data for academicsrdquoInformation Professional HE

17EDINA Annual Review 2010-2011

3 Service and Project Reports

Historic Digimap Related Projects

Historic Digimap provides access to digital scans of OS paper maps of Great Britain from 1843 to 1996

This service is increasing in popularity with 76 subscribing institutions and almost 70000 sessions across the year

The introduction of Ancient Roam and Historic Download has meant that there has been a great increase in the amount of data that users are viewing and downloading Over 35 million maps were viewed and nearly 460000 files weredownloadedasignificantincreaseontheprevious year

By having a close relationship with the other Roam interfaces the Ancient Roam interface has benefited fromthe development of annotation and measurement tools

The results of the metadata capture projectwiththeNLSwerealsoaddedintothe service allowing our users to access the survey dates for Scottish historic maps

A project was carried out with the National Library of Scotland (NLS) tocreate enhanced metadata for Scottish historic maps The survey dates that were not captured when Landmark Solutionsoriginally created the data in Historic Digimap were retrieved from the NLSrsquocopies of historic OS maps This extrametadata has been requested by users sincetheHistoricDigimapservicewasfirstlaunched so its addition for the Scottish maps was welcomed

Walking Through Time 2 The second phase of this project concentrated upon developing a sustainable platform to allow us to potentially roll out the application across Britain via the most popular smart phone platform It concentrated on developing the application natively for the iPhone (rather than as a web app) and undertook testing and evaluation during the Edinburgh Festival 2010

AddressingHistory The second phase of this project was led by EDINA with in-kindsupportfromtheNLSDevelopmentconcentrated upon the sustainability and interoperability of the AddressingHistory tool and API thus resonating with JISCrsquos vision to build sustainable and durable deliverables It has seen the re-engineering andldquoexternalisingrdquooftheexistingparsingprocess which devolves refining andediting responsibility to parties interested in a particular Post Office Directory Theinterface has also been refined and anumber of features and functionality implemented All development code is open and available under a GNU General PublicLicence

Digimap for SchoolsofferseasyaccesstoarangeofcurrentOSmapsincludingdigitalversionsofOSrsquosfamouspapermapstheLandrangerandExplorerseriesaswell as the most detailed OS MasterMapreg mapping and street-level maps showing street names and road-atlas style maps On 14 April 2011 the service received the GoldGeographicalAssociationPublisherrsquosAward inrecognitionof itssignificantcontribution to geographical education

ldquoHistoric Digimap is a quick easy way of finding historical datardquo Researcher HE

Image copy Jupiterimages

18 EDINA Annual Review 2010-2011

3 Service and Project Reports

The service was enhanced in May 2011 with the delivery of annotation and measurementtools Studentscannowaddpointmarkers linesareasandtextlabels as well as measuring distances and areas of features on screen With these toolsinplaceanassessmentisunderwaytofindouthowsuccessfultheservicehas been in supporting OS encourage schools to move from print to digital maps

Over 2500 schools have taken advantage of OSrsquos voucher scheme providing free accesstoDigimapforSchoolsforsomeschoolswhichfinishesinDecember2011

Accessing Digimap for Schools as a subscription service is now overseen by JISC Collections and a small number of schools have taken up subscriptions EDINA has delivered an online subscription interface to assist JISC Collections manage subscriptions Enhancements to that interface are underway to allow schools to purchase the service via credit card payments

Geology Digimap provides access to maps and data from the British Geological Survey (BGS) This service has also grown the number of subscribing institutions increasingto50exceedingexpectations

The number of sessions has risen to over 30000 for this year There are now almost 58000 registered users of which around 20000 are active

The new Geology Roam interface introduced in 2009 ndash 2010 has enabled users to create a very large number of maps in this academic year close to 650000

The interface has also received a number of enhancements over the year including the addition of JIDI images an improved rock information map query tool and the annotation and measurement tools

The results of the ABLe project were also fed into this service allowing usersenhanced functionality to interact with the map and the legend The user is now able to highlight rocks on the map by clicking on the legend and vice versa

EDINA also delivers Marine Digimap for mapping of the UK coastal zone at various scales and detail derived from Admiralty Charts Users can download a feature-rich vector GIS dataset SeaZonersquos Hydrospatialreg data containing ldquotopicrdquo layers on bathymetry and elevation structures and obstructions and conservation and environmental protection

Over 15000 users from 16 subscribing institutions have registered for the service showing that it has appeal beyond those studying marine and the coastal environment

This year we have added the Marine Roam interface which uses the Hydrospatialreg data This provides a convenient and simple means of viewing this complexdataset So far it has produced nearly 30000 screen maps since it was launched in October 2010 Development has continued throughout the year with the addition of the measurement and annotation tools to the interface

ldquothe easiest way to find geology of the areardquoLecturer HE

Image copy Courtesy Colin Palmer

19EDINA Annual Review 2010-2011

3 Service and Project Reports

Discovery services and related projects

GoGeo Related Projects

GoGeo is a discovery service that brings together online resources (of all types) on the basis of location as well as subject It is a critical component of the UK academic Spatial Data Infrastructure (SDI) and as a consequence of its interoperable architecture can also play a part in surfacing academic resources to the broader cross-sectoral community UK SDI ndashthe UK Location Programmersquos LocationInformationInfrastructure(UKLPLII)

GeoDoc is the online geospatial metadata creator tool that sits behind GoGeo for providers of geospatial data to document their data using standards-compliant schema The UK academic profile forISO19115 known as AGMAP is now aligned with the new national GEMINI2 andEuropeanINSPIREmetadataprofiles

During 2010-2011 GoGeo was given a new design to provide a more current look for the portal and to strengthen its core message Simultaneously the portal was re-architected to use an open source catalogue toolkit implementing INSPIRE compliant protocols ensuring GoGeo can interact harvest from and make available records to be harvested by the UK Location Programme within datagovuk and European INSPIRE geoportal

This is particularly important as during 2010-2011 the existing UKgovernment geoportal Gigateway was decommissioned

The purpose of GECO is to foster a community of users of geospatial resourceswithinidentifiablecommunitiesof interest GECO aims to increase the use of geospatial tools infrastructure and information collate exemplars of useidentify and promote best practice assist with the maturation of the UK academic SDI promote the JISC Geospatial Working Grouprsquos (GWG) Vision for geospatial resources champion awareness raising of INSPIRE ensuring that the sector is cognisant of the obligations and opportunities and promote good data management principles

GoGeo Linked Data (GOLD) exposedthe GoGeo Catalogue and the Scottish Government Spatial Discovery Portal CSW content as a Linked Data triple store toimprove the ldquodiscoverabilityrdquo of metadata records A range of technical approaches were explored including schema cross-walking production direct from relational databasesandanUMLtoRDFapproachto assess how best to create open linked geospatial metadata

ScotSDI EDINA renewed its partnership with the Scottish Government to develop a geospatial discovery metadata service as part of a Scottish SDI This addresses obligations under INSPIRE for public bodies to produce maintain and manage metadata about their geospatial resources Built using open source software this enables creation and discovery of UK standards compliant GEMINI2 dataset series and service metadata records

The Interoperable Geographic Information (IGIBS) project is building on prior work demonstrating how Shibboleth can be used to provide an organisational model for SDI We have shown that Shibboleth can be used to protect OGC Web Services without requiring any changes to the interfaces EDINA is working with the Welsh Government and the University of Aberystwyth to address the access control barrier by prototyping a simple tool that should allow users to quickly view their data using interoperability standards in combination with Welsh Government data TheUse Cases being explored areemerging from the UNESCO designated DyfiBiosphereReserve

ldquoThe usefulness of the geoportal cannot be over-emphasisedrdquoStudent HE

image copy GECO project

20 EDINA Annual Review 2010-2011

3 Service and Project Reports

Repository services

EDINA pioneered strategies for sharing resources within the limitations of third-party licence with the ShareGeo repositorybuildingonexperiencewithJorumDeveloped in a JISC funded-project ShareGeo allows users to share and re-use derived geospatial datasets within the Digimap service under the JISC Collections licensing arrangements It enables data sharing to take place in an authenticated environment that would otherwise not be possible

In April 2010 OS made a suite of core geospatial data products available as OS OpenData with Creative Commons Attribution licence terms conducive to sharing and reuse of derived data via open repositories Through ShareGeo Open an open access repository researchers students and lecturers creating geospatial data can deposit their research and operational data in a repository open to all to search and download

Since ShareGeo Open went live in June 2010

bull there have been over 6400 data downloadsbull the top 3 downloads are the ONS Postcode Directory Postcode Areas for Great

Britain and a GB-wide Digital Elevation Modelbull the National Library of Scotland is using ShareGeo Open to make available

historic data outputs from the AHRC funded Visualising Urban Geographies project

During the last year EDINA developed a plugin to allow direct data deposit into ShareGeo Open from within desktop mapping software via the SWORD protocol The plugin has been downloaded over 660 times

Census services

UKBORDERSprovidesaccesstoandsupportforalargeonlineldquofilingcabinetrdquoofdigitised boundaries and key postcode directory and related resources Funded by the Economic and Social Research Council (ESRC) as the Geography Data Unit for the Census Programme UKBORDERS is one of the most heavily used of the census services ndash in the 2010-2011 user survey it was the most frequently used service in a survey of 1358 users Highlights over the reporting period include

bull A successful bid for a further yearrsquos operation whilst ESRC deliberate on the future and nature of the post 2012 census delivery portfolio

bull The release of two new interfaces over the period ndash a Thematic Mapping Wizard allowinguserstogeneratetheirownchoroplethmapsandaDynamicLookupTable service allowing users to create bespoke geography reference tables

bull UKBORDERS also participated in the successful 2011 Census Conference

UKBORDERS is one of the most heavily used of the census services

Geological Map Data copyNERC 2010copy Crown copyrightdatabase right 2010 An Ordnance SurveyEDINA supplied service

21EDINA Annual Review 2010-2011

3 Service and Project Reports

agcensus offers grid square agricultural census data for England Scotland andWales During 2010-2011

bull TheserviceanddemocodewereportedfromMySQLtoPostGISbull 2009 and 2010 small area data for Scotland and 2008 2009 2010 data for

Wales (received from respective devolved government departments) were processed converted and brought into service

bull A subset of the decennial 2010 Agricultural Census (provided at 1km level of aggregation) will be forthcoming from DEFRA Methodology for conversion from small area to grid square has been requested in order to establish anomalies with the in-house conversion process

Additional project activity

The Spatio-Temporal Energy Efficiency Visualisation (STEEV) project aims to build a spatio-temporal exploration and visualisation tool for annual energyefficiencycoefficientssuchasenergyratingslikelyenergydemandandrelatedCO2 emissions modelled at Output Area level for a large regional geographical area of South Wales from 2000-2050

Testing of back-end database and data loading has been achieved primarily through test data provided by our project partner at the Welsh School of Architecture User interface and front-end design is reliant on back-end modelling and requires contextual anddescriptive content suchaspolicy-relatedenergy scenarios Anannotation facility is being considered which would allow stakeholders to annotate visualised content in real time

Multimedia and EducationMultimedia Services

JISC Mediahub was launched as a beta version in April 2011 followed by a full service release in August 2011 This service hosts multiple video sound and image collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection owners

While JISC MediaHub was in development the three multimedia services remained popular Film amp Sound Online with 382 institutional subscriptions Education Image Gallery with 88 NewsFilm Online with 350

NewsFilm Online will continue to be freely available to subscribers until July 2012 both as the current service and as part of Mediahub in its component collections

Film amp Sound Online and Education Image Gallery were withdrawn from service on 1 August

The definitive academic video image amp audio resource

image copy STEEV project

22 EDINA Annual Review 2010-2011

3 Service and Project Reports

Multimedia projects

Based at Sabhal Mograver Ostaig the Gaelic-language college on Skye Tobar an Dualchais isamulti-million-poundHeritageLottery-fundedprojecttopreservedigitiseandmake available online up to 12000 hours of recordings from the archives of BBC Scotland the National Trust for Scotland and the School of Scottish Studies at the University of Edinburgh EDINA and the University of Edinburgh IS department also contributed a production control and a cataloguing application for web-based input of metadata EDINA continued to develop the website in 2010 and the full public version was launched successfully in December 2010

Building upon earlier work for Tobar an DualchaisKist o Riches and the Statistical Accounts of Scotland EDINA worked collaboratively with the University of Edinburgh Centre for Research Collections during Phase 3 of an AHRC funded project The Carmichael Watson collection in Edinburgh University Library iscentred on the papers of the pioneering folklorist Alexander Carmichael (1832-1912) The project aimed to unlock one of the worldrsquos major folklore resources for thebenefitofacademicscholarsandthewidercommunityEDINAprovidedthesoftware engineering skills to develop and deliver online access to this iconic work ofAlexanderCarmichaelThiswaslaunchedinJune2011

Thefinal reportoftheshortprojectScoping Study Aggregations of Metadata for Images and Time-Based Media was made available in September 2010 It indicated the benefits of and opportunities for aggregations ofmetadata forthese resources and the barriers to having open and shareable metadata It also described a number of scenarios in which such aggregations would be useful or requiredanddifferentmodelsforaggregatingmetadata

Education service Jorum

Following the launch of the JorumOpen collection in January 2010 Jorum enjoyed continued growth in both the usage of the resources it contains and the number of resources that are shared through the service As of July 2011 visits to the servicewerefivetimeshigherthanthepeakusagebeforeJanuary2010andover14200 resources were available across a variety of subject areas ndash an increase of over 80 Many of these resources were shared by users involved in the JISC HE Academy OER Programme which the Jorum team continued to support

Jorum consolidated its collections on the DSpace platform in February 2011 and made all software outputs available for download and re-use in June 2011 through the EDINA Developer Corner and Github

Jorum was developed and run jointly by EDINA and Mimas from 2002 until 2011 From August 2011 Mimas will be taking Jorum forward into service

Alexander Carmichael Portait by William Skeoch Cumming Image is in the public domain

Image copy iStockPhotos 2010

23EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoThanks so much for your help I really cannot emphasis how invaluable itrsquos beenrdquo SDSS Helpdesk enquirer

Middleware and Infrastructure

UK Access Management Federation Related Projects

The joint bid from JISC Collections and EDINA to be the Operator for the UK Access Management Federation from August 2011 to July 2014 was successful During the remainder of the 2010-2011 academic year EDINA and JISC Collections worked with JANET(UK) on the transition arrangements Because EDINA already acted as the technical operator for the federation a smooth transition was expectedandhappened

A contract was agreed between EDINA and SWITCH to form the Shibboleth Consortium to provide coordination and means to engage the personnel to develop the Shibboleth federated access management software The Consortium will ensure development of the Shibboleth codebase upon which the UK Access Management Federation depends EDINA throughitsSDSSExpertGroupactivityisthe lead member of the Consortium and is responsible for the distribution of funding from JISC and SWITCH

The federation continued to grow substantially reaching over 850 members and 1250 entities the largest academic deployment in the world

The UK Federation Support Team at EDINA manages the metadata that underpins it and supplies technical support to its members In August 2011 a new centralised Discovery Service (WAYF) was implemented based on user testing Thisshouldimprovetheloginexperiencefor users throughout the UK education sector

The SDSS Expert Group contributes nationally and internationally to the development and maintenance of the Shibboleth infrastructure and codebase Nationally the federation operator refers technical issues related to the operation of theUKfederationto theSDSSExpertGroup

During 2010-2011 the SDSS Expert Groupworked with Internet2 (I2) and the Shibboleth Consortium participating in the Shibboleth core development team with core Shibboleth software including the Shibboleth V3 IdP

The expert group has contributed to theEmbedded Discovery Service which will supportamoreconsistentloginexperienceacrossdifferentservicesbymakingiteasyfor service providers to deploy standard WAYF functionality familiar to users but with their own branding and on their own servers rather than depending on the federationrsquos Central Discovery Service servers

Theexpertgroup isworkingwitha smallInternet2 subgroup to develop a technical architecture for inter-federation working The work involves the refinement of anAggregation Engine to allow the swapping of authorised metadata between federationsSignificantprogressthisyearmeans that the aggregation engine has now replaced the bespoke code previously used to generate the production UK federation metadata while test metadata including entities from other federations is now also being generated daily

WSTIERIA was a JISC-funded project which ran from January 2010 to March 2011 and investigated mechanisms for use of federated access management with web services WSTIERIA evaluated possible solutions based on use of faccedilade software andrecentextensionsofcoreShibbolethcode

Image copy Jupiterimages 2006

24 EDINA Annual Review 2010-2011

3 Service and Project Reports

Unlock Related Projects

Unlock the gazetteer and geo-referencing infrastructure service provides two sets of web services one is a ldquogazetteer cross-searchrdquo comparing different sources ofgeographic data for information about place-names The other is a ldquogeo-parsingrdquo service using text mining techniques toextractplace-namesfromresources(textor metadata) to allow collections to be searched by location

Unlock Places offers search acrosslicensed OS data sources for subscribers to Digimap OS Collection Last yearUnlock was adapted to include an open data gazetteer which provides world-wide coverage and includes the OS Open Data products

In terms of the JISC Information Environment Unlock is a shared terminology service that can underpin geographic searching and geo-referencing for other services Unlock can help with data and resource linking and improving the metadata describing scholarly work

The JISC-funded CHALICE (Connecting Historical Authorities with Linked dataContexts and Entities) project applied atext mining approach to volumes of theEnglish Place Name Survey to produce a Linked Data historic gazetteer for areasof England which could then be used to improve the quality of georeferencing in other archives The gazetteer is linked to other placename sources on the LinkedData web via geonamesorg and Ordnance Survey Open Data We aimed to provide a historic place-name gazetteer covering a thousand years of history linked to attestationsinoldtextsandmaps

Intensive user engagement was undertaken with archive projects that canbenefitfromtheopendatagazetteerand open source text mining tools TheCHALICEoutputsare for anyoneworkingwith historic material ndash be that archives of records objects or ideas There is a Past Places browser to help illustrate the data andprovideaLinkedDataviewofthedata

Unlock has also been working towards supporting tooling for the Bamboo Project which is building applications and shared infrastructure for humanities research

OpenURL Router Related Projects

OpenURL Router continued to have high levels of use during 20102011 with 97 registered institutions which register the OpenURL resolvers they use with theRouterTheOpenURLRouter isacentralregistrydetailingOpenURLresolverstheinstitutions to which they belonged and certaindetails(UKFederation identifiersIP addresses and domain names) that help in identifying members of that institution This allows referring bibliographic services to addressOpenURL links to the correctresolver for each end user without any prior knowledge of the user or their institution

The JISC-funded Using OpenURL Activity Data project built on the recommendations oftheSharedOpenURLDataInfrastructureInvestigation in 2008-9 by exploring thevalue and viability of releasing OpenURLactivity data for use by third parties as a means of supporting development of innovative functionality Following an initial investigation to understand how IP addresses could be collected and processedwithoutexposingthecollectingorganisation to legal risk the data filesbased on the OpenURL Router log fileswere produced and released under the open license ODC-PDDL An articlerecommender prototype was developed basedonthisdataasanexampleofhowthe data could be used

ldquoExcellent servicemdashhas saved a huge amount of time and effortrdquoOpenURL Router Librarian HE

Image copy Tom Armitage

25EDINA Annual Review 2010-2011

3 Service and Project Reports

Additional project activities

AprojectbeganinFebruary2011toproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelatedtechnologiesSeveralmembersofstafffromboththegeographicand bibliographicmultimedia development teams in EDINA have been working on Linked Data Focus We ran three short software development ldquosprintsrdquo to produce Linked Open Data output from several different EDINA projects and servicesDuring each sprint we held a workshop where we presented and discussed the workinprogressandinvitedpeoplefromoutsideEDINAtoshowofftheirrelatedwork

The development work supports the broader ambition of Discovery and has adopted its guidelines for metadata We are working towards the production of anldquoinfokitrdquodocumentingourfindingsandpracticeswithaviewtoassistingandinforming other institutions

EDINArsquosworkonprovidingldquotargetedrdquologinURLsisbeingrolledouttoitsservicesThe Ediauth Targeted Login mechanism exists to provide a simple and robustalternativetoshibbolethWAYFlessURLsforwhichthereisconsiderabledemandAdditionally it ismoreflexibleand informativethanshibbolethWAYFlessURLsThe targeted loginURLsarebeingadvertisedandused for JISCMediaHubandis being used by the prototype CRIS bookmarking service It will be rolled out to otherEDINAservicesintimeforthenextrevisionoftheEDINArsquosmainwebsite

CRIS the ldquoCommenting and Referencing Infrastructure Servicerdquo is a shared middleware service for bookmarking and commenting web resources with a particular focus on multimedia CRIS was developed as a JISC-funded personalisation service with the potential to help service providers avoid duplicatingimplementationofthefunctionalityinindividualservicesItalsooffersa basis for recommender functionality CRIS has now been successfully tested with JISC Mediahub to provide bookmarks and commenting These functions are due for release in JISC Mediahub by the end of 2011

User Support Our support activities in 2010-2011 were as follows

Helpdesk

The EDINA helpdesk continued to be the primary point of contact for all enquiries concerning EDINA services and successfully resolved enquiries from end-users andsupport staff EDINArsquos licenceandcall-loggingsystem(Helios)was furtherenhanced in 2010-2011 to facilitate registrations to use the Digimap for Schools service

The helpdesk approved almost 50000 applications to use the Digimap service across the three collections requiring registration ndash OS Geology and Marine Digimap

ldquoIt makes a change to find a helpdesk that actually helpsrdquoEDINA Helpdesk enquirer

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 8: EDINA Annual Review, 2010-2011

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 6

Discovery A recurrent driver in our work during 2010-2011 has been to contribute to the RDTF Vision being taken forward as Discovery the metadata ecology for research and education in the UK

Its focus is on discoverability one major aspect of which is greatly assisted by geo-enabling through Unlock the shared terminology service underpinning geographicsearchingandgeo-referencingusingtextminingtechniquesdevisedby the LanguageTechnologyGroupattheUniversityofEdinburghtoextractplace-names from resources and enable collections to be searched by location

The scale nature and comprehensiveness of the SUNCAT metadata covering as it does the serialsrsquo records of legal deposit and many major research libraries in the UK and Ireland means that it is a priceless resource and potentially of great value for reuse Workhasbeencarriedout toexplore the issuesofmaking thedataopen both a technical and legal challenge

AprojectisunderwaytoproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelated technologies to others in the form of an ldquoinfokitrdquo

An article recommender prototype based on OpenURL Router data wasdevelopedasanexampleofhowthedatacouldbeusedThis recentlywonanawardcommendeduseoftheOpenURLRouterDataintheDiscovery amp DevCSI Developers Competition This is a different type of ldquoengagementrdquo for EDINAinvolving participation in Discovery as a user of open data

A key presentation Aggregation as a Tactic to support Discovery by Peter Burnhill and Stuart Macdonald was given at the CERN Workshop on Innovations in Scholarly Communication (OAI7) Geneva in June 2011

Service HighlightsJISC Collections and EDINA were awarded the responsibility to manage the UK Access Management Federation for Education and Research (the federation) with hand over in August 2011 The federation now has over 850 members and 1250 entities the largest academic deployment in the world

JISC Collections as the legal entity manages member enrolment training reporting and promotion EDINA is the federationrsquos technical and operational support provider

TheSDSSExpertGroupatEDINAcontinued its successfulcollaborationwithInternet2 and the Shibboleth Consortium in order to contribute internationally to the development and maintenance of the Shibboleth infrastructure

ldquomaking content more discoverable both by people and machinerdquoRDTF Vision

Image copy Jupiterimages 2006

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 7

The WSTIERIA project completed in March 2011 successfully demonstrated two methods of using the federation for non browser based machine-to-machine interactions (ldquoweb servicesrdquo)

EDINAlaunchedJISCMediaHubthedefinitiveacademicvideosoundandimageresource for UK HE and FE

The beta version of JISC MediaHub was released in April followed by a full service release in August Over 100 institutions have already subscribed to JISC MediaHub as part of the JISC eCollections service

The service hosts multiple collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection-owners

TheJISCMediaHubserviceisalsoanexampleofparticipationinDiscoveryasa user of open data as mentioned above - it uses CultureGrid open metadata

This academic year has seen consolidation and rationalisation of the services offered from the Digimap platform Building on the introduction of the Roambased mapping services last year there has been much harmonisation of the source code so that service enhancements can be applied across collections eg Annotation and Measurement tools which have been added to all the Digimap services including Digimap for Schools

Usage continued to increase in 2010-2011 Users of all the Digimap services created nearly 11millionmaps and downloaded very significant volumes ofdata Over 100000 requests for data were made and nearly 1 million tiles of data were taken On top of this over 1575 million Km2 of OS MasterMapreg data was downloaded

Ancient Roam a facility in Historic Digimap now allows users to compare two historicalmapsofthesamelocationfromdifferentdecadessidebysideUsingthe 2up View users can view a location and easily see how the landscape has changed over time

Launched inOctober 2010DigimapOpenStreamnowhasover 1700 registeredusers

OpenStream enables users of desktop GIS to have the most current up-to-date Ordnance Survey streamed live to their desktop without the need of storing and managing data For those creating web mash-ups the service delivers up-to-date mapping in a fast interoperable manner

ShareGeo Open a repository service for the sharing of geospatial data also launched in autumn 2010

ShareGeoOpen now has over 140 geospatial datasets available for reuse by anyone licensed under Creative Commons

image copy iStockPhoto 20011

contains Ordnance Survey data copy Crown copyright and database right 2010 Data provided by Digimap OpenStream an EDINA University of Edinburgh Service

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 8

EDINArsquos role in creating implementing and supporting Jorum the UKrsquos national repository for learning and teaching resources came to a successful conclusion in July 2011 with the repository providing access to over 14000 resources across a variety of subject areas Jorum has been taken forward into service by Mimas the national data centre based at the University of Manchester from August 2011

EDINArsquos expertise in DSpace customisation licensing and service deliveryenabled the provision of a robust socio-technical infrastructure for Jorum and for academic content more generally A robust legal and policy framework was created for the service and the technical infrastructure has been made available under open source licences for others to reuse and repurpose

EDINA has continued to advance work to assist the library community in ensuring Continuity of Access to Scholarly Content for which EDINA is gaining good reputation nationally and internationally

EDINAcontinuestoprovidesupporttotheUKLOCKSSAlliancecommunityandhasbeencontributingtothedevelopmentoftheLOCKSSsoftwaretosupportintegration with library link resolver systems In addition EDINA has continued toactastheOpenAccessplatformfortriggeredcontentforCLOCKSS

Since 2008 EDINA has been working in partnership with the International Standard Serial Number International Centre (ISSN IC) on the ldquoPiloting an e-Journal Preservation Registry Servicerdquo (PEPRS) project and at the end of April 2011 released a beta service for public use This work is being taken forward as ldquoThe Keepers Registryrdquo

EDINA has now begun work on phase two of a pilot project to improve post-cancellation access provision to scholarly content (PECAN) with the objective of delivering a pilot ldquoentitlement registryrdquo to provide an authoritative record of access entitlement

The OpenDepotorg service launch was timed to coincide with the Repository Fringe 2010 and was our contribution to Open Access Week from 18-24 October It has continued to be used by researchers worldwide as a platform to make their research literature available on an open access basis with a weekly average of one or two deposits and over one hundred redirects to local repository services

The redirects were made possible by the Open Access Repository Junction project which has successfully completed its phase one stage and will develop its proof-of-concept broker into a service in phase two due to take place this coming year

Spatial Data Infrastructures We have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability

EDINA assists libraries in ensuring Continuity of Access to Scholarly Content

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 9

The GoGeo geo-data portal service is regarded as a critical component of the UK Spatial Data Infrastructure (SDI) A new interface for the site featuring improved usability functionality and visual design went live in May 2011 Its online geospatial metadata creation tool GeoDoc enables creators of geospatial data to document their data to a variety of standards-compliant schemas

GoGeo and GeoDoc combined ensure the UK HE sector can engage with the UK LocationProgramme and the INSPIRE Directive at the EU level

EDINA was funded by JISC to undertake the Geospatial Engagement and Community Outreach (GECO) project the over-arching purpose of which is to foster self-help communities of users of geospatial resources and champion awareness of the INSPIRE Directive in the sector

We are working in partnership with the Scottish Government and the British Geological Survey to develop a pilot geospatial discovery metadata service as a key component of a Scottish SDI

We work under the auspices of the international E-Framework for Education and Research founded by JISC and other international partners in the Geospatial e-Framework Collaboration with LandcareResearchNewZealand

This year saw the completion of the European Spatial Data Infrastructure Network (ESDIN) project Working within Open Geospatial Consortium (OGC) processes EDINA contributed by successfully demonstrating how Shibboleth can be used to protect the OGC Web Services that underpin SDI A number of GIS vendors have modifiedtheircommercialsoftwareasaconsequenceofthisworkndashwhichwasshowcased at the INSPIRE 2011 conference

Social MediaEDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders and in 2010-2011 we continued to enhance our uses of these media We also launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector

Benefits and impact information For thefirst time in theacademic year 2010-2011 EDINAandother JISCServiceProviderswererequiredunder theirServiceLevelAgreements (SLA)toprovidebenefitsandimpactachievementsinformationtotheJISCMonitoringUnit(MU)in addition to the quantitative information usually reported

Surveys were carried out across most of our services We reported the results to the MU in February 2011 and have made them available at our website (httpedinaacukimpact)

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 10

The vast majority (typically well over 80) of the respondents found the services easy to use saved time and said that they would recommend them to others

EDINA determined to focus positively on ratings and comments that indicated the needtomakesomeservicessimplerforinexpertusersEDINAhaslongengagedwith this group of its users and pioneered services that are easier to use

Technical Infrastructure improvementsRecurrent hardware funding from JISC continued in 2010-2011 the third year of an agreed 3-year upgrade spend

The additional servers which were purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

There has been a continuation over the year towards virtualisation under VMWare a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Over 70 of survey respondents found SUNCAT easy to use and saved them time

11EDINA Annual Review 2010-2011

3 Service and Project Reports

3 Service and Project Reports

ldquoOurmissiontoenhanceproductivityqualityandcost-effectivenessinresearchandeducationwithovertwenty-fiveyearsofexperienceandtechnicalexpertiseindataandonlineservicesrdquo

Our main business areas in 2010-2011 were Reading amp Reference with focuses on scholarlycommunicationcontinuityofaccessandtextMapsampDataespeciallygeospatial Multimedia amp Education including a focus on learning and teaching (LampT) andMiddleware amp Infrastructure with focuses on accessmanagementinteroperability and registries

This online service delivery is supported in three ways First we support end users and librarians and information services in various ways Second we ensure a high level of usability accessibility and reliability complying with standards and meeting agreedperformance indicatorsThirdweuseourexpertiseandcompetence inproject activity to advance development and understanding on behalf of JISC and the wider education and research community

Most service and RampD activities undertaken in 2010-2011 were funded by JISC As shown on the following pages a number of project activities undertaken relate to service activities

EDINA has been undertaking innovative research and development

12 EDINA Annual Review 2010-2011

3 Service and Project Reports

Reading and Reference Scholarly Communication Services and Related Projects

SUNCAT Related Projects

SUNCAT is the national union catalogue for serials providing facilities to discover and locate serials held across the UK

Ahighlysignificantadditiontothe listofContributingLibrarieswasTrinityCollegeDublin (TCD) TCD although located in the Republic of Ireland is a legal deposit library for both the UK and Ireland and is the largest research library in Ireland It has contributed 180000 serial records containing a number of titles not held by any other SUNCAT library Another major library added was the Open University which has contributed about 35000 serialsrsquo records

The downloading service was considerably enhanced during the year by making available records from 17 Contributing LibrariesincludingalltheUKlegaldepositlibraries other major research libraries in the UK as well as a selection of specialist libraries

Work has been taking place on the platform used by SUNCAT including the development of a new user interface separate from the database that is at the heart of the service and which will allow improvements to be implemented rapidly The new interface will be introduced in Winter 2011

A SUNCAT Google Application was launched this year allowing users to search SUNCAT from their iGoogle page This complements the existing SUNCATFacebook application

The decision was taken to extend thecoverage of Tables of Content (TOC) of journals in SUNCAT A joint project was agreed with Heriot Watt University which hosts the JournalTOCs service This provides a TOC service for over 16000 journals from 868 publishers and thereby extends the journal coverage currentlyprovidedbytheZetocserviceItisplannedto have this functionality available in Autumn 2011

The vision articulated by UK Discovery has emphasised the importance of metadata being open reliable sustainable and suitable for reuse The scale nature and comprehensiveness of the SUNCAT metadata covering as it does the serialsrsquo records of many major research libraries in the UK and Ireland means that it is a priceless resource and potentially of great value for reuse

Work has been carried out in the SUNCAT exploring open metadata project to explore the issues of making the dataopen both a technical and legal challenge Many of the records provided to SUNCAT havenotbeenprovidedbythestaffintheContributingLibrariesbutratheracquiredfrom third parties who can and do claim some degree of ownership over the records Accordingly it has been necessary to ask the librarians to sign Agreements with EDINA for the release of their data It is planned to implement an API to allow accesstothedata Thefirstoutcomesofthis work will be made available in Autumn 2011

Image copy Getty Images

ldquoeasy to use and full information about holdings in UK librariesrdquoLibrarian HE

ldquoItrsquos simply the best easiest to use interface for journal informationrdquoSUNCAT user

13EDINA Annual Review 2010-2011

3 Service and Project Reports

Over last year almost 45000 visitors used the OA-RJ

OpenDepotorg Related Projects

OpenDepotorg continues to support researchers worldwide who wish to make their work available on an Open Access basis They do so by being re-directed to their institutional repository or by direct deposit into OpenDepot The latter is especially valuable for authors who do not have access to local repository services

The Depot was originally commissioned by JISC to support its RepositoryNet Initiative with the objective of ensuring that there was a national open access repository during the interim period while all universities set up their own institutional repository That project funding ended but consultations within the open access movement indicated that there was a comparable need on a global stage

The JISC-funded Open Access Repository Junction (OA-RJ) project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker services

The Repository Junction discovery tool is a database with over 13000 institutions 2000 repositories and network ranges which allows institutions or authors to be matched to appropriate repositories The data can be accessed by third party developers through a set of APIs and is also available as four-star linked data

The SONEX group is supported by JISC to foster international collaboration and guide development Its focus is on deposit opportunities and interoperability between and across repositories scholarly output notification and exchange It has defineda set of use case actors and is promoting investigation of use case scenarios by projects internationally The director of EDINA is one of the four members of SONEX

We first started to serve libraries and their patrons with SALSER the serials catalogue for Scottish academic and research libraries the year before being designatedasaUKnationalacademicdatacentreSALSERrsquosscope is limitedtoScotland but includes a diverse range of libraries and is well used During 2010-2011 the frequency of updates from libraries continued to improve This included the MoredunResearchInstitutetheScottishLawCommissionHistoricScotlandandthe Scottish National Blood Transfusion Service all updating their records during the year

Other services continue to be reviewed in the light of changes in the market Land Life Leisure is a weekly updated digest of press releases reports and articles in thefieldofrural informationDuring2010-2011 ithascontinuedtobesupportedthrough community-based indexing with contributions from Coleg Sir Gacircr andHarper Adams Pershore Myerscough Biston and the Royal Agricultural Colleges with just under 30 subscriptions in addition to these institutions

Our provision of CAB Abstracts as a weekly updated bibliographic database continues as our only other AampI database Around 300000 records were added in 2010-2011 from over 7500 serial titles books monographs technical reports proceedingspatentsandpublishedthesesndashreaching63millionrecordsFulltextprovision also increased with over 100000 items available in 2011

Image copy Stock International Inc

Image copy EDINA

14 EDINA Annual Review 2010-2011

3 Service and Project Reports

Continuing Access Services and Related Projects

UK LOCKSS Alliance and CLOCKSS Related Projects

EDINA has been supporting the UK LOCKSS Alliance for three years providing support to members and coordinating the development of the operation as a self-governing co-operative organisation

Maintenance funding is raised by subscription from its 16 members and we have just completed thefirstof a three-year grant from JISC for development and community engagement The goal is to build capacity and collaborative action to ensure continuing access to scholarly work that universities regard as important and at risk This includes taking advantage of what is done nationally and internationally EDINArsquos role is to provide technical development and programme coordination

EDINA also provides a support role for the initiative taken by the University of Edinburgh as one of seven founding libraries in CLOCKSS Edinburgh is one of the 12 steward libraries in a global network of Archive Nodes Together withStanfordUniversityLibrariesEDINAacts as a designated Open Access host for ldquoorphanedrdquo journal content when a triggereventisconfirmedbytheCLOCKSSBoards To date four sets of content have been released to test the readiness of theCLOCKSSsystemandtomakejournalarticles available under Open Access that might otherwise have been lost to global scholarship

The second phase of the Piloting an E-Jour-nals Preservation Registry Service (PEPRS) project is now well underway with a well-received beta service launched at the end of April 2011 now re-branded as The Keep-ers Registry This provides librarians and policy makers with information on who is doing what to preserve e-journal content Working in partnership with the Interna-tional Standard Serial Number (ISSN) In-ternational Centre in Paris this relates the actions of archival agencies against details of over 80000 electronic serials held in the ISSN Register The archival agencies involvedfirst includedCLOCKSS e-DepotKB (National Library of the Netherlands)UKLOCKSSAlliancePorticoandtheBrit-ish Library and now includes HathiTrustEDINA is now in discussion with other in-ternational agencies to include their hold-ing information Work will continue to en-hance the functionality involve additional agencies and establish The Keepers Regis-try as a sustainable well-governed service Related work has involved decision making at the ISSN Network for the assignment of ISSNs to the growing corpus of digitised journals

Phase two of the Pilot for Ensuring Conti-nuity of Access via NESLi2 (PECAN) proj-ect builds on work carried out jointly by EDINAandJISCCollectionsthat identifiedthe need to develop a shared service to record each HEIrsquos archival access to jour-nal titles Central to supplying this need is an ldquoEntitlement Registryrdquo which would provide an authoritative record of access entitlement increasingly important when institutions cancel journal deals as a result of budget pressures and when titles move from one publisher to another EDINA has been awarded short-term funding to take thefirststeptowardsdevelopingapoten-tial service for use by HEIs and publishers alike by implementing a prototype demon-strator of the software needed to store manage and access the entitlement infor-mation

ldquoUK LOCKSS provides a low-cost practical solution enabling access to preserved content when neededrdquoLorraine Estelle CEO JISC Collections

15EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoMANTRA reflects good practice in research data managementrdquo

Data Library Team EDINA

E-book service

Oure-bookofferingtheFirst and Second Statistical Accounts of Scotland is one of the best contemporary reports of life during the agricultural and industrial revolutions in 1790s and the 1830s Based on contemporary reports of the 938 parishesofScotlandthisisanexampleofaformerlyJISC-fundedprojectthatnowhas a healthy uptake and sustainable future

During 2010-2011 new materials were added to enhance the richness of the publishedAccountsanindexofthepersonspredominantlyministersresponsiblefor compiling the reports that form theStatisticalAccountsanonline IndexofMaps(fivemaps intheFirstAccountandthirty-one intheSecond)whichgivesa full description of each map and its location in the printed sets of the Accounts in Edinburgh University Library Edinburgh Central Library National Library ofScotlandMap Library and GlasgowUniversity Library and a brief guide to keyinformation sources on parish boundaries in Scotland

Project activity to support access to research data

EDINA made substantial contributions to the University of Edinburghrsquos research datamanagementstrategythisyearthroughitsUniversityDataLibraryserviceInDecembertheDataLibrarianpresentedapaperco-authoredwithVicePrincipalJeffHaywoodattheInternationalDigitalCurationConference(DCC) inChicagoarguing for institutional responsibility in research data management In May the Universitypassedaresearchdatamanagementpolicysaidtobethefirstof itskind in the UK

InJulytheDataLibraryteamcompletedayear-longJISC-fundedprojectMANTRA to produce openly licensed online learning materials in research data management for PhD students to be delivered at the University and shared as an Open Educational Resource The interactive topical units were created using Xerte and arehighlycustomisableforre-useSoftware-specificdatahandlingpracticalsandvideo interviews were also created The learning materials will also be accessible from the EDINA website for anyone to work through

copyThe University of Edinburgh and the University of Glasgow

16 EDINA Annual Review 2010-2011

3 Service and Project Reports

Maps and Data Content services and related projects

Ordnance Survey Collection Related Projects

Digimap Ordnance Survey collection contains maps at scales ranging from 11250 up to 1750000 available for making maps online or for download There are scanned raster maps (digital versions of Ordnance Surveyrsquos paper maps) as well as vector maps at a range of scales including OS MasterMapreg the most detailed large scale mapping It also includes postcodes administrative boundaries a gazetteer of place names and digital terrain models

Over 140 universities and colleges used the service with an average of over 46000 active users logging in over 280000 times

Digimap Roam has continued to provide a huge number of maps along with Digimap Carto 65 million screen maps were viewed in this period Carto is now used less for making screen maps due to the improvements that came in Digimap Roam However the number of high quality PDFs created by Carto has continued to increase 155000 PDF map fileswere generated from both DigimapRoam and Carto in this period

Users downloaded 762000 km2 of OS MasterMapregTopographyLayerdata151million km2 of OS Integrated Transport Network (ITN) data and over 440000 data files from other OS data productsThese data volumes are worth around pound20 million at commercial cost

The USeD project began in July 2011 and is looking at ways of improving the Data Download facility The aim is to ensure that the new interface that is being developed for 2011-2012 is more intuitive and meets the needs of all of our users

Thecomplexityoftheunderlyingdatatheheterogeneous nature of the user base and the broad range of digital literacy across this user base poses both usability and learnability challenges of the firstmagnitude

We propose to address this ldquospatial literacyrdquo gap by conducting user focused research to develop Personas which can be geared to improving work-flow fordifferentlyabledusersacrossthespectrumfromnovicetoexpert

ldquoAs a GIS lecturer and map librarian Irsquom recommending this to my students all of the timerdquoLecturer HE

65 million screen maps were viewed in 2010-2011

ldquothe cheapest and easiest way to get hold of OS data for academicsrdquoInformation Professional HE

17EDINA Annual Review 2010-2011

3 Service and Project Reports

Historic Digimap Related Projects

Historic Digimap provides access to digital scans of OS paper maps of Great Britain from 1843 to 1996

This service is increasing in popularity with 76 subscribing institutions and almost 70000 sessions across the year

The introduction of Ancient Roam and Historic Download has meant that there has been a great increase in the amount of data that users are viewing and downloading Over 35 million maps were viewed and nearly 460000 files weredownloadedasignificantincreaseontheprevious year

By having a close relationship with the other Roam interfaces the Ancient Roam interface has benefited fromthe development of annotation and measurement tools

The results of the metadata capture projectwiththeNLSwerealsoaddedintothe service allowing our users to access the survey dates for Scottish historic maps

A project was carried out with the National Library of Scotland (NLS) tocreate enhanced metadata for Scottish historic maps The survey dates that were not captured when Landmark Solutionsoriginally created the data in Historic Digimap were retrieved from the NLSrsquocopies of historic OS maps This extrametadata has been requested by users sincetheHistoricDigimapservicewasfirstlaunched so its addition for the Scottish maps was welcomed

Walking Through Time 2 The second phase of this project concentrated upon developing a sustainable platform to allow us to potentially roll out the application across Britain via the most popular smart phone platform It concentrated on developing the application natively for the iPhone (rather than as a web app) and undertook testing and evaluation during the Edinburgh Festival 2010

AddressingHistory The second phase of this project was led by EDINA with in-kindsupportfromtheNLSDevelopmentconcentrated upon the sustainability and interoperability of the AddressingHistory tool and API thus resonating with JISCrsquos vision to build sustainable and durable deliverables It has seen the re-engineering andldquoexternalisingrdquooftheexistingparsingprocess which devolves refining andediting responsibility to parties interested in a particular Post Office Directory Theinterface has also been refined and anumber of features and functionality implemented All development code is open and available under a GNU General PublicLicence

Digimap for SchoolsofferseasyaccesstoarangeofcurrentOSmapsincludingdigitalversionsofOSrsquosfamouspapermapstheLandrangerandExplorerseriesaswell as the most detailed OS MasterMapreg mapping and street-level maps showing street names and road-atlas style maps On 14 April 2011 the service received the GoldGeographicalAssociationPublisherrsquosAward inrecognitionof itssignificantcontribution to geographical education

ldquoHistoric Digimap is a quick easy way of finding historical datardquo Researcher HE

Image copy Jupiterimages

18 EDINA Annual Review 2010-2011

3 Service and Project Reports

The service was enhanced in May 2011 with the delivery of annotation and measurementtools Studentscannowaddpointmarkers linesareasandtextlabels as well as measuring distances and areas of features on screen With these toolsinplaceanassessmentisunderwaytofindouthowsuccessfultheservicehas been in supporting OS encourage schools to move from print to digital maps

Over 2500 schools have taken advantage of OSrsquos voucher scheme providing free accesstoDigimapforSchoolsforsomeschoolswhichfinishesinDecember2011

Accessing Digimap for Schools as a subscription service is now overseen by JISC Collections and a small number of schools have taken up subscriptions EDINA has delivered an online subscription interface to assist JISC Collections manage subscriptions Enhancements to that interface are underway to allow schools to purchase the service via credit card payments

Geology Digimap provides access to maps and data from the British Geological Survey (BGS) This service has also grown the number of subscribing institutions increasingto50exceedingexpectations

The number of sessions has risen to over 30000 for this year There are now almost 58000 registered users of which around 20000 are active

The new Geology Roam interface introduced in 2009 ndash 2010 has enabled users to create a very large number of maps in this academic year close to 650000

The interface has also received a number of enhancements over the year including the addition of JIDI images an improved rock information map query tool and the annotation and measurement tools

The results of the ABLe project were also fed into this service allowing usersenhanced functionality to interact with the map and the legend The user is now able to highlight rocks on the map by clicking on the legend and vice versa

EDINA also delivers Marine Digimap for mapping of the UK coastal zone at various scales and detail derived from Admiralty Charts Users can download a feature-rich vector GIS dataset SeaZonersquos Hydrospatialreg data containing ldquotopicrdquo layers on bathymetry and elevation structures and obstructions and conservation and environmental protection

Over 15000 users from 16 subscribing institutions have registered for the service showing that it has appeal beyond those studying marine and the coastal environment

This year we have added the Marine Roam interface which uses the Hydrospatialreg data This provides a convenient and simple means of viewing this complexdataset So far it has produced nearly 30000 screen maps since it was launched in October 2010 Development has continued throughout the year with the addition of the measurement and annotation tools to the interface

ldquothe easiest way to find geology of the areardquoLecturer HE

Image copy Courtesy Colin Palmer

19EDINA Annual Review 2010-2011

3 Service and Project Reports

Discovery services and related projects

GoGeo Related Projects

GoGeo is a discovery service that brings together online resources (of all types) on the basis of location as well as subject It is a critical component of the UK academic Spatial Data Infrastructure (SDI) and as a consequence of its interoperable architecture can also play a part in surfacing academic resources to the broader cross-sectoral community UK SDI ndashthe UK Location Programmersquos LocationInformationInfrastructure(UKLPLII)

GeoDoc is the online geospatial metadata creator tool that sits behind GoGeo for providers of geospatial data to document their data using standards-compliant schema The UK academic profile forISO19115 known as AGMAP is now aligned with the new national GEMINI2 andEuropeanINSPIREmetadataprofiles

During 2010-2011 GoGeo was given a new design to provide a more current look for the portal and to strengthen its core message Simultaneously the portal was re-architected to use an open source catalogue toolkit implementing INSPIRE compliant protocols ensuring GoGeo can interact harvest from and make available records to be harvested by the UK Location Programme within datagovuk and European INSPIRE geoportal

This is particularly important as during 2010-2011 the existing UKgovernment geoportal Gigateway was decommissioned

The purpose of GECO is to foster a community of users of geospatial resourceswithinidentifiablecommunitiesof interest GECO aims to increase the use of geospatial tools infrastructure and information collate exemplars of useidentify and promote best practice assist with the maturation of the UK academic SDI promote the JISC Geospatial Working Grouprsquos (GWG) Vision for geospatial resources champion awareness raising of INSPIRE ensuring that the sector is cognisant of the obligations and opportunities and promote good data management principles

GoGeo Linked Data (GOLD) exposedthe GoGeo Catalogue and the Scottish Government Spatial Discovery Portal CSW content as a Linked Data triple store toimprove the ldquodiscoverabilityrdquo of metadata records A range of technical approaches were explored including schema cross-walking production direct from relational databasesandanUMLtoRDFapproachto assess how best to create open linked geospatial metadata

ScotSDI EDINA renewed its partnership with the Scottish Government to develop a geospatial discovery metadata service as part of a Scottish SDI This addresses obligations under INSPIRE for public bodies to produce maintain and manage metadata about their geospatial resources Built using open source software this enables creation and discovery of UK standards compliant GEMINI2 dataset series and service metadata records

The Interoperable Geographic Information (IGIBS) project is building on prior work demonstrating how Shibboleth can be used to provide an organisational model for SDI We have shown that Shibboleth can be used to protect OGC Web Services without requiring any changes to the interfaces EDINA is working with the Welsh Government and the University of Aberystwyth to address the access control barrier by prototyping a simple tool that should allow users to quickly view their data using interoperability standards in combination with Welsh Government data TheUse Cases being explored areemerging from the UNESCO designated DyfiBiosphereReserve

ldquoThe usefulness of the geoportal cannot be over-emphasisedrdquoStudent HE

image copy GECO project

20 EDINA Annual Review 2010-2011

3 Service and Project Reports

Repository services

EDINA pioneered strategies for sharing resources within the limitations of third-party licence with the ShareGeo repositorybuildingonexperiencewithJorumDeveloped in a JISC funded-project ShareGeo allows users to share and re-use derived geospatial datasets within the Digimap service under the JISC Collections licensing arrangements It enables data sharing to take place in an authenticated environment that would otherwise not be possible

In April 2010 OS made a suite of core geospatial data products available as OS OpenData with Creative Commons Attribution licence terms conducive to sharing and reuse of derived data via open repositories Through ShareGeo Open an open access repository researchers students and lecturers creating geospatial data can deposit their research and operational data in a repository open to all to search and download

Since ShareGeo Open went live in June 2010

bull there have been over 6400 data downloadsbull the top 3 downloads are the ONS Postcode Directory Postcode Areas for Great

Britain and a GB-wide Digital Elevation Modelbull the National Library of Scotland is using ShareGeo Open to make available

historic data outputs from the AHRC funded Visualising Urban Geographies project

During the last year EDINA developed a plugin to allow direct data deposit into ShareGeo Open from within desktop mapping software via the SWORD protocol The plugin has been downloaded over 660 times

Census services

UKBORDERSprovidesaccesstoandsupportforalargeonlineldquofilingcabinetrdquoofdigitised boundaries and key postcode directory and related resources Funded by the Economic and Social Research Council (ESRC) as the Geography Data Unit for the Census Programme UKBORDERS is one of the most heavily used of the census services ndash in the 2010-2011 user survey it was the most frequently used service in a survey of 1358 users Highlights over the reporting period include

bull A successful bid for a further yearrsquos operation whilst ESRC deliberate on the future and nature of the post 2012 census delivery portfolio

bull The release of two new interfaces over the period ndash a Thematic Mapping Wizard allowinguserstogeneratetheirownchoroplethmapsandaDynamicLookupTable service allowing users to create bespoke geography reference tables

bull UKBORDERS also participated in the successful 2011 Census Conference

UKBORDERS is one of the most heavily used of the census services

Geological Map Data copyNERC 2010copy Crown copyrightdatabase right 2010 An Ordnance SurveyEDINA supplied service

21EDINA Annual Review 2010-2011

3 Service and Project Reports

agcensus offers grid square agricultural census data for England Scotland andWales During 2010-2011

bull TheserviceanddemocodewereportedfromMySQLtoPostGISbull 2009 and 2010 small area data for Scotland and 2008 2009 2010 data for

Wales (received from respective devolved government departments) were processed converted and brought into service

bull A subset of the decennial 2010 Agricultural Census (provided at 1km level of aggregation) will be forthcoming from DEFRA Methodology for conversion from small area to grid square has been requested in order to establish anomalies with the in-house conversion process

Additional project activity

The Spatio-Temporal Energy Efficiency Visualisation (STEEV) project aims to build a spatio-temporal exploration and visualisation tool for annual energyefficiencycoefficientssuchasenergyratingslikelyenergydemandandrelatedCO2 emissions modelled at Output Area level for a large regional geographical area of South Wales from 2000-2050

Testing of back-end database and data loading has been achieved primarily through test data provided by our project partner at the Welsh School of Architecture User interface and front-end design is reliant on back-end modelling and requires contextual anddescriptive content suchaspolicy-relatedenergy scenarios Anannotation facility is being considered which would allow stakeholders to annotate visualised content in real time

Multimedia and EducationMultimedia Services

JISC Mediahub was launched as a beta version in April 2011 followed by a full service release in August 2011 This service hosts multiple video sound and image collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection owners

While JISC MediaHub was in development the three multimedia services remained popular Film amp Sound Online with 382 institutional subscriptions Education Image Gallery with 88 NewsFilm Online with 350

NewsFilm Online will continue to be freely available to subscribers until July 2012 both as the current service and as part of Mediahub in its component collections

Film amp Sound Online and Education Image Gallery were withdrawn from service on 1 August

The definitive academic video image amp audio resource

image copy STEEV project

22 EDINA Annual Review 2010-2011

3 Service and Project Reports

Multimedia projects

Based at Sabhal Mograver Ostaig the Gaelic-language college on Skye Tobar an Dualchais isamulti-million-poundHeritageLottery-fundedprojecttopreservedigitiseandmake available online up to 12000 hours of recordings from the archives of BBC Scotland the National Trust for Scotland and the School of Scottish Studies at the University of Edinburgh EDINA and the University of Edinburgh IS department also contributed a production control and a cataloguing application for web-based input of metadata EDINA continued to develop the website in 2010 and the full public version was launched successfully in December 2010

Building upon earlier work for Tobar an DualchaisKist o Riches and the Statistical Accounts of Scotland EDINA worked collaboratively with the University of Edinburgh Centre for Research Collections during Phase 3 of an AHRC funded project The Carmichael Watson collection in Edinburgh University Library iscentred on the papers of the pioneering folklorist Alexander Carmichael (1832-1912) The project aimed to unlock one of the worldrsquos major folklore resources for thebenefitofacademicscholarsandthewidercommunityEDINAprovidedthesoftware engineering skills to develop and deliver online access to this iconic work ofAlexanderCarmichaelThiswaslaunchedinJune2011

Thefinal reportoftheshortprojectScoping Study Aggregations of Metadata for Images and Time-Based Media was made available in September 2010 It indicated the benefits of and opportunities for aggregations ofmetadata forthese resources and the barriers to having open and shareable metadata It also described a number of scenarios in which such aggregations would be useful or requiredanddifferentmodelsforaggregatingmetadata

Education service Jorum

Following the launch of the JorumOpen collection in January 2010 Jorum enjoyed continued growth in both the usage of the resources it contains and the number of resources that are shared through the service As of July 2011 visits to the servicewerefivetimeshigherthanthepeakusagebeforeJanuary2010andover14200 resources were available across a variety of subject areas ndash an increase of over 80 Many of these resources were shared by users involved in the JISC HE Academy OER Programme which the Jorum team continued to support

Jorum consolidated its collections on the DSpace platform in February 2011 and made all software outputs available for download and re-use in June 2011 through the EDINA Developer Corner and Github

Jorum was developed and run jointly by EDINA and Mimas from 2002 until 2011 From August 2011 Mimas will be taking Jorum forward into service

Alexander Carmichael Portait by William Skeoch Cumming Image is in the public domain

Image copy iStockPhotos 2010

23EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoThanks so much for your help I really cannot emphasis how invaluable itrsquos beenrdquo SDSS Helpdesk enquirer

Middleware and Infrastructure

UK Access Management Federation Related Projects

The joint bid from JISC Collections and EDINA to be the Operator for the UK Access Management Federation from August 2011 to July 2014 was successful During the remainder of the 2010-2011 academic year EDINA and JISC Collections worked with JANET(UK) on the transition arrangements Because EDINA already acted as the technical operator for the federation a smooth transition was expectedandhappened

A contract was agreed between EDINA and SWITCH to form the Shibboleth Consortium to provide coordination and means to engage the personnel to develop the Shibboleth federated access management software The Consortium will ensure development of the Shibboleth codebase upon which the UK Access Management Federation depends EDINA throughitsSDSSExpertGroupactivityisthe lead member of the Consortium and is responsible for the distribution of funding from JISC and SWITCH

The federation continued to grow substantially reaching over 850 members and 1250 entities the largest academic deployment in the world

The UK Federation Support Team at EDINA manages the metadata that underpins it and supplies technical support to its members In August 2011 a new centralised Discovery Service (WAYF) was implemented based on user testing Thisshouldimprovetheloginexperiencefor users throughout the UK education sector

The SDSS Expert Group contributes nationally and internationally to the development and maintenance of the Shibboleth infrastructure and codebase Nationally the federation operator refers technical issues related to the operation of theUKfederationto theSDSSExpertGroup

During 2010-2011 the SDSS Expert Groupworked with Internet2 (I2) and the Shibboleth Consortium participating in the Shibboleth core development team with core Shibboleth software including the Shibboleth V3 IdP

The expert group has contributed to theEmbedded Discovery Service which will supportamoreconsistentloginexperienceacrossdifferentservicesbymakingiteasyfor service providers to deploy standard WAYF functionality familiar to users but with their own branding and on their own servers rather than depending on the federationrsquos Central Discovery Service servers

Theexpertgroup isworkingwitha smallInternet2 subgroup to develop a technical architecture for inter-federation working The work involves the refinement of anAggregation Engine to allow the swapping of authorised metadata between federationsSignificantprogressthisyearmeans that the aggregation engine has now replaced the bespoke code previously used to generate the production UK federation metadata while test metadata including entities from other federations is now also being generated daily

WSTIERIA was a JISC-funded project which ran from January 2010 to March 2011 and investigated mechanisms for use of federated access management with web services WSTIERIA evaluated possible solutions based on use of faccedilade software andrecentextensionsofcoreShibbolethcode

Image copy Jupiterimages 2006

24 EDINA Annual Review 2010-2011

3 Service and Project Reports

Unlock Related Projects

Unlock the gazetteer and geo-referencing infrastructure service provides two sets of web services one is a ldquogazetteer cross-searchrdquo comparing different sources ofgeographic data for information about place-names The other is a ldquogeo-parsingrdquo service using text mining techniques toextractplace-namesfromresources(textor metadata) to allow collections to be searched by location

Unlock Places offers search acrosslicensed OS data sources for subscribers to Digimap OS Collection Last yearUnlock was adapted to include an open data gazetteer which provides world-wide coverage and includes the OS Open Data products

In terms of the JISC Information Environment Unlock is a shared terminology service that can underpin geographic searching and geo-referencing for other services Unlock can help with data and resource linking and improving the metadata describing scholarly work

The JISC-funded CHALICE (Connecting Historical Authorities with Linked dataContexts and Entities) project applied atext mining approach to volumes of theEnglish Place Name Survey to produce a Linked Data historic gazetteer for areasof England which could then be used to improve the quality of georeferencing in other archives The gazetteer is linked to other placename sources on the LinkedData web via geonamesorg and Ordnance Survey Open Data We aimed to provide a historic place-name gazetteer covering a thousand years of history linked to attestationsinoldtextsandmaps

Intensive user engagement was undertaken with archive projects that canbenefitfromtheopendatagazetteerand open source text mining tools TheCHALICEoutputsare for anyoneworkingwith historic material ndash be that archives of records objects or ideas There is a Past Places browser to help illustrate the data andprovideaLinkedDataviewofthedata

Unlock has also been working towards supporting tooling for the Bamboo Project which is building applications and shared infrastructure for humanities research

OpenURL Router Related Projects

OpenURL Router continued to have high levels of use during 20102011 with 97 registered institutions which register the OpenURL resolvers they use with theRouterTheOpenURLRouter isacentralregistrydetailingOpenURLresolverstheinstitutions to which they belonged and certaindetails(UKFederation identifiersIP addresses and domain names) that help in identifying members of that institution This allows referring bibliographic services to addressOpenURL links to the correctresolver for each end user without any prior knowledge of the user or their institution

The JISC-funded Using OpenURL Activity Data project built on the recommendations oftheSharedOpenURLDataInfrastructureInvestigation in 2008-9 by exploring thevalue and viability of releasing OpenURLactivity data for use by third parties as a means of supporting development of innovative functionality Following an initial investigation to understand how IP addresses could be collected and processedwithoutexposingthecollectingorganisation to legal risk the data filesbased on the OpenURL Router log fileswere produced and released under the open license ODC-PDDL An articlerecommender prototype was developed basedonthisdataasanexampleofhowthe data could be used

ldquoExcellent servicemdashhas saved a huge amount of time and effortrdquoOpenURL Router Librarian HE

Image copy Tom Armitage

25EDINA Annual Review 2010-2011

3 Service and Project Reports

Additional project activities

AprojectbeganinFebruary2011toproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelatedtechnologiesSeveralmembersofstafffromboththegeographicand bibliographicmultimedia development teams in EDINA have been working on Linked Data Focus We ran three short software development ldquosprintsrdquo to produce Linked Open Data output from several different EDINA projects and servicesDuring each sprint we held a workshop where we presented and discussed the workinprogressandinvitedpeoplefromoutsideEDINAtoshowofftheirrelatedwork

The development work supports the broader ambition of Discovery and has adopted its guidelines for metadata We are working towards the production of anldquoinfokitrdquodocumentingourfindingsandpracticeswithaviewtoassistingandinforming other institutions

EDINArsquosworkonprovidingldquotargetedrdquologinURLsisbeingrolledouttoitsservicesThe Ediauth Targeted Login mechanism exists to provide a simple and robustalternativetoshibbolethWAYFlessURLsforwhichthereisconsiderabledemandAdditionally it ismoreflexibleand informativethanshibbolethWAYFlessURLsThe targeted loginURLsarebeingadvertisedandused for JISCMediaHubandis being used by the prototype CRIS bookmarking service It will be rolled out to otherEDINAservicesintimeforthenextrevisionoftheEDINArsquosmainwebsite

CRIS the ldquoCommenting and Referencing Infrastructure Servicerdquo is a shared middleware service for bookmarking and commenting web resources with a particular focus on multimedia CRIS was developed as a JISC-funded personalisation service with the potential to help service providers avoid duplicatingimplementationofthefunctionalityinindividualservicesItalsooffersa basis for recommender functionality CRIS has now been successfully tested with JISC Mediahub to provide bookmarks and commenting These functions are due for release in JISC Mediahub by the end of 2011

User Support Our support activities in 2010-2011 were as follows

Helpdesk

The EDINA helpdesk continued to be the primary point of contact for all enquiries concerning EDINA services and successfully resolved enquiries from end-users andsupport staff EDINArsquos licenceandcall-loggingsystem(Helios)was furtherenhanced in 2010-2011 to facilitate registrations to use the Digimap for Schools service

The helpdesk approved almost 50000 applications to use the Digimap service across the three collections requiring registration ndash OS Geology and Marine Digimap

ldquoIt makes a change to find a helpdesk that actually helpsrdquoEDINA Helpdesk enquirer

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 9: EDINA Annual Review, 2010-2011

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 7

The WSTIERIA project completed in March 2011 successfully demonstrated two methods of using the federation for non browser based machine-to-machine interactions (ldquoweb servicesrdquo)

EDINAlaunchedJISCMediaHubthedefinitiveacademicvideosoundandimageresource for UK HE and FE

The beta version of JISC MediaHub was released in April followed by a full service release in August Over 100 institutions have already subscribed to JISC MediaHub as part of the JISC eCollections service

The service hosts multiple collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection-owners

TheJISCMediaHubserviceisalsoanexampleofparticipationinDiscoveryasa user of open data as mentioned above - it uses CultureGrid open metadata

This academic year has seen consolidation and rationalisation of the services offered from the Digimap platform Building on the introduction of the Roambased mapping services last year there has been much harmonisation of the source code so that service enhancements can be applied across collections eg Annotation and Measurement tools which have been added to all the Digimap services including Digimap for Schools

Usage continued to increase in 2010-2011 Users of all the Digimap services created nearly 11millionmaps and downloaded very significant volumes ofdata Over 100000 requests for data were made and nearly 1 million tiles of data were taken On top of this over 1575 million Km2 of OS MasterMapreg data was downloaded

Ancient Roam a facility in Historic Digimap now allows users to compare two historicalmapsofthesamelocationfromdifferentdecadessidebysideUsingthe 2up View users can view a location and easily see how the landscape has changed over time

Launched inOctober 2010DigimapOpenStreamnowhasover 1700 registeredusers

OpenStream enables users of desktop GIS to have the most current up-to-date Ordnance Survey streamed live to their desktop without the need of storing and managing data For those creating web mash-ups the service delivers up-to-date mapping in a fast interoperable manner

ShareGeo Open a repository service for the sharing of geospatial data also launched in autumn 2010

ShareGeoOpen now has over 140 geospatial datasets available for reuse by anyone licensed under Creative Commons

image copy iStockPhoto 20011

contains Ordnance Survey data copy Crown copyright and database right 2010 Data provided by Digimap OpenStream an EDINA University of Edinburgh Service

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 8

EDINArsquos role in creating implementing and supporting Jorum the UKrsquos national repository for learning and teaching resources came to a successful conclusion in July 2011 with the repository providing access to over 14000 resources across a variety of subject areas Jorum has been taken forward into service by Mimas the national data centre based at the University of Manchester from August 2011

EDINArsquos expertise in DSpace customisation licensing and service deliveryenabled the provision of a robust socio-technical infrastructure for Jorum and for academic content more generally A robust legal and policy framework was created for the service and the technical infrastructure has been made available under open source licences for others to reuse and repurpose

EDINA has continued to advance work to assist the library community in ensuring Continuity of Access to Scholarly Content for which EDINA is gaining good reputation nationally and internationally

EDINAcontinuestoprovidesupporttotheUKLOCKSSAlliancecommunityandhasbeencontributingtothedevelopmentoftheLOCKSSsoftwaretosupportintegration with library link resolver systems In addition EDINA has continued toactastheOpenAccessplatformfortriggeredcontentforCLOCKSS

Since 2008 EDINA has been working in partnership with the International Standard Serial Number International Centre (ISSN IC) on the ldquoPiloting an e-Journal Preservation Registry Servicerdquo (PEPRS) project and at the end of April 2011 released a beta service for public use This work is being taken forward as ldquoThe Keepers Registryrdquo

EDINA has now begun work on phase two of a pilot project to improve post-cancellation access provision to scholarly content (PECAN) with the objective of delivering a pilot ldquoentitlement registryrdquo to provide an authoritative record of access entitlement

The OpenDepotorg service launch was timed to coincide with the Repository Fringe 2010 and was our contribution to Open Access Week from 18-24 October It has continued to be used by researchers worldwide as a platform to make their research literature available on an open access basis with a weekly average of one or two deposits and over one hundred redirects to local repository services

The redirects were made possible by the Open Access Repository Junction project which has successfully completed its phase one stage and will develop its proof-of-concept broker into a service in phase two due to take place this coming year

Spatial Data Infrastructures We have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability

EDINA assists libraries in ensuring Continuity of Access to Scholarly Content

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 9

The GoGeo geo-data portal service is regarded as a critical component of the UK Spatial Data Infrastructure (SDI) A new interface for the site featuring improved usability functionality and visual design went live in May 2011 Its online geospatial metadata creation tool GeoDoc enables creators of geospatial data to document their data to a variety of standards-compliant schemas

GoGeo and GeoDoc combined ensure the UK HE sector can engage with the UK LocationProgramme and the INSPIRE Directive at the EU level

EDINA was funded by JISC to undertake the Geospatial Engagement and Community Outreach (GECO) project the over-arching purpose of which is to foster self-help communities of users of geospatial resources and champion awareness of the INSPIRE Directive in the sector

We are working in partnership with the Scottish Government and the British Geological Survey to develop a pilot geospatial discovery metadata service as a key component of a Scottish SDI

We work under the auspices of the international E-Framework for Education and Research founded by JISC and other international partners in the Geospatial e-Framework Collaboration with LandcareResearchNewZealand

This year saw the completion of the European Spatial Data Infrastructure Network (ESDIN) project Working within Open Geospatial Consortium (OGC) processes EDINA contributed by successfully demonstrating how Shibboleth can be used to protect the OGC Web Services that underpin SDI A number of GIS vendors have modifiedtheircommercialsoftwareasaconsequenceofthisworkndashwhichwasshowcased at the INSPIRE 2011 conference

Social MediaEDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders and in 2010-2011 we continued to enhance our uses of these media We also launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector

Benefits and impact information For thefirst time in theacademic year 2010-2011 EDINAandother JISCServiceProviderswererequiredunder theirServiceLevelAgreements (SLA)toprovidebenefitsandimpactachievementsinformationtotheJISCMonitoringUnit(MU)in addition to the quantitative information usually reported

Surveys were carried out across most of our services We reported the results to the MU in February 2011 and have made them available at our website (httpedinaacukimpact)

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 10

The vast majority (typically well over 80) of the respondents found the services easy to use saved time and said that they would recommend them to others

EDINA determined to focus positively on ratings and comments that indicated the needtomakesomeservicessimplerforinexpertusersEDINAhaslongengagedwith this group of its users and pioneered services that are easier to use

Technical Infrastructure improvementsRecurrent hardware funding from JISC continued in 2010-2011 the third year of an agreed 3-year upgrade spend

The additional servers which were purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

There has been a continuation over the year towards virtualisation under VMWare a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Over 70 of survey respondents found SUNCAT easy to use and saved them time

11EDINA Annual Review 2010-2011

3 Service and Project Reports

3 Service and Project Reports

ldquoOurmissiontoenhanceproductivityqualityandcost-effectivenessinresearchandeducationwithovertwenty-fiveyearsofexperienceandtechnicalexpertiseindataandonlineservicesrdquo

Our main business areas in 2010-2011 were Reading amp Reference with focuses on scholarlycommunicationcontinuityofaccessandtextMapsampDataespeciallygeospatial Multimedia amp Education including a focus on learning and teaching (LampT) andMiddleware amp Infrastructure with focuses on accessmanagementinteroperability and registries

This online service delivery is supported in three ways First we support end users and librarians and information services in various ways Second we ensure a high level of usability accessibility and reliability complying with standards and meeting agreedperformance indicatorsThirdweuseourexpertiseandcompetence inproject activity to advance development and understanding on behalf of JISC and the wider education and research community

Most service and RampD activities undertaken in 2010-2011 were funded by JISC As shown on the following pages a number of project activities undertaken relate to service activities

EDINA has been undertaking innovative research and development

12 EDINA Annual Review 2010-2011

3 Service and Project Reports

Reading and Reference Scholarly Communication Services and Related Projects

SUNCAT Related Projects

SUNCAT is the national union catalogue for serials providing facilities to discover and locate serials held across the UK

Ahighlysignificantadditiontothe listofContributingLibrarieswasTrinityCollegeDublin (TCD) TCD although located in the Republic of Ireland is a legal deposit library for both the UK and Ireland and is the largest research library in Ireland It has contributed 180000 serial records containing a number of titles not held by any other SUNCAT library Another major library added was the Open University which has contributed about 35000 serialsrsquo records

The downloading service was considerably enhanced during the year by making available records from 17 Contributing LibrariesincludingalltheUKlegaldepositlibraries other major research libraries in the UK as well as a selection of specialist libraries

Work has been taking place on the platform used by SUNCAT including the development of a new user interface separate from the database that is at the heart of the service and which will allow improvements to be implemented rapidly The new interface will be introduced in Winter 2011

A SUNCAT Google Application was launched this year allowing users to search SUNCAT from their iGoogle page This complements the existing SUNCATFacebook application

The decision was taken to extend thecoverage of Tables of Content (TOC) of journals in SUNCAT A joint project was agreed with Heriot Watt University which hosts the JournalTOCs service This provides a TOC service for over 16000 journals from 868 publishers and thereby extends the journal coverage currentlyprovidedbytheZetocserviceItisplannedto have this functionality available in Autumn 2011

The vision articulated by UK Discovery has emphasised the importance of metadata being open reliable sustainable and suitable for reuse The scale nature and comprehensiveness of the SUNCAT metadata covering as it does the serialsrsquo records of many major research libraries in the UK and Ireland means that it is a priceless resource and potentially of great value for reuse

Work has been carried out in the SUNCAT exploring open metadata project to explore the issues of making the dataopen both a technical and legal challenge Many of the records provided to SUNCAT havenotbeenprovidedbythestaffintheContributingLibrariesbutratheracquiredfrom third parties who can and do claim some degree of ownership over the records Accordingly it has been necessary to ask the librarians to sign Agreements with EDINA for the release of their data It is planned to implement an API to allow accesstothedata Thefirstoutcomesofthis work will be made available in Autumn 2011

Image copy Getty Images

ldquoeasy to use and full information about holdings in UK librariesrdquoLibrarian HE

ldquoItrsquos simply the best easiest to use interface for journal informationrdquoSUNCAT user

13EDINA Annual Review 2010-2011

3 Service and Project Reports

Over last year almost 45000 visitors used the OA-RJ

OpenDepotorg Related Projects

OpenDepotorg continues to support researchers worldwide who wish to make their work available on an Open Access basis They do so by being re-directed to their institutional repository or by direct deposit into OpenDepot The latter is especially valuable for authors who do not have access to local repository services

The Depot was originally commissioned by JISC to support its RepositoryNet Initiative with the objective of ensuring that there was a national open access repository during the interim period while all universities set up their own institutional repository That project funding ended but consultations within the open access movement indicated that there was a comparable need on a global stage

The JISC-funded Open Access Repository Junction (OA-RJ) project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker services

The Repository Junction discovery tool is a database with over 13000 institutions 2000 repositories and network ranges which allows institutions or authors to be matched to appropriate repositories The data can be accessed by third party developers through a set of APIs and is also available as four-star linked data

The SONEX group is supported by JISC to foster international collaboration and guide development Its focus is on deposit opportunities and interoperability between and across repositories scholarly output notification and exchange It has defineda set of use case actors and is promoting investigation of use case scenarios by projects internationally The director of EDINA is one of the four members of SONEX

We first started to serve libraries and their patrons with SALSER the serials catalogue for Scottish academic and research libraries the year before being designatedasaUKnationalacademicdatacentreSALSERrsquosscope is limitedtoScotland but includes a diverse range of libraries and is well used During 2010-2011 the frequency of updates from libraries continued to improve This included the MoredunResearchInstitutetheScottishLawCommissionHistoricScotlandandthe Scottish National Blood Transfusion Service all updating their records during the year

Other services continue to be reviewed in the light of changes in the market Land Life Leisure is a weekly updated digest of press releases reports and articles in thefieldofrural informationDuring2010-2011 ithascontinuedtobesupportedthrough community-based indexing with contributions from Coleg Sir Gacircr andHarper Adams Pershore Myerscough Biston and the Royal Agricultural Colleges with just under 30 subscriptions in addition to these institutions

Our provision of CAB Abstracts as a weekly updated bibliographic database continues as our only other AampI database Around 300000 records were added in 2010-2011 from over 7500 serial titles books monographs technical reports proceedingspatentsandpublishedthesesndashreaching63millionrecordsFulltextprovision also increased with over 100000 items available in 2011

Image copy Stock International Inc

Image copy EDINA

14 EDINA Annual Review 2010-2011

3 Service and Project Reports

Continuing Access Services and Related Projects

UK LOCKSS Alliance and CLOCKSS Related Projects

EDINA has been supporting the UK LOCKSS Alliance for three years providing support to members and coordinating the development of the operation as a self-governing co-operative organisation

Maintenance funding is raised by subscription from its 16 members and we have just completed thefirstof a three-year grant from JISC for development and community engagement The goal is to build capacity and collaborative action to ensure continuing access to scholarly work that universities regard as important and at risk This includes taking advantage of what is done nationally and internationally EDINArsquos role is to provide technical development and programme coordination

EDINA also provides a support role for the initiative taken by the University of Edinburgh as one of seven founding libraries in CLOCKSS Edinburgh is one of the 12 steward libraries in a global network of Archive Nodes Together withStanfordUniversityLibrariesEDINAacts as a designated Open Access host for ldquoorphanedrdquo journal content when a triggereventisconfirmedbytheCLOCKSSBoards To date four sets of content have been released to test the readiness of theCLOCKSSsystemandtomakejournalarticles available under Open Access that might otherwise have been lost to global scholarship

The second phase of the Piloting an E-Jour-nals Preservation Registry Service (PEPRS) project is now well underway with a well-received beta service launched at the end of April 2011 now re-branded as The Keep-ers Registry This provides librarians and policy makers with information on who is doing what to preserve e-journal content Working in partnership with the Interna-tional Standard Serial Number (ISSN) In-ternational Centre in Paris this relates the actions of archival agencies against details of over 80000 electronic serials held in the ISSN Register The archival agencies involvedfirst includedCLOCKSS e-DepotKB (National Library of the Netherlands)UKLOCKSSAlliancePorticoandtheBrit-ish Library and now includes HathiTrustEDINA is now in discussion with other in-ternational agencies to include their hold-ing information Work will continue to en-hance the functionality involve additional agencies and establish The Keepers Regis-try as a sustainable well-governed service Related work has involved decision making at the ISSN Network for the assignment of ISSNs to the growing corpus of digitised journals

Phase two of the Pilot for Ensuring Conti-nuity of Access via NESLi2 (PECAN) proj-ect builds on work carried out jointly by EDINAandJISCCollectionsthat identifiedthe need to develop a shared service to record each HEIrsquos archival access to jour-nal titles Central to supplying this need is an ldquoEntitlement Registryrdquo which would provide an authoritative record of access entitlement increasingly important when institutions cancel journal deals as a result of budget pressures and when titles move from one publisher to another EDINA has been awarded short-term funding to take thefirststeptowardsdevelopingapoten-tial service for use by HEIs and publishers alike by implementing a prototype demon-strator of the software needed to store manage and access the entitlement infor-mation

ldquoUK LOCKSS provides a low-cost practical solution enabling access to preserved content when neededrdquoLorraine Estelle CEO JISC Collections

15EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoMANTRA reflects good practice in research data managementrdquo

Data Library Team EDINA

E-book service

Oure-bookofferingtheFirst and Second Statistical Accounts of Scotland is one of the best contemporary reports of life during the agricultural and industrial revolutions in 1790s and the 1830s Based on contemporary reports of the 938 parishesofScotlandthisisanexampleofaformerlyJISC-fundedprojectthatnowhas a healthy uptake and sustainable future

During 2010-2011 new materials were added to enhance the richness of the publishedAccountsanindexofthepersonspredominantlyministersresponsiblefor compiling the reports that form theStatisticalAccountsanonline IndexofMaps(fivemaps intheFirstAccountandthirty-one intheSecond)whichgivesa full description of each map and its location in the printed sets of the Accounts in Edinburgh University Library Edinburgh Central Library National Library ofScotlandMap Library and GlasgowUniversity Library and a brief guide to keyinformation sources on parish boundaries in Scotland

Project activity to support access to research data

EDINA made substantial contributions to the University of Edinburghrsquos research datamanagementstrategythisyearthroughitsUniversityDataLibraryserviceInDecembertheDataLibrarianpresentedapaperco-authoredwithVicePrincipalJeffHaywoodattheInternationalDigitalCurationConference(DCC) inChicagoarguing for institutional responsibility in research data management In May the Universitypassedaresearchdatamanagementpolicysaidtobethefirstof itskind in the UK

InJulytheDataLibraryteamcompletedayear-longJISC-fundedprojectMANTRA to produce openly licensed online learning materials in research data management for PhD students to be delivered at the University and shared as an Open Educational Resource The interactive topical units were created using Xerte and arehighlycustomisableforre-useSoftware-specificdatahandlingpracticalsandvideo interviews were also created The learning materials will also be accessible from the EDINA website for anyone to work through

copyThe University of Edinburgh and the University of Glasgow

16 EDINA Annual Review 2010-2011

3 Service and Project Reports

Maps and Data Content services and related projects

Ordnance Survey Collection Related Projects

Digimap Ordnance Survey collection contains maps at scales ranging from 11250 up to 1750000 available for making maps online or for download There are scanned raster maps (digital versions of Ordnance Surveyrsquos paper maps) as well as vector maps at a range of scales including OS MasterMapreg the most detailed large scale mapping It also includes postcodes administrative boundaries a gazetteer of place names and digital terrain models

Over 140 universities and colleges used the service with an average of over 46000 active users logging in over 280000 times

Digimap Roam has continued to provide a huge number of maps along with Digimap Carto 65 million screen maps were viewed in this period Carto is now used less for making screen maps due to the improvements that came in Digimap Roam However the number of high quality PDFs created by Carto has continued to increase 155000 PDF map fileswere generated from both DigimapRoam and Carto in this period

Users downloaded 762000 km2 of OS MasterMapregTopographyLayerdata151million km2 of OS Integrated Transport Network (ITN) data and over 440000 data files from other OS data productsThese data volumes are worth around pound20 million at commercial cost

The USeD project began in July 2011 and is looking at ways of improving the Data Download facility The aim is to ensure that the new interface that is being developed for 2011-2012 is more intuitive and meets the needs of all of our users

Thecomplexityoftheunderlyingdatatheheterogeneous nature of the user base and the broad range of digital literacy across this user base poses both usability and learnability challenges of the firstmagnitude

We propose to address this ldquospatial literacyrdquo gap by conducting user focused research to develop Personas which can be geared to improving work-flow fordifferentlyabledusersacrossthespectrumfromnovicetoexpert

ldquoAs a GIS lecturer and map librarian Irsquom recommending this to my students all of the timerdquoLecturer HE

65 million screen maps were viewed in 2010-2011

ldquothe cheapest and easiest way to get hold of OS data for academicsrdquoInformation Professional HE

17EDINA Annual Review 2010-2011

3 Service and Project Reports

Historic Digimap Related Projects

Historic Digimap provides access to digital scans of OS paper maps of Great Britain from 1843 to 1996

This service is increasing in popularity with 76 subscribing institutions and almost 70000 sessions across the year

The introduction of Ancient Roam and Historic Download has meant that there has been a great increase in the amount of data that users are viewing and downloading Over 35 million maps were viewed and nearly 460000 files weredownloadedasignificantincreaseontheprevious year

By having a close relationship with the other Roam interfaces the Ancient Roam interface has benefited fromthe development of annotation and measurement tools

The results of the metadata capture projectwiththeNLSwerealsoaddedintothe service allowing our users to access the survey dates for Scottish historic maps

A project was carried out with the National Library of Scotland (NLS) tocreate enhanced metadata for Scottish historic maps The survey dates that were not captured when Landmark Solutionsoriginally created the data in Historic Digimap were retrieved from the NLSrsquocopies of historic OS maps This extrametadata has been requested by users sincetheHistoricDigimapservicewasfirstlaunched so its addition for the Scottish maps was welcomed

Walking Through Time 2 The second phase of this project concentrated upon developing a sustainable platform to allow us to potentially roll out the application across Britain via the most popular smart phone platform It concentrated on developing the application natively for the iPhone (rather than as a web app) and undertook testing and evaluation during the Edinburgh Festival 2010

AddressingHistory The second phase of this project was led by EDINA with in-kindsupportfromtheNLSDevelopmentconcentrated upon the sustainability and interoperability of the AddressingHistory tool and API thus resonating with JISCrsquos vision to build sustainable and durable deliverables It has seen the re-engineering andldquoexternalisingrdquooftheexistingparsingprocess which devolves refining andediting responsibility to parties interested in a particular Post Office Directory Theinterface has also been refined and anumber of features and functionality implemented All development code is open and available under a GNU General PublicLicence

Digimap for SchoolsofferseasyaccesstoarangeofcurrentOSmapsincludingdigitalversionsofOSrsquosfamouspapermapstheLandrangerandExplorerseriesaswell as the most detailed OS MasterMapreg mapping and street-level maps showing street names and road-atlas style maps On 14 April 2011 the service received the GoldGeographicalAssociationPublisherrsquosAward inrecognitionof itssignificantcontribution to geographical education

ldquoHistoric Digimap is a quick easy way of finding historical datardquo Researcher HE

Image copy Jupiterimages

18 EDINA Annual Review 2010-2011

3 Service and Project Reports

The service was enhanced in May 2011 with the delivery of annotation and measurementtools Studentscannowaddpointmarkers linesareasandtextlabels as well as measuring distances and areas of features on screen With these toolsinplaceanassessmentisunderwaytofindouthowsuccessfultheservicehas been in supporting OS encourage schools to move from print to digital maps

Over 2500 schools have taken advantage of OSrsquos voucher scheme providing free accesstoDigimapforSchoolsforsomeschoolswhichfinishesinDecember2011

Accessing Digimap for Schools as a subscription service is now overseen by JISC Collections and a small number of schools have taken up subscriptions EDINA has delivered an online subscription interface to assist JISC Collections manage subscriptions Enhancements to that interface are underway to allow schools to purchase the service via credit card payments

Geology Digimap provides access to maps and data from the British Geological Survey (BGS) This service has also grown the number of subscribing institutions increasingto50exceedingexpectations

The number of sessions has risen to over 30000 for this year There are now almost 58000 registered users of which around 20000 are active

The new Geology Roam interface introduced in 2009 ndash 2010 has enabled users to create a very large number of maps in this academic year close to 650000

The interface has also received a number of enhancements over the year including the addition of JIDI images an improved rock information map query tool and the annotation and measurement tools

The results of the ABLe project were also fed into this service allowing usersenhanced functionality to interact with the map and the legend The user is now able to highlight rocks on the map by clicking on the legend and vice versa

EDINA also delivers Marine Digimap for mapping of the UK coastal zone at various scales and detail derived from Admiralty Charts Users can download a feature-rich vector GIS dataset SeaZonersquos Hydrospatialreg data containing ldquotopicrdquo layers on bathymetry and elevation structures and obstructions and conservation and environmental protection

Over 15000 users from 16 subscribing institutions have registered for the service showing that it has appeal beyond those studying marine and the coastal environment

This year we have added the Marine Roam interface which uses the Hydrospatialreg data This provides a convenient and simple means of viewing this complexdataset So far it has produced nearly 30000 screen maps since it was launched in October 2010 Development has continued throughout the year with the addition of the measurement and annotation tools to the interface

ldquothe easiest way to find geology of the areardquoLecturer HE

Image copy Courtesy Colin Palmer

19EDINA Annual Review 2010-2011

3 Service and Project Reports

Discovery services and related projects

GoGeo Related Projects

GoGeo is a discovery service that brings together online resources (of all types) on the basis of location as well as subject It is a critical component of the UK academic Spatial Data Infrastructure (SDI) and as a consequence of its interoperable architecture can also play a part in surfacing academic resources to the broader cross-sectoral community UK SDI ndashthe UK Location Programmersquos LocationInformationInfrastructure(UKLPLII)

GeoDoc is the online geospatial metadata creator tool that sits behind GoGeo for providers of geospatial data to document their data using standards-compliant schema The UK academic profile forISO19115 known as AGMAP is now aligned with the new national GEMINI2 andEuropeanINSPIREmetadataprofiles

During 2010-2011 GoGeo was given a new design to provide a more current look for the portal and to strengthen its core message Simultaneously the portal was re-architected to use an open source catalogue toolkit implementing INSPIRE compliant protocols ensuring GoGeo can interact harvest from and make available records to be harvested by the UK Location Programme within datagovuk and European INSPIRE geoportal

This is particularly important as during 2010-2011 the existing UKgovernment geoportal Gigateway was decommissioned

The purpose of GECO is to foster a community of users of geospatial resourceswithinidentifiablecommunitiesof interest GECO aims to increase the use of geospatial tools infrastructure and information collate exemplars of useidentify and promote best practice assist with the maturation of the UK academic SDI promote the JISC Geospatial Working Grouprsquos (GWG) Vision for geospatial resources champion awareness raising of INSPIRE ensuring that the sector is cognisant of the obligations and opportunities and promote good data management principles

GoGeo Linked Data (GOLD) exposedthe GoGeo Catalogue and the Scottish Government Spatial Discovery Portal CSW content as a Linked Data triple store toimprove the ldquodiscoverabilityrdquo of metadata records A range of technical approaches were explored including schema cross-walking production direct from relational databasesandanUMLtoRDFapproachto assess how best to create open linked geospatial metadata

ScotSDI EDINA renewed its partnership with the Scottish Government to develop a geospatial discovery metadata service as part of a Scottish SDI This addresses obligations under INSPIRE for public bodies to produce maintain and manage metadata about their geospatial resources Built using open source software this enables creation and discovery of UK standards compliant GEMINI2 dataset series and service metadata records

The Interoperable Geographic Information (IGIBS) project is building on prior work demonstrating how Shibboleth can be used to provide an organisational model for SDI We have shown that Shibboleth can be used to protect OGC Web Services without requiring any changes to the interfaces EDINA is working with the Welsh Government and the University of Aberystwyth to address the access control barrier by prototyping a simple tool that should allow users to quickly view their data using interoperability standards in combination with Welsh Government data TheUse Cases being explored areemerging from the UNESCO designated DyfiBiosphereReserve

ldquoThe usefulness of the geoportal cannot be over-emphasisedrdquoStudent HE

image copy GECO project

20 EDINA Annual Review 2010-2011

3 Service and Project Reports

Repository services

EDINA pioneered strategies for sharing resources within the limitations of third-party licence with the ShareGeo repositorybuildingonexperiencewithJorumDeveloped in a JISC funded-project ShareGeo allows users to share and re-use derived geospatial datasets within the Digimap service under the JISC Collections licensing arrangements It enables data sharing to take place in an authenticated environment that would otherwise not be possible

In April 2010 OS made a suite of core geospatial data products available as OS OpenData with Creative Commons Attribution licence terms conducive to sharing and reuse of derived data via open repositories Through ShareGeo Open an open access repository researchers students and lecturers creating geospatial data can deposit their research and operational data in a repository open to all to search and download

Since ShareGeo Open went live in June 2010

bull there have been over 6400 data downloadsbull the top 3 downloads are the ONS Postcode Directory Postcode Areas for Great

Britain and a GB-wide Digital Elevation Modelbull the National Library of Scotland is using ShareGeo Open to make available

historic data outputs from the AHRC funded Visualising Urban Geographies project

During the last year EDINA developed a plugin to allow direct data deposit into ShareGeo Open from within desktop mapping software via the SWORD protocol The plugin has been downloaded over 660 times

Census services

UKBORDERSprovidesaccesstoandsupportforalargeonlineldquofilingcabinetrdquoofdigitised boundaries and key postcode directory and related resources Funded by the Economic and Social Research Council (ESRC) as the Geography Data Unit for the Census Programme UKBORDERS is one of the most heavily used of the census services ndash in the 2010-2011 user survey it was the most frequently used service in a survey of 1358 users Highlights over the reporting period include

bull A successful bid for a further yearrsquos operation whilst ESRC deliberate on the future and nature of the post 2012 census delivery portfolio

bull The release of two new interfaces over the period ndash a Thematic Mapping Wizard allowinguserstogeneratetheirownchoroplethmapsandaDynamicLookupTable service allowing users to create bespoke geography reference tables

bull UKBORDERS also participated in the successful 2011 Census Conference

UKBORDERS is one of the most heavily used of the census services

Geological Map Data copyNERC 2010copy Crown copyrightdatabase right 2010 An Ordnance SurveyEDINA supplied service

21EDINA Annual Review 2010-2011

3 Service and Project Reports

agcensus offers grid square agricultural census data for England Scotland andWales During 2010-2011

bull TheserviceanddemocodewereportedfromMySQLtoPostGISbull 2009 and 2010 small area data for Scotland and 2008 2009 2010 data for

Wales (received from respective devolved government departments) were processed converted and brought into service

bull A subset of the decennial 2010 Agricultural Census (provided at 1km level of aggregation) will be forthcoming from DEFRA Methodology for conversion from small area to grid square has been requested in order to establish anomalies with the in-house conversion process

Additional project activity

The Spatio-Temporal Energy Efficiency Visualisation (STEEV) project aims to build a spatio-temporal exploration and visualisation tool for annual energyefficiencycoefficientssuchasenergyratingslikelyenergydemandandrelatedCO2 emissions modelled at Output Area level for a large regional geographical area of South Wales from 2000-2050

Testing of back-end database and data loading has been achieved primarily through test data provided by our project partner at the Welsh School of Architecture User interface and front-end design is reliant on back-end modelling and requires contextual anddescriptive content suchaspolicy-relatedenergy scenarios Anannotation facility is being considered which would allow stakeholders to annotate visualised content in real time

Multimedia and EducationMultimedia Services

JISC Mediahub was launched as a beta version in April 2011 followed by a full service release in August 2011 This service hosts multiple video sound and image collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection owners

While JISC MediaHub was in development the three multimedia services remained popular Film amp Sound Online with 382 institutional subscriptions Education Image Gallery with 88 NewsFilm Online with 350

NewsFilm Online will continue to be freely available to subscribers until July 2012 both as the current service and as part of Mediahub in its component collections

Film amp Sound Online and Education Image Gallery were withdrawn from service on 1 August

The definitive academic video image amp audio resource

image copy STEEV project

22 EDINA Annual Review 2010-2011

3 Service and Project Reports

Multimedia projects

Based at Sabhal Mograver Ostaig the Gaelic-language college on Skye Tobar an Dualchais isamulti-million-poundHeritageLottery-fundedprojecttopreservedigitiseandmake available online up to 12000 hours of recordings from the archives of BBC Scotland the National Trust for Scotland and the School of Scottish Studies at the University of Edinburgh EDINA and the University of Edinburgh IS department also contributed a production control and a cataloguing application for web-based input of metadata EDINA continued to develop the website in 2010 and the full public version was launched successfully in December 2010

Building upon earlier work for Tobar an DualchaisKist o Riches and the Statistical Accounts of Scotland EDINA worked collaboratively with the University of Edinburgh Centre for Research Collections during Phase 3 of an AHRC funded project The Carmichael Watson collection in Edinburgh University Library iscentred on the papers of the pioneering folklorist Alexander Carmichael (1832-1912) The project aimed to unlock one of the worldrsquos major folklore resources for thebenefitofacademicscholarsandthewidercommunityEDINAprovidedthesoftware engineering skills to develop and deliver online access to this iconic work ofAlexanderCarmichaelThiswaslaunchedinJune2011

Thefinal reportoftheshortprojectScoping Study Aggregations of Metadata for Images and Time-Based Media was made available in September 2010 It indicated the benefits of and opportunities for aggregations ofmetadata forthese resources and the barriers to having open and shareable metadata It also described a number of scenarios in which such aggregations would be useful or requiredanddifferentmodelsforaggregatingmetadata

Education service Jorum

Following the launch of the JorumOpen collection in January 2010 Jorum enjoyed continued growth in both the usage of the resources it contains and the number of resources that are shared through the service As of July 2011 visits to the servicewerefivetimeshigherthanthepeakusagebeforeJanuary2010andover14200 resources were available across a variety of subject areas ndash an increase of over 80 Many of these resources were shared by users involved in the JISC HE Academy OER Programme which the Jorum team continued to support

Jorum consolidated its collections on the DSpace platform in February 2011 and made all software outputs available for download and re-use in June 2011 through the EDINA Developer Corner and Github

Jorum was developed and run jointly by EDINA and Mimas from 2002 until 2011 From August 2011 Mimas will be taking Jorum forward into service

Alexander Carmichael Portait by William Skeoch Cumming Image is in the public domain

Image copy iStockPhotos 2010

23EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoThanks so much for your help I really cannot emphasis how invaluable itrsquos beenrdquo SDSS Helpdesk enquirer

Middleware and Infrastructure

UK Access Management Federation Related Projects

The joint bid from JISC Collections and EDINA to be the Operator for the UK Access Management Federation from August 2011 to July 2014 was successful During the remainder of the 2010-2011 academic year EDINA and JISC Collections worked with JANET(UK) on the transition arrangements Because EDINA already acted as the technical operator for the federation a smooth transition was expectedandhappened

A contract was agreed between EDINA and SWITCH to form the Shibboleth Consortium to provide coordination and means to engage the personnel to develop the Shibboleth federated access management software The Consortium will ensure development of the Shibboleth codebase upon which the UK Access Management Federation depends EDINA throughitsSDSSExpertGroupactivityisthe lead member of the Consortium and is responsible for the distribution of funding from JISC and SWITCH

The federation continued to grow substantially reaching over 850 members and 1250 entities the largest academic deployment in the world

The UK Federation Support Team at EDINA manages the metadata that underpins it and supplies technical support to its members In August 2011 a new centralised Discovery Service (WAYF) was implemented based on user testing Thisshouldimprovetheloginexperiencefor users throughout the UK education sector

The SDSS Expert Group contributes nationally and internationally to the development and maintenance of the Shibboleth infrastructure and codebase Nationally the federation operator refers technical issues related to the operation of theUKfederationto theSDSSExpertGroup

During 2010-2011 the SDSS Expert Groupworked with Internet2 (I2) and the Shibboleth Consortium participating in the Shibboleth core development team with core Shibboleth software including the Shibboleth V3 IdP

The expert group has contributed to theEmbedded Discovery Service which will supportamoreconsistentloginexperienceacrossdifferentservicesbymakingiteasyfor service providers to deploy standard WAYF functionality familiar to users but with their own branding and on their own servers rather than depending on the federationrsquos Central Discovery Service servers

Theexpertgroup isworkingwitha smallInternet2 subgroup to develop a technical architecture for inter-federation working The work involves the refinement of anAggregation Engine to allow the swapping of authorised metadata between federationsSignificantprogressthisyearmeans that the aggregation engine has now replaced the bespoke code previously used to generate the production UK federation metadata while test metadata including entities from other federations is now also being generated daily

WSTIERIA was a JISC-funded project which ran from January 2010 to March 2011 and investigated mechanisms for use of federated access management with web services WSTIERIA evaluated possible solutions based on use of faccedilade software andrecentextensionsofcoreShibbolethcode

Image copy Jupiterimages 2006

24 EDINA Annual Review 2010-2011

3 Service and Project Reports

Unlock Related Projects

Unlock the gazetteer and geo-referencing infrastructure service provides two sets of web services one is a ldquogazetteer cross-searchrdquo comparing different sources ofgeographic data for information about place-names The other is a ldquogeo-parsingrdquo service using text mining techniques toextractplace-namesfromresources(textor metadata) to allow collections to be searched by location

Unlock Places offers search acrosslicensed OS data sources for subscribers to Digimap OS Collection Last yearUnlock was adapted to include an open data gazetteer which provides world-wide coverage and includes the OS Open Data products

In terms of the JISC Information Environment Unlock is a shared terminology service that can underpin geographic searching and geo-referencing for other services Unlock can help with data and resource linking and improving the metadata describing scholarly work

The JISC-funded CHALICE (Connecting Historical Authorities with Linked dataContexts and Entities) project applied atext mining approach to volumes of theEnglish Place Name Survey to produce a Linked Data historic gazetteer for areasof England which could then be used to improve the quality of georeferencing in other archives The gazetteer is linked to other placename sources on the LinkedData web via geonamesorg and Ordnance Survey Open Data We aimed to provide a historic place-name gazetteer covering a thousand years of history linked to attestationsinoldtextsandmaps

Intensive user engagement was undertaken with archive projects that canbenefitfromtheopendatagazetteerand open source text mining tools TheCHALICEoutputsare for anyoneworkingwith historic material ndash be that archives of records objects or ideas There is a Past Places browser to help illustrate the data andprovideaLinkedDataviewofthedata

Unlock has also been working towards supporting tooling for the Bamboo Project which is building applications and shared infrastructure for humanities research

OpenURL Router Related Projects

OpenURL Router continued to have high levels of use during 20102011 with 97 registered institutions which register the OpenURL resolvers they use with theRouterTheOpenURLRouter isacentralregistrydetailingOpenURLresolverstheinstitutions to which they belonged and certaindetails(UKFederation identifiersIP addresses and domain names) that help in identifying members of that institution This allows referring bibliographic services to addressOpenURL links to the correctresolver for each end user without any prior knowledge of the user or their institution

The JISC-funded Using OpenURL Activity Data project built on the recommendations oftheSharedOpenURLDataInfrastructureInvestigation in 2008-9 by exploring thevalue and viability of releasing OpenURLactivity data for use by third parties as a means of supporting development of innovative functionality Following an initial investigation to understand how IP addresses could be collected and processedwithoutexposingthecollectingorganisation to legal risk the data filesbased on the OpenURL Router log fileswere produced and released under the open license ODC-PDDL An articlerecommender prototype was developed basedonthisdataasanexampleofhowthe data could be used

ldquoExcellent servicemdashhas saved a huge amount of time and effortrdquoOpenURL Router Librarian HE

Image copy Tom Armitage

25EDINA Annual Review 2010-2011

3 Service and Project Reports

Additional project activities

AprojectbeganinFebruary2011toproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelatedtechnologiesSeveralmembersofstafffromboththegeographicand bibliographicmultimedia development teams in EDINA have been working on Linked Data Focus We ran three short software development ldquosprintsrdquo to produce Linked Open Data output from several different EDINA projects and servicesDuring each sprint we held a workshop where we presented and discussed the workinprogressandinvitedpeoplefromoutsideEDINAtoshowofftheirrelatedwork

The development work supports the broader ambition of Discovery and has adopted its guidelines for metadata We are working towards the production of anldquoinfokitrdquodocumentingourfindingsandpracticeswithaviewtoassistingandinforming other institutions

EDINArsquosworkonprovidingldquotargetedrdquologinURLsisbeingrolledouttoitsservicesThe Ediauth Targeted Login mechanism exists to provide a simple and robustalternativetoshibbolethWAYFlessURLsforwhichthereisconsiderabledemandAdditionally it ismoreflexibleand informativethanshibbolethWAYFlessURLsThe targeted loginURLsarebeingadvertisedandused for JISCMediaHubandis being used by the prototype CRIS bookmarking service It will be rolled out to otherEDINAservicesintimeforthenextrevisionoftheEDINArsquosmainwebsite

CRIS the ldquoCommenting and Referencing Infrastructure Servicerdquo is a shared middleware service for bookmarking and commenting web resources with a particular focus on multimedia CRIS was developed as a JISC-funded personalisation service with the potential to help service providers avoid duplicatingimplementationofthefunctionalityinindividualservicesItalsooffersa basis for recommender functionality CRIS has now been successfully tested with JISC Mediahub to provide bookmarks and commenting These functions are due for release in JISC Mediahub by the end of 2011

User Support Our support activities in 2010-2011 were as follows

Helpdesk

The EDINA helpdesk continued to be the primary point of contact for all enquiries concerning EDINA services and successfully resolved enquiries from end-users andsupport staff EDINArsquos licenceandcall-loggingsystem(Helios)was furtherenhanced in 2010-2011 to facilitate registrations to use the Digimap for Schools service

The helpdesk approved almost 50000 applications to use the Digimap service across the three collections requiring registration ndash OS Geology and Marine Digimap

ldquoIt makes a change to find a helpdesk that actually helpsrdquoEDINA Helpdesk enquirer

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 10: EDINA Annual Review, 2010-2011

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 8

EDINArsquos role in creating implementing and supporting Jorum the UKrsquos national repository for learning and teaching resources came to a successful conclusion in July 2011 with the repository providing access to over 14000 resources across a variety of subject areas Jorum has been taken forward into service by Mimas the national data centre based at the University of Manchester from August 2011

EDINArsquos expertise in DSpace customisation licensing and service deliveryenabled the provision of a robust socio-technical infrastructure for Jorum and for academic content more generally A robust legal and policy framework was created for the service and the technical infrastructure has been made available under open source licences for others to reuse and repurpose

EDINA has continued to advance work to assist the library community in ensuring Continuity of Access to Scholarly Content for which EDINA is gaining good reputation nationally and internationally

EDINAcontinuestoprovidesupporttotheUKLOCKSSAlliancecommunityandhasbeencontributingtothedevelopmentoftheLOCKSSsoftwaretosupportintegration with library link resolver systems In addition EDINA has continued toactastheOpenAccessplatformfortriggeredcontentforCLOCKSS

Since 2008 EDINA has been working in partnership with the International Standard Serial Number International Centre (ISSN IC) on the ldquoPiloting an e-Journal Preservation Registry Servicerdquo (PEPRS) project and at the end of April 2011 released a beta service for public use This work is being taken forward as ldquoThe Keepers Registryrdquo

EDINA has now begun work on phase two of a pilot project to improve post-cancellation access provision to scholarly content (PECAN) with the objective of delivering a pilot ldquoentitlement registryrdquo to provide an authoritative record of access entitlement

The OpenDepotorg service launch was timed to coincide with the Repository Fringe 2010 and was our contribution to Open Access Week from 18-24 October It has continued to be used by researchers worldwide as a platform to make their research literature available on an open access basis with a weekly average of one or two deposits and over one hundred redirects to local repository services

The redirects were made possible by the Open Access Repository Junction project which has successfully completed its phase one stage and will develop its proof-of-concept broker into a service in phase two due to take place this coming year

Spatial Data Infrastructures We have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability

EDINA assists libraries in ensuring Continuity of Access to Scholarly Content

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 9

The GoGeo geo-data portal service is regarded as a critical component of the UK Spatial Data Infrastructure (SDI) A new interface for the site featuring improved usability functionality and visual design went live in May 2011 Its online geospatial metadata creation tool GeoDoc enables creators of geospatial data to document their data to a variety of standards-compliant schemas

GoGeo and GeoDoc combined ensure the UK HE sector can engage with the UK LocationProgramme and the INSPIRE Directive at the EU level

EDINA was funded by JISC to undertake the Geospatial Engagement and Community Outreach (GECO) project the over-arching purpose of which is to foster self-help communities of users of geospatial resources and champion awareness of the INSPIRE Directive in the sector

We are working in partnership with the Scottish Government and the British Geological Survey to develop a pilot geospatial discovery metadata service as a key component of a Scottish SDI

We work under the auspices of the international E-Framework for Education and Research founded by JISC and other international partners in the Geospatial e-Framework Collaboration with LandcareResearchNewZealand

This year saw the completion of the European Spatial Data Infrastructure Network (ESDIN) project Working within Open Geospatial Consortium (OGC) processes EDINA contributed by successfully demonstrating how Shibboleth can be used to protect the OGC Web Services that underpin SDI A number of GIS vendors have modifiedtheircommercialsoftwareasaconsequenceofthisworkndashwhichwasshowcased at the INSPIRE 2011 conference

Social MediaEDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders and in 2010-2011 we continued to enhance our uses of these media We also launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector

Benefits and impact information For thefirst time in theacademic year 2010-2011 EDINAandother JISCServiceProviderswererequiredunder theirServiceLevelAgreements (SLA)toprovidebenefitsandimpactachievementsinformationtotheJISCMonitoringUnit(MU)in addition to the quantitative information usually reported

Surveys were carried out across most of our services We reported the results to the MU in February 2011 and have made them available at our website (httpedinaacukimpact)

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 10

The vast majority (typically well over 80) of the respondents found the services easy to use saved time and said that they would recommend them to others

EDINA determined to focus positively on ratings and comments that indicated the needtomakesomeservicessimplerforinexpertusersEDINAhaslongengagedwith this group of its users and pioneered services that are easier to use

Technical Infrastructure improvementsRecurrent hardware funding from JISC continued in 2010-2011 the third year of an agreed 3-year upgrade spend

The additional servers which were purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

There has been a continuation over the year towards virtualisation under VMWare a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Over 70 of survey respondents found SUNCAT easy to use and saved them time

11EDINA Annual Review 2010-2011

3 Service and Project Reports

3 Service and Project Reports

ldquoOurmissiontoenhanceproductivityqualityandcost-effectivenessinresearchandeducationwithovertwenty-fiveyearsofexperienceandtechnicalexpertiseindataandonlineservicesrdquo

Our main business areas in 2010-2011 were Reading amp Reference with focuses on scholarlycommunicationcontinuityofaccessandtextMapsampDataespeciallygeospatial Multimedia amp Education including a focus on learning and teaching (LampT) andMiddleware amp Infrastructure with focuses on accessmanagementinteroperability and registries

This online service delivery is supported in three ways First we support end users and librarians and information services in various ways Second we ensure a high level of usability accessibility and reliability complying with standards and meeting agreedperformance indicatorsThirdweuseourexpertiseandcompetence inproject activity to advance development and understanding on behalf of JISC and the wider education and research community

Most service and RampD activities undertaken in 2010-2011 were funded by JISC As shown on the following pages a number of project activities undertaken relate to service activities

EDINA has been undertaking innovative research and development

12 EDINA Annual Review 2010-2011

3 Service and Project Reports

Reading and Reference Scholarly Communication Services and Related Projects

SUNCAT Related Projects

SUNCAT is the national union catalogue for serials providing facilities to discover and locate serials held across the UK

Ahighlysignificantadditiontothe listofContributingLibrarieswasTrinityCollegeDublin (TCD) TCD although located in the Republic of Ireland is a legal deposit library for both the UK and Ireland and is the largest research library in Ireland It has contributed 180000 serial records containing a number of titles not held by any other SUNCAT library Another major library added was the Open University which has contributed about 35000 serialsrsquo records

The downloading service was considerably enhanced during the year by making available records from 17 Contributing LibrariesincludingalltheUKlegaldepositlibraries other major research libraries in the UK as well as a selection of specialist libraries

Work has been taking place on the platform used by SUNCAT including the development of a new user interface separate from the database that is at the heart of the service and which will allow improvements to be implemented rapidly The new interface will be introduced in Winter 2011

A SUNCAT Google Application was launched this year allowing users to search SUNCAT from their iGoogle page This complements the existing SUNCATFacebook application

The decision was taken to extend thecoverage of Tables of Content (TOC) of journals in SUNCAT A joint project was agreed with Heriot Watt University which hosts the JournalTOCs service This provides a TOC service for over 16000 journals from 868 publishers and thereby extends the journal coverage currentlyprovidedbytheZetocserviceItisplannedto have this functionality available in Autumn 2011

The vision articulated by UK Discovery has emphasised the importance of metadata being open reliable sustainable and suitable for reuse The scale nature and comprehensiveness of the SUNCAT metadata covering as it does the serialsrsquo records of many major research libraries in the UK and Ireland means that it is a priceless resource and potentially of great value for reuse

Work has been carried out in the SUNCAT exploring open metadata project to explore the issues of making the dataopen both a technical and legal challenge Many of the records provided to SUNCAT havenotbeenprovidedbythestaffintheContributingLibrariesbutratheracquiredfrom third parties who can and do claim some degree of ownership over the records Accordingly it has been necessary to ask the librarians to sign Agreements with EDINA for the release of their data It is planned to implement an API to allow accesstothedata Thefirstoutcomesofthis work will be made available in Autumn 2011

Image copy Getty Images

ldquoeasy to use and full information about holdings in UK librariesrdquoLibrarian HE

ldquoItrsquos simply the best easiest to use interface for journal informationrdquoSUNCAT user

13EDINA Annual Review 2010-2011

3 Service and Project Reports

Over last year almost 45000 visitors used the OA-RJ

OpenDepotorg Related Projects

OpenDepotorg continues to support researchers worldwide who wish to make their work available on an Open Access basis They do so by being re-directed to their institutional repository or by direct deposit into OpenDepot The latter is especially valuable for authors who do not have access to local repository services

The Depot was originally commissioned by JISC to support its RepositoryNet Initiative with the objective of ensuring that there was a national open access repository during the interim period while all universities set up their own institutional repository That project funding ended but consultations within the open access movement indicated that there was a comparable need on a global stage

The JISC-funded Open Access Repository Junction (OA-RJ) project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker services

The Repository Junction discovery tool is a database with over 13000 institutions 2000 repositories and network ranges which allows institutions or authors to be matched to appropriate repositories The data can be accessed by third party developers through a set of APIs and is also available as four-star linked data

The SONEX group is supported by JISC to foster international collaboration and guide development Its focus is on deposit opportunities and interoperability between and across repositories scholarly output notification and exchange It has defineda set of use case actors and is promoting investigation of use case scenarios by projects internationally The director of EDINA is one of the four members of SONEX

We first started to serve libraries and their patrons with SALSER the serials catalogue for Scottish academic and research libraries the year before being designatedasaUKnationalacademicdatacentreSALSERrsquosscope is limitedtoScotland but includes a diverse range of libraries and is well used During 2010-2011 the frequency of updates from libraries continued to improve This included the MoredunResearchInstitutetheScottishLawCommissionHistoricScotlandandthe Scottish National Blood Transfusion Service all updating their records during the year

Other services continue to be reviewed in the light of changes in the market Land Life Leisure is a weekly updated digest of press releases reports and articles in thefieldofrural informationDuring2010-2011 ithascontinuedtobesupportedthrough community-based indexing with contributions from Coleg Sir Gacircr andHarper Adams Pershore Myerscough Biston and the Royal Agricultural Colleges with just under 30 subscriptions in addition to these institutions

Our provision of CAB Abstracts as a weekly updated bibliographic database continues as our only other AampI database Around 300000 records were added in 2010-2011 from over 7500 serial titles books monographs technical reports proceedingspatentsandpublishedthesesndashreaching63millionrecordsFulltextprovision also increased with over 100000 items available in 2011

Image copy Stock International Inc

Image copy EDINA

14 EDINA Annual Review 2010-2011

3 Service and Project Reports

Continuing Access Services and Related Projects

UK LOCKSS Alliance and CLOCKSS Related Projects

EDINA has been supporting the UK LOCKSS Alliance for three years providing support to members and coordinating the development of the operation as a self-governing co-operative organisation

Maintenance funding is raised by subscription from its 16 members and we have just completed thefirstof a three-year grant from JISC for development and community engagement The goal is to build capacity and collaborative action to ensure continuing access to scholarly work that universities regard as important and at risk This includes taking advantage of what is done nationally and internationally EDINArsquos role is to provide technical development and programme coordination

EDINA also provides a support role for the initiative taken by the University of Edinburgh as one of seven founding libraries in CLOCKSS Edinburgh is one of the 12 steward libraries in a global network of Archive Nodes Together withStanfordUniversityLibrariesEDINAacts as a designated Open Access host for ldquoorphanedrdquo journal content when a triggereventisconfirmedbytheCLOCKSSBoards To date four sets of content have been released to test the readiness of theCLOCKSSsystemandtomakejournalarticles available under Open Access that might otherwise have been lost to global scholarship

The second phase of the Piloting an E-Jour-nals Preservation Registry Service (PEPRS) project is now well underway with a well-received beta service launched at the end of April 2011 now re-branded as The Keep-ers Registry This provides librarians and policy makers with information on who is doing what to preserve e-journal content Working in partnership with the Interna-tional Standard Serial Number (ISSN) In-ternational Centre in Paris this relates the actions of archival agencies against details of over 80000 electronic serials held in the ISSN Register The archival agencies involvedfirst includedCLOCKSS e-DepotKB (National Library of the Netherlands)UKLOCKSSAlliancePorticoandtheBrit-ish Library and now includes HathiTrustEDINA is now in discussion with other in-ternational agencies to include their hold-ing information Work will continue to en-hance the functionality involve additional agencies and establish The Keepers Regis-try as a sustainable well-governed service Related work has involved decision making at the ISSN Network for the assignment of ISSNs to the growing corpus of digitised journals

Phase two of the Pilot for Ensuring Conti-nuity of Access via NESLi2 (PECAN) proj-ect builds on work carried out jointly by EDINAandJISCCollectionsthat identifiedthe need to develop a shared service to record each HEIrsquos archival access to jour-nal titles Central to supplying this need is an ldquoEntitlement Registryrdquo which would provide an authoritative record of access entitlement increasingly important when institutions cancel journal deals as a result of budget pressures and when titles move from one publisher to another EDINA has been awarded short-term funding to take thefirststeptowardsdevelopingapoten-tial service for use by HEIs and publishers alike by implementing a prototype demon-strator of the software needed to store manage and access the entitlement infor-mation

ldquoUK LOCKSS provides a low-cost practical solution enabling access to preserved content when neededrdquoLorraine Estelle CEO JISC Collections

15EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoMANTRA reflects good practice in research data managementrdquo

Data Library Team EDINA

E-book service

Oure-bookofferingtheFirst and Second Statistical Accounts of Scotland is one of the best contemporary reports of life during the agricultural and industrial revolutions in 1790s and the 1830s Based on contemporary reports of the 938 parishesofScotlandthisisanexampleofaformerlyJISC-fundedprojectthatnowhas a healthy uptake and sustainable future

During 2010-2011 new materials were added to enhance the richness of the publishedAccountsanindexofthepersonspredominantlyministersresponsiblefor compiling the reports that form theStatisticalAccountsanonline IndexofMaps(fivemaps intheFirstAccountandthirty-one intheSecond)whichgivesa full description of each map and its location in the printed sets of the Accounts in Edinburgh University Library Edinburgh Central Library National Library ofScotlandMap Library and GlasgowUniversity Library and a brief guide to keyinformation sources on parish boundaries in Scotland

Project activity to support access to research data

EDINA made substantial contributions to the University of Edinburghrsquos research datamanagementstrategythisyearthroughitsUniversityDataLibraryserviceInDecembertheDataLibrarianpresentedapaperco-authoredwithVicePrincipalJeffHaywoodattheInternationalDigitalCurationConference(DCC) inChicagoarguing for institutional responsibility in research data management In May the Universitypassedaresearchdatamanagementpolicysaidtobethefirstof itskind in the UK

InJulytheDataLibraryteamcompletedayear-longJISC-fundedprojectMANTRA to produce openly licensed online learning materials in research data management for PhD students to be delivered at the University and shared as an Open Educational Resource The interactive topical units were created using Xerte and arehighlycustomisableforre-useSoftware-specificdatahandlingpracticalsandvideo interviews were also created The learning materials will also be accessible from the EDINA website for anyone to work through

copyThe University of Edinburgh and the University of Glasgow

16 EDINA Annual Review 2010-2011

3 Service and Project Reports

Maps and Data Content services and related projects

Ordnance Survey Collection Related Projects

Digimap Ordnance Survey collection contains maps at scales ranging from 11250 up to 1750000 available for making maps online or for download There are scanned raster maps (digital versions of Ordnance Surveyrsquos paper maps) as well as vector maps at a range of scales including OS MasterMapreg the most detailed large scale mapping It also includes postcodes administrative boundaries a gazetteer of place names and digital terrain models

Over 140 universities and colleges used the service with an average of over 46000 active users logging in over 280000 times

Digimap Roam has continued to provide a huge number of maps along with Digimap Carto 65 million screen maps were viewed in this period Carto is now used less for making screen maps due to the improvements that came in Digimap Roam However the number of high quality PDFs created by Carto has continued to increase 155000 PDF map fileswere generated from both DigimapRoam and Carto in this period

Users downloaded 762000 km2 of OS MasterMapregTopographyLayerdata151million km2 of OS Integrated Transport Network (ITN) data and over 440000 data files from other OS data productsThese data volumes are worth around pound20 million at commercial cost

The USeD project began in July 2011 and is looking at ways of improving the Data Download facility The aim is to ensure that the new interface that is being developed for 2011-2012 is more intuitive and meets the needs of all of our users

Thecomplexityoftheunderlyingdatatheheterogeneous nature of the user base and the broad range of digital literacy across this user base poses both usability and learnability challenges of the firstmagnitude

We propose to address this ldquospatial literacyrdquo gap by conducting user focused research to develop Personas which can be geared to improving work-flow fordifferentlyabledusersacrossthespectrumfromnovicetoexpert

ldquoAs a GIS lecturer and map librarian Irsquom recommending this to my students all of the timerdquoLecturer HE

65 million screen maps were viewed in 2010-2011

ldquothe cheapest and easiest way to get hold of OS data for academicsrdquoInformation Professional HE

17EDINA Annual Review 2010-2011

3 Service and Project Reports

Historic Digimap Related Projects

Historic Digimap provides access to digital scans of OS paper maps of Great Britain from 1843 to 1996

This service is increasing in popularity with 76 subscribing institutions and almost 70000 sessions across the year

The introduction of Ancient Roam and Historic Download has meant that there has been a great increase in the amount of data that users are viewing and downloading Over 35 million maps were viewed and nearly 460000 files weredownloadedasignificantincreaseontheprevious year

By having a close relationship with the other Roam interfaces the Ancient Roam interface has benefited fromthe development of annotation and measurement tools

The results of the metadata capture projectwiththeNLSwerealsoaddedintothe service allowing our users to access the survey dates for Scottish historic maps

A project was carried out with the National Library of Scotland (NLS) tocreate enhanced metadata for Scottish historic maps The survey dates that were not captured when Landmark Solutionsoriginally created the data in Historic Digimap were retrieved from the NLSrsquocopies of historic OS maps This extrametadata has been requested by users sincetheHistoricDigimapservicewasfirstlaunched so its addition for the Scottish maps was welcomed

Walking Through Time 2 The second phase of this project concentrated upon developing a sustainable platform to allow us to potentially roll out the application across Britain via the most popular smart phone platform It concentrated on developing the application natively for the iPhone (rather than as a web app) and undertook testing and evaluation during the Edinburgh Festival 2010

AddressingHistory The second phase of this project was led by EDINA with in-kindsupportfromtheNLSDevelopmentconcentrated upon the sustainability and interoperability of the AddressingHistory tool and API thus resonating with JISCrsquos vision to build sustainable and durable deliverables It has seen the re-engineering andldquoexternalisingrdquooftheexistingparsingprocess which devolves refining andediting responsibility to parties interested in a particular Post Office Directory Theinterface has also been refined and anumber of features and functionality implemented All development code is open and available under a GNU General PublicLicence

Digimap for SchoolsofferseasyaccesstoarangeofcurrentOSmapsincludingdigitalversionsofOSrsquosfamouspapermapstheLandrangerandExplorerseriesaswell as the most detailed OS MasterMapreg mapping and street-level maps showing street names and road-atlas style maps On 14 April 2011 the service received the GoldGeographicalAssociationPublisherrsquosAward inrecognitionof itssignificantcontribution to geographical education

ldquoHistoric Digimap is a quick easy way of finding historical datardquo Researcher HE

Image copy Jupiterimages

18 EDINA Annual Review 2010-2011

3 Service and Project Reports

The service was enhanced in May 2011 with the delivery of annotation and measurementtools Studentscannowaddpointmarkers linesareasandtextlabels as well as measuring distances and areas of features on screen With these toolsinplaceanassessmentisunderwaytofindouthowsuccessfultheservicehas been in supporting OS encourage schools to move from print to digital maps

Over 2500 schools have taken advantage of OSrsquos voucher scheme providing free accesstoDigimapforSchoolsforsomeschoolswhichfinishesinDecember2011

Accessing Digimap for Schools as a subscription service is now overseen by JISC Collections and a small number of schools have taken up subscriptions EDINA has delivered an online subscription interface to assist JISC Collections manage subscriptions Enhancements to that interface are underway to allow schools to purchase the service via credit card payments

Geology Digimap provides access to maps and data from the British Geological Survey (BGS) This service has also grown the number of subscribing institutions increasingto50exceedingexpectations

The number of sessions has risen to over 30000 for this year There are now almost 58000 registered users of which around 20000 are active

The new Geology Roam interface introduced in 2009 ndash 2010 has enabled users to create a very large number of maps in this academic year close to 650000

The interface has also received a number of enhancements over the year including the addition of JIDI images an improved rock information map query tool and the annotation and measurement tools

The results of the ABLe project were also fed into this service allowing usersenhanced functionality to interact with the map and the legend The user is now able to highlight rocks on the map by clicking on the legend and vice versa

EDINA also delivers Marine Digimap for mapping of the UK coastal zone at various scales and detail derived from Admiralty Charts Users can download a feature-rich vector GIS dataset SeaZonersquos Hydrospatialreg data containing ldquotopicrdquo layers on bathymetry and elevation structures and obstructions and conservation and environmental protection

Over 15000 users from 16 subscribing institutions have registered for the service showing that it has appeal beyond those studying marine and the coastal environment

This year we have added the Marine Roam interface which uses the Hydrospatialreg data This provides a convenient and simple means of viewing this complexdataset So far it has produced nearly 30000 screen maps since it was launched in October 2010 Development has continued throughout the year with the addition of the measurement and annotation tools to the interface

ldquothe easiest way to find geology of the areardquoLecturer HE

Image copy Courtesy Colin Palmer

19EDINA Annual Review 2010-2011

3 Service and Project Reports

Discovery services and related projects

GoGeo Related Projects

GoGeo is a discovery service that brings together online resources (of all types) on the basis of location as well as subject It is a critical component of the UK academic Spatial Data Infrastructure (SDI) and as a consequence of its interoperable architecture can also play a part in surfacing academic resources to the broader cross-sectoral community UK SDI ndashthe UK Location Programmersquos LocationInformationInfrastructure(UKLPLII)

GeoDoc is the online geospatial metadata creator tool that sits behind GoGeo for providers of geospatial data to document their data using standards-compliant schema The UK academic profile forISO19115 known as AGMAP is now aligned with the new national GEMINI2 andEuropeanINSPIREmetadataprofiles

During 2010-2011 GoGeo was given a new design to provide a more current look for the portal and to strengthen its core message Simultaneously the portal was re-architected to use an open source catalogue toolkit implementing INSPIRE compliant protocols ensuring GoGeo can interact harvest from and make available records to be harvested by the UK Location Programme within datagovuk and European INSPIRE geoportal

This is particularly important as during 2010-2011 the existing UKgovernment geoportal Gigateway was decommissioned

The purpose of GECO is to foster a community of users of geospatial resourceswithinidentifiablecommunitiesof interest GECO aims to increase the use of geospatial tools infrastructure and information collate exemplars of useidentify and promote best practice assist with the maturation of the UK academic SDI promote the JISC Geospatial Working Grouprsquos (GWG) Vision for geospatial resources champion awareness raising of INSPIRE ensuring that the sector is cognisant of the obligations and opportunities and promote good data management principles

GoGeo Linked Data (GOLD) exposedthe GoGeo Catalogue and the Scottish Government Spatial Discovery Portal CSW content as a Linked Data triple store toimprove the ldquodiscoverabilityrdquo of metadata records A range of technical approaches were explored including schema cross-walking production direct from relational databasesandanUMLtoRDFapproachto assess how best to create open linked geospatial metadata

ScotSDI EDINA renewed its partnership with the Scottish Government to develop a geospatial discovery metadata service as part of a Scottish SDI This addresses obligations under INSPIRE for public bodies to produce maintain and manage metadata about their geospatial resources Built using open source software this enables creation and discovery of UK standards compliant GEMINI2 dataset series and service metadata records

The Interoperable Geographic Information (IGIBS) project is building on prior work demonstrating how Shibboleth can be used to provide an organisational model for SDI We have shown that Shibboleth can be used to protect OGC Web Services without requiring any changes to the interfaces EDINA is working with the Welsh Government and the University of Aberystwyth to address the access control barrier by prototyping a simple tool that should allow users to quickly view their data using interoperability standards in combination with Welsh Government data TheUse Cases being explored areemerging from the UNESCO designated DyfiBiosphereReserve

ldquoThe usefulness of the geoportal cannot be over-emphasisedrdquoStudent HE

image copy GECO project

20 EDINA Annual Review 2010-2011

3 Service and Project Reports

Repository services

EDINA pioneered strategies for sharing resources within the limitations of third-party licence with the ShareGeo repositorybuildingonexperiencewithJorumDeveloped in a JISC funded-project ShareGeo allows users to share and re-use derived geospatial datasets within the Digimap service under the JISC Collections licensing arrangements It enables data sharing to take place in an authenticated environment that would otherwise not be possible

In April 2010 OS made a suite of core geospatial data products available as OS OpenData with Creative Commons Attribution licence terms conducive to sharing and reuse of derived data via open repositories Through ShareGeo Open an open access repository researchers students and lecturers creating geospatial data can deposit their research and operational data in a repository open to all to search and download

Since ShareGeo Open went live in June 2010

bull there have been over 6400 data downloadsbull the top 3 downloads are the ONS Postcode Directory Postcode Areas for Great

Britain and a GB-wide Digital Elevation Modelbull the National Library of Scotland is using ShareGeo Open to make available

historic data outputs from the AHRC funded Visualising Urban Geographies project

During the last year EDINA developed a plugin to allow direct data deposit into ShareGeo Open from within desktop mapping software via the SWORD protocol The plugin has been downloaded over 660 times

Census services

UKBORDERSprovidesaccesstoandsupportforalargeonlineldquofilingcabinetrdquoofdigitised boundaries and key postcode directory and related resources Funded by the Economic and Social Research Council (ESRC) as the Geography Data Unit for the Census Programme UKBORDERS is one of the most heavily used of the census services ndash in the 2010-2011 user survey it was the most frequently used service in a survey of 1358 users Highlights over the reporting period include

bull A successful bid for a further yearrsquos operation whilst ESRC deliberate on the future and nature of the post 2012 census delivery portfolio

bull The release of two new interfaces over the period ndash a Thematic Mapping Wizard allowinguserstogeneratetheirownchoroplethmapsandaDynamicLookupTable service allowing users to create bespoke geography reference tables

bull UKBORDERS also participated in the successful 2011 Census Conference

UKBORDERS is one of the most heavily used of the census services

Geological Map Data copyNERC 2010copy Crown copyrightdatabase right 2010 An Ordnance SurveyEDINA supplied service

21EDINA Annual Review 2010-2011

3 Service and Project Reports

agcensus offers grid square agricultural census data for England Scotland andWales During 2010-2011

bull TheserviceanddemocodewereportedfromMySQLtoPostGISbull 2009 and 2010 small area data for Scotland and 2008 2009 2010 data for

Wales (received from respective devolved government departments) were processed converted and brought into service

bull A subset of the decennial 2010 Agricultural Census (provided at 1km level of aggregation) will be forthcoming from DEFRA Methodology for conversion from small area to grid square has been requested in order to establish anomalies with the in-house conversion process

Additional project activity

The Spatio-Temporal Energy Efficiency Visualisation (STEEV) project aims to build a spatio-temporal exploration and visualisation tool for annual energyefficiencycoefficientssuchasenergyratingslikelyenergydemandandrelatedCO2 emissions modelled at Output Area level for a large regional geographical area of South Wales from 2000-2050

Testing of back-end database and data loading has been achieved primarily through test data provided by our project partner at the Welsh School of Architecture User interface and front-end design is reliant on back-end modelling and requires contextual anddescriptive content suchaspolicy-relatedenergy scenarios Anannotation facility is being considered which would allow stakeholders to annotate visualised content in real time

Multimedia and EducationMultimedia Services

JISC Mediahub was launched as a beta version in April 2011 followed by a full service release in August 2011 This service hosts multiple video sound and image collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection owners

While JISC MediaHub was in development the three multimedia services remained popular Film amp Sound Online with 382 institutional subscriptions Education Image Gallery with 88 NewsFilm Online with 350

NewsFilm Online will continue to be freely available to subscribers until July 2012 both as the current service and as part of Mediahub in its component collections

Film amp Sound Online and Education Image Gallery were withdrawn from service on 1 August

The definitive academic video image amp audio resource

image copy STEEV project

22 EDINA Annual Review 2010-2011

3 Service and Project Reports

Multimedia projects

Based at Sabhal Mograver Ostaig the Gaelic-language college on Skye Tobar an Dualchais isamulti-million-poundHeritageLottery-fundedprojecttopreservedigitiseandmake available online up to 12000 hours of recordings from the archives of BBC Scotland the National Trust for Scotland and the School of Scottish Studies at the University of Edinburgh EDINA and the University of Edinburgh IS department also contributed a production control and a cataloguing application for web-based input of metadata EDINA continued to develop the website in 2010 and the full public version was launched successfully in December 2010

Building upon earlier work for Tobar an DualchaisKist o Riches and the Statistical Accounts of Scotland EDINA worked collaboratively with the University of Edinburgh Centre for Research Collections during Phase 3 of an AHRC funded project The Carmichael Watson collection in Edinburgh University Library iscentred on the papers of the pioneering folklorist Alexander Carmichael (1832-1912) The project aimed to unlock one of the worldrsquos major folklore resources for thebenefitofacademicscholarsandthewidercommunityEDINAprovidedthesoftware engineering skills to develop and deliver online access to this iconic work ofAlexanderCarmichaelThiswaslaunchedinJune2011

Thefinal reportoftheshortprojectScoping Study Aggregations of Metadata for Images and Time-Based Media was made available in September 2010 It indicated the benefits of and opportunities for aggregations ofmetadata forthese resources and the barriers to having open and shareable metadata It also described a number of scenarios in which such aggregations would be useful or requiredanddifferentmodelsforaggregatingmetadata

Education service Jorum

Following the launch of the JorumOpen collection in January 2010 Jorum enjoyed continued growth in both the usage of the resources it contains and the number of resources that are shared through the service As of July 2011 visits to the servicewerefivetimeshigherthanthepeakusagebeforeJanuary2010andover14200 resources were available across a variety of subject areas ndash an increase of over 80 Many of these resources were shared by users involved in the JISC HE Academy OER Programme which the Jorum team continued to support

Jorum consolidated its collections on the DSpace platform in February 2011 and made all software outputs available for download and re-use in June 2011 through the EDINA Developer Corner and Github

Jorum was developed and run jointly by EDINA and Mimas from 2002 until 2011 From August 2011 Mimas will be taking Jorum forward into service

Alexander Carmichael Portait by William Skeoch Cumming Image is in the public domain

Image copy iStockPhotos 2010

23EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoThanks so much for your help I really cannot emphasis how invaluable itrsquos beenrdquo SDSS Helpdesk enquirer

Middleware and Infrastructure

UK Access Management Federation Related Projects

The joint bid from JISC Collections and EDINA to be the Operator for the UK Access Management Federation from August 2011 to July 2014 was successful During the remainder of the 2010-2011 academic year EDINA and JISC Collections worked with JANET(UK) on the transition arrangements Because EDINA already acted as the technical operator for the federation a smooth transition was expectedandhappened

A contract was agreed between EDINA and SWITCH to form the Shibboleth Consortium to provide coordination and means to engage the personnel to develop the Shibboleth federated access management software The Consortium will ensure development of the Shibboleth codebase upon which the UK Access Management Federation depends EDINA throughitsSDSSExpertGroupactivityisthe lead member of the Consortium and is responsible for the distribution of funding from JISC and SWITCH

The federation continued to grow substantially reaching over 850 members and 1250 entities the largest academic deployment in the world

The UK Federation Support Team at EDINA manages the metadata that underpins it and supplies technical support to its members In August 2011 a new centralised Discovery Service (WAYF) was implemented based on user testing Thisshouldimprovetheloginexperiencefor users throughout the UK education sector

The SDSS Expert Group contributes nationally and internationally to the development and maintenance of the Shibboleth infrastructure and codebase Nationally the federation operator refers technical issues related to the operation of theUKfederationto theSDSSExpertGroup

During 2010-2011 the SDSS Expert Groupworked with Internet2 (I2) and the Shibboleth Consortium participating in the Shibboleth core development team with core Shibboleth software including the Shibboleth V3 IdP

The expert group has contributed to theEmbedded Discovery Service which will supportamoreconsistentloginexperienceacrossdifferentservicesbymakingiteasyfor service providers to deploy standard WAYF functionality familiar to users but with their own branding and on their own servers rather than depending on the federationrsquos Central Discovery Service servers

Theexpertgroup isworkingwitha smallInternet2 subgroup to develop a technical architecture for inter-federation working The work involves the refinement of anAggregation Engine to allow the swapping of authorised metadata between federationsSignificantprogressthisyearmeans that the aggregation engine has now replaced the bespoke code previously used to generate the production UK federation metadata while test metadata including entities from other federations is now also being generated daily

WSTIERIA was a JISC-funded project which ran from January 2010 to March 2011 and investigated mechanisms for use of federated access management with web services WSTIERIA evaluated possible solutions based on use of faccedilade software andrecentextensionsofcoreShibbolethcode

Image copy Jupiterimages 2006

24 EDINA Annual Review 2010-2011

3 Service and Project Reports

Unlock Related Projects

Unlock the gazetteer and geo-referencing infrastructure service provides two sets of web services one is a ldquogazetteer cross-searchrdquo comparing different sources ofgeographic data for information about place-names The other is a ldquogeo-parsingrdquo service using text mining techniques toextractplace-namesfromresources(textor metadata) to allow collections to be searched by location

Unlock Places offers search acrosslicensed OS data sources for subscribers to Digimap OS Collection Last yearUnlock was adapted to include an open data gazetteer which provides world-wide coverage and includes the OS Open Data products

In terms of the JISC Information Environment Unlock is a shared terminology service that can underpin geographic searching and geo-referencing for other services Unlock can help with data and resource linking and improving the metadata describing scholarly work

The JISC-funded CHALICE (Connecting Historical Authorities with Linked dataContexts and Entities) project applied atext mining approach to volumes of theEnglish Place Name Survey to produce a Linked Data historic gazetteer for areasof England which could then be used to improve the quality of georeferencing in other archives The gazetteer is linked to other placename sources on the LinkedData web via geonamesorg and Ordnance Survey Open Data We aimed to provide a historic place-name gazetteer covering a thousand years of history linked to attestationsinoldtextsandmaps

Intensive user engagement was undertaken with archive projects that canbenefitfromtheopendatagazetteerand open source text mining tools TheCHALICEoutputsare for anyoneworkingwith historic material ndash be that archives of records objects or ideas There is a Past Places browser to help illustrate the data andprovideaLinkedDataviewofthedata

Unlock has also been working towards supporting tooling for the Bamboo Project which is building applications and shared infrastructure for humanities research

OpenURL Router Related Projects

OpenURL Router continued to have high levels of use during 20102011 with 97 registered institutions which register the OpenURL resolvers they use with theRouterTheOpenURLRouter isacentralregistrydetailingOpenURLresolverstheinstitutions to which they belonged and certaindetails(UKFederation identifiersIP addresses and domain names) that help in identifying members of that institution This allows referring bibliographic services to addressOpenURL links to the correctresolver for each end user without any prior knowledge of the user or their institution

The JISC-funded Using OpenURL Activity Data project built on the recommendations oftheSharedOpenURLDataInfrastructureInvestigation in 2008-9 by exploring thevalue and viability of releasing OpenURLactivity data for use by third parties as a means of supporting development of innovative functionality Following an initial investigation to understand how IP addresses could be collected and processedwithoutexposingthecollectingorganisation to legal risk the data filesbased on the OpenURL Router log fileswere produced and released under the open license ODC-PDDL An articlerecommender prototype was developed basedonthisdataasanexampleofhowthe data could be used

ldquoExcellent servicemdashhas saved a huge amount of time and effortrdquoOpenURL Router Librarian HE

Image copy Tom Armitage

25EDINA Annual Review 2010-2011

3 Service and Project Reports

Additional project activities

AprojectbeganinFebruary2011toproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelatedtechnologiesSeveralmembersofstafffromboththegeographicand bibliographicmultimedia development teams in EDINA have been working on Linked Data Focus We ran three short software development ldquosprintsrdquo to produce Linked Open Data output from several different EDINA projects and servicesDuring each sprint we held a workshop where we presented and discussed the workinprogressandinvitedpeoplefromoutsideEDINAtoshowofftheirrelatedwork

The development work supports the broader ambition of Discovery and has adopted its guidelines for metadata We are working towards the production of anldquoinfokitrdquodocumentingourfindingsandpracticeswithaviewtoassistingandinforming other institutions

EDINArsquosworkonprovidingldquotargetedrdquologinURLsisbeingrolledouttoitsservicesThe Ediauth Targeted Login mechanism exists to provide a simple and robustalternativetoshibbolethWAYFlessURLsforwhichthereisconsiderabledemandAdditionally it ismoreflexibleand informativethanshibbolethWAYFlessURLsThe targeted loginURLsarebeingadvertisedandused for JISCMediaHubandis being used by the prototype CRIS bookmarking service It will be rolled out to otherEDINAservicesintimeforthenextrevisionoftheEDINArsquosmainwebsite

CRIS the ldquoCommenting and Referencing Infrastructure Servicerdquo is a shared middleware service for bookmarking and commenting web resources with a particular focus on multimedia CRIS was developed as a JISC-funded personalisation service with the potential to help service providers avoid duplicatingimplementationofthefunctionalityinindividualservicesItalsooffersa basis for recommender functionality CRIS has now been successfully tested with JISC Mediahub to provide bookmarks and commenting These functions are due for release in JISC Mediahub by the end of 2011

User Support Our support activities in 2010-2011 were as follows

Helpdesk

The EDINA helpdesk continued to be the primary point of contact for all enquiries concerning EDINA services and successfully resolved enquiries from end-users andsupport staff EDINArsquos licenceandcall-loggingsystem(Helios)was furtherenhanced in 2010-2011 to facilitate registrations to use the Digimap for Schools service

The helpdesk approved almost 50000 applications to use the Digimap service across the three collections requiring registration ndash OS Geology and Marine Digimap

ldquoIt makes a change to find a helpdesk that actually helpsrdquoEDINA Helpdesk enquirer

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 11: EDINA Annual Review, 2010-2011

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 9

The GoGeo geo-data portal service is regarded as a critical component of the UK Spatial Data Infrastructure (SDI) A new interface for the site featuring improved usability functionality and visual design went live in May 2011 Its online geospatial metadata creation tool GeoDoc enables creators of geospatial data to document their data to a variety of standards-compliant schemas

GoGeo and GeoDoc combined ensure the UK HE sector can engage with the UK LocationProgramme and the INSPIRE Directive at the EU level

EDINA was funded by JISC to undertake the Geospatial Engagement and Community Outreach (GECO) project the over-arching purpose of which is to foster self-help communities of users of geospatial resources and champion awareness of the INSPIRE Directive in the sector

We are working in partnership with the Scottish Government and the British Geological Survey to develop a pilot geospatial discovery metadata service as a key component of a Scottish SDI

We work under the auspices of the international E-Framework for Education and Research founded by JISC and other international partners in the Geospatial e-Framework Collaboration with LandcareResearchNewZealand

This year saw the completion of the European Spatial Data Infrastructure Network (ESDIN) project Working within Open Geospatial Consortium (OGC) processes EDINA contributed by successfully demonstrating how Shibboleth can be used to protect the OGC Web Services that underpin SDI A number of GIS vendors have modifiedtheircommercialsoftwareasaconsequenceofthisworkndashwhichwasshowcased at the INSPIRE 2011 conference

Social MediaEDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders and in 2010-2011 we continued to enhance our uses of these media We also launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector

Benefits and impact information For thefirst time in theacademic year 2010-2011 EDINAandother JISCServiceProviderswererequiredunder theirServiceLevelAgreements (SLA)toprovidebenefitsandimpactachievementsinformationtotheJISCMonitoringUnit(MU)in addition to the quantitative information usually reported

Surveys were carried out across most of our services We reported the results to the MU in February 2011 and have made them available at our website (httpedinaacukimpact)

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 10

The vast majority (typically well over 80) of the respondents found the services easy to use saved time and said that they would recommend them to others

EDINA determined to focus positively on ratings and comments that indicated the needtomakesomeservicessimplerforinexpertusersEDINAhaslongengagedwith this group of its users and pioneered services that are easier to use

Technical Infrastructure improvementsRecurrent hardware funding from JISC continued in 2010-2011 the third year of an agreed 3-year upgrade spend

The additional servers which were purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

There has been a continuation over the year towards virtualisation under VMWare a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Over 70 of survey respondents found SUNCAT easy to use and saved them time

11EDINA Annual Review 2010-2011

3 Service and Project Reports

3 Service and Project Reports

ldquoOurmissiontoenhanceproductivityqualityandcost-effectivenessinresearchandeducationwithovertwenty-fiveyearsofexperienceandtechnicalexpertiseindataandonlineservicesrdquo

Our main business areas in 2010-2011 were Reading amp Reference with focuses on scholarlycommunicationcontinuityofaccessandtextMapsampDataespeciallygeospatial Multimedia amp Education including a focus on learning and teaching (LampT) andMiddleware amp Infrastructure with focuses on accessmanagementinteroperability and registries

This online service delivery is supported in three ways First we support end users and librarians and information services in various ways Second we ensure a high level of usability accessibility and reliability complying with standards and meeting agreedperformance indicatorsThirdweuseourexpertiseandcompetence inproject activity to advance development and understanding on behalf of JISC and the wider education and research community

Most service and RampD activities undertaken in 2010-2011 were funded by JISC As shown on the following pages a number of project activities undertaken relate to service activities

EDINA has been undertaking innovative research and development

12 EDINA Annual Review 2010-2011

3 Service and Project Reports

Reading and Reference Scholarly Communication Services and Related Projects

SUNCAT Related Projects

SUNCAT is the national union catalogue for serials providing facilities to discover and locate serials held across the UK

Ahighlysignificantadditiontothe listofContributingLibrarieswasTrinityCollegeDublin (TCD) TCD although located in the Republic of Ireland is a legal deposit library for both the UK and Ireland and is the largest research library in Ireland It has contributed 180000 serial records containing a number of titles not held by any other SUNCAT library Another major library added was the Open University which has contributed about 35000 serialsrsquo records

The downloading service was considerably enhanced during the year by making available records from 17 Contributing LibrariesincludingalltheUKlegaldepositlibraries other major research libraries in the UK as well as a selection of specialist libraries

Work has been taking place on the platform used by SUNCAT including the development of a new user interface separate from the database that is at the heart of the service and which will allow improvements to be implemented rapidly The new interface will be introduced in Winter 2011

A SUNCAT Google Application was launched this year allowing users to search SUNCAT from their iGoogle page This complements the existing SUNCATFacebook application

The decision was taken to extend thecoverage of Tables of Content (TOC) of journals in SUNCAT A joint project was agreed with Heriot Watt University which hosts the JournalTOCs service This provides a TOC service for over 16000 journals from 868 publishers and thereby extends the journal coverage currentlyprovidedbytheZetocserviceItisplannedto have this functionality available in Autumn 2011

The vision articulated by UK Discovery has emphasised the importance of metadata being open reliable sustainable and suitable for reuse The scale nature and comprehensiveness of the SUNCAT metadata covering as it does the serialsrsquo records of many major research libraries in the UK and Ireland means that it is a priceless resource and potentially of great value for reuse

Work has been carried out in the SUNCAT exploring open metadata project to explore the issues of making the dataopen both a technical and legal challenge Many of the records provided to SUNCAT havenotbeenprovidedbythestaffintheContributingLibrariesbutratheracquiredfrom third parties who can and do claim some degree of ownership over the records Accordingly it has been necessary to ask the librarians to sign Agreements with EDINA for the release of their data It is planned to implement an API to allow accesstothedata Thefirstoutcomesofthis work will be made available in Autumn 2011

Image copy Getty Images

ldquoeasy to use and full information about holdings in UK librariesrdquoLibrarian HE

ldquoItrsquos simply the best easiest to use interface for journal informationrdquoSUNCAT user

13EDINA Annual Review 2010-2011

3 Service and Project Reports

Over last year almost 45000 visitors used the OA-RJ

OpenDepotorg Related Projects

OpenDepotorg continues to support researchers worldwide who wish to make their work available on an Open Access basis They do so by being re-directed to their institutional repository or by direct deposit into OpenDepot The latter is especially valuable for authors who do not have access to local repository services

The Depot was originally commissioned by JISC to support its RepositoryNet Initiative with the objective of ensuring that there was a national open access repository during the interim period while all universities set up their own institutional repository That project funding ended but consultations within the open access movement indicated that there was a comparable need on a global stage

The JISC-funded Open Access Repository Junction (OA-RJ) project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker services

The Repository Junction discovery tool is a database with over 13000 institutions 2000 repositories and network ranges which allows institutions or authors to be matched to appropriate repositories The data can be accessed by third party developers through a set of APIs and is also available as four-star linked data

The SONEX group is supported by JISC to foster international collaboration and guide development Its focus is on deposit opportunities and interoperability between and across repositories scholarly output notification and exchange It has defineda set of use case actors and is promoting investigation of use case scenarios by projects internationally The director of EDINA is one of the four members of SONEX

We first started to serve libraries and their patrons with SALSER the serials catalogue for Scottish academic and research libraries the year before being designatedasaUKnationalacademicdatacentreSALSERrsquosscope is limitedtoScotland but includes a diverse range of libraries and is well used During 2010-2011 the frequency of updates from libraries continued to improve This included the MoredunResearchInstitutetheScottishLawCommissionHistoricScotlandandthe Scottish National Blood Transfusion Service all updating their records during the year

Other services continue to be reviewed in the light of changes in the market Land Life Leisure is a weekly updated digest of press releases reports and articles in thefieldofrural informationDuring2010-2011 ithascontinuedtobesupportedthrough community-based indexing with contributions from Coleg Sir Gacircr andHarper Adams Pershore Myerscough Biston and the Royal Agricultural Colleges with just under 30 subscriptions in addition to these institutions

Our provision of CAB Abstracts as a weekly updated bibliographic database continues as our only other AampI database Around 300000 records were added in 2010-2011 from over 7500 serial titles books monographs technical reports proceedingspatentsandpublishedthesesndashreaching63millionrecordsFulltextprovision also increased with over 100000 items available in 2011

Image copy Stock International Inc

Image copy EDINA

14 EDINA Annual Review 2010-2011

3 Service and Project Reports

Continuing Access Services and Related Projects

UK LOCKSS Alliance and CLOCKSS Related Projects

EDINA has been supporting the UK LOCKSS Alliance for three years providing support to members and coordinating the development of the operation as a self-governing co-operative organisation

Maintenance funding is raised by subscription from its 16 members and we have just completed thefirstof a three-year grant from JISC for development and community engagement The goal is to build capacity and collaborative action to ensure continuing access to scholarly work that universities regard as important and at risk This includes taking advantage of what is done nationally and internationally EDINArsquos role is to provide technical development and programme coordination

EDINA also provides a support role for the initiative taken by the University of Edinburgh as one of seven founding libraries in CLOCKSS Edinburgh is one of the 12 steward libraries in a global network of Archive Nodes Together withStanfordUniversityLibrariesEDINAacts as a designated Open Access host for ldquoorphanedrdquo journal content when a triggereventisconfirmedbytheCLOCKSSBoards To date four sets of content have been released to test the readiness of theCLOCKSSsystemandtomakejournalarticles available under Open Access that might otherwise have been lost to global scholarship

The second phase of the Piloting an E-Jour-nals Preservation Registry Service (PEPRS) project is now well underway with a well-received beta service launched at the end of April 2011 now re-branded as The Keep-ers Registry This provides librarians and policy makers with information on who is doing what to preserve e-journal content Working in partnership with the Interna-tional Standard Serial Number (ISSN) In-ternational Centre in Paris this relates the actions of archival agencies against details of over 80000 electronic serials held in the ISSN Register The archival agencies involvedfirst includedCLOCKSS e-DepotKB (National Library of the Netherlands)UKLOCKSSAlliancePorticoandtheBrit-ish Library and now includes HathiTrustEDINA is now in discussion with other in-ternational agencies to include their hold-ing information Work will continue to en-hance the functionality involve additional agencies and establish The Keepers Regis-try as a sustainable well-governed service Related work has involved decision making at the ISSN Network for the assignment of ISSNs to the growing corpus of digitised journals

Phase two of the Pilot for Ensuring Conti-nuity of Access via NESLi2 (PECAN) proj-ect builds on work carried out jointly by EDINAandJISCCollectionsthat identifiedthe need to develop a shared service to record each HEIrsquos archival access to jour-nal titles Central to supplying this need is an ldquoEntitlement Registryrdquo which would provide an authoritative record of access entitlement increasingly important when institutions cancel journal deals as a result of budget pressures and when titles move from one publisher to another EDINA has been awarded short-term funding to take thefirststeptowardsdevelopingapoten-tial service for use by HEIs and publishers alike by implementing a prototype demon-strator of the software needed to store manage and access the entitlement infor-mation

ldquoUK LOCKSS provides a low-cost practical solution enabling access to preserved content when neededrdquoLorraine Estelle CEO JISC Collections

15EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoMANTRA reflects good practice in research data managementrdquo

Data Library Team EDINA

E-book service

Oure-bookofferingtheFirst and Second Statistical Accounts of Scotland is one of the best contemporary reports of life during the agricultural and industrial revolutions in 1790s and the 1830s Based on contemporary reports of the 938 parishesofScotlandthisisanexampleofaformerlyJISC-fundedprojectthatnowhas a healthy uptake and sustainable future

During 2010-2011 new materials were added to enhance the richness of the publishedAccountsanindexofthepersonspredominantlyministersresponsiblefor compiling the reports that form theStatisticalAccountsanonline IndexofMaps(fivemaps intheFirstAccountandthirty-one intheSecond)whichgivesa full description of each map and its location in the printed sets of the Accounts in Edinburgh University Library Edinburgh Central Library National Library ofScotlandMap Library and GlasgowUniversity Library and a brief guide to keyinformation sources on parish boundaries in Scotland

Project activity to support access to research data

EDINA made substantial contributions to the University of Edinburghrsquos research datamanagementstrategythisyearthroughitsUniversityDataLibraryserviceInDecembertheDataLibrarianpresentedapaperco-authoredwithVicePrincipalJeffHaywoodattheInternationalDigitalCurationConference(DCC) inChicagoarguing for institutional responsibility in research data management In May the Universitypassedaresearchdatamanagementpolicysaidtobethefirstof itskind in the UK

InJulytheDataLibraryteamcompletedayear-longJISC-fundedprojectMANTRA to produce openly licensed online learning materials in research data management for PhD students to be delivered at the University and shared as an Open Educational Resource The interactive topical units were created using Xerte and arehighlycustomisableforre-useSoftware-specificdatahandlingpracticalsandvideo interviews were also created The learning materials will also be accessible from the EDINA website for anyone to work through

copyThe University of Edinburgh and the University of Glasgow

16 EDINA Annual Review 2010-2011

3 Service and Project Reports

Maps and Data Content services and related projects

Ordnance Survey Collection Related Projects

Digimap Ordnance Survey collection contains maps at scales ranging from 11250 up to 1750000 available for making maps online or for download There are scanned raster maps (digital versions of Ordnance Surveyrsquos paper maps) as well as vector maps at a range of scales including OS MasterMapreg the most detailed large scale mapping It also includes postcodes administrative boundaries a gazetteer of place names and digital terrain models

Over 140 universities and colleges used the service with an average of over 46000 active users logging in over 280000 times

Digimap Roam has continued to provide a huge number of maps along with Digimap Carto 65 million screen maps were viewed in this period Carto is now used less for making screen maps due to the improvements that came in Digimap Roam However the number of high quality PDFs created by Carto has continued to increase 155000 PDF map fileswere generated from both DigimapRoam and Carto in this period

Users downloaded 762000 km2 of OS MasterMapregTopographyLayerdata151million km2 of OS Integrated Transport Network (ITN) data and over 440000 data files from other OS data productsThese data volumes are worth around pound20 million at commercial cost

The USeD project began in July 2011 and is looking at ways of improving the Data Download facility The aim is to ensure that the new interface that is being developed for 2011-2012 is more intuitive and meets the needs of all of our users

Thecomplexityoftheunderlyingdatatheheterogeneous nature of the user base and the broad range of digital literacy across this user base poses both usability and learnability challenges of the firstmagnitude

We propose to address this ldquospatial literacyrdquo gap by conducting user focused research to develop Personas which can be geared to improving work-flow fordifferentlyabledusersacrossthespectrumfromnovicetoexpert

ldquoAs a GIS lecturer and map librarian Irsquom recommending this to my students all of the timerdquoLecturer HE

65 million screen maps were viewed in 2010-2011

ldquothe cheapest and easiest way to get hold of OS data for academicsrdquoInformation Professional HE

17EDINA Annual Review 2010-2011

3 Service and Project Reports

Historic Digimap Related Projects

Historic Digimap provides access to digital scans of OS paper maps of Great Britain from 1843 to 1996

This service is increasing in popularity with 76 subscribing institutions and almost 70000 sessions across the year

The introduction of Ancient Roam and Historic Download has meant that there has been a great increase in the amount of data that users are viewing and downloading Over 35 million maps were viewed and nearly 460000 files weredownloadedasignificantincreaseontheprevious year

By having a close relationship with the other Roam interfaces the Ancient Roam interface has benefited fromthe development of annotation and measurement tools

The results of the metadata capture projectwiththeNLSwerealsoaddedintothe service allowing our users to access the survey dates for Scottish historic maps

A project was carried out with the National Library of Scotland (NLS) tocreate enhanced metadata for Scottish historic maps The survey dates that were not captured when Landmark Solutionsoriginally created the data in Historic Digimap were retrieved from the NLSrsquocopies of historic OS maps This extrametadata has been requested by users sincetheHistoricDigimapservicewasfirstlaunched so its addition for the Scottish maps was welcomed

Walking Through Time 2 The second phase of this project concentrated upon developing a sustainable platform to allow us to potentially roll out the application across Britain via the most popular smart phone platform It concentrated on developing the application natively for the iPhone (rather than as a web app) and undertook testing and evaluation during the Edinburgh Festival 2010

AddressingHistory The second phase of this project was led by EDINA with in-kindsupportfromtheNLSDevelopmentconcentrated upon the sustainability and interoperability of the AddressingHistory tool and API thus resonating with JISCrsquos vision to build sustainable and durable deliverables It has seen the re-engineering andldquoexternalisingrdquooftheexistingparsingprocess which devolves refining andediting responsibility to parties interested in a particular Post Office Directory Theinterface has also been refined and anumber of features and functionality implemented All development code is open and available under a GNU General PublicLicence

Digimap for SchoolsofferseasyaccesstoarangeofcurrentOSmapsincludingdigitalversionsofOSrsquosfamouspapermapstheLandrangerandExplorerseriesaswell as the most detailed OS MasterMapreg mapping and street-level maps showing street names and road-atlas style maps On 14 April 2011 the service received the GoldGeographicalAssociationPublisherrsquosAward inrecognitionof itssignificantcontribution to geographical education

ldquoHistoric Digimap is a quick easy way of finding historical datardquo Researcher HE

Image copy Jupiterimages

18 EDINA Annual Review 2010-2011

3 Service and Project Reports

The service was enhanced in May 2011 with the delivery of annotation and measurementtools Studentscannowaddpointmarkers linesareasandtextlabels as well as measuring distances and areas of features on screen With these toolsinplaceanassessmentisunderwaytofindouthowsuccessfultheservicehas been in supporting OS encourage schools to move from print to digital maps

Over 2500 schools have taken advantage of OSrsquos voucher scheme providing free accesstoDigimapforSchoolsforsomeschoolswhichfinishesinDecember2011

Accessing Digimap for Schools as a subscription service is now overseen by JISC Collections and a small number of schools have taken up subscriptions EDINA has delivered an online subscription interface to assist JISC Collections manage subscriptions Enhancements to that interface are underway to allow schools to purchase the service via credit card payments

Geology Digimap provides access to maps and data from the British Geological Survey (BGS) This service has also grown the number of subscribing institutions increasingto50exceedingexpectations

The number of sessions has risen to over 30000 for this year There are now almost 58000 registered users of which around 20000 are active

The new Geology Roam interface introduced in 2009 ndash 2010 has enabled users to create a very large number of maps in this academic year close to 650000

The interface has also received a number of enhancements over the year including the addition of JIDI images an improved rock information map query tool and the annotation and measurement tools

The results of the ABLe project were also fed into this service allowing usersenhanced functionality to interact with the map and the legend The user is now able to highlight rocks on the map by clicking on the legend and vice versa

EDINA also delivers Marine Digimap for mapping of the UK coastal zone at various scales and detail derived from Admiralty Charts Users can download a feature-rich vector GIS dataset SeaZonersquos Hydrospatialreg data containing ldquotopicrdquo layers on bathymetry and elevation structures and obstructions and conservation and environmental protection

Over 15000 users from 16 subscribing institutions have registered for the service showing that it has appeal beyond those studying marine and the coastal environment

This year we have added the Marine Roam interface which uses the Hydrospatialreg data This provides a convenient and simple means of viewing this complexdataset So far it has produced nearly 30000 screen maps since it was launched in October 2010 Development has continued throughout the year with the addition of the measurement and annotation tools to the interface

ldquothe easiest way to find geology of the areardquoLecturer HE

Image copy Courtesy Colin Palmer

19EDINA Annual Review 2010-2011

3 Service and Project Reports

Discovery services and related projects

GoGeo Related Projects

GoGeo is a discovery service that brings together online resources (of all types) on the basis of location as well as subject It is a critical component of the UK academic Spatial Data Infrastructure (SDI) and as a consequence of its interoperable architecture can also play a part in surfacing academic resources to the broader cross-sectoral community UK SDI ndashthe UK Location Programmersquos LocationInformationInfrastructure(UKLPLII)

GeoDoc is the online geospatial metadata creator tool that sits behind GoGeo for providers of geospatial data to document their data using standards-compliant schema The UK academic profile forISO19115 known as AGMAP is now aligned with the new national GEMINI2 andEuropeanINSPIREmetadataprofiles

During 2010-2011 GoGeo was given a new design to provide a more current look for the portal and to strengthen its core message Simultaneously the portal was re-architected to use an open source catalogue toolkit implementing INSPIRE compliant protocols ensuring GoGeo can interact harvest from and make available records to be harvested by the UK Location Programme within datagovuk and European INSPIRE geoportal

This is particularly important as during 2010-2011 the existing UKgovernment geoportal Gigateway was decommissioned

The purpose of GECO is to foster a community of users of geospatial resourceswithinidentifiablecommunitiesof interest GECO aims to increase the use of geospatial tools infrastructure and information collate exemplars of useidentify and promote best practice assist with the maturation of the UK academic SDI promote the JISC Geospatial Working Grouprsquos (GWG) Vision for geospatial resources champion awareness raising of INSPIRE ensuring that the sector is cognisant of the obligations and opportunities and promote good data management principles

GoGeo Linked Data (GOLD) exposedthe GoGeo Catalogue and the Scottish Government Spatial Discovery Portal CSW content as a Linked Data triple store toimprove the ldquodiscoverabilityrdquo of metadata records A range of technical approaches were explored including schema cross-walking production direct from relational databasesandanUMLtoRDFapproachto assess how best to create open linked geospatial metadata

ScotSDI EDINA renewed its partnership with the Scottish Government to develop a geospatial discovery metadata service as part of a Scottish SDI This addresses obligations under INSPIRE for public bodies to produce maintain and manage metadata about their geospatial resources Built using open source software this enables creation and discovery of UK standards compliant GEMINI2 dataset series and service metadata records

The Interoperable Geographic Information (IGIBS) project is building on prior work demonstrating how Shibboleth can be used to provide an organisational model for SDI We have shown that Shibboleth can be used to protect OGC Web Services without requiring any changes to the interfaces EDINA is working with the Welsh Government and the University of Aberystwyth to address the access control barrier by prototyping a simple tool that should allow users to quickly view their data using interoperability standards in combination with Welsh Government data TheUse Cases being explored areemerging from the UNESCO designated DyfiBiosphereReserve

ldquoThe usefulness of the geoportal cannot be over-emphasisedrdquoStudent HE

image copy GECO project

20 EDINA Annual Review 2010-2011

3 Service and Project Reports

Repository services

EDINA pioneered strategies for sharing resources within the limitations of third-party licence with the ShareGeo repositorybuildingonexperiencewithJorumDeveloped in a JISC funded-project ShareGeo allows users to share and re-use derived geospatial datasets within the Digimap service under the JISC Collections licensing arrangements It enables data sharing to take place in an authenticated environment that would otherwise not be possible

In April 2010 OS made a suite of core geospatial data products available as OS OpenData with Creative Commons Attribution licence terms conducive to sharing and reuse of derived data via open repositories Through ShareGeo Open an open access repository researchers students and lecturers creating geospatial data can deposit their research and operational data in a repository open to all to search and download

Since ShareGeo Open went live in June 2010

bull there have been over 6400 data downloadsbull the top 3 downloads are the ONS Postcode Directory Postcode Areas for Great

Britain and a GB-wide Digital Elevation Modelbull the National Library of Scotland is using ShareGeo Open to make available

historic data outputs from the AHRC funded Visualising Urban Geographies project

During the last year EDINA developed a plugin to allow direct data deposit into ShareGeo Open from within desktop mapping software via the SWORD protocol The plugin has been downloaded over 660 times

Census services

UKBORDERSprovidesaccesstoandsupportforalargeonlineldquofilingcabinetrdquoofdigitised boundaries and key postcode directory and related resources Funded by the Economic and Social Research Council (ESRC) as the Geography Data Unit for the Census Programme UKBORDERS is one of the most heavily used of the census services ndash in the 2010-2011 user survey it was the most frequently used service in a survey of 1358 users Highlights over the reporting period include

bull A successful bid for a further yearrsquos operation whilst ESRC deliberate on the future and nature of the post 2012 census delivery portfolio

bull The release of two new interfaces over the period ndash a Thematic Mapping Wizard allowinguserstogeneratetheirownchoroplethmapsandaDynamicLookupTable service allowing users to create bespoke geography reference tables

bull UKBORDERS also participated in the successful 2011 Census Conference

UKBORDERS is one of the most heavily used of the census services

Geological Map Data copyNERC 2010copy Crown copyrightdatabase right 2010 An Ordnance SurveyEDINA supplied service

21EDINA Annual Review 2010-2011

3 Service and Project Reports

agcensus offers grid square agricultural census data for England Scotland andWales During 2010-2011

bull TheserviceanddemocodewereportedfromMySQLtoPostGISbull 2009 and 2010 small area data for Scotland and 2008 2009 2010 data for

Wales (received from respective devolved government departments) were processed converted and brought into service

bull A subset of the decennial 2010 Agricultural Census (provided at 1km level of aggregation) will be forthcoming from DEFRA Methodology for conversion from small area to grid square has been requested in order to establish anomalies with the in-house conversion process

Additional project activity

The Spatio-Temporal Energy Efficiency Visualisation (STEEV) project aims to build a spatio-temporal exploration and visualisation tool for annual energyefficiencycoefficientssuchasenergyratingslikelyenergydemandandrelatedCO2 emissions modelled at Output Area level for a large regional geographical area of South Wales from 2000-2050

Testing of back-end database and data loading has been achieved primarily through test data provided by our project partner at the Welsh School of Architecture User interface and front-end design is reliant on back-end modelling and requires contextual anddescriptive content suchaspolicy-relatedenergy scenarios Anannotation facility is being considered which would allow stakeholders to annotate visualised content in real time

Multimedia and EducationMultimedia Services

JISC Mediahub was launched as a beta version in April 2011 followed by a full service release in August 2011 This service hosts multiple video sound and image collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection owners

While JISC MediaHub was in development the three multimedia services remained popular Film amp Sound Online with 382 institutional subscriptions Education Image Gallery with 88 NewsFilm Online with 350

NewsFilm Online will continue to be freely available to subscribers until July 2012 both as the current service and as part of Mediahub in its component collections

Film amp Sound Online and Education Image Gallery were withdrawn from service on 1 August

The definitive academic video image amp audio resource

image copy STEEV project

22 EDINA Annual Review 2010-2011

3 Service and Project Reports

Multimedia projects

Based at Sabhal Mograver Ostaig the Gaelic-language college on Skye Tobar an Dualchais isamulti-million-poundHeritageLottery-fundedprojecttopreservedigitiseandmake available online up to 12000 hours of recordings from the archives of BBC Scotland the National Trust for Scotland and the School of Scottish Studies at the University of Edinburgh EDINA and the University of Edinburgh IS department also contributed a production control and a cataloguing application for web-based input of metadata EDINA continued to develop the website in 2010 and the full public version was launched successfully in December 2010

Building upon earlier work for Tobar an DualchaisKist o Riches and the Statistical Accounts of Scotland EDINA worked collaboratively with the University of Edinburgh Centre for Research Collections during Phase 3 of an AHRC funded project The Carmichael Watson collection in Edinburgh University Library iscentred on the papers of the pioneering folklorist Alexander Carmichael (1832-1912) The project aimed to unlock one of the worldrsquos major folklore resources for thebenefitofacademicscholarsandthewidercommunityEDINAprovidedthesoftware engineering skills to develop and deliver online access to this iconic work ofAlexanderCarmichaelThiswaslaunchedinJune2011

Thefinal reportoftheshortprojectScoping Study Aggregations of Metadata for Images and Time-Based Media was made available in September 2010 It indicated the benefits of and opportunities for aggregations ofmetadata forthese resources and the barriers to having open and shareable metadata It also described a number of scenarios in which such aggregations would be useful or requiredanddifferentmodelsforaggregatingmetadata

Education service Jorum

Following the launch of the JorumOpen collection in January 2010 Jorum enjoyed continued growth in both the usage of the resources it contains and the number of resources that are shared through the service As of July 2011 visits to the servicewerefivetimeshigherthanthepeakusagebeforeJanuary2010andover14200 resources were available across a variety of subject areas ndash an increase of over 80 Many of these resources were shared by users involved in the JISC HE Academy OER Programme which the Jorum team continued to support

Jorum consolidated its collections on the DSpace platform in February 2011 and made all software outputs available for download and re-use in June 2011 through the EDINA Developer Corner and Github

Jorum was developed and run jointly by EDINA and Mimas from 2002 until 2011 From August 2011 Mimas will be taking Jorum forward into service

Alexander Carmichael Portait by William Skeoch Cumming Image is in the public domain

Image copy iStockPhotos 2010

23EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoThanks so much for your help I really cannot emphasis how invaluable itrsquos beenrdquo SDSS Helpdesk enquirer

Middleware and Infrastructure

UK Access Management Federation Related Projects

The joint bid from JISC Collections and EDINA to be the Operator for the UK Access Management Federation from August 2011 to July 2014 was successful During the remainder of the 2010-2011 academic year EDINA and JISC Collections worked with JANET(UK) on the transition arrangements Because EDINA already acted as the technical operator for the federation a smooth transition was expectedandhappened

A contract was agreed between EDINA and SWITCH to form the Shibboleth Consortium to provide coordination and means to engage the personnel to develop the Shibboleth federated access management software The Consortium will ensure development of the Shibboleth codebase upon which the UK Access Management Federation depends EDINA throughitsSDSSExpertGroupactivityisthe lead member of the Consortium and is responsible for the distribution of funding from JISC and SWITCH

The federation continued to grow substantially reaching over 850 members and 1250 entities the largest academic deployment in the world

The UK Federation Support Team at EDINA manages the metadata that underpins it and supplies technical support to its members In August 2011 a new centralised Discovery Service (WAYF) was implemented based on user testing Thisshouldimprovetheloginexperiencefor users throughout the UK education sector

The SDSS Expert Group contributes nationally and internationally to the development and maintenance of the Shibboleth infrastructure and codebase Nationally the federation operator refers technical issues related to the operation of theUKfederationto theSDSSExpertGroup

During 2010-2011 the SDSS Expert Groupworked with Internet2 (I2) and the Shibboleth Consortium participating in the Shibboleth core development team with core Shibboleth software including the Shibboleth V3 IdP

The expert group has contributed to theEmbedded Discovery Service which will supportamoreconsistentloginexperienceacrossdifferentservicesbymakingiteasyfor service providers to deploy standard WAYF functionality familiar to users but with their own branding and on their own servers rather than depending on the federationrsquos Central Discovery Service servers

Theexpertgroup isworkingwitha smallInternet2 subgroup to develop a technical architecture for inter-federation working The work involves the refinement of anAggregation Engine to allow the swapping of authorised metadata between federationsSignificantprogressthisyearmeans that the aggregation engine has now replaced the bespoke code previously used to generate the production UK federation metadata while test metadata including entities from other federations is now also being generated daily

WSTIERIA was a JISC-funded project which ran from January 2010 to March 2011 and investigated mechanisms for use of federated access management with web services WSTIERIA evaluated possible solutions based on use of faccedilade software andrecentextensionsofcoreShibbolethcode

Image copy Jupiterimages 2006

24 EDINA Annual Review 2010-2011

3 Service and Project Reports

Unlock Related Projects

Unlock the gazetteer and geo-referencing infrastructure service provides two sets of web services one is a ldquogazetteer cross-searchrdquo comparing different sources ofgeographic data for information about place-names The other is a ldquogeo-parsingrdquo service using text mining techniques toextractplace-namesfromresources(textor metadata) to allow collections to be searched by location

Unlock Places offers search acrosslicensed OS data sources for subscribers to Digimap OS Collection Last yearUnlock was adapted to include an open data gazetteer which provides world-wide coverage and includes the OS Open Data products

In terms of the JISC Information Environment Unlock is a shared terminology service that can underpin geographic searching and geo-referencing for other services Unlock can help with data and resource linking and improving the metadata describing scholarly work

The JISC-funded CHALICE (Connecting Historical Authorities with Linked dataContexts and Entities) project applied atext mining approach to volumes of theEnglish Place Name Survey to produce a Linked Data historic gazetteer for areasof England which could then be used to improve the quality of georeferencing in other archives The gazetteer is linked to other placename sources on the LinkedData web via geonamesorg and Ordnance Survey Open Data We aimed to provide a historic place-name gazetteer covering a thousand years of history linked to attestationsinoldtextsandmaps

Intensive user engagement was undertaken with archive projects that canbenefitfromtheopendatagazetteerand open source text mining tools TheCHALICEoutputsare for anyoneworkingwith historic material ndash be that archives of records objects or ideas There is a Past Places browser to help illustrate the data andprovideaLinkedDataviewofthedata

Unlock has also been working towards supporting tooling for the Bamboo Project which is building applications and shared infrastructure for humanities research

OpenURL Router Related Projects

OpenURL Router continued to have high levels of use during 20102011 with 97 registered institutions which register the OpenURL resolvers they use with theRouterTheOpenURLRouter isacentralregistrydetailingOpenURLresolverstheinstitutions to which they belonged and certaindetails(UKFederation identifiersIP addresses and domain names) that help in identifying members of that institution This allows referring bibliographic services to addressOpenURL links to the correctresolver for each end user without any prior knowledge of the user or their institution

The JISC-funded Using OpenURL Activity Data project built on the recommendations oftheSharedOpenURLDataInfrastructureInvestigation in 2008-9 by exploring thevalue and viability of releasing OpenURLactivity data for use by third parties as a means of supporting development of innovative functionality Following an initial investigation to understand how IP addresses could be collected and processedwithoutexposingthecollectingorganisation to legal risk the data filesbased on the OpenURL Router log fileswere produced and released under the open license ODC-PDDL An articlerecommender prototype was developed basedonthisdataasanexampleofhowthe data could be used

ldquoExcellent servicemdashhas saved a huge amount of time and effortrdquoOpenURL Router Librarian HE

Image copy Tom Armitage

25EDINA Annual Review 2010-2011

3 Service and Project Reports

Additional project activities

AprojectbeganinFebruary2011toproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelatedtechnologiesSeveralmembersofstafffromboththegeographicand bibliographicmultimedia development teams in EDINA have been working on Linked Data Focus We ran three short software development ldquosprintsrdquo to produce Linked Open Data output from several different EDINA projects and servicesDuring each sprint we held a workshop where we presented and discussed the workinprogressandinvitedpeoplefromoutsideEDINAtoshowofftheirrelatedwork

The development work supports the broader ambition of Discovery and has adopted its guidelines for metadata We are working towards the production of anldquoinfokitrdquodocumentingourfindingsandpracticeswithaviewtoassistingandinforming other institutions

EDINArsquosworkonprovidingldquotargetedrdquologinURLsisbeingrolledouttoitsservicesThe Ediauth Targeted Login mechanism exists to provide a simple and robustalternativetoshibbolethWAYFlessURLsforwhichthereisconsiderabledemandAdditionally it ismoreflexibleand informativethanshibbolethWAYFlessURLsThe targeted loginURLsarebeingadvertisedandused for JISCMediaHubandis being used by the prototype CRIS bookmarking service It will be rolled out to otherEDINAservicesintimeforthenextrevisionoftheEDINArsquosmainwebsite

CRIS the ldquoCommenting and Referencing Infrastructure Servicerdquo is a shared middleware service for bookmarking and commenting web resources with a particular focus on multimedia CRIS was developed as a JISC-funded personalisation service with the potential to help service providers avoid duplicatingimplementationofthefunctionalityinindividualservicesItalsooffersa basis for recommender functionality CRIS has now been successfully tested with JISC Mediahub to provide bookmarks and commenting These functions are due for release in JISC Mediahub by the end of 2011

User Support Our support activities in 2010-2011 were as follows

Helpdesk

The EDINA helpdesk continued to be the primary point of contact for all enquiries concerning EDINA services and successfully resolved enquiries from end-users andsupport staff EDINArsquos licenceandcall-loggingsystem(Helios)was furtherenhanced in 2010-2011 to facilitate registrations to use the Digimap for Schools service

The helpdesk approved almost 50000 applications to use the Digimap service across the three collections requiring registration ndash OS Geology and Marine Digimap

ldquoIt makes a change to find a helpdesk that actually helpsrdquoEDINA Helpdesk enquirer

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 12: EDINA Annual Review, 2010-2011

2 Highlights of Our Year 2010-2011

EDINA Annual Review 2010-2011 10

The vast majority (typically well over 80) of the respondents found the services easy to use saved time and said that they would recommend them to others

EDINA determined to focus positively on ratings and comments that indicated the needtomakesomeservicessimplerforinexpertusersEDINAhaslongengagedwith this group of its users and pioneered services that are easier to use

Technical Infrastructure improvementsRecurrent hardware funding from JISC continued in 2010-2011 the third year of an agreed 3-year upgrade spend

The additional servers which were purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

There has been a continuation over the year towards virtualisation under VMWare a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Over 70 of survey respondents found SUNCAT easy to use and saved them time

11EDINA Annual Review 2010-2011

3 Service and Project Reports

3 Service and Project Reports

ldquoOurmissiontoenhanceproductivityqualityandcost-effectivenessinresearchandeducationwithovertwenty-fiveyearsofexperienceandtechnicalexpertiseindataandonlineservicesrdquo

Our main business areas in 2010-2011 were Reading amp Reference with focuses on scholarlycommunicationcontinuityofaccessandtextMapsampDataespeciallygeospatial Multimedia amp Education including a focus on learning and teaching (LampT) andMiddleware amp Infrastructure with focuses on accessmanagementinteroperability and registries

This online service delivery is supported in three ways First we support end users and librarians and information services in various ways Second we ensure a high level of usability accessibility and reliability complying with standards and meeting agreedperformance indicatorsThirdweuseourexpertiseandcompetence inproject activity to advance development and understanding on behalf of JISC and the wider education and research community

Most service and RampD activities undertaken in 2010-2011 were funded by JISC As shown on the following pages a number of project activities undertaken relate to service activities

EDINA has been undertaking innovative research and development

12 EDINA Annual Review 2010-2011

3 Service and Project Reports

Reading and Reference Scholarly Communication Services and Related Projects

SUNCAT Related Projects

SUNCAT is the national union catalogue for serials providing facilities to discover and locate serials held across the UK

Ahighlysignificantadditiontothe listofContributingLibrarieswasTrinityCollegeDublin (TCD) TCD although located in the Republic of Ireland is a legal deposit library for both the UK and Ireland and is the largest research library in Ireland It has contributed 180000 serial records containing a number of titles not held by any other SUNCAT library Another major library added was the Open University which has contributed about 35000 serialsrsquo records

The downloading service was considerably enhanced during the year by making available records from 17 Contributing LibrariesincludingalltheUKlegaldepositlibraries other major research libraries in the UK as well as a selection of specialist libraries

Work has been taking place on the platform used by SUNCAT including the development of a new user interface separate from the database that is at the heart of the service and which will allow improvements to be implemented rapidly The new interface will be introduced in Winter 2011

A SUNCAT Google Application was launched this year allowing users to search SUNCAT from their iGoogle page This complements the existing SUNCATFacebook application

The decision was taken to extend thecoverage of Tables of Content (TOC) of journals in SUNCAT A joint project was agreed with Heriot Watt University which hosts the JournalTOCs service This provides a TOC service for over 16000 journals from 868 publishers and thereby extends the journal coverage currentlyprovidedbytheZetocserviceItisplannedto have this functionality available in Autumn 2011

The vision articulated by UK Discovery has emphasised the importance of metadata being open reliable sustainable and suitable for reuse The scale nature and comprehensiveness of the SUNCAT metadata covering as it does the serialsrsquo records of many major research libraries in the UK and Ireland means that it is a priceless resource and potentially of great value for reuse

Work has been carried out in the SUNCAT exploring open metadata project to explore the issues of making the dataopen both a technical and legal challenge Many of the records provided to SUNCAT havenotbeenprovidedbythestaffintheContributingLibrariesbutratheracquiredfrom third parties who can and do claim some degree of ownership over the records Accordingly it has been necessary to ask the librarians to sign Agreements with EDINA for the release of their data It is planned to implement an API to allow accesstothedata Thefirstoutcomesofthis work will be made available in Autumn 2011

Image copy Getty Images

ldquoeasy to use and full information about holdings in UK librariesrdquoLibrarian HE

ldquoItrsquos simply the best easiest to use interface for journal informationrdquoSUNCAT user

13EDINA Annual Review 2010-2011

3 Service and Project Reports

Over last year almost 45000 visitors used the OA-RJ

OpenDepotorg Related Projects

OpenDepotorg continues to support researchers worldwide who wish to make their work available on an Open Access basis They do so by being re-directed to their institutional repository or by direct deposit into OpenDepot The latter is especially valuable for authors who do not have access to local repository services

The Depot was originally commissioned by JISC to support its RepositoryNet Initiative with the objective of ensuring that there was a national open access repository during the interim period while all universities set up their own institutional repository That project funding ended but consultations within the open access movement indicated that there was a comparable need on a global stage

The JISC-funded Open Access Repository Junction (OA-RJ) project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker services

The Repository Junction discovery tool is a database with over 13000 institutions 2000 repositories and network ranges which allows institutions or authors to be matched to appropriate repositories The data can be accessed by third party developers through a set of APIs and is also available as four-star linked data

The SONEX group is supported by JISC to foster international collaboration and guide development Its focus is on deposit opportunities and interoperability between and across repositories scholarly output notification and exchange It has defineda set of use case actors and is promoting investigation of use case scenarios by projects internationally The director of EDINA is one of the four members of SONEX

We first started to serve libraries and their patrons with SALSER the serials catalogue for Scottish academic and research libraries the year before being designatedasaUKnationalacademicdatacentreSALSERrsquosscope is limitedtoScotland but includes a diverse range of libraries and is well used During 2010-2011 the frequency of updates from libraries continued to improve This included the MoredunResearchInstitutetheScottishLawCommissionHistoricScotlandandthe Scottish National Blood Transfusion Service all updating their records during the year

Other services continue to be reviewed in the light of changes in the market Land Life Leisure is a weekly updated digest of press releases reports and articles in thefieldofrural informationDuring2010-2011 ithascontinuedtobesupportedthrough community-based indexing with contributions from Coleg Sir Gacircr andHarper Adams Pershore Myerscough Biston and the Royal Agricultural Colleges with just under 30 subscriptions in addition to these institutions

Our provision of CAB Abstracts as a weekly updated bibliographic database continues as our only other AampI database Around 300000 records were added in 2010-2011 from over 7500 serial titles books monographs technical reports proceedingspatentsandpublishedthesesndashreaching63millionrecordsFulltextprovision also increased with over 100000 items available in 2011

Image copy Stock International Inc

Image copy EDINA

14 EDINA Annual Review 2010-2011

3 Service and Project Reports

Continuing Access Services and Related Projects

UK LOCKSS Alliance and CLOCKSS Related Projects

EDINA has been supporting the UK LOCKSS Alliance for three years providing support to members and coordinating the development of the operation as a self-governing co-operative organisation

Maintenance funding is raised by subscription from its 16 members and we have just completed thefirstof a three-year grant from JISC for development and community engagement The goal is to build capacity and collaborative action to ensure continuing access to scholarly work that universities regard as important and at risk This includes taking advantage of what is done nationally and internationally EDINArsquos role is to provide technical development and programme coordination

EDINA also provides a support role for the initiative taken by the University of Edinburgh as one of seven founding libraries in CLOCKSS Edinburgh is one of the 12 steward libraries in a global network of Archive Nodes Together withStanfordUniversityLibrariesEDINAacts as a designated Open Access host for ldquoorphanedrdquo journal content when a triggereventisconfirmedbytheCLOCKSSBoards To date four sets of content have been released to test the readiness of theCLOCKSSsystemandtomakejournalarticles available under Open Access that might otherwise have been lost to global scholarship

The second phase of the Piloting an E-Jour-nals Preservation Registry Service (PEPRS) project is now well underway with a well-received beta service launched at the end of April 2011 now re-branded as The Keep-ers Registry This provides librarians and policy makers with information on who is doing what to preserve e-journal content Working in partnership with the Interna-tional Standard Serial Number (ISSN) In-ternational Centre in Paris this relates the actions of archival agencies against details of over 80000 electronic serials held in the ISSN Register The archival agencies involvedfirst includedCLOCKSS e-DepotKB (National Library of the Netherlands)UKLOCKSSAlliancePorticoandtheBrit-ish Library and now includes HathiTrustEDINA is now in discussion with other in-ternational agencies to include their hold-ing information Work will continue to en-hance the functionality involve additional agencies and establish The Keepers Regis-try as a sustainable well-governed service Related work has involved decision making at the ISSN Network for the assignment of ISSNs to the growing corpus of digitised journals

Phase two of the Pilot for Ensuring Conti-nuity of Access via NESLi2 (PECAN) proj-ect builds on work carried out jointly by EDINAandJISCCollectionsthat identifiedthe need to develop a shared service to record each HEIrsquos archival access to jour-nal titles Central to supplying this need is an ldquoEntitlement Registryrdquo which would provide an authoritative record of access entitlement increasingly important when institutions cancel journal deals as a result of budget pressures and when titles move from one publisher to another EDINA has been awarded short-term funding to take thefirststeptowardsdevelopingapoten-tial service for use by HEIs and publishers alike by implementing a prototype demon-strator of the software needed to store manage and access the entitlement infor-mation

ldquoUK LOCKSS provides a low-cost practical solution enabling access to preserved content when neededrdquoLorraine Estelle CEO JISC Collections

15EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoMANTRA reflects good practice in research data managementrdquo

Data Library Team EDINA

E-book service

Oure-bookofferingtheFirst and Second Statistical Accounts of Scotland is one of the best contemporary reports of life during the agricultural and industrial revolutions in 1790s and the 1830s Based on contemporary reports of the 938 parishesofScotlandthisisanexampleofaformerlyJISC-fundedprojectthatnowhas a healthy uptake and sustainable future

During 2010-2011 new materials were added to enhance the richness of the publishedAccountsanindexofthepersonspredominantlyministersresponsiblefor compiling the reports that form theStatisticalAccountsanonline IndexofMaps(fivemaps intheFirstAccountandthirty-one intheSecond)whichgivesa full description of each map and its location in the printed sets of the Accounts in Edinburgh University Library Edinburgh Central Library National Library ofScotlandMap Library and GlasgowUniversity Library and a brief guide to keyinformation sources on parish boundaries in Scotland

Project activity to support access to research data

EDINA made substantial contributions to the University of Edinburghrsquos research datamanagementstrategythisyearthroughitsUniversityDataLibraryserviceInDecembertheDataLibrarianpresentedapaperco-authoredwithVicePrincipalJeffHaywoodattheInternationalDigitalCurationConference(DCC) inChicagoarguing for institutional responsibility in research data management In May the Universitypassedaresearchdatamanagementpolicysaidtobethefirstof itskind in the UK

InJulytheDataLibraryteamcompletedayear-longJISC-fundedprojectMANTRA to produce openly licensed online learning materials in research data management for PhD students to be delivered at the University and shared as an Open Educational Resource The interactive topical units were created using Xerte and arehighlycustomisableforre-useSoftware-specificdatahandlingpracticalsandvideo interviews were also created The learning materials will also be accessible from the EDINA website for anyone to work through

copyThe University of Edinburgh and the University of Glasgow

16 EDINA Annual Review 2010-2011

3 Service and Project Reports

Maps and Data Content services and related projects

Ordnance Survey Collection Related Projects

Digimap Ordnance Survey collection contains maps at scales ranging from 11250 up to 1750000 available for making maps online or for download There are scanned raster maps (digital versions of Ordnance Surveyrsquos paper maps) as well as vector maps at a range of scales including OS MasterMapreg the most detailed large scale mapping It also includes postcodes administrative boundaries a gazetteer of place names and digital terrain models

Over 140 universities and colleges used the service with an average of over 46000 active users logging in over 280000 times

Digimap Roam has continued to provide a huge number of maps along with Digimap Carto 65 million screen maps were viewed in this period Carto is now used less for making screen maps due to the improvements that came in Digimap Roam However the number of high quality PDFs created by Carto has continued to increase 155000 PDF map fileswere generated from both DigimapRoam and Carto in this period

Users downloaded 762000 km2 of OS MasterMapregTopographyLayerdata151million km2 of OS Integrated Transport Network (ITN) data and over 440000 data files from other OS data productsThese data volumes are worth around pound20 million at commercial cost

The USeD project began in July 2011 and is looking at ways of improving the Data Download facility The aim is to ensure that the new interface that is being developed for 2011-2012 is more intuitive and meets the needs of all of our users

Thecomplexityoftheunderlyingdatatheheterogeneous nature of the user base and the broad range of digital literacy across this user base poses both usability and learnability challenges of the firstmagnitude

We propose to address this ldquospatial literacyrdquo gap by conducting user focused research to develop Personas which can be geared to improving work-flow fordifferentlyabledusersacrossthespectrumfromnovicetoexpert

ldquoAs a GIS lecturer and map librarian Irsquom recommending this to my students all of the timerdquoLecturer HE

65 million screen maps were viewed in 2010-2011

ldquothe cheapest and easiest way to get hold of OS data for academicsrdquoInformation Professional HE

17EDINA Annual Review 2010-2011

3 Service and Project Reports

Historic Digimap Related Projects

Historic Digimap provides access to digital scans of OS paper maps of Great Britain from 1843 to 1996

This service is increasing in popularity with 76 subscribing institutions and almost 70000 sessions across the year

The introduction of Ancient Roam and Historic Download has meant that there has been a great increase in the amount of data that users are viewing and downloading Over 35 million maps were viewed and nearly 460000 files weredownloadedasignificantincreaseontheprevious year

By having a close relationship with the other Roam interfaces the Ancient Roam interface has benefited fromthe development of annotation and measurement tools

The results of the metadata capture projectwiththeNLSwerealsoaddedintothe service allowing our users to access the survey dates for Scottish historic maps

A project was carried out with the National Library of Scotland (NLS) tocreate enhanced metadata for Scottish historic maps The survey dates that were not captured when Landmark Solutionsoriginally created the data in Historic Digimap were retrieved from the NLSrsquocopies of historic OS maps This extrametadata has been requested by users sincetheHistoricDigimapservicewasfirstlaunched so its addition for the Scottish maps was welcomed

Walking Through Time 2 The second phase of this project concentrated upon developing a sustainable platform to allow us to potentially roll out the application across Britain via the most popular smart phone platform It concentrated on developing the application natively for the iPhone (rather than as a web app) and undertook testing and evaluation during the Edinburgh Festival 2010

AddressingHistory The second phase of this project was led by EDINA with in-kindsupportfromtheNLSDevelopmentconcentrated upon the sustainability and interoperability of the AddressingHistory tool and API thus resonating with JISCrsquos vision to build sustainable and durable deliverables It has seen the re-engineering andldquoexternalisingrdquooftheexistingparsingprocess which devolves refining andediting responsibility to parties interested in a particular Post Office Directory Theinterface has also been refined and anumber of features and functionality implemented All development code is open and available under a GNU General PublicLicence

Digimap for SchoolsofferseasyaccesstoarangeofcurrentOSmapsincludingdigitalversionsofOSrsquosfamouspapermapstheLandrangerandExplorerseriesaswell as the most detailed OS MasterMapreg mapping and street-level maps showing street names and road-atlas style maps On 14 April 2011 the service received the GoldGeographicalAssociationPublisherrsquosAward inrecognitionof itssignificantcontribution to geographical education

ldquoHistoric Digimap is a quick easy way of finding historical datardquo Researcher HE

Image copy Jupiterimages

18 EDINA Annual Review 2010-2011

3 Service and Project Reports

The service was enhanced in May 2011 with the delivery of annotation and measurementtools Studentscannowaddpointmarkers linesareasandtextlabels as well as measuring distances and areas of features on screen With these toolsinplaceanassessmentisunderwaytofindouthowsuccessfultheservicehas been in supporting OS encourage schools to move from print to digital maps

Over 2500 schools have taken advantage of OSrsquos voucher scheme providing free accesstoDigimapforSchoolsforsomeschoolswhichfinishesinDecember2011

Accessing Digimap for Schools as a subscription service is now overseen by JISC Collections and a small number of schools have taken up subscriptions EDINA has delivered an online subscription interface to assist JISC Collections manage subscriptions Enhancements to that interface are underway to allow schools to purchase the service via credit card payments

Geology Digimap provides access to maps and data from the British Geological Survey (BGS) This service has also grown the number of subscribing institutions increasingto50exceedingexpectations

The number of sessions has risen to over 30000 for this year There are now almost 58000 registered users of which around 20000 are active

The new Geology Roam interface introduced in 2009 ndash 2010 has enabled users to create a very large number of maps in this academic year close to 650000

The interface has also received a number of enhancements over the year including the addition of JIDI images an improved rock information map query tool and the annotation and measurement tools

The results of the ABLe project were also fed into this service allowing usersenhanced functionality to interact with the map and the legend The user is now able to highlight rocks on the map by clicking on the legend and vice versa

EDINA also delivers Marine Digimap for mapping of the UK coastal zone at various scales and detail derived from Admiralty Charts Users can download a feature-rich vector GIS dataset SeaZonersquos Hydrospatialreg data containing ldquotopicrdquo layers on bathymetry and elevation structures and obstructions and conservation and environmental protection

Over 15000 users from 16 subscribing institutions have registered for the service showing that it has appeal beyond those studying marine and the coastal environment

This year we have added the Marine Roam interface which uses the Hydrospatialreg data This provides a convenient and simple means of viewing this complexdataset So far it has produced nearly 30000 screen maps since it was launched in October 2010 Development has continued throughout the year with the addition of the measurement and annotation tools to the interface

ldquothe easiest way to find geology of the areardquoLecturer HE

Image copy Courtesy Colin Palmer

19EDINA Annual Review 2010-2011

3 Service and Project Reports

Discovery services and related projects

GoGeo Related Projects

GoGeo is a discovery service that brings together online resources (of all types) on the basis of location as well as subject It is a critical component of the UK academic Spatial Data Infrastructure (SDI) and as a consequence of its interoperable architecture can also play a part in surfacing academic resources to the broader cross-sectoral community UK SDI ndashthe UK Location Programmersquos LocationInformationInfrastructure(UKLPLII)

GeoDoc is the online geospatial metadata creator tool that sits behind GoGeo for providers of geospatial data to document their data using standards-compliant schema The UK academic profile forISO19115 known as AGMAP is now aligned with the new national GEMINI2 andEuropeanINSPIREmetadataprofiles

During 2010-2011 GoGeo was given a new design to provide a more current look for the portal and to strengthen its core message Simultaneously the portal was re-architected to use an open source catalogue toolkit implementing INSPIRE compliant protocols ensuring GoGeo can interact harvest from and make available records to be harvested by the UK Location Programme within datagovuk and European INSPIRE geoportal

This is particularly important as during 2010-2011 the existing UKgovernment geoportal Gigateway was decommissioned

The purpose of GECO is to foster a community of users of geospatial resourceswithinidentifiablecommunitiesof interest GECO aims to increase the use of geospatial tools infrastructure and information collate exemplars of useidentify and promote best practice assist with the maturation of the UK academic SDI promote the JISC Geospatial Working Grouprsquos (GWG) Vision for geospatial resources champion awareness raising of INSPIRE ensuring that the sector is cognisant of the obligations and opportunities and promote good data management principles

GoGeo Linked Data (GOLD) exposedthe GoGeo Catalogue and the Scottish Government Spatial Discovery Portal CSW content as a Linked Data triple store toimprove the ldquodiscoverabilityrdquo of metadata records A range of technical approaches were explored including schema cross-walking production direct from relational databasesandanUMLtoRDFapproachto assess how best to create open linked geospatial metadata

ScotSDI EDINA renewed its partnership with the Scottish Government to develop a geospatial discovery metadata service as part of a Scottish SDI This addresses obligations under INSPIRE for public bodies to produce maintain and manage metadata about their geospatial resources Built using open source software this enables creation and discovery of UK standards compliant GEMINI2 dataset series and service metadata records

The Interoperable Geographic Information (IGIBS) project is building on prior work demonstrating how Shibboleth can be used to provide an organisational model for SDI We have shown that Shibboleth can be used to protect OGC Web Services without requiring any changes to the interfaces EDINA is working with the Welsh Government and the University of Aberystwyth to address the access control barrier by prototyping a simple tool that should allow users to quickly view their data using interoperability standards in combination with Welsh Government data TheUse Cases being explored areemerging from the UNESCO designated DyfiBiosphereReserve

ldquoThe usefulness of the geoportal cannot be over-emphasisedrdquoStudent HE

image copy GECO project

20 EDINA Annual Review 2010-2011

3 Service and Project Reports

Repository services

EDINA pioneered strategies for sharing resources within the limitations of third-party licence with the ShareGeo repositorybuildingonexperiencewithJorumDeveloped in a JISC funded-project ShareGeo allows users to share and re-use derived geospatial datasets within the Digimap service under the JISC Collections licensing arrangements It enables data sharing to take place in an authenticated environment that would otherwise not be possible

In April 2010 OS made a suite of core geospatial data products available as OS OpenData with Creative Commons Attribution licence terms conducive to sharing and reuse of derived data via open repositories Through ShareGeo Open an open access repository researchers students and lecturers creating geospatial data can deposit their research and operational data in a repository open to all to search and download

Since ShareGeo Open went live in June 2010

bull there have been over 6400 data downloadsbull the top 3 downloads are the ONS Postcode Directory Postcode Areas for Great

Britain and a GB-wide Digital Elevation Modelbull the National Library of Scotland is using ShareGeo Open to make available

historic data outputs from the AHRC funded Visualising Urban Geographies project

During the last year EDINA developed a plugin to allow direct data deposit into ShareGeo Open from within desktop mapping software via the SWORD protocol The plugin has been downloaded over 660 times

Census services

UKBORDERSprovidesaccesstoandsupportforalargeonlineldquofilingcabinetrdquoofdigitised boundaries and key postcode directory and related resources Funded by the Economic and Social Research Council (ESRC) as the Geography Data Unit for the Census Programme UKBORDERS is one of the most heavily used of the census services ndash in the 2010-2011 user survey it was the most frequently used service in a survey of 1358 users Highlights over the reporting period include

bull A successful bid for a further yearrsquos operation whilst ESRC deliberate on the future and nature of the post 2012 census delivery portfolio

bull The release of two new interfaces over the period ndash a Thematic Mapping Wizard allowinguserstogeneratetheirownchoroplethmapsandaDynamicLookupTable service allowing users to create bespoke geography reference tables

bull UKBORDERS also participated in the successful 2011 Census Conference

UKBORDERS is one of the most heavily used of the census services

Geological Map Data copyNERC 2010copy Crown copyrightdatabase right 2010 An Ordnance SurveyEDINA supplied service

21EDINA Annual Review 2010-2011

3 Service and Project Reports

agcensus offers grid square agricultural census data for England Scotland andWales During 2010-2011

bull TheserviceanddemocodewereportedfromMySQLtoPostGISbull 2009 and 2010 small area data for Scotland and 2008 2009 2010 data for

Wales (received from respective devolved government departments) were processed converted and brought into service

bull A subset of the decennial 2010 Agricultural Census (provided at 1km level of aggregation) will be forthcoming from DEFRA Methodology for conversion from small area to grid square has been requested in order to establish anomalies with the in-house conversion process

Additional project activity

The Spatio-Temporal Energy Efficiency Visualisation (STEEV) project aims to build a spatio-temporal exploration and visualisation tool for annual energyefficiencycoefficientssuchasenergyratingslikelyenergydemandandrelatedCO2 emissions modelled at Output Area level for a large regional geographical area of South Wales from 2000-2050

Testing of back-end database and data loading has been achieved primarily through test data provided by our project partner at the Welsh School of Architecture User interface and front-end design is reliant on back-end modelling and requires contextual anddescriptive content suchaspolicy-relatedenergy scenarios Anannotation facility is being considered which would allow stakeholders to annotate visualised content in real time

Multimedia and EducationMultimedia Services

JISC Mediahub was launched as a beta version in April 2011 followed by a full service release in August 2011 This service hosts multiple video sound and image collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection owners

While JISC MediaHub was in development the three multimedia services remained popular Film amp Sound Online with 382 institutional subscriptions Education Image Gallery with 88 NewsFilm Online with 350

NewsFilm Online will continue to be freely available to subscribers until July 2012 both as the current service and as part of Mediahub in its component collections

Film amp Sound Online and Education Image Gallery were withdrawn from service on 1 August

The definitive academic video image amp audio resource

image copy STEEV project

22 EDINA Annual Review 2010-2011

3 Service and Project Reports

Multimedia projects

Based at Sabhal Mograver Ostaig the Gaelic-language college on Skye Tobar an Dualchais isamulti-million-poundHeritageLottery-fundedprojecttopreservedigitiseandmake available online up to 12000 hours of recordings from the archives of BBC Scotland the National Trust for Scotland and the School of Scottish Studies at the University of Edinburgh EDINA and the University of Edinburgh IS department also contributed a production control and a cataloguing application for web-based input of metadata EDINA continued to develop the website in 2010 and the full public version was launched successfully in December 2010

Building upon earlier work for Tobar an DualchaisKist o Riches and the Statistical Accounts of Scotland EDINA worked collaboratively with the University of Edinburgh Centre for Research Collections during Phase 3 of an AHRC funded project The Carmichael Watson collection in Edinburgh University Library iscentred on the papers of the pioneering folklorist Alexander Carmichael (1832-1912) The project aimed to unlock one of the worldrsquos major folklore resources for thebenefitofacademicscholarsandthewidercommunityEDINAprovidedthesoftware engineering skills to develop and deliver online access to this iconic work ofAlexanderCarmichaelThiswaslaunchedinJune2011

Thefinal reportoftheshortprojectScoping Study Aggregations of Metadata for Images and Time-Based Media was made available in September 2010 It indicated the benefits of and opportunities for aggregations ofmetadata forthese resources and the barriers to having open and shareable metadata It also described a number of scenarios in which such aggregations would be useful or requiredanddifferentmodelsforaggregatingmetadata

Education service Jorum

Following the launch of the JorumOpen collection in January 2010 Jorum enjoyed continued growth in both the usage of the resources it contains and the number of resources that are shared through the service As of July 2011 visits to the servicewerefivetimeshigherthanthepeakusagebeforeJanuary2010andover14200 resources were available across a variety of subject areas ndash an increase of over 80 Many of these resources were shared by users involved in the JISC HE Academy OER Programme which the Jorum team continued to support

Jorum consolidated its collections on the DSpace platform in February 2011 and made all software outputs available for download and re-use in June 2011 through the EDINA Developer Corner and Github

Jorum was developed and run jointly by EDINA and Mimas from 2002 until 2011 From August 2011 Mimas will be taking Jorum forward into service

Alexander Carmichael Portait by William Skeoch Cumming Image is in the public domain

Image copy iStockPhotos 2010

23EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoThanks so much for your help I really cannot emphasis how invaluable itrsquos beenrdquo SDSS Helpdesk enquirer

Middleware and Infrastructure

UK Access Management Federation Related Projects

The joint bid from JISC Collections and EDINA to be the Operator for the UK Access Management Federation from August 2011 to July 2014 was successful During the remainder of the 2010-2011 academic year EDINA and JISC Collections worked with JANET(UK) on the transition arrangements Because EDINA already acted as the technical operator for the federation a smooth transition was expectedandhappened

A contract was agreed between EDINA and SWITCH to form the Shibboleth Consortium to provide coordination and means to engage the personnel to develop the Shibboleth federated access management software The Consortium will ensure development of the Shibboleth codebase upon which the UK Access Management Federation depends EDINA throughitsSDSSExpertGroupactivityisthe lead member of the Consortium and is responsible for the distribution of funding from JISC and SWITCH

The federation continued to grow substantially reaching over 850 members and 1250 entities the largest academic deployment in the world

The UK Federation Support Team at EDINA manages the metadata that underpins it and supplies technical support to its members In August 2011 a new centralised Discovery Service (WAYF) was implemented based on user testing Thisshouldimprovetheloginexperiencefor users throughout the UK education sector

The SDSS Expert Group contributes nationally and internationally to the development and maintenance of the Shibboleth infrastructure and codebase Nationally the federation operator refers technical issues related to the operation of theUKfederationto theSDSSExpertGroup

During 2010-2011 the SDSS Expert Groupworked with Internet2 (I2) and the Shibboleth Consortium participating in the Shibboleth core development team with core Shibboleth software including the Shibboleth V3 IdP

The expert group has contributed to theEmbedded Discovery Service which will supportamoreconsistentloginexperienceacrossdifferentservicesbymakingiteasyfor service providers to deploy standard WAYF functionality familiar to users but with their own branding and on their own servers rather than depending on the federationrsquos Central Discovery Service servers

Theexpertgroup isworkingwitha smallInternet2 subgroup to develop a technical architecture for inter-federation working The work involves the refinement of anAggregation Engine to allow the swapping of authorised metadata between federationsSignificantprogressthisyearmeans that the aggregation engine has now replaced the bespoke code previously used to generate the production UK federation metadata while test metadata including entities from other federations is now also being generated daily

WSTIERIA was a JISC-funded project which ran from January 2010 to March 2011 and investigated mechanisms for use of federated access management with web services WSTIERIA evaluated possible solutions based on use of faccedilade software andrecentextensionsofcoreShibbolethcode

Image copy Jupiterimages 2006

24 EDINA Annual Review 2010-2011

3 Service and Project Reports

Unlock Related Projects

Unlock the gazetteer and geo-referencing infrastructure service provides two sets of web services one is a ldquogazetteer cross-searchrdquo comparing different sources ofgeographic data for information about place-names The other is a ldquogeo-parsingrdquo service using text mining techniques toextractplace-namesfromresources(textor metadata) to allow collections to be searched by location

Unlock Places offers search acrosslicensed OS data sources for subscribers to Digimap OS Collection Last yearUnlock was adapted to include an open data gazetteer which provides world-wide coverage and includes the OS Open Data products

In terms of the JISC Information Environment Unlock is a shared terminology service that can underpin geographic searching and geo-referencing for other services Unlock can help with data and resource linking and improving the metadata describing scholarly work

The JISC-funded CHALICE (Connecting Historical Authorities with Linked dataContexts and Entities) project applied atext mining approach to volumes of theEnglish Place Name Survey to produce a Linked Data historic gazetteer for areasof England which could then be used to improve the quality of georeferencing in other archives The gazetteer is linked to other placename sources on the LinkedData web via geonamesorg and Ordnance Survey Open Data We aimed to provide a historic place-name gazetteer covering a thousand years of history linked to attestationsinoldtextsandmaps

Intensive user engagement was undertaken with archive projects that canbenefitfromtheopendatagazetteerand open source text mining tools TheCHALICEoutputsare for anyoneworkingwith historic material ndash be that archives of records objects or ideas There is a Past Places browser to help illustrate the data andprovideaLinkedDataviewofthedata

Unlock has also been working towards supporting tooling for the Bamboo Project which is building applications and shared infrastructure for humanities research

OpenURL Router Related Projects

OpenURL Router continued to have high levels of use during 20102011 with 97 registered institutions which register the OpenURL resolvers they use with theRouterTheOpenURLRouter isacentralregistrydetailingOpenURLresolverstheinstitutions to which they belonged and certaindetails(UKFederation identifiersIP addresses and domain names) that help in identifying members of that institution This allows referring bibliographic services to addressOpenURL links to the correctresolver for each end user without any prior knowledge of the user or their institution

The JISC-funded Using OpenURL Activity Data project built on the recommendations oftheSharedOpenURLDataInfrastructureInvestigation in 2008-9 by exploring thevalue and viability of releasing OpenURLactivity data for use by third parties as a means of supporting development of innovative functionality Following an initial investigation to understand how IP addresses could be collected and processedwithoutexposingthecollectingorganisation to legal risk the data filesbased on the OpenURL Router log fileswere produced and released under the open license ODC-PDDL An articlerecommender prototype was developed basedonthisdataasanexampleofhowthe data could be used

ldquoExcellent servicemdashhas saved a huge amount of time and effortrdquoOpenURL Router Librarian HE

Image copy Tom Armitage

25EDINA Annual Review 2010-2011

3 Service and Project Reports

Additional project activities

AprojectbeganinFebruary2011toproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelatedtechnologiesSeveralmembersofstafffromboththegeographicand bibliographicmultimedia development teams in EDINA have been working on Linked Data Focus We ran three short software development ldquosprintsrdquo to produce Linked Open Data output from several different EDINA projects and servicesDuring each sprint we held a workshop where we presented and discussed the workinprogressandinvitedpeoplefromoutsideEDINAtoshowofftheirrelatedwork

The development work supports the broader ambition of Discovery and has adopted its guidelines for metadata We are working towards the production of anldquoinfokitrdquodocumentingourfindingsandpracticeswithaviewtoassistingandinforming other institutions

EDINArsquosworkonprovidingldquotargetedrdquologinURLsisbeingrolledouttoitsservicesThe Ediauth Targeted Login mechanism exists to provide a simple and robustalternativetoshibbolethWAYFlessURLsforwhichthereisconsiderabledemandAdditionally it ismoreflexibleand informativethanshibbolethWAYFlessURLsThe targeted loginURLsarebeingadvertisedandused for JISCMediaHubandis being used by the prototype CRIS bookmarking service It will be rolled out to otherEDINAservicesintimeforthenextrevisionoftheEDINArsquosmainwebsite

CRIS the ldquoCommenting and Referencing Infrastructure Servicerdquo is a shared middleware service for bookmarking and commenting web resources with a particular focus on multimedia CRIS was developed as a JISC-funded personalisation service with the potential to help service providers avoid duplicatingimplementationofthefunctionalityinindividualservicesItalsooffersa basis for recommender functionality CRIS has now been successfully tested with JISC Mediahub to provide bookmarks and commenting These functions are due for release in JISC Mediahub by the end of 2011

User Support Our support activities in 2010-2011 were as follows

Helpdesk

The EDINA helpdesk continued to be the primary point of contact for all enquiries concerning EDINA services and successfully resolved enquiries from end-users andsupport staff EDINArsquos licenceandcall-loggingsystem(Helios)was furtherenhanced in 2010-2011 to facilitate registrations to use the Digimap for Schools service

The helpdesk approved almost 50000 applications to use the Digimap service across the three collections requiring registration ndash OS Geology and Marine Digimap

ldquoIt makes a change to find a helpdesk that actually helpsrdquoEDINA Helpdesk enquirer

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 13: EDINA Annual Review, 2010-2011

11EDINA Annual Review 2010-2011

3 Service and Project Reports

3 Service and Project Reports

ldquoOurmissiontoenhanceproductivityqualityandcost-effectivenessinresearchandeducationwithovertwenty-fiveyearsofexperienceandtechnicalexpertiseindataandonlineservicesrdquo

Our main business areas in 2010-2011 were Reading amp Reference with focuses on scholarlycommunicationcontinuityofaccessandtextMapsampDataespeciallygeospatial Multimedia amp Education including a focus on learning and teaching (LampT) andMiddleware amp Infrastructure with focuses on accessmanagementinteroperability and registries

This online service delivery is supported in three ways First we support end users and librarians and information services in various ways Second we ensure a high level of usability accessibility and reliability complying with standards and meeting agreedperformance indicatorsThirdweuseourexpertiseandcompetence inproject activity to advance development and understanding on behalf of JISC and the wider education and research community

Most service and RampD activities undertaken in 2010-2011 were funded by JISC As shown on the following pages a number of project activities undertaken relate to service activities

EDINA has been undertaking innovative research and development

12 EDINA Annual Review 2010-2011

3 Service and Project Reports

Reading and Reference Scholarly Communication Services and Related Projects

SUNCAT Related Projects

SUNCAT is the national union catalogue for serials providing facilities to discover and locate serials held across the UK

Ahighlysignificantadditiontothe listofContributingLibrarieswasTrinityCollegeDublin (TCD) TCD although located in the Republic of Ireland is a legal deposit library for both the UK and Ireland and is the largest research library in Ireland It has contributed 180000 serial records containing a number of titles not held by any other SUNCAT library Another major library added was the Open University which has contributed about 35000 serialsrsquo records

The downloading service was considerably enhanced during the year by making available records from 17 Contributing LibrariesincludingalltheUKlegaldepositlibraries other major research libraries in the UK as well as a selection of specialist libraries

Work has been taking place on the platform used by SUNCAT including the development of a new user interface separate from the database that is at the heart of the service and which will allow improvements to be implemented rapidly The new interface will be introduced in Winter 2011

A SUNCAT Google Application was launched this year allowing users to search SUNCAT from their iGoogle page This complements the existing SUNCATFacebook application

The decision was taken to extend thecoverage of Tables of Content (TOC) of journals in SUNCAT A joint project was agreed with Heriot Watt University which hosts the JournalTOCs service This provides a TOC service for over 16000 journals from 868 publishers and thereby extends the journal coverage currentlyprovidedbytheZetocserviceItisplannedto have this functionality available in Autumn 2011

The vision articulated by UK Discovery has emphasised the importance of metadata being open reliable sustainable and suitable for reuse The scale nature and comprehensiveness of the SUNCAT metadata covering as it does the serialsrsquo records of many major research libraries in the UK and Ireland means that it is a priceless resource and potentially of great value for reuse

Work has been carried out in the SUNCAT exploring open metadata project to explore the issues of making the dataopen both a technical and legal challenge Many of the records provided to SUNCAT havenotbeenprovidedbythestaffintheContributingLibrariesbutratheracquiredfrom third parties who can and do claim some degree of ownership over the records Accordingly it has been necessary to ask the librarians to sign Agreements with EDINA for the release of their data It is planned to implement an API to allow accesstothedata Thefirstoutcomesofthis work will be made available in Autumn 2011

Image copy Getty Images

ldquoeasy to use and full information about holdings in UK librariesrdquoLibrarian HE

ldquoItrsquos simply the best easiest to use interface for journal informationrdquoSUNCAT user

13EDINA Annual Review 2010-2011

3 Service and Project Reports

Over last year almost 45000 visitors used the OA-RJ

OpenDepotorg Related Projects

OpenDepotorg continues to support researchers worldwide who wish to make their work available on an Open Access basis They do so by being re-directed to their institutional repository or by direct deposit into OpenDepot The latter is especially valuable for authors who do not have access to local repository services

The Depot was originally commissioned by JISC to support its RepositoryNet Initiative with the objective of ensuring that there was a national open access repository during the interim period while all universities set up their own institutional repository That project funding ended but consultations within the open access movement indicated that there was a comparable need on a global stage

The JISC-funded Open Access Repository Junction (OA-RJ) project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker services

The Repository Junction discovery tool is a database with over 13000 institutions 2000 repositories and network ranges which allows institutions or authors to be matched to appropriate repositories The data can be accessed by third party developers through a set of APIs and is also available as four-star linked data

The SONEX group is supported by JISC to foster international collaboration and guide development Its focus is on deposit opportunities and interoperability between and across repositories scholarly output notification and exchange It has defineda set of use case actors and is promoting investigation of use case scenarios by projects internationally The director of EDINA is one of the four members of SONEX

We first started to serve libraries and their patrons with SALSER the serials catalogue for Scottish academic and research libraries the year before being designatedasaUKnationalacademicdatacentreSALSERrsquosscope is limitedtoScotland but includes a diverse range of libraries and is well used During 2010-2011 the frequency of updates from libraries continued to improve This included the MoredunResearchInstitutetheScottishLawCommissionHistoricScotlandandthe Scottish National Blood Transfusion Service all updating their records during the year

Other services continue to be reviewed in the light of changes in the market Land Life Leisure is a weekly updated digest of press releases reports and articles in thefieldofrural informationDuring2010-2011 ithascontinuedtobesupportedthrough community-based indexing with contributions from Coleg Sir Gacircr andHarper Adams Pershore Myerscough Biston and the Royal Agricultural Colleges with just under 30 subscriptions in addition to these institutions

Our provision of CAB Abstracts as a weekly updated bibliographic database continues as our only other AampI database Around 300000 records were added in 2010-2011 from over 7500 serial titles books monographs technical reports proceedingspatentsandpublishedthesesndashreaching63millionrecordsFulltextprovision also increased with over 100000 items available in 2011

Image copy Stock International Inc

Image copy EDINA

14 EDINA Annual Review 2010-2011

3 Service and Project Reports

Continuing Access Services and Related Projects

UK LOCKSS Alliance and CLOCKSS Related Projects

EDINA has been supporting the UK LOCKSS Alliance for three years providing support to members and coordinating the development of the operation as a self-governing co-operative organisation

Maintenance funding is raised by subscription from its 16 members and we have just completed thefirstof a three-year grant from JISC for development and community engagement The goal is to build capacity and collaborative action to ensure continuing access to scholarly work that universities regard as important and at risk This includes taking advantage of what is done nationally and internationally EDINArsquos role is to provide technical development and programme coordination

EDINA also provides a support role for the initiative taken by the University of Edinburgh as one of seven founding libraries in CLOCKSS Edinburgh is one of the 12 steward libraries in a global network of Archive Nodes Together withStanfordUniversityLibrariesEDINAacts as a designated Open Access host for ldquoorphanedrdquo journal content when a triggereventisconfirmedbytheCLOCKSSBoards To date four sets of content have been released to test the readiness of theCLOCKSSsystemandtomakejournalarticles available under Open Access that might otherwise have been lost to global scholarship

The second phase of the Piloting an E-Jour-nals Preservation Registry Service (PEPRS) project is now well underway with a well-received beta service launched at the end of April 2011 now re-branded as The Keep-ers Registry This provides librarians and policy makers with information on who is doing what to preserve e-journal content Working in partnership with the Interna-tional Standard Serial Number (ISSN) In-ternational Centre in Paris this relates the actions of archival agencies against details of over 80000 electronic serials held in the ISSN Register The archival agencies involvedfirst includedCLOCKSS e-DepotKB (National Library of the Netherlands)UKLOCKSSAlliancePorticoandtheBrit-ish Library and now includes HathiTrustEDINA is now in discussion with other in-ternational agencies to include their hold-ing information Work will continue to en-hance the functionality involve additional agencies and establish The Keepers Regis-try as a sustainable well-governed service Related work has involved decision making at the ISSN Network for the assignment of ISSNs to the growing corpus of digitised journals

Phase two of the Pilot for Ensuring Conti-nuity of Access via NESLi2 (PECAN) proj-ect builds on work carried out jointly by EDINAandJISCCollectionsthat identifiedthe need to develop a shared service to record each HEIrsquos archival access to jour-nal titles Central to supplying this need is an ldquoEntitlement Registryrdquo which would provide an authoritative record of access entitlement increasingly important when institutions cancel journal deals as a result of budget pressures and when titles move from one publisher to another EDINA has been awarded short-term funding to take thefirststeptowardsdevelopingapoten-tial service for use by HEIs and publishers alike by implementing a prototype demon-strator of the software needed to store manage and access the entitlement infor-mation

ldquoUK LOCKSS provides a low-cost practical solution enabling access to preserved content when neededrdquoLorraine Estelle CEO JISC Collections

15EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoMANTRA reflects good practice in research data managementrdquo

Data Library Team EDINA

E-book service

Oure-bookofferingtheFirst and Second Statistical Accounts of Scotland is one of the best contemporary reports of life during the agricultural and industrial revolutions in 1790s and the 1830s Based on contemporary reports of the 938 parishesofScotlandthisisanexampleofaformerlyJISC-fundedprojectthatnowhas a healthy uptake and sustainable future

During 2010-2011 new materials were added to enhance the richness of the publishedAccountsanindexofthepersonspredominantlyministersresponsiblefor compiling the reports that form theStatisticalAccountsanonline IndexofMaps(fivemaps intheFirstAccountandthirty-one intheSecond)whichgivesa full description of each map and its location in the printed sets of the Accounts in Edinburgh University Library Edinburgh Central Library National Library ofScotlandMap Library and GlasgowUniversity Library and a brief guide to keyinformation sources on parish boundaries in Scotland

Project activity to support access to research data

EDINA made substantial contributions to the University of Edinburghrsquos research datamanagementstrategythisyearthroughitsUniversityDataLibraryserviceInDecembertheDataLibrarianpresentedapaperco-authoredwithVicePrincipalJeffHaywoodattheInternationalDigitalCurationConference(DCC) inChicagoarguing for institutional responsibility in research data management In May the Universitypassedaresearchdatamanagementpolicysaidtobethefirstof itskind in the UK

InJulytheDataLibraryteamcompletedayear-longJISC-fundedprojectMANTRA to produce openly licensed online learning materials in research data management for PhD students to be delivered at the University and shared as an Open Educational Resource The interactive topical units were created using Xerte and arehighlycustomisableforre-useSoftware-specificdatahandlingpracticalsandvideo interviews were also created The learning materials will also be accessible from the EDINA website for anyone to work through

copyThe University of Edinburgh and the University of Glasgow

16 EDINA Annual Review 2010-2011

3 Service and Project Reports

Maps and Data Content services and related projects

Ordnance Survey Collection Related Projects

Digimap Ordnance Survey collection contains maps at scales ranging from 11250 up to 1750000 available for making maps online or for download There are scanned raster maps (digital versions of Ordnance Surveyrsquos paper maps) as well as vector maps at a range of scales including OS MasterMapreg the most detailed large scale mapping It also includes postcodes administrative boundaries a gazetteer of place names and digital terrain models

Over 140 universities and colleges used the service with an average of over 46000 active users logging in over 280000 times

Digimap Roam has continued to provide a huge number of maps along with Digimap Carto 65 million screen maps were viewed in this period Carto is now used less for making screen maps due to the improvements that came in Digimap Roam However the number of high quality PDFs created by Carto has continued to increase 155000 PDF map fileswere generated from both DigimapRoam and Carto in this period

Users downloaded 762000 km2 of OS MasterMapregTopographyLayerdata151million km2 of OS Integrated Transport Network (ITN) data and over 440000 data files from other OS data productsThese data volumes are worth around pound20 million at commercial cost

The USeD project began in July 2011 and is looking at ways of improving the Data Download facility The aim is to ensure that the new interface that is being developed for 2011-2012 is more intuitive and meets the needs of all of our users

Thecomplexityoftheunderlyingdatatheheterogeneous nature of the user base and the broad range of digital literacy across this user base poses both usability and learnability challenges of the firstmagnitude

We propose to address this ldquospatial literacyrdquo gap by conducting user focused research to develop Personas which can be geared to improving work-flow fordifferentlyabledusersacrossthespectrumfromnovicetoexpert

ldquoAs a GIS lecturer and map librarian Irsquom recommending this to my students all of the timerdquoLecturer HE

65 million screen maps were viewed in 2010-2011

ldquothe cheapest and easiest way to get hold of OS data for academicsrdquoInformation Professional HE

17EDINA Annual Review 2010-2011

3 Service and Project Reports

Historic Digimap Related Projects

Historic Digimap provides access to digital scans of OS paper maps of Great Britain from 1843 to 1996

This service is increasing in popularity with 76 subscribing institutions and almost 70000 sessions across the year

The introduction of Ancient Roam and Historic Download has meant that there has been a great increase in the amount of data that users are viewing and downloading Over 35 million maps were viewed and nearly 460000 files weredownloadedasignificantincreaseontheprevious year

By having a close relationship with the other Roam interfaces the Ancient Roam interface has benefited fromthe development of annotation and measurement tools

The results of the metadata capture projectwiththeNLSwerealsoaddedintothe service allowing our users to access the survey dates for Scottish historic maps

A project was carried out with the National Library of Scotland (NLS) tocreate enhanced metadata for Scottish historic maps The survey dates that were not captured when Landmark Solutionsoriginally created the data in Historic Digimap were retrieved from the NLSrsquocopies of historic OS maps This extrametadata has been requested by users sincetheHistoricDigimapservicewasfirstlaunched so its addition for the Scottish maps was welcomed

Walking Through Time 2 The second phase of this project concentrated upon developing a sustainable platform to allow us to potentially roll out the application across Britain via the most popular smart phone platform It concentrated on developing the application natively for the iPhone (rather than as a web app) and undertook testing and evaluation during the Edinburgh Festival 2010

AddressingHistory The second phase of this project was led by EDINA with in-kindsupportfromtheNLSDevelopmentconcentrated upon the sustainability and interoperability of the AddressingHistory tool and API thus resonating with JISCrsquos vision to build sustainable and durable deliverables It has seen the re-engineering andldquoexternalisingrdquooftheexistingparsingprocess which devolves refining andediting responsibility to parties interested in a particular Post Office Directory Theinterface has also been refined and anumber of features and functionality implemented All development code is open and available under a GNU General PublicLicence

Digimap for SchoolsofferseasyaccesstoarangeofcurrentOSmapsincludingdigitalversionsofOSrsquosfamouspapermapstheLandrangerandExplorerseriesaswell as the most detailed OS MasterMapreg mapping and street-level maps showing street names and road-atlas style maps On 14 April 2011 the service received the GoldGeographicalAssociationPublisherrsquosAward inrecognitionof itssignificantcontribution to geographical education

ldquoHistoric Digimap is a quick easy way of finding historical datardquo Researcher HE

Image copy Jupiterimages

18 EDINA Annual Review 2010-2011

3 Service and Project Reports

The service was enhanced in May 2011 with the delivery of annotation and measurementtools Studentscannowaddpointmarkers linesareasandtextlabels as well as measuring distances and areas of features on screen With these toolsinplaceanassessmentisunderwaytofindouthowsuccessfultheservicehas been in supporting OS encourage schools to move from print to digital maps

Over 2500 schools have taken advantage of OSrsquos voucher scheme providing free accesstoDigimapforSchoolsforsomeschoolswhichfinishesinDecember2011

Accessing Digimap for Schools as a subscription service is now overseen by JISC Collections and a small number of schools have taken up subscriptions EDINA has delivered an online subscription interface to assist JISC Collections manage subscriptions Enhancements to that interface are underway to allow schools to purchase the service via credit card payments

Geology Digimap provides access to maps and data from the British Geological Survey (BGS) This service has also grown the number of subscribing institutions increasingto50exceedingexpectations

The number of sessions has risen to over 30000 for this year There are now almost 58000 registered users of which around 20000 are active

The new Geology Roam interface introduced in 2009 ndash 2010 has enabled users to create a very large number of maps in this academic year close to 650000

The interface has also received a number of enhancements over the year including the addition of JIDI images an improved rock information map query tool and the annotation and measurement tools

The results of the ABLe project were also fed into this service allowing usersenhanced functionality to interact with the map and the legend The user is now able to highlight rocks on the map by clicking on the legend and vice versa

EDINA also delivers Marine Digimap for mapping of the UK coastal zone at various scales and detail derived from Admiralty Charts Users can download a feature-rich vector GIS dataset SeaZonersquos Hydrospatialreg data containing ldquotopicrdquo layers on bathymetry and elevation structures and obstructions and conservation and environmental protection

Over 15000 users from 16 subscribing institutions have registered for the service showing that it has appeal beyond those studying marine and the coastal environment

This year we have added the Marine Roam interface which uses the Hydrospatialreg data This provides a convenient and simple means of viewing this complexdataset So far it has produced nearly 30000 screen maps since it was launched in October 2010 Development has continued throughout the year with the addition of the measurement and annotation tools to the interface

ldquothe easiest way to find geology of the areardquoLecturer HE

Image copy Courtesy Colin Palmer

19EDINA Annual Review 2010-2011

3 Service and Project Reports

Discovery services and related projects

GoGeo Related Projects

GoGeo is a discovery service that brings together online resources (of all types) on the basis of location as well as subject It is a critical component of the UK academic Spatial Data Infrastructure (SDI) and as a consequence of its interoperable architecture can also play a part in surfacing academic resources to the broader cross-sectoral community UK SDI ndashthe UK Location Programmersquos LocationInformationInfrastructure(UKLPLII)

GeoDoc is the online geospatial metadata creator tool that sits behind GoGeo for providers of geospatial data to document their data using standards-compliant schema The UK academic profile forISO19115 known as AGMAP is now aligned with the new national GEMINI2 andEuropeanINSPIREmetadataprofiles

During 2010-2011 GoGeo was given a new design to provide a more current look for the portal and to strengthen its core message Simultaneously the portal was re-architected to use an open source catalogue toolkit implementing INSPIRE compliant protocols ensuring GoGeo can interact harvest from and make available records to be harvested by the UK Location Programme within datagovuk and European INSPIRE geoportal

This is particularly important as during 2010-2011 the existing UKgovernment geoportal Gigateway was decommissioned

The purpose of GECO is to foster a community of users of geospatial resourceswithinidentifiablecommunitiesof interest GECO aims to increase the use of geospatial tools infrastructure and information collate exemplars of useidentify and promote best practice assist with the maturation of the UK academic SDI promote the JISC Geospatial Working Grouprsquos (GWG) Vision for geospatial resources champion awareness raising of INSPIRE ensuring that the sector is cognisant of the obligations and opportunities and promote good data management principles

GoGeo Linked Data (GOLD) exposedthe GoGeo Catalogue and the Scottish Government Spatial Discovery Portal CSW content as a Linked Data triple store toimprove the ldquodiscoverabilityrdquo of metadata records A range of technical approaches were explored including schema cross-walking production direct from relational databasesandanUMLtoRDFapproachto assess how best to create open linked geospatial metadata

ScotSDI EDINA renewed its partnership with the Scottish Government to develop a geospatial discovery metadata service as part of a Scottish SDI This addresses obligations under INSPIRE for public bodies to produce maintain and manage metadata about their geospatial resources Built using open source software this enables creation and discovery of UK standards compliant GEMINI2 dataset series and service metadata records

The Interoperable Geographic Information (IGIBS) project is building on prior work demonstrating how Shibboleth can be used to provide an organisational model for SDI We have shown that Shibboleth can be used to protect OGC Web Services without requiring any changes to the interfaces EDINA is working with the Welsh Government and the University of Aberystwyth to address the access control barrier by prototyping a simple tool that should allow users to quickly view their data using interoperability standards in combination with Welsh Government data TheUse Cases being explored areemerging from the UNESCO designated DyfiBiosphereReserve

ldquoThe usefulness of the geoportal cannot be over-emphasisedrdquoStudent HE

image copy GECO project

20 EDINA Annual Review 2010-2011

3 Service and Project Reports

Repository services

EDINA pioneered strategies for sharing resources within the limitations of third-party licence with the ShareGeo repositorybuildingonexperiencewithJorumDeveloped in a JISC funded-project ShareGeo allows users to share and re-use derived geospatial datasets within the Digimap service under the JISC Collections licensing arrangements It enables data sharing to take place in an authenticated environment that would otherwise not be possible

In April 2010 OS made a suite of core geospatial data products available as OS OpenData with Creative Commons Attribution licence terms conducive to sharing and reuse of derived data via open repositories Through ShareGeo Open an open access repository researchers students and lecturers creating geospatial data can deposit their research and operational data in a repository open to all to search and download

Since ShareGeo Open went live in June 2010

bull there have been over 6400 data downloadsbull the top 3 downloads are the ONS Postcode Directory Postcode Areas for Great

Britain and a GB-wide Digital Elevation Modelbull the National Library of Scotland is using ShareGeo Open to make available

historic data outputs from the AHRC funded Visualising Urban Geographies project

During the last year EDINA developed a plugin to allow direct data deposit into ShareGeo Open from within desktop mapping software via the SWORD protocol The plugin has been downloaded over 660 times

Census services

UKBORDERSprovidesaccesstoandsupportforalargeonlineldquofilingcabinetrdquoofdigitised boundaries and key postcode directory and related resources Funded by the Economic and Social Research Council (ESRC) as the Geography Data Unit for the Census Programme UKBORDERS is one of the most heavily used of the census services ndash in the 2010-2011 user survey it was the most frequently used service in a survey of 1358 users Highlights over the reporting period include

bull A successful bid for a further yearrsquos operation whilst ESRC deliberate on the future and nature of the post 2012 census delivery portfolio

bull The release of two new interfaces over the period ndash a Thematic Mapping Wizard allowinguserstogeneratetheirownchoroplethmapsandaDynamicLookupTable service allowing users to create bespoke geography reference tables

bull UKBORDERS also participated in the successful 2011 Census Conference

UKBORDERS is one of the most heavily used of the census services

Geological Map Data copyNERC 2010copy Crown copyrightdatabase right 2010 An Ordnance SurveyEDINA supplied service

21EDINA Annual Review 2010-2011

3 Service and Project Reports

agcensus offers grid square agricultural census data for England Scotland andWales During 2010-2011

bull TheserviceanddemocodewereportedfromMySQLtoPostGISbull 2009 and 2010 small area data for Scotland and 2008 2009 2010 data for

Wales (received from respective devolved government departments) were processed converted and brought into service

bull A subset of the decennial 2010 Agricultural Census (provided at 1km level of aggregation) will be forthcoming from DEFRA Methodology for conversion from small area to grid square has been requested in order to establish anomalies with the in-house conversion process

Additional project activity

The Spatio-Temporal Energy Efficiency Visualisation (STEEV) project aims to build a spatio-temporal exploration and visualisation tool for annual energyefficiencycoefficientssuchasenergyratingslikelyenergydemandandrelatedCO2 emissions modelled at Output Area level for a large regional geographical area of South Wales from 2000-2050

Testing of back-end database and data loading has been achieved primarily through test data provided by our project partner at the Welsh School of Architecture User interface and front-end design is reliant on back-end modelling and requires contextual anddescriptive content suchaspolicy-relatedenergy scenarios Anannotation facility is being considered which would allow stakeholders to annotate visualised content in real time

Multimedia and EducationMultimedia Services

JISC Mediahub was launched as a beta version in April 2011 followed by a full service release in August 2011 This service hosts multiple video sound and image collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection owners

While JISC MediaHub was in development the three multimedia services remained popular Film amp Sound Online with 382 institutional subscriptions Education Image Gallery with 88 NewsFilm Online with 350

NewsFilm Online will continue to be freely available to subscribers until July 2012 both as the current service and as part of Mediahub in its component collections

Film amp Sound Online and Education Image Gallery were withdrawn from service on 1 August

The definitive academic video image amp audio resource

image copy STEEV project

22 EDINA Annual Review 2010-2011

3 Service and Project Reports

Multimedia projects

Based at Sabhal Mograver Ostaig the Gaelic-language college on Skye Tobar an Dualchais isamulti-million-poundHeritageLottery-fundedprojecttopreservedigitiseandmake available online up to 12000 hours of recordings from the archives of BBC Scotland the National Trust for Scotland and the School of Scottish Studies at the University of Edinburgh EDINA and the University of Edinburgh IS department also contributed a production control and a cataloguing application for web-based input of metadata EDINA continued to develop the website in 2010 and the full public version was launched successfully in December 2010

Building upon earlier work for Tobar an DualchaisKist o Riches and the Statistical Accounts of Scotland EDINA worked collaboratively with the University of Edinburgh Centre for Research Collections during Phase 3 of an AHRC funded project The Carmichael Watson collection in Edinburgh University Library iscentred on the papers of the pioneering folklorist Alexander Carmichael (1832-1912) The project aimed to unlock one of the worldrsquos major folklore resources for thebenefitofacademicscholarsandthewidercommunityEDINAprovidedthesoftware engineering skills to develop and deliver online access to this iconic work ofAlexanderCarmichaelThiswaslaunchedinJune2011

Thefinal reportoftheshortprojectScoping Study Aggregations of Metadata for Images and Time-Based Media was made available in September 2010 It indicated the benefits of and opportunities for aggregations ofmetadata forthese resources and the barriers to having open and shareable metadata It also described a number of scenarios in which such aggregations would be useful or requiredanddifferentmodelsforaggregatingmetadata

Education service Jorum

Following the launch of the JorumOpen collection in January 2010 Jorum enjoyed continued growth in both the usage of the resources it contains and the number of resources that are shared through the service As of July 2011 visits to the servicewerefivetimeshigherthanthepeakusagebeforeJanuary2010andover14200 resources were available across a variety of subject areas ndash an increase of over 80 Many of these resources were shared by users involved in the JISC HE Academy OER Programme which the Jorum team continued to support

Jorum consolidated its collections on the DSpace platform in February 2011 and made all software outputs available for download and re-use in June 2011 through the EDINA Developer Corner and Github

Jorum was developed and run jointly by EDINA and Mimas from 2002 until 2011 From August 2011 Mimas will be taking Jorum forward into service

Alexander Carmichael Portait by William Skeoch Cumming Image is in the public domain

Image copy iStockPhotos 2010

23EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoThanks so much for your help I really cannot emphasis how invaluable itrsquos beenrdquo SDSS Helpdesk enquirer

Middleware and Infrastructure

UK Access Management Federation Related Projects

The joint bid from JISC Collections and EDINA to be the Operator for the UK Access Management Federation from August 2011 to July 2014 was successful During the remainder of the 2010-2011 academic year EDINA and JISC Collections worked with JANET(UK) on the transition arrangements Because EDINA already acted as the technical operator for the federation a smooth transition was expectedandhappened

A contract was agreed between EDINA and SWITCH to form the Shibboleth Consortium to provide coordination and means to engage the personnel to develop the Shibboleth federated access management software The Consortium will ensure development of the Shibboleth codebase upon which the UK Access Management Federation depends EDINA throughitsSDSSExpertGroupactivityisthe lead member of the Consortium and is responsible for the distribution of funding from JISC and SWITCH

The federation continued to grow substantially reaching over 850 members and 1250 entities the largest academic deployment in the world

The UK Federation Support Team at EDINA manages the metadata that underpins it and supplies technical support to its members In August 2011 a new centralised Discovery Service (WAYF) was implemented based on user testing Thisshouldimprovetheloginexperiencefor users throughout the UK education sector

The SDSS Expert Group contributes nationally and internationally to the development and maintenance of the Shibboleth infrastructure and codebase Nationally the federation operator refers technical issues related to the operation of theUKfederationto theSDSSExpertGroup

During 2010-2011 the SDSS Expert Groupworked with Internet2 (I2) and the Shibboleth Consortium participating in the Shibboleth core development team with core Shibboleth software including the Shibboleth V3 IdP

The expert group has contributed to theEmbedded Discovery Service which will supportamoreconsistentloginexperienceacrossdifferentservicesbymakingiteasyfor service providers to deploy standard WAYF functionality familiar to users but with their own branding and on their own servers rather than depending on the federationrsquos Central Discovery Service servers

Theexpertgroup isworkingwitha smallInternet2 subgroup to develop a technical architecture for inter-federation working The work involves the refinement of anAggregation Engine to allow the swapping of authorised metadata between federationsSignificantprogressthisyearmeans that the aggregation engine has now replaced the bespoke code previously used to generate the production UK federation metadata while test metadata including entities from other federations is now also being generated daily

WSTIERIA was a JISC-funded project which ran from January 2010 to March 2011 and investigated mechanisms for use of federated access management with web services WSTIERIA evaluated possible solutions based on use of faccedilade software andrecentextensionsofcoreShibbolethcode

Image copy Jupiterimages 2006

24 EDINA Annual Review 2010-2011

3 Service and Project Reports

Unlock Related Projects

Unlock the gazetteer and geo-referencing infrastructure service provides two sets of web services one is a ldquogazetteer cross-searchrdquo comparing different sources ofgeographic data for information about place-names The other is a ldquogeo-parsingrdquo service using text mining techniques toextractplace-namesfromresources(textor metadata) to allow collections to be searched by location

Unlock Places offers search acrosslicensed OS data sources for subscribers to Digimap OS Collection Last yearUnlock was adapted to include an open data gazetteer which provides world-wide coverage and includes the OS Open Data products

In terms of the JISC Information Environment Unlock is a shared terminology service that can underpin geographic searching and geo-referencing for other services Unlock can help with data and resource linking and improving the metadata describing scholarly work

The JISC-funded CHALICE (Connecting Historical Authorities with Linked dataContexts and Entities) project applied atext mining approach to volumes of theEnglish Place Name Survey to produce a Linked Data historic gazetteer for areasof England which could then be used to improve the quality of georeferencing in other archives The gazetteer is linked to other placename sources on the LinkedData web via geonamesorg and Ordnance Survey Open Data We aimed to provide a historic place-name gazetteer covering a thousand years of history linked to attestationsinoldtextsandmaps

Intensive user engagement was undertaken with archive projects that canbenefitfromtheopendatagazetteerand open source text mining tools TheCHALICEoutputsare for anyoneworkingwith historic material ndash be that archives of records objects or ideas There is a Past Places browser to help illustrate the data andprovideaLinkedDataviewofthedata

Unlock has also been working towards supporting tooling for the Bamboo Project which is building applications and shared infrastructure for humanities research

OpenURL Router Related Projects

OpenURL Router continued to have high levels of use during 20102011 with 97 registered institutions which register the OpenURL resolvers they use with theRouterTheOpenURLRouter isacentralregistrydetailingOpenURLresolverstheinstitutions to which they belonged and certaindetails(UKFederation identifiersIP addresses and domain names) that help in identifying members of that institution This allows referring bibliographic services to addressOpenURL links to the correctresolver for each end user without any prior knowledge of the user or their institution

The JISC-funded Using OpenURL Activity Data project built on the recommendations oftheSharedOpenURLDataInfrastructureInvestigation in 2008-9 by exploring thevalue and viability of releasing OpenURLactivity data for use by third parties as a means of supporting development of innovative functionality Following an initial investigation to understand how IP addresses could be collected and processedwithoutexposingthecollectingorganisation to legal risk the data filesbased on the OpenURL Router log fileswere produced and released under the open license ODC-PDDL An articlerecommender prototype was developed basedonthisdataasanexampleofhowthe data could be used

ldquoExcellent servicemdashhas saved a huge amount of time and effortrdquoOpenURL Router Librarian HE

Image copy Tom Armitage

25EDINA Annual Review 2010-2011

3 Service and Project Reports

Additional project activities

AprojectbeganinFebruary2011toproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelatedtechnologiesSeveralmembersofstafffromboththegeographicand bibliographicmultimedia development teams in EDINA have been working on Linked Data Focus We ran three short software development ldquosprintsrdquo to produce Linked Open Data output from several different EDINA projects and servicesDuring each sprint we held a workshop where we presented and discussed the workinprogressandinvitedpeoplefromoutsideEDINAtoshowofftheirrelatedwork

The development work supports the broader ambition of Discovery and has adopted its guidelines for metadata We are working towards the production of anldquoinfokitrdquodocumentingourfindingsandpracticeswithaviewtoassistingandinforming other institutions

EDINArsquosworkonprovidingldquotargetedrdquologinURLsisbeingrolledouttoitsservicesThe Ediauth Targeted Login mechanism exists to provide a simple and robustalternativetoshibbolethWAYFlessURLsforwhichthereisconsiderabledemandAdditionally it ismoreflexibleand informativethanshibbolethWAYFlessURLsThe targeted loginURLsarebeingadvertisedandused for JISCMediaHubandis being used by the prototype CRIS bookmarking service It will be rolled out to otherEDINAservicesintimeforthenextrevisionoftheEDINArsquosmainwebsite

CRIS the ldquoCommenting and Referencing Infrastructure Servicerdquo is a shared middleware service for bookmarking and commenting web resources with a particular focus on multimedia CRIS was developed as a JISC-funded personalisation service with the potential to help service providers avoid duplicatingimplementationofthefunctionalityinindividualservicesItalsooffersa basis for recommender functionality CRIS has now been successfully tested with JISC Mediahub to provide bookmarks and commenting These functions are due for release in JISC Mediahub by the end of 2011

User Support Our support activities in 2010-2011 were as follows

Helpdesk

The EDINA helpdesk continued to be the primary point of contact for all enquiries concerning EDINA services and successfully resolved enquiries from end-users andsupport staff EDINArsquos licenceandcall-loggingsystem(Helios)was furtherenhanced in 2010-2011 to facilitate registrations to use the Digimap for Schools service

The helpdesk approved almost 50000 applications to use the Digimap service across the three collections requiring registration ndash OS Geology and Marine Digimap

ldquoIt makes a change to find a helpdesk that actually helpsrdquoEDINA Helpdesk enquirer

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 14: EDINA Annual Review, 2010-2011

12 EDINA Annual Review 2010-2011

3 Service and Project Reports

Reading and Reference Scholarly Communication Services and Related Projects

SUNCAT Related Projects

SUNCAT is the national union catalogue for serials providing facilities to discover and locate serials held across the UK

Ahighlysignificantadditiontothe listofContributingLibrarieswasTrinityCollegeDublin (TCD) TCD although located in the Republic of Ireland is a legal deposit library for both the UK and Ireland and is the largest research library in Ireland It has contributed 180000 serial records containing a number of titles not held by any other SUNCAT library Another major library added was the Open University which has contributed about 35000 serialsrsquo records

The downloading service was considerably enhanced during the year by making available records from 17 Contributing LibrariesincludingalltheUKlegaldepositlibraries other major research libraries in the UK as well as a selection of specialist libraries

Work has been taking place on the platform used by SUNCAT including the development of a new user interface separate from the database that is at the heart of the service and which will allow improvements to be implemented rapidly The new interface will be introduced in Winter 2011

A SUNCAT Google Application was launched this year allowing users to search SUNCAT from their iGoogle page This complements the existing SUNCATFacebook application

The decision was taken to extend thecoverage of Tables of Content (TOC) of journals in SUNCAT A joint project was agreed with Heriot Watt University which hosts the JournalTOCs service This provides a TOC service for over 16000 journals from 868 publishers and thereby extends the journal coverage currentlyprovidedbytheZetocserviceItisplannedto have this functionality available in Autumn 2011

The vision articulated by UK Discovery has emphasised the importance of metadata being open reliable sustainable and suitable for reuse The scale nature and comprehensiveness of the SUNCAT metadata covering as it does the serialsrsquo records of many major research libraries in the UK and Ireland means that it is a priceless resource and potentially of great value for reuse

Work has been carried out in the SUNCAT exploring open metadata project to explore the issues of making the dataopen both a technical and legal challenge Many of the records provided to SUNCAT havenotbeenprovidedbythestaffintheContributingLibrariesbutratheracquiredfrom third parties who can and do claim some degree of ownership over the records Accordingly it has been necessary to ask the librarians to sign Agreements with EDINA for the release of their data It is planned to implement an API to allow accesstothedata Thefirstoutcomesofthis work will be made available in Autumn 2011

Image copy Getty Images

ldquoeasy to use and full information about holdings in UK librariesrdquoLibrarian HE

ldquoItrsquos simply the best easiest to use interface for journal informationrdquoSUNCAT user

13EDINA Annual Review 2010-2011

3 Service and Project Reports

Over last year almost 45000 visitors used the OA-RJ

OpenDepotorg Related Projects

OpenDepotorg continues to support researchers worldwide who wish to make their work available on an Open Access basis They do so by being re-directed to their institutional repository or by direct deposit into OpenDepot The latter is especially valuable for authors who do not have access to local repository services

The Depot was originally commissioned by JISC to support its RepositoryNet Initiative with the objective of ensuring that there was a national open access repository during the interim period while all universities set up their own institutional repository That project funding ended but consultations within the open access movement indicated that there was a comparable need on a global stage

The JISC-funded Open Access Repository Junction (OA-RJ) project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker services

The Repository Junction discovery tool is a database with over 13000 institutions 2000 repositories and network ranges which allows institutions or authors to be matched to appropriate repositories The data can be accessed by third party developers through a set of APIs and is also available as four-star linked data

The SONEX group is supported by JISC to foster international collaboration and guide development Its focus is on deposit opportunities and interoperability between and across repositories scholarly output notification and exchange It has defineda set of use case actors and is promoting investigation of use case scenarios by projects internationally The director of EDINA is one of the four members of SONEX

We first started to serve libraries and their patrons with SALSER the serials catalogue for Scottish academic and research libraries the year before being designatedasaUKnationalacademicdatacentreSALSERrsquosscope is limitedtoScotland but includes a diverse range of libraries and is well used During 2010-2011 the frequency of updates from libraries continued to improve This included the MoredunResearchInstitutetheScottishLawCommissionHistoricScotlandandthe Scottish National Blood Transfusion Service all updating their records during the year

Other services continue to be reviewed in the light of changes in the market Land Life Leisure is a weekly updated digest of press releases reports and articles in thefieldofrural informationDuring2010-2011 ithascontinuedtobesupportedthrough community-based indexing with contributions from Coleg Sir Gacircr andHarper Adams Pershore Myerscough Biston and the Royal Agricultural Colleges with just under 30 subscriptions in addition to these institutions

Our provision of CAB Abstracts as a weekly updated bibliographic database continues as our only other AampI database Around 300000 records were added in 2010-2011 from over 7500 serial titles books monographs technical reports proceedingspatentsandpublishedthesesndashreaching63millionrecordsFulltextprovision also increased with over 100000 items available in 2011

Image copy Stock International Inc

Image copy EDINA

14 EDINA Annual Review 2010-2011

3 Service and Project Reports

Continuing Access Services and Related Projects

UK LOCKSS Alliance and CLOCKSS Related Projects

EDINA has been supporting the UK LOCKSS Alliance for three years providing support to members and coordinating the development of the operation as a self-governing co-operative organisation

Maintenance funding is raised by subscription from its 16 members and we have just completed thefirstof a three-year grant from JISC for development and community engagement The goal is to build capacity and collaborative action to ensure continuing access to scholarly work that universities regard as important and at risk This includes taking advantage of what is done nationally and internationally EDINArsquos role is to provide technical development and programme coordination

EDINA also provides a support role for the initiative taken by the University of Edinburgh as one of seven founding libraries in CLOCKSS Edinburgh is one of the 12 steward libraries in a global network of Archive Nodes Together withStanfordUniversityLibrariesEDINAacts as a designated Open Access host for ldquoorphanedrdquo journal content when a triggereventisconfirmedbytheCLOCKSSBoards To date four sets of content have been released to test the readiness of theCLOCKSSsystemandtomakejournalarticles available under Open Access that might otherwise have been lost to global scholarship

The second phase of the Piloting an E-Jour-nals Preservation Registry Service (PEPRS) project is now well underway with a well-received beta service launched at the end of April 2011 now re-branded as The Keep-ers Registry This provides librarians and policy makers with information on who is doing what to preserve e-journal content Working in partnership with the Interna-tional Standard Serial Number (ISSN) In-ternational Centre in Paris this relates the actions of archival agencies against details of over 80000 electronic serials held in the ISSN Register The archival agencies involvedfirst includedCLOCKSS e-DepotKB (National Library of the Netherlands)UKLOCKSSAlliancePorticoandtheBrit-ish Library and now includes HathiTrustEDINA is now in discussion with other in-ternational agencies to include their hold-ing information Work will continue to en-hance the functionality involve additional agencies and establish The Keepers Regis-try as a sustainable well-governed service Related work has involved decision making at the ISSN Network for the assignment of ISSNs to the growing corpus of digitised journals

Phase two of the Pilot for Ensuring Conti-nuity of Access via NESLi2 (PECAN) proj-ect builds on work carried out jointly by EDINAandJISCCollectionsthat identifiedthe need to develop a shared service to record each HEIrsquos archival access to jour-nal titles Central to supplying this need is an ldquoEntitlement Registryrdquo which would provide an authoritative record of access entitlement increasingly important when institutions cancel journal deals as a result of budget pressures and when titles move from one publisher to another EDINA has been awarded short-term funding to take thefirststeptowardsdevelopingapoten-tial service for use by HEIs and publishers alike by implementing a prototype demon-strator of the software needed to store manage and access the entitlement infor-mation

ldquoUK LOCKSS provides a low-cost practical solution enabling access to preserved content when neededrdquoLorraine Estelle CEO JISC Collections

15EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoMANTRA reflects good practice in research data managementrdquo

Data Library Team EDINA

E-book service

Oure-bookofferingtheFirst and Second Statistical Accounts of Scotland is one of the best contemporary reports of life during the agricultural and industrial revolutions in 1790s and the 1830s Based on contemporary reports of the 938 parishesofScotlandthisisanexampleofaformerlyJISC-fundedprojectthatnowhas a healthy uptake and sustainable future

During 2010-2011 new materials were added to enhance the richness of the publishedAccountsanindexofthepersonspredominantlyministersresponsiblefor compiling the reports that form theStatisticalAccountsanonline IndexofMaps(fivemaps intheFirstAccountandthirty-one intheSecond)whichgivesa full description of each map and its location in the printed sets of the Accounts in Edinburgh University Library Edinburgh Central Library National Library ofScotlandMap Library and GlasgowUniversity Library and a brief guide to keyinformation sources on parish boundaries in Scotland

Project activity to support access to research data

EDINA made substantial contributions to the University of Edinburghrsquos research datamanagementstrategythisyearthroughitsUniversityDataLibraryserviceInDecembertheDataLibrarianpresentedapaperco-authoredwithVicePrincipalJeffHaywoodattheInternationalDigitalCurationConference(DCC) inChicagoarguing for institutional responsibility in research data management In May the Universitypassedaresearchdatamanagementpolicysaidtobethefirstof itskind in the UK

InJulytheDataLibraryteamcompletedayear-longJISC-fundedprojectMANTRA to produce openly licensed online learning materials in research data management for PhD students to be delivered at the University and shared as an Open Educational Resource The interactive topical units were created using Xerte and arehighlycustomisableforre-useSoftware-specificdatahandlingpracticalsandvideo interviews were also created The learning materials will also be accessible from the EDINA website for anyone to work through

copyThe University of Edinburgh and the University of Glasgow

16 EDINA Annual Review 2010-2011

3 Service and Project Reports

Maps and Data Content services and related projects

Ordnance Survey Collection Related Projects

Digimap Ordnance Survey collection contains maps at scales ranging from 11250 up to 1750000 available for making maps online or for download There are scanned raster maps (digital versions of Ordnance Surveyrsquos paper maps) as well as vector maps at a range of scales including OS MasterMapreg the most detailed large scale mapping It also includes postcodes administrative boundaries a gazetteer of place names and digital terrain models

Over 140 universities and colleges used the service with an average of over 46000 active users logging in over 280000 times

Digimap Roam has continued to provide a huge number of maps along with Digimap Carto 65 million screen maps were viewed in this period Carto is now used less for making screen maps due to the improvements that came in Digimap Roam However the number of high quality PDFs created by Carto has continued to increase 155000 PDF map fileswere generated from both DigimapRoam and Carto in this period

Users downloaded 762000 km2 of OS MasterMapregTopographyLayerdata151million km2 of OS Integrated Transport Network (ITN) data and over 440000 data files from other OS data productsThese data volumes are worth around pound20 million at commercial cost

The USeD project began in July 2011 and is looking at ways of improving the Data Download facility The aim is to ensure that the new interface that is being developed for 2011-2012 is more intuitive and meets the needs of all of our users

Thecomplexityoftheunderlyingdatatheheterogeneous nature of the user base and the broad range of digital literacy across this user base poses both usability and learnability challenges of the firstmagnitude

We propose to address this ldquospatial literacyrdquo gap by conducting user focused research to develop Personas which can be geared to improving work-flow fordifferentlyabledusersacrossthespectrumfromnovicetoexpert

ldquoAs a GIS lecturer and map librarian Irsquom recommending this to my students all of the timerdquoLecturer HE

65 million screen maps were viewed in 2010-2011

ldquothe cheapest and easiest way to get hold of OS data for academicsrdquoInformation Professional HE

17EDINA Annual Review 2010-2011

3 Service and Project Reports

Historic Digimap Related Projects

Historic Digimap provides access to digital scans of OS paper maps of Great Britain from 1843 to 1996

This service is increasing in popularity with 76 subscribing institutions and almost 70000 sessions across the year

The introduction of Ancient Roam and Historic Download has meant that there has been a great increase in the amount of data that users are viewing and downloading Over 35 million maps were viewed and nearly 460000 files weredownloadedasignificantincreaseontheprevious year

By having a close relationship with the other Roam interfaces the Ancient Roam interface has benefited fromthe development of annotation and measurement tools

The results of the metadata capture projectwiththeNLSwerealsoaddedintothe service allowing our users to access the survey dates for Scottish historic maps

A project was carried out with the National Library of Scotland (NLS) tocreate enhanced metadata for Scottish historic maps The survey dates that were not captured when Landmark Solutionsoriginally created the data in Historic Digimap were retrieved from the NLSrsquocopies of historic OS maps This extrametadata has been requested by users sincetheHistoricDigimapservicewasfirstlaunched so its addition for the Scottish maps was welcomed

Walking Through Time 2 The second phase of this project concentrated upon developing a sustainable platform to allow us to potentially roll out the application across Britain via the most popular smart phone platform It concentrated on developing the application natively for the iPhone (rather than as a web app) and undertook testing and evaluation during the Edinburgh Festival 2010

AddressingHistory The second phase of this project was led by EDINA with in-kindsupportfromtheNLSDevelopmentconcentrated upon the sustainability and interoperability of the AddressingHistory tool and API thus resonating with JISCrsquos vision to build sustainable and durable deliverables It has seen the re-engineering andldquoexternalisingrdquooftheexistingparsingprocess which devolves refining andediting responsibility to parties interested in a particular Post Office Directory Theinterface has also been refined and anumber of features and functionality implemented All development code is open and available under a GNU General PublicLicence

Digimap for SchoolsofferseasyaccesstoarangeofcurrentOSmapsincludingdigitalversionsofOSrsquosfamouspapermapstheLandrangerandExplorerseriesaswell as the most detailed OS MasterMapreg mapping and street-level maps showing street names and road-atlas style maps On 14 April 2011 the service received the GoldGeographicalAssociationPublisherrsquosAward inrecognitionof itssignificantcontribution to geographical education

ldquoHistoric Digimap is a quick easy way of finding historical datardquo Researcher HE

Image copy Jupiterimages

18 EDINA Annual Review 2010-2011

3 Service and Project Reports

The service was enhanced in May 2011 with the delivery of annotation and measurementtools Studentscannowaddpointmarkers linesareasandtextlabels as well as measuring distances and areas of features on screen With these toolsinplaceanassessmentisunderwaytofindouthowsuccessfultheservicehas been in supporting OS encourage schools to move from print to digital maps

Over 2500 schools have taken advantage of OSrsquos voucher scheme providing free accesstoDigimapforSchoolsforsomeschoolswhichfinishesinDecember2011

Accessing Digimap for Schools as a subscription service is now overseen by JISC Collections and a small number of schools have taken up subscriptions EDINA has delivered an online subscription interface to assist JISC Collections manage subscriptions Enhancements to that interface are underway to allow schools to purchase the service via credit card payments

Geology Digimap provides access to maps and data from the British Geological Survey (BGS) This service has also grown the number of subscribing institutions increasingto50exceedingexpectations

The number of sessions has risen to over 30000 for this year There are now almost 58000 registered users of which around 20000 are active

The new Geology Roam interface introduced in 2009 ndash 2010 has enabled users to create a very large number of maps in this academic year close to 650000

The interface has also received a number of enhancements over the year including the addition of JIDI images an improved rock information map query tool and the annotation and measurement tools

The results of the ABLe project were also fed into this service allowing usersenhanced functionality to interact with the map and the legend The user is now able to highlight rocks on the map by clicking on the legend and vice versa

EDINA also delivers Marine Digimap for mapping of the UK coastal zone at various scales and detail derived from Admiralty Charts Users can download a feature-rich vector GIS dataset SeaZonersquos Hydrospatialreg data containing ldquotopicrdquo layers on bathymetry and elevation structures and obstructions and conservation and environmental protection

Over 15000 users from 16 subscribing institutions have registered for the service showing that it has appeal beyond those studying marine and the coastal environment

This year we have added the Marine Roam interface which uses the Hydrospatialreg data This provides a convenient and simple means of viewing this complexdataset So far it has produced nearly 30000 screen maps since it was launched in October 2010 Development has continued throughout the year with the addition of the measurement and annotation tools to the interface

ldquothe easiest way to find geology of the areardquoLecturer HE

Image copy Courtesy Colin Palmer

19EDINA Annual Review 2010-2011

3 Service and Project Reports

Discovery services and related projects

GoGeo Related Projects

GoGeo is a discovery service that brings together online resources (of all types) on the basis of location as well as subject It is a critical component of the UK academic Spatial Data Infrastructure (SDI) and as a consequence of its interoperable architecture can also play a part in surfacing academic resources to the broader cross-sectoral community UK SDI ndashthe UK Location Programmersquos LocationInformationInfrastructure(UKLPLII)

GeoDoc is the online geospatial metadata creator tool that sits behind GoGeo for providers of geospatial data to document their data using standards-compliant schema The UK academic profile forISO19115 known as AGMAP is now aligned with the new national GEMINI2 andEuropeanINSPIREmetadataprofiles

During 2010-2011 GoGeo was given a new design to provide a more current look for the portal and to strengthen its core message Simultaneously the portal was re-architected to use an open source catalogue toolkit implementing INSPIRE compliant protocols ensuring GoGeo can interact harvest from and make available records to be harvested by the UK Location Programme within datagovuk and European INSPIRE geoportal

This is particularly important as during 2010-2011 the existing UKgovernment geoportal Gigateway was decommissioned

The purpose of GECO is to foster a community of users of geospatial resourceswithinidentifiablecommunitiesof interest GECO aims to increase the use of geospatial tools infrastructure and information collate exemplars of useidentify and promote best practice assist with the maturation of the UK academic SDI promote the JISC Geospatial Working Grouprsquos (GWG) Vision for geospatial resources champion awareness raising of INSPIRE ensuring that the sector is cognisant of the obligations and opportunities and promote good data management principles

GoGeo Linked Data (GOLD) exposedthe GoGeo Catalogue and the Scottish Government Spatial Discovery Portal CSW content as a Linked Data triple store toimprove the ldquodiscoverabilityrdquo of metadata records A range of technical approaches were explored including schema cross-walking production direct from relational databasesandanUMLtoRDFapproachto assess how best to create open linked geospatial metadata

ScotSDI EDINA renewed its partnership with the Scottish Government to develop a geospatial discovery metadata service as part of a Scottish SDI This addresses obligations under INSPIRE for public bodies to produce maintain and manage metadata about their geospatial resources Built using open source software this enables creation and discovery of UK standards compliant GEMINI2 dataset series and service metadata records

The Interoperable Geographic Information (IGIBS) project is building on prior work demonstrating how Shibboleth can be used to provide an organisational model for SDI We have shown that Shibboleth can be used to protect OGC Web Services without requiring any changes to the interfaces EDINA is working with the Welsh Government and the University of Aberystwyth to address the access control barrier by prototyping a simple tool that should allow users to quickly view their data using interoperability standards in combination with Welsh Government data TheUse Cases being explored areemerging from the UNESCO designated DyfiBiosphereReserve

ldquoThe usefulness of the geoportal cannot be over-emphasisedrdquoStudent HE

image copy GECO project

20 EDINA Annual Review 2010-2011

3 Service and Project Reports

Repository services

EDINA pioneered strategies for sharing resources within the limitations of third-party licence with the ShareGeo repositorybuildingonexperiencewithJorumDeveloped in a JISC funded-project ShareGeo allows users to share and re-use derived geospatial datasets within the Digimap service under the JISC Collections licensing arrangements It enables data sharing to take place in an authenticated environment that would otherwise not be possible

In April 2010 OS made a suite of core geospatial data products available as OS OpenData with Creative Commons Attribution licence terms conducive to sharing and reuse of derived data via open repositories Through ShareGeo Open an open access repository researchers students and lecturers creating geospatial data can deposit their research and operational data in a repository open to all to search and download

Since ShareGeo Open went live in June 2010

bull there have been over 6400 data downloadsbull the top 3 downloads are the ONS Postcode Directory Postcode Areas for Great

Britain and a GB-wide Digital Elevation Modelbull the National Library of Scotland is using ShareGeo Open to make available

historic data outputs from the AHRC funded Visualising Urban Geographies project

During the last year EDINA developed a plugin to allow direct data deposit into ShareGeo Open from within desktop mapping software via the SWORD protocol The plugin has been downloaded over 660 times

Census services

UKBORDERSprovidesaccesstoandsupportforalargeonlineldquofilingcabinetrdquoofdigitised boundaries and key postcode directory and related resources Funded by the Economic and Social Research Council (ESRC) as the Geography Data Unit for the Census Programme UKBORDERS is one of the most heavily used of the census services ndash in the 2010-2011 user survey it was the most frequently used service in a survey of 1358 users Highlights over the reporting period include

bull A successful bid for a further yearrsquos operation whilst ESRC deliberate on the future and nature of the post 2012 census delivery portfolio

bull The release of two new interfaces over the period ndash a Thematic Mapping Wizard allowinguserstogeneratetheirownchoroplethmapsandaDynamicLookupTable service allowing users to create bespoke geography reference tables

bull UKBORDERS also participated in the successful 2011 Census Conference

UKBORDERS is one of the most heavily used of the census services

Geological Map Data copyNERC 2010copy Crown copyrightdatabase right 2010 An Ordnance SurveyEDINA supplied service

21EDINA Annual Review 2010-2011

3 Service and Project Reports

agcensus offers grid square agricultural census data for England Scotland andWales During 2010-2011

bull TheserviceanddemocodewereportedfromMySQLtoPostGISbull 2009 and 2010 small area data for Scotland and 2008 2009 2010 data for

Wales (received from respective devolved government departments) were processed converted and brought into service

bull A subset of the decennial 2010 Agricultural Census (provided at 1km level of aggregation) will be forthcoming from DEFRA Methodology for conversion from small area to grid square has been requested in order to establish anomalies with the in-house conversion process

Additional project activity

The Spatio-Temporal Energy Efficiency Visualisation (STEEV) project aims to build a spatio-temporal exploration and visualisation tool for annual energyefficiencycoefficientssuchasenergyratingslikelyenergydemandandrelatedCO2 emissions modelled at Output Area level for a large regional geographical area of South Wales from 2000-2050

Testing of back-end database and data loading has been achieved primarily through test data provided by our project partner at the Welsh School of Architecture User interface and front-end design is reliant on back-end modelling and requires contextual anddescriptive content suchaspolicy-relatedenergy scenarios Anannotation facility is being considered which would allow stakeholders to annotate visualised content in real time

Multimedia and EducationMultimedia Services

JISC Mediahub was launched as a beta version in April 2011 followed by a full service release in August 2011 This service hosts multiple video sound and image collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection owners

While JISC MediaHub was in development the three multimedia services remained popular Film amp Sound Online with 382 institutional subscriptions Education Image Gallery with 88 NewsFilm Online with 350

NewsFilm Online will continue to be freely available to subscribers until July 2012 both as the current service and as part of Mediahub in its component collections

Film amp Sound Online and Education Image Gallery were withdrawn from service on 1 August

The definitive academic video image amp audio resource

image copy STEEV project

22 EDINA Annual Review 2010-2011

3 Service and Project Reports

Multimedia projects

Based at Sabhal Mograver Ostaig the Gaelic-language college on Skye Tobar an Dualchais isamulti-million-poundHeritageLottery-fundedprojecttopreservedigitiseandmake available online up to 12000 hours of recordings from the archives of BBC Scotland the National Trust for Scotland and the School of Scottish Studies at the University of Edinburgh EDINA and the University of Edinburgh IS department also contributed a production control and a cataloguing application for web-based input of metadata EDINA continued to develop the website in 2010 and the full public version was launched successfully in December 2010

Building upon earlier work for Tobar an DualchaisKist o Riches and the Statistical Accounts of Scotland EDINA worked collaboratively with the University of Edinburgh Centre for Research Collections during Phase 3 of an AHRC funded project The Carmichael Watson collection in Edinburgh University Library iscentred on the papers of the pioneering folklorist Alexander Carmichael (1832-1912) The project aimed to unlock one of the worldrsquos major folklore resources for thebenefitofacademicscholarsandthewidercommunityEDINAprovidedthesoftware engineering skills to develop and deliver online access to this iconic work ofAlexanderCarmichaelThiswaslaunchedinJune2011

Thefinal reportoftheshortprojectScoping Study Aggregations of Metadata for Images and Time-Based Media was made available in September 2010 It indicated the benefits of and opportunities for aggregations ofmetadata forthese resources and the barriers to having open and shareable metadata It also described a number of scenarios in which such aggregations would be useful or requiredanddifferentmodelsforaggregatingmetadata

Education service Jorum

Following the launch of the JorumOpen collection in January 2010 Jorum enjoyed continued growth in both the usage of the resources it contains and the number of resources that are shared through the service As of July 2011 visits to the servicewerefivetimeshigherthanthepeakusagebeforeJanuary2010andover14200 resources were available across a variety of subject areas ndash an increase of over 80 Many of these resources were shared by users involved in the JISC HE Academy OER Programme which the Jorum team continued to support

Jorum consolidated its collections on the DSpace platform in February 2011 and made all software outputs available for download and re-use in June 2011 through the EDINA Developer Corner and Github

Jorum was developed and run jointly by EDINA and Mimas from 2002 until 2011 From August 2011 Mimas will be taking Jorum forward into service

Alexander Carmichael Portait by William Skeoch Cumming Image is in the public domain

Image copy iStockPhotos 2010

23EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoThanks so much for your help I really cannot emphasis how invaluable itrsquos beenrdquo SDSS Helpdesk enquirer

Middleware and Infrastructure

UK Access Management Federation Related Projects

The joint bid from JISC Collections and EDINA to be the Operator for the UK Access Management Federation from August 2011 to July 2014 was successful During the remainder of the 2010-2011 academic year EDINA and JISC Collections worked with JANET(UK) on the transition arrangements Because EDINA already acted as the technical operator for the federation a smooth transition was expectedandhappened

A contract was agreed between EDINA and SWITCH to form the Shibboleth Consortium to provide coordination and means to engage the personnel to develop the Shibboleth federated access management software The Consortium will ensure development of the Shibboleth codebase upon which the UK Access Management Federation depends EDINA throughitsSDSSExpertGroupactivityisthe lead member of the Consortium and is responsible for the distribution of funding from JISC and SWITCH

The federation continued to grow substantially reaching over 850 members and 1250 entities the largest academic deployment in the world

The UK Federation Support Team at EDINA manages the metadata that underpins it and supplies technical support to its members In August 2011 a new centralised Discovery Service (WAYF) was implemented based on user testing Thisshouldimprovetheloginexperiencefor users throughout the UK education sector

The SDSS Expert Group contributes nationally and internationally to the development and maintenance of the Shibboleth infrastructure and codebase Nationally the federation operator refers technical issues related to the operation of theUKfederationto theSDSSExpertGroup

During 2010-2011 the SDSS Expert Groupworked with Internet2 (I2) and the Shibboleth Consortium participating in the Shibboleth core development team with core Shibboleth software including the Shibboleth V3 IdP

The expert group has contributed to theEmbedded Discovery Service which will supportamoreconsistentloginexperienceacrossdifferentservicesbymakingiteasyfor service providers to deploy standard WAYF functionality familiar to users but with their own branding and on their own servers rather than depending on the federationrsquos Central Discovery Service servers

Theexpertgroup isworkingwitha smallInternet2 subgroup to develop a technical architecture for inter-federation working The work involves the refinement of anAggregation Engine to allow the swapping of authorised metadata between federationsSignificantprogressthisyearmeans that the aggregation engine has now replaced the bespoke code previously used to generate the production UK federation metadata while test metadata including entities from other federations is now also being generated daily

WSTIERIA was a JISC-funded project which ran from January 2010 to March 2011 and investigated mechanisms for use of federated access management with web services WSTIERIA evaluated possible solutions based on use of faccedilade software andrecentextensionsofcoreShibbolethcode

Image copy Jupiterimages 2006

24 EDINA Annual Review 2010-2011

3 Service and Project Reports

Unlock Related Projects

Unlock the gazetteer and geo-referencing infrastructure service provides two sets of web services one is a ldquogazetteer cross-searchrdquo comparing different sources ofgeographic data for information about place-names The other is a ldquogeo-parsingrdquo service using text mining techniques toextractplace-namesfromresources(textor metadata) to allow collections to be searched by location

Unlock Places offers search acrosslicensed OS data sources for subscribers to Digimap OS Collection Last yearUnlock was adapted to include an open data gazetteer which provides world-wide coverage and includes the OS Open Data products

In terms of the JISC Information Environment Unlock is a shared terminology service that can underpin geographic searching and geo-referencing for other services Unlock can help with data and resource linking and improving the metadata describing scholarly work

The JISC-funded CHALICE (Connecting Historical Authorities with Linked dataContexts and Entities) project applied atext mining approach to volumes of theEnglish Place Name Survey to produce a Linked Data historic gazetteer for areasof England which could then be used to improve the quality of georeferencing in other archives The gazetteer is linked to other placename sources on the LinkedData web via geonamesorg and Ordnance Survey Open Data We aimed to provide a historic place-name gazetteer covering a thousand years of history linked to attestationsinoldtextsandmaps

Intensive user engagement was undertaken with archive projects that canbenefitfromtheopendatagazetteerand open source text mining tools TheCHALICEoutputsare for anyoneworkingwith historic material ndash be that archives of records objects or ideas There is a Past Places browser to help illustrate the data andprovideaLinkedDataviewofthedata

Unlock has also been working towards supporting tooling for the Bamboo Project which is building applications and shared infrastructure for humanities research

OpenURL Router Related Projects

OpenURL Router continued to have high levels of use during 20102011 with 97 registered institutions which register the OpenURL resolvers they use with theRouterTheOpenURLRouter isacentralregistrydetailingOpenURLresolverstheinstitutions to which they belonged and certaindetails(UKFederation identifiersIP addresses and domain names) that help in identifying members of that institution This allows referring bibliographic services to addressOpenURL links to the correctresolver for each end user without any prior knowledge of the user or their institution

The JISC-funded Using OpenURL Activity Data project built on the recommendations oftheSharedOpenURLDataInfrastructureInvestigation in 2008-9 by exploring thevalue and viability of releasing OpenURLactivity data for use by third parties as a means of supporting development of innovative functionality Following an initial investigation to understand how IP addresses could be collected and processedwithoutexposingthecollectingorganisation to legal risk the data filesbased on the OpenURL Router log fileswere produced and released under the open license ODC-PDDL An articlerecommender prototype was developed basedonthisdataasanexampleofhowthe data could be used

ldquoExcellent servicemdashhas saved a huge amount of time and effortrdquoOpenURL Router Librarian HE

Image copy Tom Armitage

25EDINA Annual Review 2010-2011

3 Service and Project Reports

Additional project activities

AprojectbeganinFebruary2011toproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelatedtechnologiesSeveralmembersofstafffromboththegeographicand bibliographicmultimedia development teams in EDINA have been working on Linked Data Focus We ran three short software development ldquosprintsrdquo to produce Linked Open Data output from several different EDINA projects and servicesDuring each sprint we held a workshop where we presented and discussed the workinprogressandinvitedpeoplefromoutsideEDINAtoshowofftheirrelatedwork

The development work supports the broader ambition of Discovery and has adopted its guidelines for metadata We are working towards the production of anldquoinfokitrdquodocumentingourfindingsandpracticeswithaviewtoassistingandinforming other institutions

EDINArsquosworkonprovidingldquotargetedrdquologinURLsisbeingrolledouttoitsservicesThe Ediauth Targeted Login mechanism exists to provide a simple and robustalternativetoshibbolethWAYFlessURLsforwhichthereisconsiderabledemandAdditionally it ismoreflexibleand informativethanshibbolethWAYFlessURLsThe targeted loginURLsarebeingadvertisedandused for JISCMediaHubandis being used by the prototype CRIS bookmarking service It will be rolled out to otherEDINAservicesintimeforthenextrevisionoftheEDINArsquosmainwebsite

CRIS the ldquoCommenting and Referencing Infrastructure Servicerdquo is a shared middleware service for bookmarking and commenting web resources with a particular focus on multimedia CRIS was developed as a JISC-funded personalisation service with the potential to help service providers avoid duplicatingimplementationofthefunctionalityinindividualservicesItalsooffersa basis for recommender functionality CRIS has now been successfully tested with JISC Mediahub to provide bookmarks and commenting These functions are due for release in JISC Mediahub by the end of 2011

User Support Our support activities in 2010-2011 were as follows

Helpdesk

The EDINA helpdesk continued to be the primary point of contact for all enquiries concerning EDINA services and successfully resolved enquiries from end-users andsupport staff EDINArsquos licenceandcall-loggingsystem(Helios)was furtherenhanced in 2010-2011 to facilitate registrations to use the Digimap for Schools service

The helpdesk approved almost 50000 applications to use the Digimap service across the three collections requiring registration ndash OS Geology and Marine Digimap

ldquoIt makes a change to find a helpdesk that actually helpsrdquoEDINA Helpdesk enquirer

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 15: EDINA Annual Review, 2010-2011

13EDINA Annual Review 2010-2011

3 Service and Project Reports

Over last year almost 45000 visitors used the OA-RJ

OpenDepotorg Related Projects

OpenDepotorg continues to support researchers worldwide who wish to make their work available on an Open Access basis They do so by being re-directed to their institutional repository or by direct deposit into OpenDepot The latter is especially valuable for authors who do not have access to local repository services

The Depot was originally commissioned by JISC to support its RepositoryNet Initiative with the objective of ensuring that there was a national open access repository during the interim period while all universities set up their own institutional repository That project funding ended but consultations within the open access movement indicated that there was a comparable need on a global stage

The JISC-funded Open Access Repository Junction (OA-RJ) project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker services

The Repository Junction discovery tool is a database with over 13000 institutions 2000 repositories and network ranges which allows institutions or authors to be matched to appropriate repositories The data can be accessed by third party developers through a set of APIs and is also available as four-star linked data

The SONEX group is supported by JISC to foster international collaboration and guide development Its focus is on deposit opportunities and interoperability between and across repositories scholarly output notification and exchange It has defineda set of use case actors and is promoting investigation of use case scenarios by projects internationally The director of EDINA is one of the four members of SONEX

We first started to serve libraries and their patrons with SALSER the serials catalogue for Scottish academic and research libraries the year before being designatedasaUKnationalacademicdatacentreSALSERrsquosscope is limitedtoScotland but includes a diverse range of libraries and is well used During 2010-2011 the frequency of updates from libraries continued to improve This included the MoredunResearchInstitutetheScottishLawCommissionHistoricScotlandandthe Scottish National Blood Transfusion Service all updating their records during the year

Other services continue to be reviewed in the light of changes in the market Land Life Leisure is a weekly updated digest of press releases reports and articles in thefieldofrural informationDuring2010-2011 ithascontinuedtobesupportedthrough community-based indexing with contributions from Coleg Sir Gacircr andHarper Adams Pershore Myerscough Biston and the Royal Agricultural Colleges with just under 30 subscriptions in addition to these institutions

Our provision of CAB Abstracts as a weekly updated bibliographic database continues as our only other AampI database Around 300000 records were added in 2010-2011 from over 7500 serial titles books monographs technical reports proceedingspatentsandpublishedthesesndashreaching63millionrecordsFulltextprovision also increased with over 100000 items available in 2011

Image copy Stock International Inc

Image copy EDINA

14 EDINA Annual Review 2010-2011

3 Service and Project Reports

Continuing Access Services and Related Projects

UK LOCKSS Alliance and CLOCKSS Related Projects

EDINA has been supporting the UK LOCKSS Alliance for three years providing support to members and coordinating the development of the operation as a self-governing co-operative organisation

Maintenance funding is raised by subscription from its 16 members and we have just completed thefirstof a three-year grant from JISC for development and community engagement The goal is to build capacity and collaborative action to ensure continuing access to scholarly work that universities regard as important and at risk This includes taking advantage of what is done nationally and internationally EDINArsquos role is to provide technical development and programme coordination

EDINA also provides a support role for the initiative taken by the University of Edinburgh as one of seven founding libraries in CLOCKSS Edinburgh is one of the 12 steward libraries in a global network of Archive Nodes Together withStanfordUniversityLibrariesEDINAacts as a designated Open Access host for ldquoorphanedrdquo journal content when a triggereventisconfirmedbytheCLOCKSSBoards To date four sets of content have been released to test the readiness of theCLOCKSSsystemandtomakejournalarticles available under Open Access that might otherwise have been lost to global scholarship

The second phase of the Piloting an E-Jour-nals Preservation Registry Service (PEPRS) project is now well underway with a well-received beta service launched at the end of April 2011 now re-branded as The Keep-ers Registry This provides librarians and policy makers with information on who is doing what to preserve e-journal content Working in partnership with the Interna-tional Standard Serial Number (ISSN) In-ternational Centre in Paris this relates the actions of archival agencies against details of over 80000 electronic serials held in the ISSN Register The archival agencies involvedfirst includedCLOCKSS e-DepotKB (National Library of the Netherlands)UKLOCKSSAlliancePorticoandtheBrit-ish Library and now includes HathiTrustEDINA is now in discussion with other in-ternational agencies to include their hold-ing information Work will continue to en-hance the functionality involve additional agencies and establish The Keepers Regis-try as a sustainable well-governed service Related work has involved decision making at the ISSN Network for the assignment of ISSNs to the growing corpus of digitised journals

Phase two of the Pilot for Ensuring Conti-nuity of Access via NESLi2 (PECAN) proj-ect builds on work carried out jointly by EDINAandJISCCollectionsthat identifiedthe need to develop a shared service to record each HEIrsquos archival access to jour-nal titles Central to supplying this need is an ldquoEntitlement Registryrdquo which would provide an authoritative record of access entitlement increasingly important when institutions cancel journal deals as a result of budget pressures and when titles move from one publisher to another EDINA has been awarded short-term funding to take thefirststeptowardsdevelopingapoten-tial service for use by HEIs and publishers alike by implementing a prototype demon-strator of the software needed to store manage and access the entitlement infor-mation

ldquoUK LOCKSS provides a low-cost practical solution enabling access to preserved content when neededrdquoLorraine Estelle CEO JISC Collections

15EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoMANTRA reflects good practice in research data managementrdquo

Data Library Team EDINA

E-book service

Oure-bookofferingtheFirst and Second Statistical Accounts of Scotland is one of the best contemporary reports of life during the agricultural and industrial revolutions in 1790s and the 1830s Based on contemporary reports of the 938 parishesofScotlandthisisanexampleofaformerlyJISC-fundedprojectthatnowhas a healthy uptake and sustainable future

During 2010-2011 new materials were added to enhance the richness of the publishedAccountsanindexofthepersonspredominantlyministersresponsiblefor compiling the reports that form theStatisticalAccountsanonline IndexofMaps(fivemaps intheFirstAccountandthirty-one intheSecond)whichgivesa full description of each map and its location in the printed sets of the Accounts in Edinburgh University Library Edinburgh Central Library National Library ofScotlandMap Library and GlasgowUniversity Library and a brief guide to keyinformation sources on parish boundaries in Scotland

Project activity to support access to research data

EDINA made substantial contributions to the University of Edinburghrsquos research datamanagementstrategythisyearthroughitsUniversityDataLibraryserviceInDecembertheDataLibrarianpresentedapaperco-authoredwithVicePrincipalJeffHaywoodattheInternationalDigitalCurationConference(DCC) inChicagoarguing for institutional responsibility in research data management In May the Universitypassedaresearchdatamanagementpolicysaidtobethefirstof itskind in the UK

InJulytheDataLibraryteamcompletedayear-longJISC-fundedprojectMANTRA to produce openly licensed online learning materials in research data management for PhD students to be delivered at the University and shared as an Open Educational Resource The interactive topical units were created using Xerte and arehighlycustomisableforre-useSoftware-specificdatahandlingpracticalsandvideo interviews were also created The learning materials will also be accessible from the EDINA website for anyone to work through

copyThe University of Edinburgh and the University of Glasgow

16 EDINA Annual Review 2010-2011

3 Service and Project Reports

Maps and Data Content services and related projects

Ordnance Survey Collection Related Projects

Digimap Ordnance Survey collection contains maps at scales ranging from 11250 up to 1750000 available for making maps online or for download There are scanned raster maps (digital versions of Ordnance Surveyrsquos paper maps) as well as vector maps at a range of scales including OS MasterMapreg the most detailed large scale mapping It also includes postcodes administrative boundaries a gazetteer of place names and digital terrain models

Over 140 universities and colleges used the service with an average of over 46000 active users logging in over 280000 times

Digimap Roam has continued to provide a huge number of maps along with Digimap Carto 65 million screen maps were viewed in this period Carto is now used less for making screen maps due to the improvements that came in Digimap Roam However the number of high quality PDFs created by Carto has continued to increase 155000 PDF map fileswere generated from both DigimapRoam and Carto in this period

Users downloaded 762000 km2 of OS MasterMapregTopographyLayerdata151million km2 of OS Integrated Transport Network (ITN) data and over 440000 data files from other OS data productsThese data volumes are worth around pound20 million at commercial cost

The USeD project began in July 2011 and is looking at ways of improving the Data Download facility The aim is to ensure that the new interface that is being developed for 2011-2012 is more intuitive and meets the needs of all of our users

Thecomplexityoftheunderlyingdatatheheterogeneous nature of the user base and the broad range of digital literacy across this user base poses both usability and learnability challenges of the firstmagnitude

We propose to address this ldquospatial literacyrdquo gap by conducting user focused research to develop Personas which can be geared to improving work-flow fordifferentlyabledusersacrossthespectrumfromnovicetoexpert

ldquoAs a GIS lecturer and map librarian Irsquom recommending this to my students all of the timerdquoLecturer HE

65 million screen maps were viewed in 2010-2011

ldquothe cheapest and easiest way to get hold of OS data for academicsrdquoInformation Professional HE

17EDINA Annual Review 2010-2011

3 Service and Project Reports

Historic Digimap Related Projects

Historic Digimap provides access to digital scans of OS paper maps of Great Britain from 1843 to 1996

This service is increasing in popularity with 76 subscribing institutions and almost 70000 sessions across the year

The introduction of Ancient Roam and Historic Download has meant that there has been a great increase in the amount of data that users are viewing and downloading Over 35 million maps were viewed and nearly 460000 files weredownloadedasignificantincreaseontheprevious year

By having a close relationship with the other Roam interfaces the Ancient Roam interface has benefited fromthe development of annotation and measurement tools

The results of the metadata capture projectwiththeNLSwerealsoaddedintothe service allowing our users to access the survey dates for Scottish historic maps

A project was carried out with the National Library of Scotland (NLS) tocreate enhanced metadata for Scottish historic maps The survey dates that were not captured when Landmark Solutionsoriginally created the data in Historic Digimap were retrieved from the NLSrsquocopies of historic OS maps This extrametadata has been requested by users sincetheHistoricDigimapservicewasfirstlaunched so its addition for the Scottish maps was welcomed

Walking Through Time 2 The second phase of this project concentrated upon developing a sustainable platform to allow us to potentially roll out the application across Britain via the most popular smart phone platform It concentrated on developing the application natively for the iPhone (rather than as a web app) and undertook testing and evaluation during the Edinburgh Festival 2010

AddressingHistory The second phase of this project was led by EDINA with in-kindsupportfromtheNLSDevelopmentconcentrated upon the sustainability and interoperability of the AddressingHistory tool and API thus resonating with JISCrsquos vision to build sustainable and durable deliverables It has seen the re-engineering andldquoexternalisingrdquooftheexistingparsingprocess which devolves refining andediting responsibility to parties interested in a particular Post Office Directory Theinterface has also been refined and anumber of features and functionality implemented All development code is open and available under a GNU General PublicLicence

Digimap for SchoolsofferseasyaccesstoarangeofcurrentOSmapsincludingdigitalversionsofOSrsquosfamouspapermapstheLandrangerandExplorerseriesaswell as the most detailed OS MasterMapreg mapping and street-level maps showing street names and road-atlas style maps On 14 April 2011 the service received the GoldGeographicalAssociationPublisherrsquosAward inrecognitionof itssignificantcontribution to geographical education

ldquoHistoric Digimap is a quick easy way of finding historical datardquo Researcher HE

Image copy Jupiterimages

18 EDINA Annual Review 2010-2011

3 Service and Project Reports

The service was enhanced in May 2011 with the delivery of annotation and measurementtools Studentscannowaddpointmarkers linesareasandtextlabels as well as measuring distances and areas of features on screen With these toolsinplaceanassessmentisunderwaytofindouthowsuccessfultheservicehas been in supporting OS encourage schools to move from print to digital maps

Over 2500 schools have taken advantage of OSrsquos voucher scheme providing free accesstoDigimapforSchoolsforsomeschoolswhichfinishesinDecember2011

Accessing Digimap for Schools as a subscription service is now overseen by JISC Collections and a small number of schools have taken up subscriptions EDINA has delivered an online subscription interface to assist JISC Collections manage subscriptions Enhancements to that interface are underway to allow schools to purchase the service via credit card payments

Geology Digimap provides access to maps and data from the British Geological Survey (BGS) This service has also grown the number of subscribing institutions increasingto50exceedingexpectations

The number of sessions has risen to over 30000 for this year There are now almost 58000 registered users of which around 20000 are active

The new Geology Roam interface introduced in 2009 ndash 2010 has enabled users to create a very large number of maps in this academic year close to 650000

The interface has also received a number of enhancements over the year including the addition of JIDI images an improved rock information map query tool and the annotation and measurement tools

The results of the ABLe project were also fed into this service allowing usersenhanced functionality to interact with the map and the legend The user is now able to highlight rocks on the map by clicking on the legend and vice versa

EDINA also delivers Marine Digimap for mapping of the UK coastal zone at various scales and detail derived from Admiralty Charts Users can download a feature-rich vector GIS dataset SeaZonersquos Hydrospatialreg data containing ldquotopicrdquo layers on bathymetry and elevation structures and obstructions and conservation and environmental protection

Over 15000 users from 16 subscribing institutions have registered for the service showing that it has appeal beyond those studying marine and the coastal environment

This year we have added the Marine Roam interface which uses the Hydrospatialreg data This provides a convenient and simple means of viewing this complexdataset So far it has produced nearly 30000 screen maps since it was launched in October 2010 Development has continued throughout the year with the addition of the measurement and annotation tools to the interface

ldquothe easiest way to find geology of the areardquoLecturer HE

Image copy Courtesy Colin Palmer

19EDINA Annual Review 2010-2011

3 Service and Project Reports

Discovery services and related projects

GoGeo Related Projects

GoGeo is a discovery service that brings together online resources (of all types) on the basis of location as well as subject It is a critical component of the UK academic Spatial Data Infrastructure (SDI) and as a consequence of its interoperable architecture can also play a part in surfacing academic resources to the broader cross-sectoral community UK SDI ndashthe UK Location Programmersquos LocationInformationInfrastructure(UKLPLII)

GeoDoc is the online geospatial metadata creator tool that sits behind GoGeo for providers of geospatial data to document their data using standards-compliant schema The UK academic profile forISO19115 known as AGMAP is now aligned with the new national GEMINI2 andEuropeanINSPIREmetadataprofiles

During 2010-2011 GoGeo was given a new design to provide a more current look for the portal and to strengthen its core message Simultaneously the portal was re-architected to use an open source catalogue toolkit implementing INSPIRE compliant protocols ensuring GoGeo can interact harvest from and make available records to be harvested by the UK Location Programme within datagovuk and European INSPIRE geoportal

This is particularly important as during 2010-2011 the existing UKgovernment geoportal Gigateway was decommissioned

The purpose of GECO is to foster a community of users of geospatial resourceswithinidentifiablecommunitiesof interest GECO aims to increase the use of geospatial tools infrastructure and information collate exemplars of useidentify and promote best practice assist with the maturation of the UK academic SDI promote the JISC Geospatial Working Grouprsquos (GWG) Vision for geospatial resources champion awareness raising of INSPIRE ensuring that the sector is cognisant of the obligations and opportunities and promote good data management principles

GoGeo Linked Data (GOLD) exposedthe GoGeo Catalogue and the Scottish Government Spatial Discovery Portal CSW content as a Linked Data triple store toimprove the ldquodiscoverabilityrdquo of metadata records A range of technical approaches were explored including schema cross-walking production direct from relational databasesandanUMLtoRDFapproachto assess how best to create open linked geospatial metadata

ScotSDI EDINA renewed its partnership with the Scottish Government to develop a geospatial discovery metadata service as part of a Scottish SDI This addresses obligations under INSPIRE for public bodies to produce maintain and manage metadata about their geospatial resources Built using open source software this enables creation and discovery of UK standards compliant GEMINI2 dataset series and service metadata records

The Interoperable Geographic Information (IGIBS) project is building on prior work demonstrating how Shibboleth can be used to provide an organisational model for SDI We have shown that Shibboleth can be used to protect OGC Web Services without requiring any changes to the interfaces EDINA is working with the Welsh Government and the University of Aberystwyth to address the access control barrier by prototyping a simple tool that should allow users to quickly view their data using interoperability standards in combination with Welsh Government data TheUse Cases being explored areemerging from the UNESCO designated DyfiBiosphereReserve

ldquoThe usefulness of the geoportal cannot be over-emphasisedrdquoStudent HE

image copy GECO project

20 EDINA Annual Review 2010-2011

3 Service and Project Reports

Repository services

EDINA pioneered strategies for sharing resources within the limitations of third-party licence with the ShareGeo repositorybuildingonexperiencewithJorumDeveloped in a JISC funded-project ShareGeo allows users to share and re-use derived geospatial datasets within the Digimap service under the JISC Collections licensing arrangements It enables data sharing to take place in an authenticated environment that would otherwise not be possible

In April 2010 OS made a suite of core geospatial data products available as OS OpenData with Creative Commons Attribution licence terms conducive to sharing and reuse of derived data via open repositories Through ShareGeo Open an open access repository researchers students and lecturers creating geospatial data can deposit their research and operational data in a repository open to all to search and download

Since ShareGeo Open went live in June 2010

bull there have been over 6400 data downloadsbull the top 3 downloads are the ONS Postcode Directory Postcode Areas for Great

Britain and a GB-wide Digital Elevation Modelbull the National Library of Scotland is using ShareGeo Open to make available

historic data outputs from the AHRC funded Visualising Urban Geographies project

During the last year EDINA developed a plugin to allow direct data deposit into ShareGeo Open from within desktop mapping software via the SWORD protocol The plugin has been downloaded over 660 times

Census services

UKBORDERSprovidesaccesstoandsupportforalargeonlineldquofilingcabinetrdquoofdigitised boundaries and key postcode directory and related resources Funded by the Economic and Social Research Council (ESRC) as the Geography Data Unit for the Census Programme UKBORDERS is one of the most heavily used of the census services ndash in the 2010-2011 user survey it was the most frequently used service in a survey of 1358 users Highlights over the reporting period include

bull A successful bid for a further yearrsquos operation whilst ESRC deliberate on the future and nature of the post 2012 census delivery portfolio

bull The release of two new interfaces over the period ndash a Thematic Mapping Wizard allowinguserstogeneratetheirownchoroplethmapsandaDynamicLookupTable service allowing users to create bespoke geography reference tables

bull UKBORDERS also participated in the successful 2011 Census Conference

UKBORDERS is one of the most heavily used of the census services

Geological Map Data copyNERC 2010copy Crown copyrightdatabase right 2010 An Ordnance SurveyEDINA supplied service

21EDINA Annual Review 2010-2011

3 Service and Project Reports

agcensus offers grid square agricultural census data for England Scotland andWales During 2010-2011

bull TheserviceanddemocodewereportedfromMySQLtoPostGISbull 2009 and 2010 small area data for Scotland and 2008 2009 2010 data for

Wales (received from respective devolved government departments) were processed converted and brought into service

bull A subset of the decennial 2010 Agricultural Census (provided at 1km level of aggregation) will be forthcoming from DEFRA Methodology for conversion from small area to grid square has been requested in order to establish anomalies with the in-house conversion process

Additional project activity

The Spatio-Temporal Energy Efficiency Visualisation (STEEV) project aims to build a spatio-temporal exploration and visualisation tool for annual energyefficiencycoefficientssuchasenergyratingslikelyenergydemandandrelatedCO2 emissions modelled at Output Area level for a large regional geographical area of South Wales from 2000-2050

Testing of back-end database and data loading has been achieved primarily through test data provided by our project partner at the Welsh School of Architecture User interface and front-end design is reliant on back-end modelling and requires contextual anddescriptive content suchaspolicy-relatedenergy scenarios Anannotation facility is being considered which would allow stakeholders to annotate visualised content in real time

Multimedia and EducationMultimedia Services

JISC Mediahub was launched as a beta version in April 2011 followed by a full service release in August 2011 This service hosts multiple video sound and image collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection owners

While JISC MediaHub was in development the three multimedia services remained popular Film amp Sound Online with 382 institutional subscriptions Education Image Gallery with 88 NewsFilm Online with 350

NewsFilm Online will continue to be freely available to subscribers until July 2012 both as the current service and as part of Mediahub in its component collections

Film amp Sound Online and Education Image Gallery were withdrawn from service on 1 August

The definitive academic video image amp audio resource

image copy STEEV project

22 EDINA Annual Review 2010-2011

3 Service and Project Reports

Multimedia projects

Based at Sabhal Mograver Ostaig the Gaelic-language college on Skye Tobar an Dualchais isamulti-million-poundHeritageLottery-fundedprojecttopreservedigitiseandmake available online up to 12000 hours of recordings from the archives of BBC Scotland the National Trust for Scotland and the School of Scottish Studies at the University of Edinburgh EDINA and the University of Edinburgh IS department also contributed a production control and a cataloguing application for web-based input of metadata EDINA continued to develop the website in 2010 and the full public version was launched successfully in December 2010

Building upon earlier work for Tobar an DualchaisKist o Riches and the Statistical Accounts of Scotland EDINA worked collaboratively with the University of Edinburgh Centre for Research Collections during Phase 3 of an AHRC funded project The Carmichael Watson collection in Edinburgh University Library iscentred on the papers of the pioneering folklorist Alexander Carmichael (1832-1912) The project aimed to unlock one of the worldrsquos major folklore resources for thebenefitofacademicscholarsandthewidercommunityEDINAprovidedthesoftware engineering skills to develop and deliver online access to this iconic work ofAlexanderCarmichaelThiswaslaunchedinJune2011

Thefinal reportoftheshortprojectScoping Study Aggregations of Metadata for Images and Time-Based Media was made available in September 2010 It indicated the benefits of and opportunities for aggregations ofmetadata forthese resources and the barriers to having open and shareable metadata It also described a number of scenarios in which such aggregations would be useful or requiredanddifferentmodelsforaggregatingmetadata

Education service Jorum

Following the launch of the JorumOpen collection in January 2010 Jorum enjoyed continued growth in both the usage of the resources it contains and the number of resources that are shared through the service As of July 2011 visits to the servicewerefivetimeshigherthanthepeakusagebeforeJanuary2010andover14200 resources were available across a variety of subject areas ndash an increase of over 80 Many of these resources were shared by users involved in the JISC HE Academy OER Programme which the Jorum team continued to support

Jorum consolidated its collections on the DSpace platform in February 2011 and made all software outputs available for download and re-use in June 2011 through the EDINA Developer Corner and Github

Jorum was developed and run jointly by EDINA and Mimas from 2002 until 2011 From August 2011 Mimas will be taking Jorum forward into service

Alexander Carmichael Portait by William Skeoch Cumming Image is in the public domain

Image copy iStockPhotos 2010

23EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoThanks so much for your help I really cannot emphasis how invaluable itrsquos beenrdquo SDSS Helpdesk enquirer

Middleware and Infrastructure

UK Access Management Federation Related Projects

The joint bid from JISC Collections and EDINA to be the Operator for the UK Access Management Federation from August 2011 to July 2014 was successful During the remainder of the 2010-2011 academic year EDINA and JISC Collections worked with JANET(UK) on the transition arrangements Because EDINA already acted as the technical operator for the federation a smooth transition was expectedandhappened

A contract was agreed between EDINA and SWITCH to form the Shibboleth Consortium to provide coordination and means to engage the personnel to develop the Shibboleth federated access management software The Consortium will ensure development of the Shibboleth codebase upon which the UK Access Management Federation depends EDINA throughitsSDSSExpertGroupactivityisthe lead member of the Consortium and is responsible for the distribution of funding from JISC and SWITCH

The federation continued to grow substantially reaching over 850 members and 1250 entities the largest academic deployment in the world

The UK Federation Support Team at EDINA manages the metadata that underpins it and supplies technical support to its members In August 2011 a new centralised Discovery Service (WAYF) was implemented based on user testing Thisshouldimprovetheloginexperiencefor users throughout the UK education sector

The SDSS Expert Group contributes nationally and internationally to the development and maintenance of the Shibboleth infrastructure and codebase Nationally the federation operator refers technical issues related to the operation of theUKfederationto theSDSSExpertGroup

During 2010-2011 the SDSS Expert Groupworked with Internet2 (I2) and the Shibboleth Consortium participating in the Shibboleth core development team with core Shibboleth software including the Shibboleth V3 IdP

The expert group has contributed to theEmbedded Discovery Service which will supportamoreconsistentloginexperienceacrossdifferentservicesbymakingiteasyfor service providers to deploy standard WAYF functionality familiar to users but with their own branding and on their own servers rather than depending on the federationrsquos Central Discovery Service servers

Theexpertgroup isworkingwitha smallInternet2 subgroup to develop a technical architecture for inter-federation working The work involves the refinement of anAggregation Engine to allow the swapping of authorised metadata between federationsSignificantprogressthisyearmeans that the aggregation engine has now replaced the bespoke code previously used to generate the production UK federation metadata while test metadata including entities from other federations is now also being generated daily

WSTIERIA was a JISC-funded project which ran from January 2010 to March 2011 and investigated mechanisms for use of federated access management with web services WSTIERIA evaluated possible solutions based on use of faccedilade software andrecentextensionsofcoreShibbolethcode

Image copy Jupiterimages 2006

24 EDINA Annual Review 2010-2011

3 Service and Project Reports

Unlock Related Projects

Unlock the gazetteer and geo-referencing infrastructure service provides two sets of web services one is a ldquogazetteer cross-searchrdquo comparing different sources ofgeographic data for information about place-names The other is a ldquogeo-parsingrdquo service using text mining techniques toextractplace-namesfromresources(textor metadata) to allow collections to be searched by location

Unlock Places offers search acrosslicensed OS data sources for subscribers to Digimap OS Collection Last yearUnlock was adapted to include an open data gazetteer which provides world-wide coverage and includes the OS Open Data products

In terms of the JISC Information Environment Unlock is a shared terminology service that can underpin geographic searching and geo-referencing for other services Unlock can help with data and resource linking and improving the metadata describing scholarly work

The JISC-funded CHALICE (Connecting Historical Authorities with Linked dataContexts and Entities) project applied atext mining approach to volumes of theEnglish Place Name Survey to produce a Linked Data historic gazetteer for areasof England which could then be used to improve the quality of georeferencing in other archives The gazetteer is linked to other placename sources on the LinkedData web via geonamesorg and Ordnance Survey Open Data We aimed to provide a historic place-name gazetteer covering a thousand years of history linked to attestationsinoldtextsandmaps

Intensive user engagement was undertaken with archive projects that canbenefitfromtheopendatagazetteerand open source text mining tools TheCHALICEoutputsare for anyoneworkingwith historic material ndash be that archives of records objects or ideas There is a Past Places browser to help illustrate the data andprovideaLinkedDataviewofthedata

Unlock has also been working towards supporting tooling for the Bamboo Project which is building applications and shared infrastructure for humanities research

OpenURL Router Related Projects

OpenURL Router continued to have high levels of use during 20102011 with 97 registered institutions which register the OpenURL resolvers they use with theRouterTheOpenURLRouter isacentralregistrydetailingOpenURLresolverstheinstitutions to which they belonged and certaindetails(UKFederation identifiersIP addresses and domain names) that help in identifying members of that institution This allows referring bibliographic services to addressOpenURL links to the correctresolver for each end user without any prior knowledge of the user or their institution

The JISC-funded Using OpenURL Activity Data project built on the recommendations oftheSharedOpenURLDataInfrastructureInvestigation in 2008-9 by exploring thevalue and viability of releasing OpenURLactivity data for use by third parties as a means of supporting development of innovative functionality Following an initial investigation to understand how IP addresses could be collected and processedwithoutexposingthecollectingorganisation to legal risk the data filesbased on the OpenURL Router log fileswere produced and released under the open license ODC-PDDL An articlerecommender prototype was developed basedonthisdataasanexampleofhowthe data could be used

ldquoExcellent servicemdashhas saved a huge amount of time and effortrdquoOpenURL Router Librarian HE

Image copy Tom Armitage

25EDINA Annual Review 2010-2011

3 Service and Project Reports

Additional project activities

AprojectbeganinFebruary2011toproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelatedtechnologiesSeveralmembersofstafffromboththegeographicand bibliographicmultimedia development teams in EDINA have been working on Linked Data Focus We ran three short software development ldquosprintsrdquo to produce Linked Open Data output from several different EDINA projects and servicesDuring each sprint we held a workshop where we presented and discussed the workinprogressandinvitedpeoplefromoutsideEDINAtoshowofftheirrelatedwork

The development work supports the broader ambition of Discovery and has adopted its guidelines for metadata We are working towards the production of anldquoinfokitrdquodocumentingourfindingsandpracticeswithaviewtoassistingandinforming other institutions

EDINArsquosworkonprovidingldquotargetedrdquologinURLsisbeingrolledouttoitsservicesThe Ediauth Targeted Login mechanism exists to provide a simple and robustalternativetoshibbolethWAYFlessURLsforwhichthereisconsiderabledemandAdditionally it ismoreflexibleand informativethanshibbolethWAYFlessURLsThe targeted loginURLsarebeingadvertisedandused for JISCMediaHubandis being used by the prototype CRIS bookmarking service It will be rolled out to otherEDINAservicesintimeforthenextrevisionoftheEDINArsquosmainwebsite

CRIS the ldquoCommenting and Referencing Infrastructure Servicerdquo is a shared middleware service for bookmarking and commenting web resources with a particular focus on multimedia CRIS was developed as a JISC-funded personalisation service with the potential to help service providers avoid duplicatingimplementationofthefunctionalityinindividualservicesItalsooffersa basis for recommender functionality CRIS has now been successfully tested with JISC Mediahub to provide bookmarks and commenting These functions are due for release in JISC Mediahub by the end of 2011

User Support Our support activities in 2010-2011 were as follows

Helpdesk

The EDINA helpdesk continued to be the primary point of contact for all enquiries concerning EDINA services and successfully resolved enquiries from end-users andsupport staff EDINArsquos licenceandcall-loggingsystem(Helios)was furtherenhanced in 2010-2011 to facilitate registrations to use the Digimap for Schools service

The helpdesk approved almost 50000 applications to use the Digimap service across the three collections requiring registration ndash OS Geology and Marine Digimap

ldquoIt makes a change to find a helpdesk that actually helpsrdquoEDINA Helpdesk enquirer

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 16: EDINA Annual Review, 2010-2011

14 EDINA Annual Review 2010-2011

3 Service and Project Reports

Continuing Access Services and Related Projects

UK LOCKSS Alliance and CLOCKSS Related Projects

EDINA has been supporting the UK LOCKSS Alliance for three years providing support to members and coordinating the development of the operation as a self-governing co-operative organisation

Maintenance funding is raised by subscription from its 16 members and we have just completed thefirstof a three-year grant from JISC for development and community engagement The goal is to build capacity and collaborative action to ensure continuing access to scholarly work that universities regard as important and at risk This includes taking advantage of what is done nationally and internationally EDINArsquos role is to provide technical development and programme coordination

EDINA also provides a support role for the initiative taken by the University of Edinburgh as one of seven founding libraries in CLOCKSS Edinburgh is one of the 12 steward libraries in a global network of Archive Nodes Together withStanfordUniversityLibrariesEDINAacts as a designated Open Access host for ldquoorphanedrdquo journal content when a triggereventisconfirmedbytheCLOCKSSBoards To date four sets of content have been released to test the readiness of theCLOCKSSsystemandtomakejournalarticles available under Open Access that might otherwise have been lost to global scholarship

The second phase of the Piloting an E-Jour-nals Preservation Registry Service (PEPRS) project is now well underway with a well-received beta service launched at the end of April 2011 now re-branded as The Keep-ers Registry This provides librarians and policy makers with information on who is doing what to preserve e-journal content Working in partnership with the Interna-tional Standard Serial Number (ISSN) In-ternational Centre in Paris this relates the actions of archival agencies against details of over 80000 electronic serials held in the ISSN Register The archival agencies involvedfirst includedCLOCKSS e-DepotKB (National Library of the Netherlands)UKLOCKSSAlliancePorticoandtheBrit-ish Library and now includes HathiTrustEDINA is now in discussion with other in-ternational agencies to include their hold-ing information Work will continue to en-hance the functionality involve additional agencies and establish The Keepers Regis-try as a sustainable well-governed service Related work has involved decision making at the ISSN Network for the assignment of ISSNs to the growing corpus of digitised journals

Phase two of the Pilot for Ensuring Conti-nuity of Access via NESLi2 (PECAN) proj-ect builds on work carried out jointly by EDINAandJISCCollectionsthat identifiedthe need to develop a shared service to record each HEIrsquos archival access to jour-nal titles Central to supplying this need is an ldquoEntitlement Registryrdquo which would provide an authoritative record of access entitlement increasingly important when institutions cancel journal deals as a result of budget pressures and when titles move from one publisher to another EDINA has been awarded short-term funding to take thefirststeptowardsdevelopingapoten-tial service for use by HEIs and publishers alike by implementing a prototype demon-strator of the software needed to store manage and access the entitlement infor-mation

ldquoUK LOCKSS provides a low-cost practical solution enabling access to preserved content when neededrdquoLorraine Estelle CEO JISC Collections

15EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoMANTRA reflects good practice in research data managementrdquo

Data Library Team EDINA

E-book service

Oure-bookofferingtheFirst and Second Statistical Accounts of Scotland is one of the best contemporary reports of life during the agricultural and industrial revolutions in 1790s and the 1830s Based on contemporary reports of the 938 parishesofScotlandthisisanexampleofaformerlyJISC-fundedprojectthatnowhas a healthy uptake and sustainable future

During 2010-2011 new materials were added to enhance the richness of the publishedAccountsanindexofthepersonspredominantlyministersresponsiblefor compiling the reports that form theStatisticalAccountsanonline IndexofMaps(fivemaps intheFirstAccountandthirty-one intheSecond)whichgivesa full description of each map and its location in the printed sets of the Accounts in Edinburgh University Library Edinburgh Central Library National Library ofScotlandMap Library and GlasgowUniversity Library and a brief guide to keyinformation sources on parish boundaries in Scotland

Project activity to support access to research data

EDINA made substantial contributions to the University of Edinburghrsquos research datamanagementstrategythisyearthroughitsUniversityDataLibraryserviceInDecembertheDataLibrarianpresentedapaperco-authoredwithVicePrincipalJeffHaywoodattheInternationalDigitalCurationConference(DCC) inChicagoarguing for institutional responsibility in research data management In May the Universitypassedaresearchdatamanagementpolicysaidtobethefirstof itskind in the UK

InJulytheDataLibraryteamcompletedayear-longJISC-fundedprojectMANTRA to produce openly licensed online learning materials in research data management for PhD students to be delivered at the University and shared as an Open Educational Resource The interactive topical units were created using Xerte and arehighlycustomisableforre-useSoftware-specificdatahandlingpracticalsandvideo interviews were also created The learning materials will also be accessible from the EDINA website for anyone to work through

copyThe University of Edinburgh and the University of Glasgow

16 EDINA Annual Review 2010-2011

3 Service and Project Reports

Maps and Data Content services and related projects

Ordnance Survey Collection Related Projects

Digimap Ordnance Survey collection contains maps at scales ranging from 11250 up to 1750000 available for making maps online or for download There are scanned raster maps (digital versions of Ordnance Surveyrsquos paper maps) as well as vector maps at a range of scales including OS MasterMapreg the most detailed large scale mapping It also includes postcodes administrative boundaries a gazetteer of place names and digital terrain models

Over 140 universities and colleges used the service with an average of over 46000 active users logging in over 280000 times

Digimap Roam has continued to provide a huge number of maps along with Digimap Carto 65 million screen maps were viewed in this period Carto is now used less for making screen maps due to the improvements that came in Digimap Roam However the number of high quality PDFs created by Carto has continued to increase 155000 PDF map fileswere generated from both DigimapRoam and Carto in this period

Users downloaded 762000 km2 of OS MasterMapregTopographyLayerdata151million km2 of OS Integrated Transport Network (ITN) data and over 440000 data files from other OS data productsThese data volumes are worth around pound20 million at commercial cost

The USeD project began in July 2011 and is looking at ways of improving the Data Download facility The aim is to ensure that the new interface that is being developed for 2011-2012 is more intuitive and meets the needs of all of our users

Thecomplexityoftheunderlyingdatatheheterogeneous nature of the user base and the broad range of digital literacy across this user base poses both usability and learnability challenges of the firstmagnitude

We propose to address this ldquospatial literacyrdquo gap by conducting user focused research to develop Personas which can be geared to improving work-flow fordifferentlyabledusersacrossthespectrumfromnovicetoexpert

ldquoAs a GIS lecturer and map librarian Irsquom recommending this to my students all of the timerdquoLecturer HE

65 million screen maps were viewed in 2010-2011

ldquothe cheapest and easiest way to get hold of OS data for academicsrdquoInformation Professional HE

17EDINA Annual Review 2010-2011

3 Service and Project Reports

Historic Digimap Related Projects

Historic Digimap provides access to digital scans of OS paper maps of Great Britain from 1843 to 1996

This service is increasing in popularity with 76 subscribing institutions and almost 70000 sessions across the year

The introduction of Ancient Roam and Historic Download has meant that there has been a great increase in the amount of data that users are viewing and downloading Over 35 million maps were viewed and nearly 460000 files weredownloadedasignificantincreaseontheprevious year

By having a close relationship with the other Roam interfaces the Ancient Roam interface has benefited fromthe development of annotation and measurement tools

The results of the metadata capture projectwiththeNLSwerealsoaddedintothe service allowing our users to access the survey dates for Scottish historic maps

A project was carried out with the National Library of Scotland (NLS) tocreate enhanced metadata for Scottish historic maps The survey dates that were not captured when Landmark Solutionsoriginally created the data in Historic Digimap were retrieved from the NLSrsquocopies of historic OS maps This extrametadata has been requested by users sincetheHistoricDigimapservicewasfirstlaunched so its addition for the Scottish maps was welcomed

Walking Through Time 2 The second phase of this project concentrated upon developing a sustainable platform to allow us to potentially roll out the application across Britain via the most popular smart phone platform It concentrated on developing the application natively for the iPhone (rather than as a web app) and undertook testing and evaluation during the Edinburgh Festival 2010

AddressingHistory The second phase of this project was led by EDINA with in-kindsupportfromtheNLSDevelopmentconcentrated upon the sustainability and interoperability of the AddressingHistory tool and API thus resonating with JISCrsquos vision to build sustainable and durable deliverables It has seen the re-engineering andldquoexternalisingrdquooftheexistingparsingprocess which devolves refining andediting responsibility to parties interested in a particular Post Office Directory Theinterface has also been refined and anumber of features and functionality implemented All development code is open and available under a GNU General PublicLicence

Digimap for SchoolsofferseasyaccesstoarangeofcurrentOSmapsincludingdigitalversionsofOSrsquosfamouspapermapstheLandrangerandExplorerseriesaswell as the most detailed OS MasterMapreg mapping and street-level maps showing street names and road-atlas style maps On 14 April 2011 the service received the GoldGeographicalAssociationPublisherrsquosAward inrecognitionof itssignificantcontribution to geographical education

ldquoHistoric Digimap is a quick easy way of finding historical datardquo Researcher HE

Image copy Jupiterimages

18 EDINA Annual Review 2010-2011

3 Service and Project Reports

The service was enhanced in May 2011 with the delivery of annotation and measurementtools Studentscannowaddpointmarkers linesareasandtextlabels as well as measuring distances and areas of features on screen With these toolsinplaceanassessmentisunderwaytofindouthowsuccessfultheservicehas been in supporting OS encourage schools to move from print to digital maps

Over 2500 schools have taken advantage of OSrsquos voucher scheme providing free accesstoDigimapforSchoolsforsomeschoolswhichfinishesinDecember2011

Accessing Digimap for Schools as a subscription service is now overseen by JISC Collections and a small number of schools have taken up subscriptions EDINA has delivered an online subscription interface to assist JISC Collections manage subscriptions Enhancements to that interface are underway to allow schools to purchase the service via credit card payments

Geology Digimap provides access to maps and data from the British Geological Survey (BGS) This service has also grown the number of subscribing institutions increasingto50exceedingexpectations

The number of sessions has risen to over 30000 for this year There are now almost 58000 registered users of which around 20000 are active

The new Geology Roam interface introduced in 2009 ndash 2010 has enabled users to create a very large number of maps in this academic year close to 650000

The interface has also received a number of enhancements over the year including the addition of JIDI images an improved rock information map query tool and the annotation and measurement tools

The results of the ABLe project were also fed into this service allowing usersenhanced functionality to interact with the map and the legend The user is now able to highlight rocks on the map by clicking on the legend and vice versa

EDINA also delivers Marine Digimap for mapping of the UK coastal zone at various scales and detail derived from Admiralty Charts Users can download a feature-rich vector GIS dataset SeaZonersquos Hydrospatialreg data containing ldquotopicrdquo layers on bathymetry and elevation structures and obstructions and conservation and environmental protection

Over 15000 users from 16 subscribing institutions have registered for the service showing that it has appeal beyond those studying marine and the coastal environment

This year we have added the Marine Roam interface which uses the Hydrospatialreg data This provides a convenient and simple means of viewing this complexdataset So far it has produced nearly 30000 screen maps since it was launched in October 2010 Development has continued throughout the year with the addition of the measurement and annotation tools to the interface

ldquothe easiest way to find geology of the areardquoLecturer HE

Image copy Courtesy Colin Palmer

19EDINA Annual Review 2010-2011

3 Service and Project Reports

Discovery services and related projects

GoGeo Related Projects

GoGeo is a discovery service that brings together online resources (of all types) on the basis of location as well as subject It is a critical component of the UK academic Spatial Data Infrastructure (SDI) and as a consequence of its interoperable architecture can also play a part in surfacing academic resources to the broader cross-sectoral community UK SDI ndashthe UK Location Programmersquos LocationInformationInfrastructure(UKLPLII)

GeoDoc is the online geospatial metadata creator tool that sits behind GoGeo for providers of geospatial data to document their data using standards-compliant schema The UK academic profile forISO19115 known as AGMAP is now aligned with the new national GEMINI2 andEuropeanINSPIREmetadataprofiles

During 2010-2011 GoGeo was given a new design to provide a more current look for the portal and to strengthen its core message Simultaneously the portal was re-architected to use an open source catalogue toolkit implementing INSPIRE compliant protocols ensuring GoGeo can interact harvest from and make available records to be harvested by the UK Location Programme within datagovuk and European INSPIRE geoportal

This is particularly important as during 2010-2011 the existing UKgovernment geoportal Gigateway was decommissioned

The purpose of GECO is to foster a community of users of geospatial resourceswithinidentifiablecommunitiesof interest GECO aims to increase the use of geospatial tools infrastructure and information collate exemplars of useidentify and promote best practice assist with the maturation of the UK academic SDI promote the JISC Geospatial Working Grouprsquos (GWG) Vision for geospatial resources champion awareness raising of INSPIRE ensuring that the sector is cognisant of the obligations and opportunities and promote good data management principles

GoGeo Linked Data (GOLD) exposedthe GoGeo Catalogue and the Scottish Government Spatial Discovery Portal CSW content as a Linked Data triple store toimprove the ldquodiscoverabilityrdquo of metadata records A range of technical approaches were explored including schema cross-walking production direct from relational databasesandanUMLtoRDFapproachto assess how best to create open linked geospatial metadata

ScotSDI EDINA renewed its partnership with the Scottish Government to develop a geospatial discovery metadata service as part of a Scottish SDI This addresses obligations under INSPIRE for public bodies to produce maintain and manage metadata about their geospatial resources Built using open source software this enables creation and discovery of UK standards compliant GEMINI2 dataset series and service metadata records

The Interoperable Geographic Information (IGIBS) project is building on prior work demonstrating how Shibboleth can be used to provide an organisational model for SDI We have shown that Shibboleth can be used to protect OGC Web Services without requiring any changes to the interfaces EDINA is working with the Welsh Government and the University of Aberystwyth to address the access control barrier by prototyping a simple tool that should allow users to quickly view their data using interoperability standards in combination with Welsh Government data TheUse Cases being explored areemerging from the UNESCO designated DyfiBiosphereReserve

ldquoThe usefulness of the geoportal cannot be over-emphasisedrdquoStudent HE

image copy GECO project

20 EDINA Annual Review 2010-2011

3 Service and Project Reports

Repository services

EDINA pioneered strategies for sharing resources within the limitations of third-party licence with the ShareGeo repositorybuildingonexperiencewithJorumDeveloped in a JISC funded-project ShareGeo allows users to share and re-use derived geospatial datasets within the Digimap service under the JISC Collections licensing arrangements It enables data sharing to take place in an authenticated environment that would otherwise not be possible

In April 2010 OS made a suite of core geospatial data products available as OS OpenData with Creative Commons Attribution licence terms conducive to sharing and reuse of derived data via open repositories Through ShareGeo Open an open access repository researchers students and lecturers creating geospatial data can deposit their research and operational data in a repository open to all to search and download

Since ShareGeo Open went live in June 2010

bull there have been over 6400 data downloadsbull the top 3 downloads are the ONS Postcode Directory Postcode Areas for Great

Britain and a GB-wide Digital Elevation Modelbull the National Library of Scotland is using ShareGeo Open to make available

historic data outputs from the AHRC funded Visualising Urban Geographies project

During the last year EDINA developed a plugin to allow direct data deposit into ShareGeo Open from within desktop mapping software via the SWORD protocol The plugin has been downloaded over 660 times

Census services

UKBORDERSprovidesaccesstoandsupportforalargeonlineldquofilingcabinetrdquoofdigitised boundaries and key postcode directory and related resources Funded by the Economic and Social Research Council (ESRC) as the Geography Data Unit for the Census Programme UKBORDERS is one of the most heavily used of the census services ndash in the 2010-2011 user survey it was the most frequently used service in a survey of 1358 users Highlights over the reporting period include

bull A successful bid for a further yearrsquos operation whilst ESRC deliberate on the future and nature of the post 2012 census delivery portfolio

bull The release of two new interfaces over the period ndash a Thematic Mapping Wizard allowinguserstogeneratetheirownchoroplethmapsandaDynamicLookupTable service allowing users to create bespoke geography reference tables

bull UKBORDERS also participated in the successful 2011 Census Conference

UKBORDERS is one of the most heavily used of the census services

Geological Map Data copyNERC 2010copy Crown copyrightdatabase right 2010 An Ordnance SurveyEDINA supplied service

21EDINA Annual Review 2010-2011

3 Service and Project Reports

agcensus offers grid square agricultural census data for England Scotland andWales During 2010-2011

bull TheserviceanddemocodewereportedfromMySQLtoPostGISbull 2009 and 2010 small area data for Scotland and 2008 2009 2010 data for

Wales (received from respective devolved government departments) were processed converted and brought into service

bull A subset of the decennial 2010 Agricultural Census (provided at 1km level of aggregation) will be forthcoming from DEFRA Methodology for conversion from small area to grid square has been requested in order to establish anomalies with the in-house conversion process

Additional project activity

The Spatio-Temporal Energy Efficiency Visualisation (STEEV) project aims to build a spatio-temporal exploration and visualisation tool for annual energyefficiencycoefficientssuchasenergyratingslikelyenergydemandandrelatedCO2 emissions modelled at Output Area level for a large regional geographical area of South Wales from 2000-2050

Testing of back-end database and data loading has been achieved primarily through test data provided by our project partner at the Welsh School of Architecture User interface and front-end design is reliant on back-end modelling and requires contextual anddescriptive content suchaspolicy-relatedenergy scenarios Anannotation facility is being considered which would allow stakeholders to annotate visualised content in real time

Multimedia and EducationMultimedia Services

JISC Mediahub was launched as a beta version in April 2011 followed by a full service release in August 2011 This service hosts multiple video sound and image collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection owners

While JISC MediaHub was in development the three multimedia services remained popular Film amp Sound Online with 382 institutional subscriptions Education Image Gallery with 88 NewsFilm Online with 350

NewsFilm Online will continue to be freely available to subscribers until July 2012 both as the current service and as part of Mediahub in its component collections

Film amp Sound Online and Education Image Gallery were withdrawn from service on 1 August

The definitive academic video image amp audio resource

image copy STEEV project

22 EDINA Annual Review 2010-2011

3 Service and Project Reports

Multimedia projects

Based at Sabhal Mograver Ostaig the Gaelic-language college on Skye Tobar an Dualchais isamulti-million-poundHeritageLottery-fundedprojecttopreservedigitiseandmake available online up to 12000 hours of recordings from the archives of BBC Scotland the National Trust for Scotland and the School of Scottish Studies at the University of Edinburgh EDINA and the University of Edinburgh IS department also contributed a production control and a cataloguing application for web-based input of metadata EDINA continued to develop the website in 2010 and the full public version was launched successfully in December 2010

Building upon earlier work for Tobar an DualchaisKist o Riches and the Statistical Accounts of Scotland EDINA worked collaboratively with the University of Edinburgh Centre for Research Collections during Phase 3 of an AHRC funded project The Carmichael Watson collection in Edinburgh University Library iscentred on the papers of the pioneering folklorist Alexander Carmichael (1832-1912) The project aimed to unlock one of the worldrsquos major folklore resources for thebenefitofacademicscholarsandthewidercommunityEDINAprovidedthesoftware engineering skills to develop and deliver online access to this iconic work ofAlexanderCarmichaelThiswaslaunchedinJune2011

Thefinal reportoftheshortprojectScoping Study Aggregations of Metadata for Images and Time-Based Media was made available in September 2010 It indicated the benefits of and opportunities for aggregations ofmetadata forthese resources and the barriers to having open and shareable metadata It also described a number of scenarios in which such aggregations would be useful or requiredanddifferentmodelsforaggregatingmetadata

Education service Jorum

Following the launch of the JorumOpen collection in January 2010 Jorum enjoyed continued growth in both the usage of the resources it contains and the number of resources that are shared through the service As of July 2011 visits to the servicewerefivetimeshigherthanthepeakusagebeforeJanuary2010andover14200 resources were available across a variety of subject areas ndash an increase of over 80 Many of these resources were shared by users involved in the JISC HE Academy OER Programme which the Jorum team continued to support

Jorum consolidated its collections on the DSpace platform in February 2011 and made all software outputs available for download and re-use in June 2011 through the EDINA Developer Corner and Github

Jorum was developed and run jointly by EDINA and Mimas from 2002 until 2011 From August 2011 Mimas will be taking Jorum forward into service

Alexander Carmichael Portait by William Skeoch Cumming Image is in the public domain

Image copy iStockPhotos 2010

23EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoThanks so much for your help I really cannot emphasis how invaluable itrsquos beenrdquo SDSS Helpdesk enquirer

Middleware and Infrastructure

UK Access Management Federation Related Projects

The joint bid from JISC Collections and EDINA to be the Operator for the UK Access Management Federation from August 2011 to July 2014 was successful During the remainder of the 2010-2011 academic year EDINA and JISC Collections worked with JANET(UK) on the transition arrangements Because EDINA already acted as the technical operator for the federation a smooth transition was expectedandhappened

A contract was agreed between EDINA and SWITCH to form the Shibboleth Consortium to provide coordination and means to engage the personnel to develop the Shibboleth federated access management software The Consortium will ensure development of the Shibboleth codebase upon which the UK Access Management Federation depends EDINA throughitsSDSSExpertGroupactivityisthe lead member of the Consortium and is responsible for the distribution of funding from JISC and SWITCH

The federation continued to grow substantially reaching over 850 members and 1250 entities the largest academic deployment in the world

The UK Federation Support Team at EDINA manages the metadata that underpins it and supplies technical support to its members In August 2011 a new centralised Discovery Service (WAYF) was implemented based on user testing Thisshouldimprovetheloginexperiencefor users throughout the UK education sector

The SDSS Expert Group contributes nationally and internationally to the development and maintenance of the Shibboleth infrastructure and codebase Nationally the federation operator refers technical issues related to the operation of theUKfederationto theSDSSExpertGroup

During 2010-2011 the SDSS Expert Groupworked with Internet2 (I2) and the Shibboleth Consortium participating in the Shibboleth core development team with core Shibboleth software including the Shibboleth V3 IdP

The expert group has contributed to theEmbedded Discovery Service which will supportamoreconsistentloginexperienceacrossdifferentservicesbymakingiteasyfor service providers to deploy standard WAYF functionality familiar to users but with their own branding and on their own servers rather than depending on the federationrsquos Central Discovery Service servers

Theexpertgroup isworkingwitha smallInternet2 subgroup to develop a technical architecture for inter-federation working The work involves the refinement of anAggregation Engine to allow the swapping of authorised metadata between federationsSignificantprogressthisyearmeans that the aggregation engine has now replaced the bespoke code previously used to generate the production UK federation metadata while test metadata including entities from other federations is now also being generated daily

WSTIERIA was a JISC-funded project which ran from January 2010 to March 2011 and investigated mechanisms for use of federated access management with web services WSTIERIA evaluated possible solutions based on use of faccedilade software andrecentextensionsofcoreShibbolethcode

Image copy Jupiterimages 2006

24 EDINA Annual Review 2010-2011

3 Service and Project Reports

Unlock Related Projects

Unlock the gazetteer and geo-referencing infrastructure service provides two sets of web services one is a ldquogazetteer cross-searchrdquo comparing different sources ofgeographic data for information about place-names The other is a ldquogeo-parsingrdquo service using text mining techniques toextractplace-namesfromresources(textor metadata) to allow collections to be searched by location

Unlock Places offers search acrosslicensed OS data sources for subscribers to Digimap OS Collection Last yearUnlock was adapted to include an open data gazetteer which provides world-wide coverage and includes the OS Open Data products

In terms of the JISC Information Environment Unlock is a shared terminology service that can underpin geographic searching and geo-referencing for other services Unlock can help with data and resource linking and improving the metadata describing scholarly work

The JISC-funded CHALICE (Connecting Historical Authorities with Linked dataContexts and Entities) project applied atext mining approach to volumes of theEnglish Place Name Survey to produce a Linked Data historic gazetteer for areasof England which could then be used to improve the quality of georeferencing in other archives The gazetteer is linked to other placename sources on the LinkedData web via geonamesorg and Ordnance Survey Open Data We aimed to provide a historic place-name gazetteer covering a thousand years of history linked to attestationsinoldtextsandmaps

Intensive user engagement was undertaken with archive projects that canbenefitfromtheopendatagazetteerand open source text mining tools TheCHALICEoutputsare for anyoneworkingwith historic material ndash be that archives of records objects or ideas There is a Past Places browser to help illustrate the data andprovideaLinkedDataviewofthedata

Unlock has also been working towards supporting tooling for the Bamboo Project which is building applications and shared infrastructure for humanities research

OpenURL Router Related Projects

OpenURL Router continued to have high levels of use during 20102011 with 97 registered institutions which register the OpenURL resolvers they use with theRouterTheOpenURLRouter isacentralregistrydetailingOpenURLresolverstheinstitutions to which they belonged and certaindetails(UKFederation identifiersIP addresses and domain names) that help in identifying members of that institution This allows referring bibliographic services to addressOpenURL links to the correctresolver for each end user without any prior knowledge of the user or their institution

The JISC-funded Using OpenURL Activity Data project built on the recommendations oftheSharedOpenURLDataInfrastructureInvestigation in 2008-9 by exploring thevalue and viability of releasing OpenURLactivity data for use by third parties as a means of supporting development of innovative functionality Following an initial investigation to understand how IP addresses could be collected and processedwithoutexposingthecollectingorganisation to legal risk the data filesbased on the OpenURL Router log fileswere produced and released under the open license ODC-PDDL An articlerecommender prototype was developed basedonthisdataasanexampleofhowthe data could be used

ldquoExcellent servicemdashhas saved a huge amount of time and effortrdquoOpenURL Router Librarian HE

Image copy Tom Armitage

25EDINA Annual Review 2010-2011

3 Service and Project Reports

Additional project activities

AprojectbeganinFebruary2011toproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelatedtechnologiesSeveralmembersofstafffromboththegeographicand bibliographicmultimedia development teams in EDINA have been working on Linked Data Focus We ran three short software development ldquosprintsrdquo to produce Linked Open Data output from several different EDINA projects and servicesDuring each sprint we held a workshop where we presented and discussed the workinprogressandinvitedpeoplefromoutsideEDINAtoshowofftheirrelatedwork

The development work supports the broader ambition of Discovery and has adopted its guidelines for metadata We are working towards the production of anldquoinfokitrdquodocumentingourfindingsandpracticeswithaviewtoassistingandinforming other institutions

EDINArsquosworkonprovidingldquotargetedrdquologinURLsisbeingrolledouttoitsservicesThe Ediauth Targeted Login mechanism exists to provide a simple and robustalternativetoshibbolethWAYFlessURLsforwhichthereisconsiderabledemandAdditionally it ismoreflexibleand informativethanshibbolethWAYFlessURLsThe targeted loginURLsarebeingadvertisedandused for JISCMediaHubandis being used by the prototype CRIS bookmarking service It will be rolled out to otherEDINAservicesintimeforthenextrevisionoftheEDINArsquosmainwebsite

CRIS the ldquoCommenting and Referencing Infrastructure Servicerdquo is a shared middleware service for bookmarking and commenting web resources with a particular focus on multimedia CRIS was developed as a JISC-funded personalisation service with the potential to help service providers avoid duplicatingimplementationofthefunctionalityinindividualservicesItalsooffersa basis for recommender functionality CRIS has now been successfully tested with JISC Mediahub to provide bookmarks and commenting These functions are due for release in JISC Mediahub by the end of 2011

User Support Our support activities in 2010-2011 were as follows

Helpdesk

The EDINA helpdesk continued to be the primary point of contact for all enquiries concerning EDINA services and successfully resolved enquiries from end-users andsupport staff EDINArsquos licenceandcall-loggingsystem(Helios)was furtherenhanced in 2010-2011 to facilitate registrations to use the Digimap for Schools service

The helpdesk approved almost 50000 applications to use the Digimap service across the three collections requiring registration ndash OS Geology and Marine Digimap

ldquoIt makes a change to find a helpdesk that actually helpsrdquoEDINA Helpdesk enquirer

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 17: EDINA Annual Review, 2010-2011

15EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoMANTRA reflects good practice in research data managementrdquo

Data Library Team EDINA

E-book service

Oure-bookofferingtheFirst and Second Statistical Accounts of Scotland is one of the best contemporary reports of life during the agricultural and industrial revolutions in 1790s and the 1830s Based on contemporary reports of the 938 parishesofScotlandthisisanexampleofaformerlyJISC-fundedprojectthatnowhas a healthy uptake and sustainable future

During 2010-2011 new materials were added to enhance the richness of the publishedAccountsanindexofthepersonspredominantlyministersresponsiblefor compiling the reports that form theStatisticalAccountsanonline IndexofMaps(fivemaps intheFirstAccountandthirty-one intheSecond)whichgivesa full description of each map and its location in the printed sets of the Accounts in Edinburgh University Library Edinburgh Central Library National Library ofScotlandMap Library and GlasgowUniversity Library and a brief guide to keyinformation sources on parish boundaries in Scotland

Project activity to support access to research data

EDINA made substantial contributions to the University of Edinburghrsquos research datamanagementstrategythisyearthroughitsUniversityDataLibraryserviceInDecembertheDataLibrarianpresentedapaperco-authoredwithVicePrincipalJeffHaywoodattheInternationalDigitalCurationConference(DCC) inChicagoarguing for institutional responsibility in research data management In May the Universitypassedaresearchdatamanagementpolicysaidtobethefirstof itskind in the UK

InJulytheDataLibraryteamcompletedayear-longJISC-fundedprojectMANTRA to produce openly licensed online learning materials in research data management for PhD students to be delivered at the University and shared as an Open Educational Resource The interactive topical units were created using Xerte and arehighlycustomisableforre-useSoftware-specificdatahandlingpracticalsandvideo interviews were also created The learning materials will also be accessible from the EDINA website for anyone to work through

copyThe University of Edinburgh and the University of Glasgow

16 EDINA Annual Review 2010-2011

3 Service and Project Reports

Maps and Data Content services and related projects

Ordnance Survey Collection Related Projects

Digimap Ordnance Survey collection contains maps at scales ranging from 11250 up to 1750000 available for making maps online or for download There are scanned raster maps (digital versions of Ordnance Surveyrsquos paper maps) as well as vector maps at a range of scales including OS MasterMapreg the most detailed large scale mapping It also includes postcodes administrative boundaries a gazetteer of place names and digital terrain models

Over 140 universities and colleges used the service with an average of over 46000 active users logging in over 280000 times

Digimap Roam has continued to provide a huge number of maps along with Digimap Carto 65 million screen maps were viewed in this period Carto is now used less for making screen maps due to the improvements that came in Digimap Roam However the number of high quality PDFs created by Carto has continued to increase 155000 PDF map fileswere generated from both DigimapRoam and Carto in this period

Users downloaded 762000 km2 of OS MasterMapregTopographyLayerdata151million km2 of OS Integrated Transport Network (ITN) data and over 440000 data files from other OS data productsThese data volumes are worth around pound20 million at commercial cost

The USeD project began in July 2011 and is looking at ways of improving the Data Download facility The aim is to ensure that the new interface that is being developed for 2011-2012 is more intuitive and meets the needs of all of our users

Thecomplexityoftheunderlyingdatatheheterogeneous nature of the user base and the broad range of digital literacy across this user base poses both usability and learnability challenges of the firstmagnitude

We propose to address this ldquospatial literacyrdquo gap by conducting user focused research to develop Personas which can be geared to improving work-flow fordifferentlyabledusersacrossthespectrumfromnovicetoexpert

ldquoAs a GIS lecturer and map librarian Irsquom recommending this to my students all of the timerdquoLecturer HE

65 million screen maps were viewed in 2010-2011

ldquothe cheapest and easiest way to get hold of OS data for academicsrdquoInformation Professional HE

17EDINA Annual Review 2010-2011

3 Service and Project Reports

Historic Digimap Related Projects

Historic Digimap provides access to digital scans of OS paper maps of Great Britain from 1843 to 1996

This service is increasing in popularity with 76 subscribing institutions and almost 70000 sessions across the year

The introduction of Ancient Roam and Historic Download has meant that there has been a great increase in the amount of data that users are viewing and downloading Over 35 million maps were viewed and nearly 460000 files weredownloadedasignificantincreaseontheprevious year

By having a close relationship with the other Roam interfaces the Ancient Roam interface has benefited fromthe development of annotation and measurement tools

The results of the metadata capture projectwiththeNLSwerealsoaddedintothe service allowing our users to access the survey dates for Scottish historic maps

A project was carried out with the National Library of Scotland (NLS) tocreate enhanced metadata for Scottish historic maps The survey dates that were not captured when Landmark Solutionsoriginally created the data in Historic Digimap were retrieved from the NLSrsquocopies of historic OS maps This extrametadata has been requested by users sincetheHistoricDigimapservicewasfirstlaunched so its addition for the Scottish maps was welcomed

Walking Through Time 2 The second phase of this project concentrated upon developing a sustainable platform to allow us to potentially roll out the application across Britain via the most popular smart phone platform It concentrated on developing the application natively for the iPhone (rather than as a web app) and undertook testing and evaluation during the Edinburgh Festival 2010

AddressingHistory The second phase of this project was led by EDINA with in-kindsupportfromtheNLSDevelopmentconcentrated upon the sustainability and interoperability of the AddressingHistory tool and API thus resonating with JISCrsquos vision to build sustainable and durable deliverables It has seen the re-engineering andldquoexternalisingrdquooftheexistingparsingprocess which devolves refining andediting responsibility to parties interested in a particular Post Office Directory Theinterface has also been refined and anumber of features and functionality implemented All development code is open and available under a GNU General PublicLicence

Digimap for SchoolsofferseasyaccesstoarangeofcurrentOSmapsincludingdigitalversionsofOSrsquosfamouspapermapstheLandrangerandExplorerseriesaswell as the most detailed OS MasterMapreg mapping and street-level maps showing street names and road-atlas style maps On 14 April 2011 the service received the GoldGeographicalAssociationPublisherrsquosAward inrecognitionof itssignificantcontribution to geographical education

ldquoHistoric Digimap is a quick easy way of finding historical datardquo Researcher HE

Image copy Jupiterimages

18 EDINA Annual Review 2010-2011

3 Service and Project Reports

The service was enhanced in May 2011 with the delivery of annotation and measurementtools Studentscannowaddpointmarkers linesareasandtextlabels as well as measuring distances and areas of features on screen With these toolsinplaceanassessmentisunderwaytofindouthowsuccessfultheservicehas been in supporting OS encourage schools to move from print to digital maps

Over 2500 schools have taken advantage of OSrsquos voucher scheme providing free accesstoDigimapforSchoolsforsomeschoolswhichfinishesinDecember2011

Accessing Digimap for Schools as a subscription service is now overseen by JISC Collections and a small number of schools have taken up subscriptions EDINA has delivered an online subscription interface to assist JISC Collections manage subscriptions Enhancements to that interface are underway to allow schools to purchase the service via credit card payments

Geology Digimap provides access to maps and data from the British Geological Survey (BGS) This service has also grown the number of subscribing institutions increasingto50exceedingexpectations

The number of sessions has risen to over 30000 for this year There are now almost 58000 registered users of which around 20000 are active

The new Geology Roam interface introduced in 2009 ndash 2010 has enabled users to create a very large number of maps in this academic year close to 650000

The interface has also received a number of enhancements over the year including the addition of JIDI images an improved rock information map query tool and the annotation and measurement tools

The results of the ABLe project were also fed into this service allowing usersenhanced functionality to interact with the map and the legend The user is now able to highlight rocks on the map by clicking on the legend and vice versa

EDINA also delivers Marine Digimap for mapping of the UK coastal zone at various scales and detail derived from Admiralty Charts Users can download a feature-rich vector GIS dataset SeaZonersquos Hydrospatialreg data containing ldquotopicrdquo layers on bathymetry and elevation structures and obstructions and conservation and environmental protection

Over 15000 users from 16 subscribing institutions have registered for the service showing that it has appeal beyond those studying marine and the coastal environment

This year we have added the Marine Roam interface which uses the Hydrospatialreg data This provides a convenient and simple means of viewing this complexdataset So far it has produced nearly 30000 screen maps since it was launched in October 2010 Development has continued throughout the year with the addition of the measurement and annotation tools to the interface

ldquothe easiest way to find geology of the areardquoLecturer HE

Image copy Courtesy Colin Palmer

19EDINA Annual Review 2010-2011

3 Service and Project Reports

Discovery services and related projects

GoGeo Related Projects

GoGeo is a discovery service that brings together online resources (of all types) on the basis of location as well as subject It is a critical component of the UK academic Spatial Data Infrastructure (SDI) and as a consequence of its interoperable architecture can also play a part in surfacing academic resources to the broader cross-sectoral community UK SDI ndashthe UK Location Programmersquos LocationInformationInfrastructure(UKLPLII)

GeoDoc is the online geospatial metadata creator tool that sits behind GoGeo for providers of geospatial data to document their data using standards-compliant schema The UK academic profile forISO19115 known as AGMAP is now aligned with the new national GEMINI2 andEuropeanINSPIREmetadataprofiles

During 2010-2011 GoGeo was given a new design to provide a more current look for the portal and to strengthen its core message Simultaneously the portal was re-architected to use an open source catalogue toolkit implementing INSPIRE compliant protocols ensuring GoGeo can interact harvest from and make available records to be harvested by the UK Location Programme within datagovuk and European INSPIRE geoportal

This is particularly important as during 2010-2011 the existing UKgovernment geoportal Gigateway was decommissioned

The purpose of GECO is to foster a community of users of geospatial resourceswithinidentifiablecommunitiesof interest GECO aims to increase the use of geospatial tools infrastructure and information collate exemplars of useidentify and promote best practice assist with the maturation of the UK academic SDI promote the JISC Geospatial Working Grouprsquos (GWG) Vision for geospatial resources champion awareness raising of INSPIRE ensuring that the sector is cognisant of the obligations and opportunities and promote good data management principles

GoGeo Linked Data (GOLD) exposedthe GoGeo Catalogue and the Scottish Government Spatial Discovery Portal CSW content as a Linked Data triple store toimprove the ldquodiscoverabilityrdquo of metadata records A range of technical approaches were explored including schema cross-walking production direct from relational databasesandanUMLtoRDFapproachto assess how best to create open linked geospatial metadata

ScotSDI EDINA renewed its partnership with the Scottish Government to develop a geospatial discovery metadata service as part of a Scottish SDI This addresses obligations under INSPIRE for public bodies to produce maintain and manage metadata about their geospatial resources Built using open source software this enables creation and discovery of UK standards compliant GEMINI2 dataset series and service metadata records

The Interoperable Geographic Information (IGIBS) project is building on prior work demonstrating how Shibboleth can be used to provide an organisational model for SDI We have shown that Shibboleth can be used to protect OGC Web Services without requiring any changes to the interfaces EDINA is working with the Welsh Government and the University of Aberystwyth to address the access control barrier by prototyping a simple tool that should allow users to quickly view their data using interoperability standards in combination with Welsh Government data TheUse Cases being explored areemerging from the UNESCO designated DyfiBiosphereReserve

ldquoThe usefulness of the geoportal cannot be over-emphasisedrdquoStudent HE

image copy GECO project

20 EDINA Annual Review 2010-2011

3 Service and Project Reports

Repository services

EDINA pioneered strategies for sharing resources within the limitations of third-party licence with the ShareGeo repositorybuildingonexperiencewithJorumDeveloped in a JISC funded-project ShareGeo allows users to share and re-use derived geospatial datasets within the Digimap service under the JISC Collections licensing arrangements It enables data sharing to take place in an authenticated environment that would otherwise not be possible

In April 2010 OS made a suite of core geospatial data products available as OS OpenData with Creative Commons Attribution licence terms conducive to sharing and reuse of derived data via open repositories Through ShareGeo Open an open access repository researchers students and lecturers creating geospatial data can deposit their research and operational data in a repository open to all to search and download

Since ShareGeo Open went live in June 2010

bull there have been over 6400 data downloadsbull the top 3 downloads are the ONS Postcode Directory Postcode Areas for Great

Britain and a GB-wide Digital Elevation Modelbull the National Library of Scotland is using ShareGeo Open to make available

historic data outputs from the AHRC funded Visualising Urban Geographies project

During the last year EDINA developed a plugin to allow direct data deposit into ShareGeo Open from within desktop mapping software via the SWORD protocol The plugin has been downloaded over 660 times

Census services

UKBORDERSprovidesaccesstoandsupportforalargeonlineldquofilingcabinetrdquoofdigitised boundaries and key postcode directory and related resources Funded by the Economic and Social Research Council (ESRC) as the Geography Data Unit for the Census Programme UKBORDERS is one of the most heavily used of the census services ndash in the 2010-2011 user survey it was the most frequently used service in a survey of 1358 users Highlights over the reporting period include

bull A successful bid for a further yearrsquos operation whilst ESRC deliberate on the future and nature of the post 2012 census delivery portfolio

bull The release of two new interfaces over the period ndash a Thematic Mapping Wizard allowinguserstogeneratetheirownchoroplethmapsandaDynamicLookupTable service allowing users to create bespoke geography reference tables

bull UKBORDERS also participated in the successful 2011 Census Conference

UKBORDERS is one of the most heavily used of the census services

Geological Map Data copyNERC 2010copy Crown copyrightdatabase right 2010 An Ordnance SurveyEDINA supplied service

21EDINA Annual Review 2010-2011

3 Service and Project Reports

agcensus offers grid square agricultural census data for England Scotland andWales During 2010-2011

bull TheserviceanddemocodewereportedfromMySQLtoPostGISbull 2009 and 2010 small area data for Scotland and 2008 2009 2010 data for

Wales (received from respective devolved government departments) were processed converted and brought into service

bull A subset of the decennial 2010 Agricultural Census (provided at 1km level of aggregation) will be forthcoming from DEFRA Methodology for conversion from small area to grid square has been requested in order to establish anomalies with the in-house conversion process

Additional project activity

The Spatio-Temporal Energy Efficiency Visualisation (STEEV) project aims to build a spatio-temporal exploration and visualisation tool for annual energyefficiencycoefficientssuchasenergyratingslikelyenergydemandandrelatedCO2 emissions modelled at Output Area level for a large regional geographical area of South Wales from 2000-2050

Testing of back-end database and data loading has been achieved primarily through test data provided by our project partner at the Welsh School of Architecture User interface and front-end design is reliant on back-end modelling and requires contextual anddescriptive content suchaspolicy-relatedenergy scenarios Anannotation facility is being considered which would allow stakeholders to annotate visualised content in real time

Multimedia and EducationMultimedia Services

JISC Mediahub was launched as a beta version in April 2011 followed by a full service release in August 2011 This service hosts multiple video sound and image collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection owners

While JISC MediaHub was in development the three multimedia services remained popular Film amp Sound Online with 382 institutional subscriptions Education Image Gallery with 88 NewsFilm Online with 350

NewsFilm Online will continue to be freely available to subscribers until July 2012 both as the current service and as part of Mediahub in its component collections

Film amp Sound Online and Education Image Gallery were withdrawn from service on 1 August

The definitive academic video image amp audio resource

image copy STEEV project

22 EDINA Annual Review 2010-2011

3 Service and Project Reports

Multimedia projects

Based at Sabhal Mograver Ostaig the Gaelic-language college on Skye Tobar an Dualchais isamulti-million-poundHeritageLottery-fundedprojecttopreservedigitiseandmake available online up to 12000 hours of recordings from the archives of BBC Scotland the National Trust for Scotland and the School of Scottish Studies at the University of Edinburgh EDINA and the University of Edinburgh IS department also contributed a production control and a cataloguing application for web-based input of metadata EDINA continued to develop the website in 2010 and the full public version was launched successfully in December 2010

Building upon earlier work for Tobar an DualchaisKist o Riches and the Statistical Accounts of Scotland EDINA worked collaboratively with the University of Edinburgh Centre for Research Collections during Phase 3 of an AHRC funded project The Carmichael Watson collection in Edinburgh University Library iscentred on the papers of the pioneering folklorist Alexander Carmichael (1832-1912) The project aimed to unlock one of the worldrsquos major folklore resources for thebenefitofacademicscholarsandthewidercommunityEDINAprovidedthesoftware engineering skills to develop and deliver online access to this iconic work ofAlexanderCarmichaelThiswaslaunchedinJune2011

Thefinal reportoftheshortprojectScoping Study Aggregations of Metadata for Images and Time-Based Media was made available in September 2010 It indicated the benefits of and opportunities for aggregations ofmetadata forthese resources and the barriers to having open and shareable metadata It also described a number of scenarios in which such aggregations would be useful or requiredanddifferentmodelsforaggregatingmetadata

Education service Jorum

Following the launch of the JorumOpen collection in January 2010 Jorum enjoyed continued growth in both the usage of the resources it contains and the number of resources that are shared through the service As of July 2011 visits to the servicewerefivetimeshigherthanthepeakusagebeforeJanuary2010andover14200 resources were available across a variety of subject areas ndash an increase of over 80 Many of these resources were shared by users involved in the JISC HE Academy OER Programme which the Jorum team continued to support

Jorum consolidated its collections on the DSpace platform in February 2011 and made all software outputs available for download and re-use in June 2011 through the EDINA Developer Corner and Github

Jorum was developed and run jointly by EDINA and Mimas from 2002 until 2011 From August 2011 Mimas will be taking Jorum forward into service

Alexander Carmichael Portait by William Skeoch Cumming Image is in the public domain

Image copy iStockPhotos 2010

23EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoThanks so much for your help I really cannot emphasis how invaluable itrsquos beenrdquo SDSS Helpdesk enquirer

Middleware and Infrastructure

UK Access Management Federation Related Projects

The joint bid from JISC Collections and EDINA to be the Operator for the UK Access Management Federation from August 2011 to July 2014 was successful During the remainder of the 2010-2011 academic year EDINA and JISC Collections worked with JANET(UK) on the transition arrangements Because EDINA already acted as the technical operator for the federation a smooth transition was expectedandhappened

A contract was agreed between EDINA and SWITCH to form the Shibboleth Consortium to provide coordination and means to engage the personnel to develop the Shibboleth federated access management software The Consortium will ensure development of the Shibboleth codebase upon which the UK Access Management Federation depends EDINA throughitsSDSSExpertGroupactivityisthe lead member of the Consortium and is responsible for the distribution of funding from JISC and SWITCH

The federation continued to grow substantially reaching over 850 members and 1250 entities the largest academic deployment in the world

The UK Federation Support Team at EDINA manages the metadata that underpins it and supplies technical support to its members In August 2011 a new centralised Discovery Service (WAYF) was implemented based on user testing Thisshouldimprovetheloginexperiencefor users throughout the UK education sector

The SDSS Expert Group contributes nationally and internationally to the development and maintenance of the Shibboleth infrastructure and codebase Nationally the federation operator refers technical issues related to the operation of theUKfederationto theSDSSExpertGroup

During 2010-2011 the SDSS Expert Groupworked with Internet2 (I2) and the Shibboleth Consortium participating in the Shibboleth core development team with core Shibboleth software including the Shibboleth V3 IdP

The expert group has contributed to theEmbedded Discovery Service which will supportamoreconsistentloginexperienceacrossdifferentservicesbymakingiteasyfor service providers to deploy standard WAYF functionality familiar to users but with their own branding and on their own servers rather than depending on the federationrsquos Central Discovery Service servers

Theexpertgroup isworkingwitha smallInternet2 subgroup to develop a technical architecture for inter-federation working The work involves the refinement of anAggregation Engine to allow the swapping of authorised metadata between federationsSignificantprogressthisyearmeans that the aggregation engine has now replaced the bespoke code previously used to generate the production UK federation metadata while test metadata including entities from other federations is now also being generated daily

WSTIERIA was a JISC-funded project which ran from January 2010 to March 2011 and investigated mechanisms for use of federated access management with web services WSTIERIA evaluated possible solutions based on use of faccedilade software andrecentextensionsofcoreShibbolethcode

Image copy Jupiterimages 2006

24 EDINA Annual Review 2010-2011

3 Service and Project Reports

Unlock Related Projects

Unlock the gazetteer and geo-referencing infrastructure service provides two sets of web services one is a ldquogazetteer cross-searchrdquo comparing different sources ofgeographic data for information about place-names The other is a ldquogeo-parsingrdquo service using text mining techniques toextractplace-namesfromresources(textor metadata) to allow collections to be searched by location

Unlock Places offers search acrosslicensed OS data sources for subscribers to Digimap OS Collection Last yearUnlock was adapted to include an open data gazetteer which provides world-wide coverage and includes the OS Open Data products

In terms of the JISC Information Environment Unlock is a shared terminology service that can underpin geographic searching and geo-referencing for other services Unlock can help with data and resource linking and improving the metadata describing scholarly work

The JISC-funded CHALICE (Connecting Historical Authorities with Linked dataContexts and Entities) project applied atext mining approach to volumes of theEnglish Place Name Survey to produce a Linked Data historic gazetteer for areasof England which could then be used to improve the quality of georeferencing in other archives The gazetteer is linked to other placename sources on the LinkedData web via geonamesorg and Ordnance Survey Open Data We aimed to provide a historic place-name gazetteer covering a thousand years of history linked to attestationsinoldtextsandmaps

Intensive user engagement was undertaken with archive projects that canbenefitfromtheopendatagazetteerand open source text mining tools TheCHALICEoutputsare for anyoneworkingwith historic material ndash be that archives of records objects or ideas There is a Past Places browser to help illustrate the data andprovideaLinkedDataviewofthedata

Unlock has also been working towards supporting tooling for the Bamboo Project which is building applications and shared infrastructure for humanities research

OpenURL Router Related Projects

OpenURL Router continued to have high levels of use during 20102011 with 97 registered institutions which register the OpenURL resolvers they use with theRouterTheOpenURLRouter isacentralregistrydetailingOpenURLresolverstheinstitutions to which they belonged and certaindetails(UKFederation identifiersIP addresses and domain names) that help in identifying members of that institution This allows referring bibliographic services to addressOpenURL links to the correctresolver for each end user without any prior knowledge of the user or their institution

The JISC-funded Using OpenURL Activity Data project built on the recommendations oftheSharedOpenURLDataInfrastructureInvestigation in 2008-9 by exploring thevalue and viability of releasing OpenURLactivity data for use by third parties as a means of supporting development of innovative functionality Following an initial investigation to understand how IP addresses could be collected and processedwithoutexposingthecollectingorganisation to legal risk the data filesbased on the OpenURL Router log fileswere produced and released under the open license ODC-PDDL An articlerecommender prototype was developed basedonthisdataasanexampleofhowthe data could be used

ldquoExcellent servicemdashhas saved a huge amount of time and effortrdquoOpenURL Router Librarian HE

Image copy Tom Armitage

25EDINA Annual Review 2010-2011

3 Service and Project Reports

Additional project activities

AprojectbeganinFebruary2011toproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelatedtechnologiesSeveralmembersofstafffromboththegeographicand bibliographicmultimedia development teams in EDINA have been working on Linked Data Focus We ran three short software development ldquosprintsrdquo to produce Linked Open Data output from several different EDINA projects and servicesDuring each sprint we held a workshop where we presented and discussed the workinprogressandinvitedpeoplefromoutsideEDINAtoshowofftheirrelatedwork

The development work supports the broader ambition of Discovery and has adopted its guidelines for metadata We are working towards the production of anldquoinfokitrdquodocumentingourfindingsandpracticeswithaviewtoassistingandinforming other institutions

EDINArsquosworkonprovidingldquotargetedrdquologinURLsisbeingrolledouttoitsservicesThe Ediauth Targeted Login mechanism exists to provide a simple and robustalternativetoshibbolethWAYFlessURLsforwhichthereisconsiderabledemandAdditionally it ismoreflexibleand informativethanshibbolethWAYFlessURLsThe targeted loginURLsarebeingadvertisedandused for JISCMediaHubandis being used by the prototype CRIS bookmarking service It will be rolled out to otherEDINAservicesintimeforthenextrevisionoftheEDINArsquosmainwebsite

CRIS the ldquoCommenting and Referencing Infrastructure Servicerdquo is a shared middleware service for bookmarking and commenting web resources with a particular focus on multimedia CRIS was developed as a JISC-funded personalisation service with the potential to help service providers avoid duplicatingimplementationofthefunctionalityinindividualservicesItalsooffersa basis for recommender functionality CRIS has now been successfully tested with JISC Mediahub to provide bookmarks and commenting These functions are due for release in JISC Mediahub by the end of 2011

User Support Our support activities in 2010-2011 were as follows

Helpdesk

The EDINA helpdesk continued to be the primary point of contact for all enquiries concerning EDINA services and successfully resolved enquiries from end-users andsupport staff EDINArsquos licenceandcall-loggingsystem(Helios)was furtherenhanced in 2010-2011 to facilitate registrations to use the Digimap for Schools service

The helpdesk approved almost 50000 applications to use the Digimap service across the three collections requiring registration ndash OS Geology and Marine Digimap

ldquoIt makes a change to find a helpdesk that actually helpsrdquoEDINA Helpdesk enquirer

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 18: EDINA Annual Review, 2010-2011

16 EDINA Annual Review 2010-2011

3 Service and Project Reports

Maps and Data Content services and related projects

Ordnance Survey Collection Related Projects

Digimap Ordnance Survey collection contains maps at scales ranging from 11250 up to 1750000 available for making maps online or for download There are scanned raster maps (digital versions of Ordnance Surveyrsquos paper maps) as well as vector maps at a range of scales including OS MasterMapreg the most detailed large scale mapping It also includes postcodes administrative boundaries a gazetteer of place names and digital terrain models

Over 140 universities and colleges used the service with an average of over 46000 active users logging in over 280000 times

Digimap Roam has continued to provide a huge number of maps along with Digimap Carto 65 million screen maps were viewed in this period Carto is now used less for making screen maps due to the improvements that came in Digimap Roam However the number of high quality PDFs created by Carto has continued to increase 155000 PDF map fileswere generated from both DigimapRoam and Carto in this period

Users downloaded 762000 km2 of OS MasterMapregTopographyLayerdata151million km2 of OS Integrated Transport Network (ITN) data and over 440000 data files from other OS data productsThese data volumes are worth around pound20 million at commercial cost

The USeD project began in July 2011 and is looking at ways of improving the Data Download facility The aim is to ensure that the new interface that is being developed for 2011-2012 is more intuitive and meets the needs of all of our users

Thecomplexityoftheunderlyingdatatheheterogeneous nature of the user base and the broad range of digital literacy across this user base poses both usability and learnability challenges of the firstmagnitude

We propose to address this ldquospatial literacyrdquo gap by conducting user focused research to develop Personas which can be geared to improving work-flow fordifferentlyabledusersacrossthespectrumfromnovicetoexpert

ldquoAs a GIS lecturer and map librarian Irsquom recommending this to my students all of the timerdquoLecturer HE

65 million screen maps were viewed in 2010-2011

ldquothe cheapest and easiest way to get hold of OS data for academicsrdquoInformation Professional HE

17EDINA Annual Review 2010-2011

3 Service and Project Reports

Historic Digimap Related Projects

Historic Digimap provides access to digital scans of OS paper maps of Great Britain from 1843 to 1996

This service is increasing in popularity with 76 subscribing institutions and almost 70000 sessions across the year

The introduction of Ancient Roam and Historic Download has meant that there has been a great increase in the amount of data that users are viewing and downloading Over 35 million maps were viewed and nearly 460000 files weredownloadedasignificantincreaseontheprevious year

By having a close relationship with the other Roam interfaces the Ancient Roam interface has benefited fromthe development of annotation and measurement tools

The results of the metadata capture projectwiththeNLSwerealsoaddedintothe service allowing our users to access the survey dates for Scottish historic maps

A project was carried out with the National Library of Scotland (NLS) tocreate enhanced metadata for Scottish historic maps The survey dates that were not captured when Landmark Solutionsoriginally created the data in Historic Digimap were retrieved from the NLSrsquocopies of historic OS maps This extrametadata has been requested by users sincetheHistoricDigimapservicewasfirstlaunched so its addition for the Scottish maps was welcomed

Walking Through Time 2 The second phase of this project concentrated upon developing a sustainable platform to allow us to potentially roll out the application across Britain via the most popular smart phone platform It concentrated on developing the application natively for the iPhone (rather than as a web app) and undertook testing and evaluation during the Edinburgh Festival 2010

AddressingHistory The second phase of this project was led by EDINA with in-kindsupportfromtheNLSDevelopmentconcentrated upon the sustainability and interoperability of the AddressingHistory tool and API thus resonating with JISCrsquos vision to build sustainable and durable deliverables It has seen the re-engineering andldquoexternalisingrdquooftheexistingparsingprocess which devolves refining andediting responsibility to parties interested in a particular Post Office Directory Theinterface has also been refined and anumber of features and functionality implemented All development code is open and available under a GNU General PublicLicence

Digimap for SchoolsofferseasyaccesstoarangeofcurrentOSmapsincludingdigitalversionsofOSrsquosfamouspapermapstheLandrangerandExplorerseriesaswell as the most detailed OS MasterMapreg mapping and street-level maps showing street names and road-atlas style maps On 14 April 2011 the service received the GoldGeographicalAssociationPublisherrsquosAward inrecognitionof itssignificantcontribution to geographical education

ldquoHistoric Digimap is a quick easy way of finding historical datardquo Researcher HE

Image copy Jupiterimages

18 EDINA Annual Review 2010-2011

3 Service and Project Reports

The service was enhanced in May 2011 with the delivery of annotation and measurementtools Studentscannowaddpointmarkers linesareasandtextlabels as well as measuring distances and areas of features on screen With these toolsinplaceanassessmentisunderwaytofindouthowsuccessfultheservicehas been in supporting OS encourage schools to move from print to digital maps

Over 2500 schools have taken advantage of OSrsquos voucher scheme providing free accesstoDigimapforSchoolsforsomeschoolswhichfinishesinDecember2011

Accessing Digimap for Schools as a subscription service is now overseen by JISC Collections and a small number of schools have taken up subscriptions EDINA has delivered an online subscription interface to assist JISC Collections manage subscriptions Enhancements to that interface are underway to allow schools to purchase the service via credit card payments

Geology Digimap provides access to maps and data from the British Geological Survey (BGS) This service has also grown the number of subscribing institutions increasingto50exceedingexpectations

The number of sessions has risen to over 30000 for this year There are now almost 58000 registered users of which around 20000 are active

The new Geology Roam interface introduced in 2009 ndash 2010 has enabled users to create a very large number of maps in this academic year close to 650000

The interface has also received a number of enhancements over the year including the addition of JIDI images an improved rock information map query tool and the annotation and measurement tools

The results of the ABLe project were also fed into this service allowing usersenhanced functionality to interact with the map and the legend The user is now able to highlight rocks on the map by clicking on the legend and vice versa

EDINA also delivers Marine Digimap for mapping of the UK coastal zone at various scales and detail derived from Admiralty Charts Users can download a feature-rich vector GIS dataset SeaZonersquos Hydrospatialreg data containing ldquotopicrdquo layers on bathymetry and elevation structures and obstructions and conservation and environmental protection

Over 15000 users from 16 subscribing institutions have registered for the service showing that it has appeal beyond those studying marine and the coastal environment

This year we have added the Marine Roam interface which uses the Hydrospatialreg data This provides a convenient and simple means of viewing this complexdataset So far it has produced nearly 30000 screen maps since it was launched in October 2010 Development has continued throughout the year with the addition of the measurement and annotation tools to the interface

ldquothe easiest way to find geology of the areardquoLecturer HE

Image copy Courtesy Colin Palmer

19EDINA Annual Review 2010-2011

3 Service and Project Reports

Discovery services and related projects

GoGeo Related Projects

GoGeo is a discovery service that brings together online resources (of all types) on the basis of location as well as subject It is a critical component of the UK academic Spatial Data Infrastructure (SDI) and as a consequence of its interoperable architecture can also play a part in surfacing academic resources to the broader cross-sectoral community UK SDI ndashthe UK Location Programmersquos LocationInformationInfrastructure(UKLPLII)

GeoDoc is the online geospatial metadata creator tool that sits behind GoGeo for providers of geospatial data to document their data using standards-compliant schema The UK academic profile forISO19115 known as AGMAP is now aligned with the new national GEMINI2 andEuropeanINSPIREmetadataprofiles

During 2010-2011 GoGeo was given a new design to provide a more current look for the portal and to strengthen its core message Simultaneously the portal was re-architected to use an open source catalogue toolkit implementing INSPIRE compliant protocols ensuring GoGeo can interact harvest from and make available records to be harvested by the UK Location Programme within datagovuk and European INSPIRE geoportal

This is particularly important as during 2010-2011 the existing UKgovernment geoportal Gigateway was decommissioned

The purpose of GECO is to foster a community of users of geospatial resourceswithinidentifiablecommunitiesof interest GECO aims to increase the use of geospatial tools infrastructure and information collate exemplars of useidentify and promote best practice assist with the maturation of the UK academic SDI promote the JISC Geospatial Working Grouprsquos (GWG) Vision for geospatial resources champion awareness raising of INSPIRE ensuring that the sector is cognisant of the obligations and opportunities and promote good data management principles

GoGeo Linked Data (GOLD) exposedthe GoGeo Catalogue and the Scottish Government Spatial Discovery Portal CSW content as a Linked Data triple store toimprove the ldquodiscoverabilityrdquo of metadata records A range of technical approaches were explored including schema cross-walking production direct from relational databasesandanUMLtoRDFapproachto assess how best to create open linked geospatial metadata

ScotSDI EDINA renewed its partnership with the Scottish Government to develop a geospatial discovery metadata service as part of a Scottish SDI This addresses obligations under INSPIRE for public bodies to produce maintain and manage metadata about their geospatial resources Built using open source software this enables creation and discovery of UK standards compliant GEMINI2 dataset series and service metadata records

The Interoperable Geographic Information (IGIBS) project is building on prior work demonstrating how Shibboleth can be used to provide an organisational model for SDI We have shown that Shibboleth can be used to protect OGC Web Services without requiring any changes to the interfaces EDINA is working with the Welsh Government and the University of Aberystwyth to address the access control barrier by prototyping a simple tool that should allow users to quickly view their data using interoperability standards in combination with Welsh Government data TheUse Cases being explored areemerging from the UNESCO designated DyfiBiosphereReserve

ldquoThe usefulness of the geoportal cannot be over-emphasisedrdquoStudent HE

image copy GECO project

20 EDINA Annual Review 2010-2011

3 Service and Project Reports

Repository services

EDINA pioneered strategies for sharing resources within the limitations of third-party licence with the ShareGeo repositorybuildingonexperiencewithJorumDeveloped in a JISC funded-project ShareGeo allows users to share and re-use derived geospatial datasets within the Digimap service under the JISC Collections licensing arrangements It enables data sharing to take place in an authenticated environment that would otherwise not be possible

In April 2010 OS made a suite of core geospatial data products available as OS OpenData with Creative Commons Attribution licence terms conducive to sharing and reuse of derived data via open repositories Through ShareGeo Open an open access repository researchers students and lecturers creating geospatial data can deposit their research and operational data in a repository open to all to search and download

Since ShareGeo Open went live in June 2010

bull there have been over 6400 data downloadsbull the top 3 downloads are the ONS Postcode Directory Postcode Areas for Great

Britain and a GB-wide Digital Elevation Modelbull the National Library of Scotland is using ShareGeo Open to make available

historic data outputs from the AHRC funded Visualising Urban Geographies project

During the last year EDINA developed a plugin to allow direct data deposit into ShareGeo Open from within desktop mapping software via the SWORD protocol The plugin has been downloaded over 660 times

Census services

UKBORDERSprovidesaccesstoandsupportforalargeonlineldquofilingcabinetrdquoofdigitised boundaries and key postcode directory and related resources Funded by the Economic and Social Research Council (ESRC) as the Geography Data Unit for the Census Programme UKBORDERS is one of the most heavily used of the census services ndash in the 2010-2011 user survey it was the most frequently used service in a survey of 1358 users Highlights over the reporting period include

bull A successful bid for a further yearrsquos operation whilst ESRC deliberate on the future and nature of the post 2012 census delivery portfolio

bull The release of two new interfaces over the period ndash a Thematic Mapping Wizard allowinguserstogeneratetheirownchoroplethmapsandaDynamicLookupTable service allowing users to create bespoke geography reference tables

bull UKBORDERS also participated in the successful 2011 Census Conference

UKBORDERS is one of the most heavily used of the census services

Geological Map Data copyNERC 2010copy Crown copyrightdatabase right 2010 An Ordnance SurveyEDINA supplied service

21EDINA Annual Review 2010-2011

3 Service and Project Reports

agcensus offers grid square agricultural census data for England Scotland andWales During 2010-2011

bull TheserviceanddemocodewereportedfromMySQLtoPostGISbull 2009 and 2010 small area data for Scotland and 2008 2009 2010 data for

Wales (received from respective devolved government departments) were processed converted and brought into service

bull A subset of the decennial 2010 Agricultural Census (provided at 1km level of aggregation) will be forthcoming from DEFRA Methodology for conversion from small area to grid square has been requested in order to establish anomalies with the in-house conversion process

Additional project activity

The Spatio-Temporal Energy Efficiency Visualisation (STEEV) project aims to build a spatio-temporal exploration and visualisation tool for annual energyefficiencycoefficientssuchasenergyratingslikelyenergydemandandrelatedCO2 emissions modelled at Output Area level for a large regional geographical area of South Wales from 2000-2050

Testing of back-end database and data loading has been achieved primarily through test data provided by our project partner at the Welsh School of Architecture User interface and front-end design is reliant on back-end modelling and requires contextual anddescriptive content suchaspolicy-relatedenergy scenarios Anannotation facility is being considered which would allow stakeholders to annotate visualised content in real time

Multimedia and EducationMultimedia Services

JISC Mediahub was launched as a beta version in April 2011 followed by a full service release in August 2011 This service hosts multiple video sound and image collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection owners

While JISC MediaHub was in development the three multimedia services remained popular Film amp Sound Online with 382 institutional subscriptions Education Image Gallery with 88 NewsFilm Online with 350

NewsFilm Online will continue to be freely available to subscribers until July 2012 both as the current service and as part of Mediahub in its component collections

Film amp Sound Online and Education Image Gallery were withdrawn from service on 1 August

The definitive academic video image amp audio resource

image copy STEEV project

22 EDINA Annual Review 2010-2011

3 Service and Project Reports

Multimedia projects

Based at Sabhal Mograver Ostaig the Gaelic-language college on Skye Tobar an Dualchais isamulti-million-poundHeritageLottery-fundedprojecttopreservedigitiseandmake available online up to 12000 hours of recordings from the archives of BBC Scotland the National Trust for Scotland and the School of Scottish Studies at the University of Edinburgh EDINA and the University of Edinburgh IS department also contributed a production control and a cataloguing application for web-based input of metadata EDINA continued to develop the website in 2010 and the full public version was launched successfully in December 2010

Building upon earlier work for Tobar an DualchaisKist o Riches and the Statistical Accounts of Scotland EDINA worked collaboratively with the University of Edinburgh Centre for Research Collections during Phase 3 of an AHRC funded project The Carmichael Watson collection in Edinburgh University Library iscentred on the papers of the pioneering folklorist Alexander Carmichael (1832-1912) The project aimed to unlock one of the worldrsquos major folklore resources for thebenefitofacademicscholarsandthewidercommunityEDINAprovidedthesoftware engineering skills to develop and deliver online access to this iconic work ofAlexanderCarmichaelThiswaslaunchedinJune2011

Thefinal reportoftheshortprojectScoping Study Aggregations of Metadata for Images and Time-Based Media was made available in September 2010 It indicated the benefits of and opportunities for aggregations ofmetadata forthese resources and the barriers to having open and shareable metadata It also described a number of scenarios in which such aggregations would be useful or requiredanddifferentmodelsforaggregatingmetadata

Education service Jorum

Following the launch of the JorumOpen collection in January 2010 Jorum enjoyed continued growth in both the usage of the resources it contains and the number of resources that are shared through the service As of July 2011 visits to the servicewerefivetimeshigherthanthepeakusagebeforeJanuary2010andover14200 resources were available across a variety of subject areas ndash an increase of over 80 Many of these resources were shared by users involved in the JISC HE Academy OER Programme which the Jorum team continued to support

Jorum consolidated its collections on the DSpace platform in February 2011 and made all software outputs available for download and re-use in June 2011 through the EDINA Developer Corner and Github

Jorum was developed and run jointly by EDINA and Mimas from 2002 until 2011 From August 2011 Mimas will be taking Jorum forward into service

Alexander Carmichael Portait by William Skeoch Cumming Image is in the public domain

Image copy iStockPhotos 2010

23EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoThanks so much for your help I really cannot emphasis how invaluable itrsquos beenrdquo SDSS Helpdesk enquirer

Middleware and Infrastructure

UK Access Management Federation Related Projects

The joint bid from JISC Collections and EDINA to be the Operator for the UK Access Management Federation from August 2011 to July 2014 was successful During the remainder of the 2010-2011 academic year EDINA and JISC Collections worked with JANET(UK) on the transition arrangements Because EDINA already acted as the technical operator for the federation a smooth transition was expectedandhappened

A contract was agreed between EDINA and SWITCH to form the Shibboleth Consortium to provide coordination and means to engage the personnel to develop the Shibboleth federated access management software The Consortium will ensure development of the Shibboleth codebase upon which the UK Access Management Federation depends EDINA throughitsSDSSExpertGroupactivityisthe lead member of the Consortium and is responsible for the distribution of funding from JISC and SWITCH

The federation continued to grow substantially reaching over 850 members and 1250 entities the largest academic deployment in the world

The UK Federation Support Team at EDINA manages the metadata that underpins it and supplies technical support to its members In August 2011 a new centralised Discovery Service (WAYF) was implemented based on user testing Thisshouldimprovetheloginexperiencefor users throughout the UK education sector

The SDSS Expert Group contributes nationally and internationally to the development and maintenance of the Shibboleth infrastructure and codebase Nationally the federation operator refers technical issues related to the operation of theUKfederationto theSDSSExpertGroup

During 2010-2011 the SDSS Expert Groupworked with Internet2 (I2) and the Shibboleth Consortium participating in the Shibboleth core development team with core Shibboleth software including the Shibboleth V3 IdP

The expert group has contributed to theEmbedded Discovery Service which will supportamoreconsistentloginexperienceacrossdifferentservicesbymakingiteasyfor service providers to deploy standard WAYF functionality familiar to users but with their own branding and on their own servers rather than depending on the federationrsquos Central Discovery Service servers

Theexpertgroup isworkingwitha smallInternet2 subgroup to develop a technical architecture for inter-federation working The work involves the refinement of anAggregation Engine to allow the swapping of authorised metadata between federationsSignificantprogressthisyearmeans that the aggregation engine has now replaced the bespoke code previously used to generate the production UK federation metadata while test metadata including entities from other federations is now also being generated daily

WSTIERIA was a JISC-funded project which ran from January 2010 to March 2011 and investigated mechanisms for use of federated access management with web services WSTIERIA evaluated possible solutions based on use of faccedilade software andrecentextensionsofcoreShibbolethcode

Image copy Jupiterimages 2006

24 EDINA Annual Review 2010-2011

3 Service and Project Reports

Unlock Related Projects

Unlock the gazetteer and geo-referencing infrastructure service provides two sets of web services one is a ldquogazetteer cross-searchrdquo comparing different sources ofgeographic data for information about place-names The other is a ldquogeo-parsingrdquo service using text mining techniques toextractplace-namesfromresources(textor metadata) to allow collections to be searched by location

Unlock Places offers search acrosslicensed OS data sources for subscribers to Digimap OS Collection Last yearUnlock was adapted to include an open data gazetteer which provides world-wide coverage and includes the OS Open Data products

In terms of the JISC Information Environment Unlock is a shared terminology service that can underpin geographic searching and geo-referencing for other services Unlock can help with data and resource linking and improving the metadata describing scholarly work

The JISC-funded CHALICE (Connecting Historical Authorities with Linked dataContexts and Entities) project applied atext mining approach to volumes of theEnglish Place Name Survey to produce a Linked Data historic gazetteer for areasof England which could then be used to improve the quality of georeferencing in other archives The gazetteer is linked to other placename sources on the LinkedData web via geonamesorg and Ordnance Survey Open Data We aimed to provide a historic place-name gazetteer covering a thousand years of history linked to attestationsinoldtextsandmaps

Intensive user engagement was undertaken with archive projects that canbenefitfromtheopendatagazetteerand open source text mining tools TheCHALICEoutputsare for anyoneworkingwith historic material ndash be that archives of records objects or ideas There is a Past Places browser to help illustrate the data andprovideaLinkedDataviewofthedata

Unlock has also been working towards supporting tooling for the Bamboo Project which is building applications and shared infrastructure for humanities research

OpenURL Router Related Projects

OpenURL Router continued to have high levels of use during 20102011 with 97 registered institutions which register the OpenURL resolvers they use with theRouterTheOpenURLRouter isacentralregistrydetailingOpenURLresolverstheinstitutions to which they belonged and certaindetails(UKFederation identifiersIP addresses and domain names) that help in identifying members of that institution This allows referring bibliographic services to addressOpenURL links to the correctresolver for each end user without any prior knowledge of the user or their institution

The JISC-funded Using OpenURL Activity Data project built on the recommendations oftheSharedOpenURLDataInfrastructureInvestigation in 2008-9 by exploring thevalue and viability of releasing OpenURLactivity data for use by third parties as a means of supporting development of innovative functionality Following an initial investigation to understand how IP addresses could be collected and processedwithoutexposingthecollectingorganisation to legal risk the data filesbased on the OpenURL Router log fileswere produced and released under the open license ODC-PDDL An articlerecommender prototype was developed basedonthisdataasanexampleofhowthe data could be used

ldquoExcellent servicemdashhas saved a huge amount of time and effortrdquoOpenURL Router Librarian HE

Image copy Tom Armitage

25EDINA Annual Review 2010-2011

3 Service and Project Reports

Additional project activities

AprojectbeganinFebruary2011toproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelatedtechnologiesSeveralmembersofstafffromboththegeographicand bibliographicmultimedia development teams in EDINA have been working on Linked Data Focus We ran three short software development ldquosprintsrdquo to produce Linked Open Data output from several different EDINA projects and servicesDuring each sprint we held a workshop where we presented and discussed the workinprogressandinvitedpeoplefromoutsideEDINAtoshowofftheirrelatedwork

The development work supports the broader ambition of Discovery and has adopted its guidelines for metadata We are working towards the production of anldquoinfokitrdquodocumentingourfindingsandpracticeswithaviewtoassistingandinforming other institutions

EDINArsquosworkonprovidingldquotargetedrdquologinURLsisbeingrolledouttoitsservicesThe Ediauth Targeted Login mechanism exists to provide a simple and robustalternativetoshibbolethWAYFlessURLsforwhichthereisconsiderabledemandAdditionally it ismoreflexibleand informativethanshibbolethWAYFlessURLsThe targeted loginURLsarebeingadvertisedandused for JISCMediaHubandis being used by the prototype CRIS bookmarking service It will be rolled out to otherEDINAservicesintimeforthenextrevisionoftheEDINArsquosmainwebsite

CRIS the ldquoCommenting and Referencing Infrastructure Servicerdquo is a shared middleware service for bookmarking and commenting web resources with a particular focus on multimedia CRIS was developed as a JISC-funded personalisation service with the potential to help service providers avoid duplicatingimplementationofthefunctionalityinindividualservicesItalsooffersa basis for recommender functionality CRIS has now been successfully tested with JISC Mediahub to provide bookmarks and commenting These functions are due for release in JISC Mediahub by the end of 2011

User Support Our support activities in 2010-2011 were as follows

Helpdesk

The EDINA helpdesk continued to be the primary point of contact for all enquiries concerning EDINA services and successfully resolved enquiries from end-users andsupport staff EDINArsquos licenceandcall-loggingsystem(Helios)was furtherenhanced in 2010-2011 to facilitate registrations to use the Digimap for Schools service

The helpdesk approved almost 50000 applications to use the Digimap service across the three collections requiring registration ndash OS Geology and Marine Digimap

ldquoIt makes a change to find a helpdesk that actually helpsrdquoEDINA Helpdesk enquirer

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 19: EDINA Annual Review, 2010-2011

17EDINA Annual Review 2010-2011

3 Service and Project Reports

Historic Digimap Related Projects

Historic Digimap provides access to digital scans of OS paper maps of Great Britain from 1843 to 1996

This service is increasing in popularity with 76 subscribing institutions and almost 70000 sessions across the year

The introduction of Ancient Roam and Historic Download has meant that there has been a great increase in the amount of data that users are viewing and downloading Over 35 million maps were viewed and nearly 460000 files weredownloadedasignificantincreaseontheprevious year

By having a close relationship with the other Roam interfaces the Ancient Roam interface has benefited fromthe development of annotation and measurement tools

The results of the metadata capture projectwiththeNLSwerealsoaddedintothe service allowing our users to access the survey dates for Scottish historic maps

A project was carried out with the National Library of Scotland (NLS) tocreate enhanced metadata for Scottish historic maps The survey dates that were not captured when Landmark Solutionsoriginally created the data in Historic Digimap were retrieved from the NLSrsquocopies of historic OS maps This extrametadata has been requested by users sincetheHistoricDigimapservicewasfirstlaunched so its addition for the Scottish maps was welcomed

Walking Through Time 2 The second phase of this project concentrated upon developing a sustainable platform to allow us to potentially roll out the application across Britain via the most popular smart phone platform It concentrated on developing the application natively for the iPhone (rather than as a web app) and undertook testing and evaluation during the Edinburgh Festival 2010

AddressingHistory The second phase of this project was led by EDINA with in-kindsupportfromtheNLSDevelopmentconcentrated upon the sustainability and interoperability of the AddressingHistory tool and API thus resonating with JISCrsquos vision to build sustainable and durable deliverables It has seen the re-engineering andldquoexternalisingrdquooftheexistingparsingprocess which devolves refining andediting responsibility to parties interested in a particular Post Office Directory Theinterface has also been refined and anumber of features and functionality implemented All development code is open and available under a GNU General PublicLicence

Digimap for SchoolsofferseasyaccesstoarangeofcurrentOSmapsincludingdigitalversionsofOSrsquosfamouspapermapstheLandrangerandExplorerseriesaswell as the most detailed OS MasterMapreg mapping and street-level maps showing street names and road-atlas style maps On 14 April 2011 the service received the GoldGeographicalAssociationPublisherrsquosAward inrecognitionof itssignificantcontribution to geographical education

ldquoHistoric Digimap is a quick easy way of finding historical datardquo Researcher HE

Image copy Jupiterimages

18 EDINA Annual Review 2010-2011

3 Service and Project Reports

The service was enhanced in May 2011 with the delivery of annotation and measurementtools Studentscannowaddpointmarkers linesareasandtextlabels as well as measuring distances and areas of features on screen With these toolsinplaceanassessmentisunderwaytofindouthowsuccessfultheservicehas been in supporting OS encourage schools to move from print to digital maps

Over 2500 schools have taken advantage of OSrsquos voucher scheme providing free accesstoDigimapforSchoolsforsomeschoolswhichfinishesinDecember2011

Accessing Digimap for Schools as a subscription service is now overseen by JISC Collections and a small number of schools have taken up subscriptions EDINA has delivered an online subscription interface to assist JISC Collections manage subscriptions Enhancements to that interface are underway to allow schools to purchase the service via credit card payments

Geology Digimap provides access to maps and data from the British Geological Survey (BGS) This service has also grown the number of subscribing institutions increasingto50exceedingexpectations

The number of sessions has risen to over 30000 for this year There are now almost 58000 registered users of which around 20000 are active

The new Geology Roam interface introduced in 2009 ndash 2010 has enabled users to create a very large number of maps in this academic year close to 650000

The interface has also received a number of enhancements over the year including the addition of JIDI images an improved rock information map query tool and the annotation and measurement tools

The results of the ABLe project were also fed into this service allowing usersenhanced functionality to interact with the map and the legend The user is now able to highlight rocks on the map by clicking on the legend and vice versa

EDINA also delivers Marine Digimap for mapping of the UK coastal zone at various scales and detail derived from Admiralty Charts Users can download a feature-rich vector GIS dataset SeaZonersquos Hydrospatialreg data containing ldquotopicrdquo layers on bathymetry and elevation structures and obstructions and conservation and environmental protection

Over 15000 users from 16 subscribing institutions have registered for the service showing that it has appeal beyond those studying marine and the coastal environment

This year we have added the Marine Roam interface which uses the Hydrospatialreg data This provides a convenient and simple means of viewing this complexdataset So far it has produced nearly 30000 screen maps since it was launched in October 2010 Development has continued throughout the year with the addition of the measurement and annotation tools to the interface

ldquothe easiest way to find geology of the areardquoLecturer HE

Image copy Courtesy Colin Palmer

19EDINA Annual Review 2010-2011

3 Service and Project Reports

Discovery services and related projects

GoGeo Related Projects

GoGeo is a discovery service that brings together online resources (of all types) on the basis of location as well as subject It is a critical component of the UK academic Spatial Data Infrastructure (SDI) and as a consequence of its interoperable architecture can also play a part in surfacing academic resources to the broader cross-sectoral community UK SDI ndashthe UK Location Programmersquos LocationInformationInfrastructure(UKLPLII)

GeoDoc is the online geospatial metadata creator tool that sits behind GoGeo for providers of geospatial data to document their data using standards-compliant schema The UK academic profile forISO19115 known as AGMAP is now aligned with the new national GEMINI2 andEuropeanINSPIREmetadataprofiles

During 2010-2011 GoGeo was given a new design to provide a more current look for the portal and to strengthen its core message Simultaneously the portal was re-architected to use an open source catalogue toolkit implementing INSPIRE compliant protocols ensuring GoGeo can interact harvest from and make available records to be harvested by the UK Location Programme within datagovuk and European INSPIRE geoportal

This is particularly important as during 2010-2011 the existing UKgovernment geoportal Gigateway was decommissioned

The purpose of GECO is to foster a community of users of geospatial resourceswithinidentifiablecommunitiesof interest GECO aims to increase the use of geospatial tools infrastructure and information collate exemplars of useidentify and promote best practice assist with the maturation of the UK academic SDI promote the JISC Geospatial Working Grouprsquos (GWG) Vision for geospatial resources champion awareness raising of INSPIRE ensuring that the sector is cognisant of the obligations and opportunities and promote good data management principles

GoGeo Linked Data (GOLD) exposedthe GoGeo Catalogue and the Scottish Government Spatial Discovery Portal CSW content as a Linked Data triple store toimprove the ldquodiscoverabilityrdquo of metadata records A range of technical approaches were explored including schema cross-walking production direct from relational databasesandanUMLtoRDFapproachto assess how best to create open linked geospatial metadata

ScotSDI EDINA renewed its partnership with the Scottish Government to develop a geospatial discovery metadata service as part of a Scottish SDI This addresses obligations under INSPIRE for public bodies to produce maintain and manage metadata about their geospatial resources Built using open source software this enables creation and discovery of UK standards compliant GEMINI2 dataset series and service metadata records

The Interoperable Geographic Information (IGIBS) project is building on prior work demonstrating how Shibboleth can be used to provide an organisational model for SDI We have shown that Shibboleth can be used to protect OGC Web Services without requiring any changes to the interfaces EDINA is working with the Welsh Government and the University of Aberystwyth to address the access control barrier by prototyping a simple tool that should allow users to quickly view their data using interoperability standards in combination with Welsh Government data TheUse Cases being explored areemerging from the UNESCO designated DyfiBiosphereReserve

ldquoThe usefulness of the geoportal cannot be over-emphasisedrdquoStudent HE

image copy GECO project

20 EDINA Annual Review 2010-2011

3 Service and Project Reports

Repository services

EDINA pioneered strategies for sharing resources within the limitations of third-party licence with the ShareGeo repositorybuildingonexperiencewithJorumDeveloped in a JISC funded-project ShareGeo allows users to share and re-use derived geospatial datasets within the Digimap service under the JISC Collections licensing arrangements It enables data sharing to take place in an authenticated environment that would otherwise not be possible

In April 2010 OS made a suite of core geospatial data products available as OS OpenData with Creative Commons Attribution licence terms conducive to sharing and reuse of derived data via open repositories Through ShareGeo Open an open access repository researchers students and lecturers creating geospatial data can deposit their research and operational data in a repository open to all to search and download

Since ShareGeo Open went live in June 2010

bull there have been over 6400 data downloadsbull the top 3 downloads are the ONS Postcode Directory Postcode Areas for Great

Britain and a GB-wide Digital Elevation Modelbull the National Library of Scotland is using ShareGeo Open to make available

historic data outputs from the AHRC funded Visualising Urban Geographies project

During the last year EDINA developed a plugin to allow direct data deposit into ShareGeo Open from within desktop mapping software via the SWORD protocol The plugin has been downloaded over 660 times

Census services

UKBORDERSprovidesaccesstoandsupportforalargeonlineldquofilingcabinetrdquoofdigitised boundaries and key postcode directory and related resources Funded by the Economic and Social Research Council (ESRC) as the Geography Data Unit for the Census Programme UKBORDERS is one of the most heavily used of the census services ndash in the 2010-2011 user survey it was the most frequently used service in a survey of 1358 users Highlights over the reporting period include

bull A successful bid for a further yearrsquos operation whilst ESRC deliberate on the future and nature of the post 2012 census delivery portfolio

bull The release of two new interfaces over the period ndash a Thematic Mapping Wizard allowinguserstogeneratetheirownchoroplethmapsandaDynamicLookupTable service allowing users to create bespoke geography reference tables

bull UKBORDERS also participated in the successful 2011 Census Conference

UKBORDERS is one of the most heavily used of the census services

Geological Map Data copyNERC 2010copy Crown copyrightdatabase right 2010 An Ordnance SurveyEDINA supplied service

21EDINA Annual Review 2010-2011

3 Service and Project Reports

agcensus offers grid square agricultural census data for England Scotland andWales During 2010-2011

bull TheserviceanddemocodewereportedfromMySQLtoPostGISbull 2009 and 2010 small area data for Scotland and 2008 2009 2010 data for

Wales (received from respective devolved government departments) were processed converted and brought into service

bull A subset of the decennial 2010 Agricultural Census (provided at 1km level of aggregation) will be forthcoming from DEFRA Methodology for conversion from small area to grid square has been requested in order to establish anomalies with the in-house conversion process

Additional project activity

The Spatio-Temporal Energy Efficiency Visualisation (STEEV) project aims to build a spatio-temporal exploration and visualisation tool for annual energyefficiencycoefficientssuchasenergyratingslikelyenergydemandandrelatedCO2 emissions modelled at Output Area level for a large regional geographical area of South Wales from 2000-2050

Testing of back-end database and data loading has been achieved primarily through test data provided by our project partner at the Welsh School of Architecture User interface and front-end design is reliant on back-end modelling and requires contextual anddescriptive content suchaspolicy-relatedenergy scenarios Anannotation facility is being considered which would allow stakeholders to annotate visualised content in real time

Multimedia and EducationMultimedia Services

JISC Mediahub was launched as a beta version in April 2011 followed by a full service release in August 2011 This service hosts multiple video sound and image collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection owners

While JISC MediaHub was in development the three multimedia services remained popular Film amp Sound Online with 382 institutional subscriptions Education Image Gallery with 88 NewsFilm Online with 350

NewsFilm Online will continue to be freely available to subscribers until July 2012 both as the current service and as part of Mediahub in its component collections

Film amp Sound Online and Education Image Gallery were withdrawn from service on 1 August

The definitive academic video image amp audio resource

image copy STEEV project

22 EDINA Annual Review 2010-2011

3 Service and Project Reports

Multimedia projects

Based at Sabhal Mograver Ostaig the Gaelic-language college on Skye Tobar an Dualchais isamulti-million-poundHeritageLottery-fundedprojecttopreservedigitiseandmake available online up to 12000 hours of recordings from the archives of BBC Scotland the National Trust for Scotland and the School of Scottish Studies at the University of Edinburgh EDINA and the University of Edinburgh IS department also contributed a production control and a cataloguing application for web-based input of metadata EDINA continued to develop the website in 2010 and the full public version was launched successfully in December 2010

Building upon earlier work for Tobar an DualchaisKist o Riches and the Statistical Accounts of Scotland EDINA worked collaboratively with the University of Edinburgh Centre for Research Collections during Phase 3 of an AHRC funded project The Carmichael Watson collection in Edinburgh University Library iscentred on the papers of the pioneering folklorist Alexander Carmichael (1832-1912) The project aimed to unlock one of the worldrsquos major folklore resources for thebenefitofacademicscholarsandthewidercommunityEDINAprovidedthesoftware engineering skills to develop and deliver online access to this iconic work ofAlexanderCarmichaelThiswaslaunchedinJune2011

Thefinal reportoftheshortprojectScoping Study Aggregations of Metadata for Images and Time-Based Media was made available in September 2010 It indicated the benefits of and opportunities for aggregations ofmetadata forthese resources and the barriers to having open and shareable metadata It also described a number of scenarios in which such aggregations would be useful or requiredanddifferentmodelsforaggregatingmetadata

Education service Jorum

Following the launch of the JorumOpen collection in January 2010 Jorum enjoyed continued growth in both the usage of the resources it contains and the number of resources that are shared through the service As of July 2011 visits to the servicewerefivetimeshigherthanthepeakusagebeforeJanuary2010andover14200 resources were available across a variety of subject areas ndash an increase of over 80 Many of these resources were shared by users involved in the JISC HE Academy OER Programme which the Jorum team continued to support

Jorum consolidated its collections on the DSpace platform in February 2011 and made all software outputs available for download and re-use in June 2011 through the EDINA Developer Corner and Github

Jorum was developed and run jointly by EDINA and Mimas from 2002 until 2011 From August 2011 Mimas will be taking Jorum forward into service

Alexander Carmichael Portait by William Skeoch Cumming Image is in the public domain

Image copy iStockPhotos 2010

23EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoThanks so much for your help I really cannot emphasis how invaluable itrsquos beenrdquo SDSS Helpdesk enquirer

Middleware and Infrastructure

UK Access Management Federation Related Projects

The joint bid from JISC Collections and EDINA to be the Operator for the UK Access Management Federation from August 2011 to July 2014 was successful During the remainder of the 2010-2011 academic year EDINA and JISC Collections worked with JANET(UK) on the transition arrangements Because EDINA already acted as the technical operator for the federation a smooth transition was expectedandhappened

A contract was agreed between EDINA and SWITCH to form the Shibboleth Consortium to provide coordination and means to engage the personnel to develop the Shibboleth federated access management software The Consortium will ensure development of the Shibboleth codebase upon which the UK Access Management Federation depends EDINA throughitsSDSSExpertGroupactivityisthe lead member of the Consortium and is responsible for the distribution of funding from JISC and SWITCH

The federation continued to grow substantially reaching over 850 members and 1250 entities the largest academic deployment in the world

The UK Federation Support Team at EDINA manages the metadata that underpins it and supplies technical support to its members In August 2011 a new centralised Discovery Service (WAYF) was implemented based on user testing Thisshouldimprovetheloginexperiencefor users throughout the UK education sector

The SDSS Expert Group contributes nationally and internationally to the development and maintenance of the Shibboleth infrastructure and codebase Nationally the federation operator refers technical issues related to the operation of theUKfederationto theSDSSExpertGroup

During 2010-2011 the SDSS Expert Groupworked with Internet2 (I2) and the Shibboleth Consortium participating in the Shibboleth core development team with core Shibboleth software including the Shibboleth V3 IdP

The expert group has contributed to theEmbedded Discovery Service which will supportamoreconsistentloginexperienceacrossdifferentservicesbymakingiteasyfor service providers to deploy standard WAYF functionality familiar to users but with their own branding and on their own servers rather than depending on the federationrsquos Central Discovery Service servers

Theexpertgroup isworkingwitha smallInternet2 subgroup to develop a technical architecture for inter-federation working The work involves the refinement of anAggregation Engine to allow the swapping of authorised metadata between federationsSignificantprogressthisyearmeans that the aggregation engine has now replaced the bespoke code previously used to generate the production UK federation metadata while test metadata including entities from other federations is now also being generated daily

WSTIERIA was a JISC-funded project which ran from January 2010 to March 2011 and investigated mechanisms for use of federated access management with web services WSTIERIA evaluated possible solutions based on use of faccedilade software andrecentextensionsofcoreShibbolethcode

Image copy Jupiterimages 2006

24 EDINA Annual Review 2010-2011

3 Service and Project Reports

Unlock Related Projects

Unlock the gazetteer and geo-referencing infrastructure service provides two sets of web services one is a ldquogazetteer cross-searchrdquo comparing different sources ofgeographic data for information about place-names The other is a ldquogeo-parsingrdquo service using text mining techniques toextractplace-namesfromresources(textor metadata) to allow collections to be searched by location

Unlock Places offers search acrosslicensed OS data sources for subscribers to Digimap OS Collection Last yearUnlock was adapted to include an open data gazetteer which provides world-wide coverage and includes the OS Open Data products

In terms of the JISC Information Environment Unlock is a shared terminology service that can underpin geographic searching and geo-referencing for other services Unlock can help with data and resource linking and improving the metadata describing scholarly work

The JISC-funded CHALICE (Connecting Historical Authorities with Linked dataContexts and Entities) project applied atext mining approach to volumes of theEnglish Place Name Survey to produce a Linked Data historic gazetteer for areasof England which could then be used to improve the quality of georeferencing in other archives The gazetteer is linked to other placename sources on the LinkedData web via geonamesorg and Ordnance Survey Open Data We aimed to provide a historic place-name gazetteer covering a thousand years of history linked to attestationsinoldtextsandmaps

Intensive user engagement was undertaken with archive projects that canbenefitfromtheopendatagazetteerand open source text mining tools TheCHALICEoutputsare for anyoneworkingwith historic material ndash be that archives of records objects or ideas There is a Past Places browser to help illustrate the data andprovideaLinkedDataviewofthedata

Unlock has also been working towards supporting tooling for the Bamboo Project which is building applications and shared infrastructure for humanities research

OpenURL Router Related Projects

OpenURL Router continued to have high levels of use during 20102011 with 97 registered institutions which register the OpenURL resolvers they use with theRouterTheOpenURLRouter isacentralregistrydetailingOpenURLresolverstheinstitutions to which they belonged and certaindetails(UKFederation identifiersIP addresses and domain names) that help in identifying members of that institution This allows referring bibliographic services to addressOpenURL links to the correctresolver for each end user without any prior knowledge of the user or their institution

The JISC-funded Using OpenURL Activity Data project built on the recommendations oftheSharedOpenURLDataInfrastructureInvestigation in 2008-9 by exploring thevalue and viability of releasing OpenURLactivity data for use by third parties as a means of supporting development of innovative functionality Following an initial investigation to understand how IP addresses could be collected and processedwithoutexposingthecollectingorganisation to legal risk the data filesbased on the OpenURL Router log fileswere produced and released under the open license ODC-PDDL An articlerecommender prototype was developed basedonthisdataasanexampleofhowthe data could be used

ldquoExcellent servicemdashhas saved a huge amount of time and effortrdquoOpenURL Router Librarian HE

Image copy Tom Armitage

25EDINA Annual Review 2010-2011

3 Service and Project Reports

Additional project activities

AprojectbeganinFebruary2011toproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelatedtechnologiesSeveralmembersofstafffromboththegeographicand bibliographicmultimedia development teams in EDINA have been working on Linked Data Focus We ran three short software development ldquosprintsrdquo to produce Linked Open Data output from several different EDINA projects and servicesDuring each sprint we held a workshop where we presented and discussed the workinprogressandinvitedpeoplefromoutsideEDINAtoshowofftheirrelatedwork

The development work supports the broader ambition of Discovery and has adopted its guidelines for metadata We are working towards the production of anldquoinfokitrdquodocumentingourfindingsandpracticeswithaviewtoassistingandinforming other institutions

EDINArsquosworkonprovidingldquotargetedrdquologinURLsisbeingrolledouttoitsservicesThe Ediauth Targeted Login mechanism exists to provide a simple and robustalternativetoshibbolethWAYFlessURLsforwhichthereisconsiderabledemandAdditionally it ismoreflexibleand informativethanshibbolethWAYFlessURLsThe targeted loginURLsarebeingadvertisedandused for JISCMediaHubandis being used by the prototype CRIS bookmarking service It will be rolled out to otherEDINAservicesintimeforthenextrevisionoftheEDINArsquosmainwebsite

CRIS the ldquoCommenting and Referencing Infrastructure Servicerdquo is a shared middleware service for bookmarking and commenting web resources with a particular focus on multimedia CRIS was developed as a JISC-funded personalisation service with the potential to help service providers avoid duplicatingimplementationofthefunctionalityinindividualservicesItalsooffersa basis for recommender functionality CRIS has now been successfully tested with JISC Mediahub to provide bookmarks and commenting These functions are due for release in JISC Mediahub by the end of 2011

User Support Our support activities in 2010-2011 were as follows

Helpdesk

The EDINA helpdesk continued to be the primary point of contact for all enquiries concerning EDINA services and successfully resolved enquiries from end-users andsupport staff EDINArsquos licenceandcall-loggingsystem(Helios)was furtherenhanced in 2010-2011 to facilitate registrations to use the Digimap for Schools service

The helpdesk approved almost 50000 applications to use the Digimap service across the three collections requiring registration ndash OS Geology and Marine Digimap

ldquoIt makes a change to find a helpdesk that actually helpsrdquoEDINA Helpdesk enquirer

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 20: EDINA Annual Review, 2010-2011

18 EDINA Annual Review 2010-2011

3 Service and Project Reports

The service was enhanced in May 2011 with the delivery of annotation and measurementtools Studentscannowaddpointmarkers linesareasandtextlabels as well as measuring distances and areas of features on screen With these toolsinplaceanassessmentisunderwaytofindouthowsuccessfultheservicehas been in supporting OS encourage schools to move from print to digital maps

Over 2500 schools have taken advantage of OSrsquos voucher scheme providing free accesstoDigimapforSchoolsforsomeschoolswhichfinishesinDecember2011

Accessing Digimap for Schools as a subscription service is now overseen by JISC Collections and a small number of schools have taken up subscriptions EDINA has delivered an online subscription interface to assist JISC Collections manage subscriptions Enhancements to that interface are underway to allow schools to purchase the service via credit card payments

Geology Digimap provides access to maps and data from the British Geological Survey (BGS) This service has also grown the number of subscribing institutions increasingto50exceedingexpectations

The number of sessions has risen to over 30000 for this year There are now almost 58000 registered users of which around 20000 are active

The new Geology Roam interface introduced in 2009 ndash 2010 has enabled users to create a very large number of maps in this academic year close to 650000

The interface has also received a number of enhancements over the year including the addition of JIDI images an improved rock information map query tool and the annotation and measurement tools

The results of the ABLe project were also fed into this service allowing usersenhanced functionality to interact with the map and the legend The user is now able to highlight rocks on the map by clicking on the legend and vice versa

EDINA also delivers Marine Digimap for mapping of the UK coastal zone at various scales and detail derived from Admiralty Charts Users can download a feature-rich vector GIS dataset SeaZonersquos Hydrospatialreg data containing ldquotopicrdquo layers on bathymetry and elevation structures and obstructions and conservation and environmental protection

Over 15000 users from 16 subscribing institutions have registered for the service showing that it has appeal beyond those studying marine and the coastal environment

This year we have added the Marine Roam interface which uses the Hydrospatialreg data This provides a convenient and simple means of viewing this complexdataset So far it has produced nearly 30000 screen maps since it was launched in October 2010 Development has continued throughout the year with the addition of the measurement and annotation tools to the interface

ldquothe easiest way to find geology of the areardquoLecturer HE

Image copy Courtesy Colin Palmer

19EDINA Annual Review 2010-2011

3 Service and Project Reports

Discovery services and related projects

GoGeo Related Projects

GoGeo is a discovery service that brings together online resources (of all types) on the basis of location as well as subject It is a critical component of the UK academic Spatial Data Infrastructure (SDI) and as a consequence of its interoperable architecture can also play a part in surfacing academic resources to the broader cross-sectoral community UK SDI ndashthe UK Location Programmersquos LocationInformationInfrastructure(UKLPLII)

GeoDoc is the online geospatial metadata creator tool that sits behind GoGeo for providers of geospatial data to document their data using standards-compliant schema The UK academic profile forISO19115 known as AGMAP is now aligned with the new national GEMINI2 andEuropeanINSPIREmetadataprofiles

During 2010-2011 GoGeo was given a new design to provide a more current look for the portal and to strengthen its core message Simultaneously the portal was re-architected to use an open source catalogue toolkit implementing INSPIRE compliant protocols ensuring GoGeo can interact harvest from and make available records to be harvested by the UK Location Programme within datagovuk and European INSPIRE geoportal

This is particularly important as during 2010-2011 the existing UKgovernment geoportal Gigateway was decommissioned

The purpose of GECO is to foster a community of users of geospatial resourceswithinidentifiablecommunitiesof interest GECO aims to increase the use of geospatial tools infrastructure and information collate exemplars of useidentify and promote best practice assist with the maturation of the UK academic SDI promote the JISC Geospatial Working Grouprsquos (GWG) Vision for geospatial resources champion awareness raising of INSPIRE ensuring that the sector is cognisant of the obligations and opportunities and promote good data management principles

GoGeo Linked Data (GOLD) exposedthe GoGeo Catalogue and the Scottish Government Spatial Discovery Portal CSW content as a Linked Data triple store toimprove the ldquodiscoverabilityrdquo of metadata records A range of technical approaches were explored including schema cross-walking production direct from relational databasesandanUMLtoRDFapproachto assess how best to create open linked geospatial metadata

ScotSDI EDINA renewed its partnership with the Scottish Government to develop a geospatial discovery metadata service as part of a Scottish SDI This addresses obligations under INSPIRE for public bodies to produce maintain and manage metadata about their geospatial resources Built using open source software this enables creation and discovery of UK standards compliant GEMINI2 dataset series and service metadata records

The Interoperable Geographic Information (IGIBS) project is building on prior work demonstrating how Shibboleth can be used to provide an organisational model for SDI We have shown that Shibboleth can be used to protect OGC Web Services without requiring any changes to the interfaces EDINA is working with the Welsh Government and the University of Aberystwyth to address the access control barrier by prototyping a simple tool that should allow users to quickly view their data using interoperability standards in combination with Welsh Government data TheUse Cases being explored areemerging from the UNESCO designated DyfiBiosphereReserve

ldquoThe usefulness of the geoportal cannot be over-emphasisedrdquoStudent HE

image copy GECO project

20 EDINA Annual Review 2010-2011

3 Service and Project Reports

Repository services

EDINA pioneered strategies for sharing resources within the limitations of third-party licence with the ShareGeo repositorybuildingonexperiencewithJorumDeveloped in a JISC funded-project ShareGeo allows users to share and re-use derived geospatial datasets within the Digimap service under the JISC Collections licensing arrangements It enables data sharing to take place in an authenticated environment that would otherwise not be possible

In April 2010 OS made a suite of core geospatial data products available as OS OpenData with Creative Commons Attribution licence terms conducive to sharing and reuse of derived data via open repositories Through ShareGeo Open an open access repository researchers students and lecturers creating geospatial data can deposit their research and operational data in a repository open to all to search and download

Since ShareGeo Open went live in June 2010

bull there have been over 6400 data downloadsbull the top 3 downloads are the ONS Postcode Directory Postcode Areas for Great

Britain and a GB-wide Digital Elevation Modelbull the National Library of Scotland is using ShareGeo Open to make available

historic data outputs from the AHRC funded Visualising Urban Geographies project

During the last year EDINA developed a plugin to allow direct data deposit into ShareGeo Open from within desktop mapping software via the SWORD protocol The plugin has been downloaded over 660 times

Census services

UKBORDERSprovidesaccesstoandsupportforalargeonlineldquofilingcabinetrdquoofdigitised boundaries and key postcode directory and related resources Funded by the Economic and Social Research Council (ESRC) as the Geography Data Unit for the Census Programme UKBORDERS is one of the most heavily used of the census services ndash in the 2010-2011 user survey it was the most frequently used service in a survey of 1358 users Highlights over the reporting period include

bull A successful bid for a further yearrsquos operation whilst ESRC deliberate on the future and nature of the post 2012 census delivery portfolio

bull The release of two new interfaces over the period ndash a Thematic Mapping Wizard allowinguserstogeneratetheirownchoroplethmapsandaDynamicLookupTable service allowing users to create bespoke geography reference tables

bull UKBORDERS also participated in the successful 2011 Census Conference

UKBORDERS is one of the most heavily used of the census services

Geological Map Data copyNERC 2010copy Crown copyrightdatabase right 2010 An Ordnance SurveyEDINA supplied service

21EDINA Annual Review 2010-2011

3 Service and Project Reports

agcensus offers grid square agricultural census data for England Scotland andWales During 2010-2011

bull TheserviceanddemocodewereportedfromMySQLtoPostGISbull 2009 and 2010 small area data for Scotland and 2008 2009 2010 data for

Wales (received from respective devolved government departments) were processed converted and brought into service

bull A subset of the decennial 2010 Agricultural Census (provided at 1km level of aggregation) will be forthcoming from DEFRA Methodology for conversion from small area to grid square has been requested in order to establish anomalies with the in-house conversion process

Additional project activity

The Spatio-Temporal Energy Efficiency Visualisation (STEEV) project aims to build a spatio-temporal exploration and visualisation tool for annual energyefficiencycoefficientssuchasenergyratingslikelyenergydemandandrelatedCO2 emissions modelled at Output Area level for a large regional geographical area of South Wales from 2000-2050

Testing of back-end database and data loading has been achieved primarily through test data provided by our project partner at the Welsh School of Architecture User interface and front-end design is reliant on back-end modelling and requires contextual anddescriptive content suchaspolicy-relatedenergy scenarios Anannotation facility is being considered which would allow stakeholders to annotate visualised content in real time

Multimedia and EducationMultimedia Services

JISC Mediahub was launched as a beta version in April 2011 followed by a full service release in August 2011 This service hosts multiple video sound and image collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection owners

While JISC MediaHub was in development the three multimedia services remained popular Film amp Sound Online with 382 institutional subscriptions Education Image Gallery with 88 NewsFilm Online with 350

NewsFilm Online will continue to be freely available to subscribers until July 2012 both as the current service and as part of Mediahub in its component collections

Film amp Sound Online and Education Image Gallery were withdrawn from service on 1 August

The definitive academic video image amp audio resource

image copy STEEV project

22 EDINA Annual Review 2010-2011

3 Service and Project Reports

Multimedia projects

Based at Sabhal Mograver Ostaig the Gaelic-language college on Skye Tobar an Dualchais isamulti-million-poundHeritageLottery-fundedprojecttopreservedigitiseandmake available online up to 12000 hours of recordings from the archives of BBC Scotland the National Trust for Scotland and the School of Scottish Studies at the University of Edinburgh EDINA and the University of Edinburgh IS department also contributed a production control and a cataloguing application for web-based input of metadata EDINA continued to develop the website in 2010 and the full public version was launched successfully in December 2010

Building upon earlier work for Tobar an DualchaisKist o Riches and the Statistical Accounts of Scotland EDINA worked collaboratively with the University of Edinburgh Centre for Research Collections during Phase 3 of an AHRC funded project The Carmichael Watson collection in Edinburgh University Library iscentred on the papers of the pioneering folklorist Alexander Carmichael (1832-1912) The project aimed to unlock one of the worldrsquos major folklore resources for thebenefitofacademicscholarsandthewidercommunityEDINAprovidedthesoftware engineering skills to develop and deliver online access to this iconic work ofAlexanderCarmichaelThiswaslaunchedinJune2011

Thefinal reportoftheshortprojectScoping Study Aggregations of Metadata for Images and Time-Based Media was made available in September 2010 It indicated the benefits of and opportunities for aggregations ofmetadata forthese resources and the barriers to having open and shareable metadata It also described a number of scenarios in which such aggregations would be useful or requiredanddifferentmodelsforaggregatingmetadata

Education service Jorum

Following the launch of the JorumOpen collection in January 2010 Jorum enjoyed continued growth in both the usage of the resources it contains and the number of resources that are shared through the service As of July 2011 visits to the servicewerefivetimeshigherthanthepeakusagebeforeJanuary2010andover14200 resources were available across a variety of subject areas ndash an increase of over 80 Many of these resources were shared by users involved in the JISC HE Academy OER Programme which the Jorum team continued to support

Jorum consolidated its collections on the DSpace platform in February 2011 and made all software outputs available for download and re-use in June 2011 through the EDINA Developer Corner and Github

Jorum was developed and run jointly by EDINA and Mimas from 2002 until 2011 From August 2011 Mimas will be taking Jorum forward into service

Alexander Carmichael Portait by William Skeoch Cumming Image is in the public domain

Image copy iStockPhotos 2010

23EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoThanks so much for your help I really cannot emphasis how invaluable itrsquos beenrdquo SDSS Helpdesk enquirer

Middleware and Infrastructure

UK Access Management Federation Related Projects

The joint bid from JISC Collections and EDINA to be the Operator for the UK Access Management Federation from August 2011 to July 2014 was successful During the remainder of the 2010-2011 academic year EDINA and JISC Collections worked with JANET(UK) on the transition arrangements Because EDINA already acted as the technical operator for the federation a smooth transition was expectedandhappened

A contract was agreed between EDINA and SWITCH to form the Shibboleth Consortium to provide coordination and means to engage the personnel to develop the Shibboleth federated access management software The Consortium will ensure development of the Shibboleth codebase upon which the UK Access Management Federation depends EDINA throughitsSDSSExpertGroupactivityisthe lead member of the Consortium and is responsible for the distribution of funding from JISC and SWITCH

The federation continued to grow substantially reaching over 850 members and 1250 entities the largest academic deployment in the world

The UK Federation Support Team at EDINA manages the metadata that underpins it and supplies technical support to its members In August 2011 a new centralised Discovery Service (WAYF) was implemented based on user testing Thisshouldimprovetheloginexperiencefor users throughout the UK education sector

The SDSS Expert Group contributes nationally and internationally to the development and maintenance of the Shibboleth infrastructure and codebase Nationally the federation operator refers technical issues related to the operation of theUKfederationto theSDSSExpertGroup

During 2010-2011 the SDSS Expert Groupworked with Internet2 (I2) and the Shibboleth Consortium participating in the Shibboleth core development team with core Shibboleth software including the Shibboleth V3 IdP

The expert group has contributed to theEmbedded Discovery Service which will supportamoreconsistentloginexperienceacrossdifferentservicesbymakingiteasyfor service providers to deploy standard WAYF functionality familiar to users but with their own branding and on their own servers rather than depending on the federationrsquos Central Discovery Service servers

Theexpertgroup isworkingwitha smallInternet2 subgroup to develop a technical architecture for inter-federation working The work involves the refinement of anAggregation Engine to allow the swapping of authorised metadata between federationsSignificantprogressthisyearmeans that the aggregation engine has now replaced the bespoke code previously used to generate the production UK federation metadata while test metadata including entities from other federations is now also being generated daily

WSTIERIA was a JISC-funded project which ran from January 2010 to March 2011 and investigated mechanisms for use of federated access management with web services WSTIERIA evaluated possible solutions based on use of faccedilade software andrecentextensionsofcoreShibbolethcode

Image copy Jupiterimages 2006

24 EDINA Annual Review 2010-2011

3 Service and Project Reports

Unlock Related Projects

Unlock the gazetteer and geo-referencing infrastructure service provides two sets of web services one is a ldquogazetteer cross-searchrdquo comparing different sources ofgeographic data for information about place-names The other is a ldquogeo-parsingrdquo service using text mining techniques toextractplace-namesfromresources(textor metadata) to allow collections to be searched by location

Unlock Places offers search acrosslicensed OS data sources for subscribers to Digimap OS Collection Last yearUnlock was adapted to include an open data gazetteer which provides world-wide coverage and includes the OS Open Data products

In terms of the JISC Information Environment Unlock is a shared terminology service that can underpin geographic searching and geo-referencing for other services Unlock can help with data and resource linking and improving the metadata describing scholarly work

The JISC-funded CHALICE (Connecting Historical Authorities with Linked dataContexts and Entities) project applied atext mining approach to volumes of theEnglish Place Name Survey to produce a Linked Data historic gazetteer for areasof England which could then be used to improve the quality of georeferencing in other archives The gazetteer is linked to other placename sources on the LinkedData web via geonamesorg and Ordnance Survey Open Data We aimed to provide a historic place-name gazetteer covering a thousand years of history linked to attestationsinoldtextsandmaps

Intensive user engagement was undertaken with archive projects that canbenefitfromtheopendatagazetteerand open source text mining tools TheCHALICEoutputsare for anyoneworkingwith historic material ndash be that archives of records objects or ideas There is a Past Places browser to help illustrate the data andprovideaLinkedDataviewofthedata

Unlock has also been working towards supporting tooling for the Bamboo Project which is building applications and shared infrastructure for humanities research

OpenURL Router Related Projects

OpenURL Router continued to have high levels of use during 20102011 with 97 registered institutions which register the OpenURL resolvers they use with theRouterTheOpenURLRouter isacentralregistrydetailingOpenURLresolverstheinstitutions to which they belonged and certaindetails(UKFederation identifiersIP addresses and domain names) that help in identifying members of that institution This allows referring bibliographic services to addressOpenURL links to the correctresolver for each end user without any prior knowledge of the user or their institution

The JISC-funded Using OpenURL Activity Data project built on the recommendations oftheSharedOpenURLDataInfrastructureInvestigation in 2008-9 by exploring thevalue and viability of releasing OpenURLactivity data for use by third parties as a means of supporting development of innovative functionality Following an initial investigation to understand how IP addresses could be collected and processedwithoutexposingthecollectingorganisation to legal risk the data filesbased on the OpenURL Router log fileswere produced and released under the open license ODC-PDDL An articlerecommender prototype was developed basedonthisdataasanexampleofhowthe data could be used

ldquoExcellent servicemdashhas saved a huge amount of time and effortrdquoOpenURL Router Librarian HE

Image copy Tom Armitage

25EDINA Annual Review 2010-2011

3 Service and Project Reports

Additional project activities

AprojectbeganinFebruary2011toproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelatedtechnologiesSeveralmembersofstafffromboththegeographicand bibliographicmultimedia development teams in EDINA have been working on Linked Data Focus We ran three short software development ldquosprintsrdquo to produce Linked Open Data output from several different EDINA projects and servicesDuring each sprint we held a workshop where we presented and discussed the workinprogressandinvitedpeoplefromoutsideEDINAtoshowofftheirrelatedwork

The development work supports the broader ambition of Discovery and has adopted its guidelines for metadata We are working towards the production of anldquoinfokitrdquodocumentingourfindingsandpracticeswithaviewtoassistingandinforming other institutions

EDINArsquosworkonprovidingldquotargetedrdquologinURLsisbeingrolledouttoitsservicesThe Ediauth Targeted Login mechanism exists to provide a simple and robustalternativetoshibbolethWAYFlessURLsforwhichthereisconsiderabledemandAdditionally it ismoreflexibleand informativethanshibbolethWAYFlessURLsThe targeted loginURLsarebeingadvertisedandused for JISCMediaHubandis being used by the prototype CRIS bookmarking service It will be rolled out to otherEDINAservicesintimeforthenextrevisionoftheEDINArsquosmainwebsite

CRIS the ldquoCommenting and Referencing Infrastructure Servicerdquo is a shared middleware service for bookmarking and commenting web resources with a particular focus on multimedia CRIS was developed as a JISC-funded personalisation service with the potential to help service providers avoid duplicatingimplementationofthefunctionalityinindividualservicesItalsooffersa basis for recommender functionality CRIS has now been successfully tested with JISC Mediahub to provide bookmarks and commenting These functions are due for release in JISC Mediahub by the end of 2011

User Support Our support activities in 2010-2011 were as follows

Helpdesk

The EDINA helpdesk continued to be the primary point of contact for all enquiries concerning EDINA services and successfully resolved enquiries from end-users andsupport staff EDINArsquos licenceandcall-loggingsystem(Helios)was furtherenhanced in 2010-2011 to facilitate registrations to use the Digimap for Schools service

The helpdesk approved almost 50000 applications to use the Digimap service across the three collections requiring registration ndash OS Geology and Marine Digimap

ldquoIt makes a change to find a helpdesk that actually helpsrdquoEDINA Helpdesk enquirer

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 21: EDINA Annual Review, 2010-2011

19EDINA Annual Review 2010-2011

3 Service and Project Reports

Discovery services and related projects

GoGeo Related Projects

GoGeo is a discovery service that brings together online resources (of all types) on the basis of location as well as subject It is a critical component of the UK academic Spatial Data Infrastructure (SDI) and as a consequence of its interoperable architecture can also play a part in surfacing academic resources to the broader cross-sectoral community UK SDI ndashthe UK Location Programmersquos LocationInformationInfrastructure(UKLPLII)

GeoDoc is the online geospatial metadata creator tool that sits behind GoGeo for providers of geospatial data to document their data using standards-compliant schema The UK academic profile forISO19115 known as AGMAP is now aligned with the new national GEMINI2 andEuropeanINSPIREmetadataprofiles

During 2010-2011 GoGeo was given a new design to provide a more current look for the portal and to strengthen its core message Simultaneously the portal was re-architected to use an open source catalogue toolkit implementing INSPIRE compliant protocols ensuring GoGeo can interact harvest from and make available records to be harvested by the UK Location Programme within datagovuk and European INSPIRE geoportal

This is particularly important as during 2010-2011 the existing UKgovernment geoportal Gigateway was decommissioned

The purpose of GECO is to foster a community of users of geospatial resourceswithinidentifiablecommunitiesof interest GECO aims to increase the use of geospatial tools infrastructure and information collate exemplars of useidentify and promote best practice assist with the maturation of the UK academic SDI promote the JISC Geospatial Working Grouprsquos (GWG) Vision for geospatial resources champion awareness raising of INSPIRE ensuring that the sector is cognisant of the obligations and opportunities and promote good data management principles

GoGeo Linked Data (GOLD) exposedthe GoGeo Catalogue and the Scottish Government Spatial Discovery Portal CSW content as a Linked Data triple store toimprove the ldquodiscoverabilityrdquo of metadata records A range of technical approaches were explored including schema cross-walking production direct from relational databasesandanUMLtoRDFapproachto assess how best to create open linked geospatial metadata

ScotSDI EDINA renewed its partnership with the Scottish Government to develop a geospatial discovery metadata service as part of a Scottish SDI This addresses obligations under INSPIRE for public bodies to produce maintain and manage metadata about their geospatial resources Built using open source software this enables creation and discovery of UK standards compliant GEMINI2 dataset series and service metadata records

The Interoperable Geographic Information (IGIBS) project is building on prior work demonstrating how Shibboleth can be used to provide an organisational model for SDI We have shown that Shibboleth can be used to protect OGC Web Services without requiring any changes to the interfaces EDINA is working with the Welsh Government and the University of Aberystwyth to address the access control barrier by prototyping a simple tool that should allow users to quickly view their data using interoperability standards in combination with Welsh Government data TheUse Cases being explored areemerging from the UNESCO designated DyfiBiosphereReserve

ldquoThe usefulness of the geoportal cannot be over-emphasisedrdquoStudent HE

image copy GECO project

20 EDINA Annual Review 2010-2011

3 Service and Project Reports

Repository services

EDINA pioneered strategies for sharing resources within the limitations of third-party licence with the ShareGeo repositorybuildingonexperiencewithJorumDeveloped in a JISC funded-project ShareGeo allows users to share and re-use derived geospatial datasets within the Digimap service under the JISC Collections licensing arrangements It enables data sharing to take place in an authenticated environment that would otherwise not be possible

In April 2010 OS made a suite of core geospatial data products available as OS OpenData with Creative Commons Attribution licence terms conducive to sharing and reuse of derived data via open repositories Through ShareGeo Open an open access repository researchers students and lecturers creating geospatial data can deposit their research and operational data in a repository open to all to search and download

Since ShareGeo Open went live in June 2010

bull there have been over 6400 data downloadsbull the top 3 downloads are the ONS Postcode Directory Postcode Areas for Great

Britain and a GB-wide Digital Elevation Modelbull the National Library of Scotland is using ShareGeo Open to make available

historic data outputs from the AHRC funded Visualising Urban Geographies project

During the last year EDINA developed a plugin to allow direct data deposit into ShareGeo Open from within desktop mapping software via the SWORD protocol The plugin has been downloaded over 660 times

Census services

UKBORDERSprovidesaccesstoandsupportforalargeonlineldquofilingcabinetrdquoofdigitised boundaries and key postcode directory and related resources Funded by the Economic and Social Research Council (ESRC) as the Geography Data Unit for the Census Programme UKBORDERS is one of the most heavily used of the census services ndash in the 2010-2011 user survey it was the most frequently used service in a survey of 1358 users Highlights over the reporting period include

bull A successful bid for a further yearrsquos operation whilst ESRC deliberate on the future and nature of the post 2012 census delivery portfolio

bull The release of two new interfaces over the period ndash a Thematic Mapping Wizard allowinguserstogeneratetheirownchoroplethmapsandaDynamicLookupTable service allowing users to create bespoke geography reference tables

bull UKBORDERS also participated in the successful 2011 Census Conference

UKBORDERS is one of the most heavily used of the census services

Geological Map Data copyNERC 2010copy Crown copyrightdatabase right 2010 An Ordnance SurveyEDINA supplied service

21EDINA Annual Review 2010-2011

3 Service and Project Reports

agcensus offers grid square agricultural census data for England Scotland andWales During 2010-2011

bull TheserviceanddemocodewereportedfromMySQLtoPostGISbull 2009 and 2010 small area data for Scotland and 2008 2009 2010 data for

Wales (received from respective devolved government departments) were processed converted and brought into service

bull A subset of the decennial 2010 Agricultural Census (provided at 1km level of aggregation) will be forthcoming from DEFRA Methodology for conversion from small area to grid square has been requested in order to establish anomalies with the in-house conversion process

Additional project activity

The Spatio-Temporal Energy Efficiency Visualisation (STEEV) project aims to build a spatio-temporal exploration and visualisation tool for annual energyefficiencycoefficientssuchasenergyratingslikelyenergydemandandrelatedCO2 emissions modelled at Output Area level for a large regional geographical area of South Wales from 2000-2050

Testing of back-end database and data loading has been achieved primarily through test data provided by our project partner at the Welsh School of Architecture User interface and front-end design is reliant on back-end modelling and requires contextual anddescriptive content suchaspolicy-relatedenergy scenarios Anannotation facility is being considered which would allow stakeholders to annotate visualised content in real time

Multimedia and EducationMultimedia Services

JISC Mediahub was launched as a beta version in April 2011 followed by a full service release in August 2011 This service hosts multiple video sound and image collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection owners

While JISC MediaHub was in development the three multimedia services remained popular Film amp Sound Online with 382 institutional subscriptions Education Image Gallery with 88 NewsFilm Online with 350

NewsFilm Online will continue to be freely available to subscribers until July 2012 both as the current service and as part of Mediahub in its component collections

Film amp Sound Online and Education Image Gallery were withdrawn from service on 1 August

The definitive academic video image amp audio resource

image copy STEEV project

22 EDINA Annual Review 2010-2011

3 Service and Project Reports

Multimedia projects

Based at Sabhal Mograver Ostaig the Gaelic-language college on Skye Tobar an Dualchais isamulti-million-poundHeritageLottery-fundedprojecttopreservedigitiseandmake available online up to 12000 hours of recordings from the archives of BBC Scotland the National Trust for Scotland and the School of Scottish Studies at the University of Edinburgh EDINA and the University of Edinburgh IS department also contributed a production control and a cataloguing application for web-based input of metadata EDINA continued to develop the website in 2010 and the full public version was launched successfully in December 2010

Building upon earlier work for Tobar an DualchaisKist o Riches and the Statistical Accounts of Scotland EDINA worked collaboratively with the University of Edinburgh Centre for Research Collections during Phase 3 of an AHRC funded project The Carmichael Watson collection in Edinburgh University Library iscentred on the papers of the pioneering folklorist Alexander Carmichael (1832-1912) The project aimed to unlock one of the worldrsquos major folklore resources for thebenefitofacademicscholarsandthewidercommunityEDINAprovidedthesoftware engineering skills to develop and deliver online access to this iconic work ofAlexanderCarmichaelThiswaslaunchedinJune2011

Thefinal reportoftheshortprojectScoping Study Aggregations of Metadata for Images and Time-Based Media was made available in September 2010 It indicated the benefits of and opportunities for aggregations ofmetadata forthese resources and the barriers to having open and shareable metadata It also described a number of scenarios in which such aggregations would be useful or requiredanddifferentmodelsforaggregatingmetadata

Education service Jorum

Following the launch of the JorumOpen collection in January 2010 Jorum enjoyed continued growth in both the usage of the resources it contains and the number of resources that are shared through the service As of July 2011 visits to the servicewerefivetimeshigherthanthepeakusagebeforeJanuary2010andover14200 resources were available across a variety of subject areas ndash an increase of over 80 Many of these resources were shared by users involved in the JISC HE Academy OER Programme which the Jorum team continued to support

Jorum consolidated its collections on the DSpace platform in February 2011 and made all software outputs available for download and re-use in June 2011 through the EDINA Developer Corner and Github

Jorum was developed and run jointly by EDINA and Mimas from 2002 until 2011 From August 2011 Mimas will be taking Jorum forward into service

Alexander Carmichael Portait by William Skeoch Cumming Image is in the public domain

Image copy iStockPhotos 2010

23EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoThanks so much for your help I really cannot emphasis how invaluable itrsquos beenrdquo SDSS Helpdesk enquirer

Middleware and Infrastructure

UK Access Management Federation Related Projects

The joint bid from JISC Collections and EDINA to be the Operator for the UK Access Management Federation from August 2011 to July 2014 was successful During the remainder of the 2010-2011 academic year EDINA and JISC Collections worked with JANET(UK) on the transition arrangements Because EDINA already acted as the technical operator for the federation a smooth transition was expectedandhappened

A contract was agreed between EDINA and SWITCH to form the Shibboleth Consortium to provide coordination and means to engage the personnel to develop the Shibboleth federated access management software The Consortium will ensure development of the Shibboleth codebase upon which the UK Access Management Federation depends EDINA throughitsSDSSExpertGroupactivityisthe lead member of the Consortium and is responsible for the distribution of funding from JISC and SWITCH

The federation continued to grow substantially reaching over 850 members and 1250 entities the largest academic deployment in the world

The UK Federation Support Team at EDINA manages the metadata that underpins it and supplies technical support to its members In August 2011 a new centralised Discovery Service (WAYF) was implemented based on user testing Thisshouldimprovetheloginexperiencefor users throughout the UK education sector

The SDSS Expert Group contributes nationally and internationally to the development and maintenance of the Shibboleth infrastructure and codebase Nationally the federation operator refers technical issues related to the operation of theUKfederationto theSDSSExpertGroup

During 2010-2011 the SDSS Expert Groupworked with Internet2 (I2) and the Shibboleth Consortium participating in the Shibboleth core development team with core Shibboleth software including the Shibboleth V3 IdP

The expert group has contributed to theEmbedded Discovery Service which will supportamoreconsistentloginexperienceacrossdifferentservicesbymakingiteasyfor service providers to deploy standard WAYF functionality familiar to users but with their own branding and on their own servers rather than depending on the federationrsquos Central Discovery Service servers

Theexpertgroup isworkingwitha smallInternet2 subgroup to develop a technical architecture for inter-federation working The work involves the refinement of anAggregation Engine to allow the swapping of authorised metadata between federationsSignificantprogressthisyearmeans that the aggregation engine has now replaced the bespoke code previously used to generate the production UK federation metadata while test metadata including entities from other federations is now also being generated daily

WSTIERIA was a JISC-funded project which ran from January 2010 to March 2011 and investigated mechanisms for use of federated access management with web services WSTIERIA evaluated possible solutions based on use of faccedilade software andrecentextensionsofcoreShibbolethcode

Image copy Jupiterimages 2006

24 EDINA Annual Review 2010-2011

3 Service and Project Reports

Unlock Related Projects

Unlock the gazetteer and geo-referencing infrastructure service provides two sets of web services one is a ldquogazetteer cross-searchrdquo comparing different sources ofgeographic data for information about place-names The other is a ldquogeo-parsingrdquo service using text mining techniques toextractplace-namesfromresources(textor metadata) to allow collections to be searched by location

Unlock Places offers search acrosslicensed OS data sources for subscribers to Digimap OS Collection Last yearUnlock was adapted to include an open data gazetteer which provides world-wide coverage and includes the OS Open Data products

In terms of the JISC Information Environment Unlock is a shared terminology service that can underpin geographic searching and geo-referencing for other services Unlock can help with data and resource linking and improving the metadata describing scholarly work

The JISC-funded CHALICE (Connecting Historical Authorities with Linked dataContexts and Entities) project applied atext mining approach to volumes of theEnglish Place Name Survey to produce a Linked Data historic gazetteer for areasof England which could then be used to improve the quality of georeferencing in other archives The gazetteer is linked to other placename sources on the LinkedData web via geonamesorg and Ordnance Survey Open Data We aimed to provide a historic place-name gazetteer covering a thousand years of history linked to attestationsinoldtextsandmaps

Intensive user engagement was undertaken with archive projects that canbenefitfromtheopendatagazetteerand open source text mining tools TheCHALICEoutputsare for anyoneworkingwith historic material ndash be that archives of records objects or ideas There is a Past Places browser to help illustrate the data andprovideaLinkedDataviewofthedata

Unlock has also been working towards supporting tooling for the Bamboo Project which is building applications and shared infrastructure for humanities research

OpenURL Router Related Projects

OpenURL Router continued to have high levels of use during 20102011 with 97 registered institutions which register the OpenURL resolvers they use with theRouterTheOpenURLRouter isacentralregistrydetailingOpenURLresolverstheinstitutions to which they belonged and certaindetails(UKFederation identifiersIP addresses and domain names) that help in identifying members of that institution This allows referring bibliographic services to addressOpenURL links to the correctresolver for each end user without any prior knowledge of the user or their institution

The JISC-funded Using OpenURL Activity Data project built on the recommendations oftheSharedOpenURLDataInfrastructureInvestigation in 2008-9 by exploring thevalue and viability of releasing OpenURLactivity data for use by third parties as a means of supporting development of innovative functionality Following an initial investigation to understand how IP addresses could be collected and processedwithoutexposingthecollectingorganisation to legal risk the data filesbased on the OpenURL Router log fileswere produced and released under the open license ODC-PDDL An articlerecommender prototype was developed basedonthisdataasanexampleofhowthe data could be used

ldquoExcellent servicemdashhas saved a huge amount of time and effortrdquoOpenURL Router Librarian HE

Image copy Tom Armitage

25EDINA Annual Review 2010-2011

3 Service and Project Reports

Additional project activities

AprojectbeganinFebruary2011toproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelatedtechnologiesSeveralmembersofstafffromboththegeographicand bibliographicmultimedia development teams in EDINA have been working on Linked Data Focus We ran three short software development ldquosprintsrdquo to produce Linked Open Data output from several different EDINA projects and servicesDuring each sprint we held a workshop where we presented and discussed the workinprogressandinvitedpeoplefromoutsideEDINAtoshowofftheirrelatedwork

The development work supports the broader ambition of Discovery and has adopted its guidelines for metadata We are working towards the production of anldquoinfokitrdquodocumentingourfindingsandpracticeswithaviewtoassistingandinforming other institutions

EDINArsquosworkonprovidingldquotargetedrdquologinURLsisbeingrolledouttoitsservicesThe Ediauth Targeted Login mechanism exists to provide a simple and robustalternativetoshibbolethWAYFlessURLsforwhichthereisconsiderabledemandAdditionally it ismoreflexibleand informativethanshibbolethWAYFlessURLsThe targeted loginURLsarebeingadvertisedandused for JISCMediaHubandis being used by the prototype CRIS bookmarking service It will be rolled out to otherEDINAservicesintimeforthenextrevisionoftheEDINArsquosmainwebsite

CRIS the ldquoCommenting and Referencing Infrastructure Servicerdquo is a shared middleware service for bookmarking and commenting web resources with a particular focus on multimedia CRIS was developed as a JISC-funded personalisation service with the potential to help service providers avoid duplicatingimplementationofthefunctionalityinindividualservicesItalsooffersa basis for recommender functionality CRIS has now been successfully tested with JISC Mediahub to provide bookmarks and commenting These functions are due for release in JISC Mediahub by the end of 2011

User Support Our support activities in 2010-2011 were as follows

Helpdesk

The EDINA helpdesk continued to be the primary point of contact for all enquiries concerning EDINA services and successfully resolved enquiries from end-users andsupport staff EDINArsquos licenceandcall-loggingsystem(Helios)was furtherenhanced in 2010-2011 to facilitate registrations to use the Digimap for Schools service

The helpdesk approved almost 50000 applications to use the Digimap service across the three collections requiring registration ndash OS Geology and Marine Digimap

ldquoIt makes a change to find a helpdesk that actually helpsrdquoEDINA Helpdesk enquirer

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 22: EDINA Annual Review, 2010-2011

20 EDINA Annual Review 2010-2011

3 Service and Project Reports

Repository services

EDINA pioneered strategies for sharing resources within the limitations of third-party licence with the ShareGeo repositorybuildingonexperiencewithJorumDeveloped in a JISC funded-project ShareGeo allows users to share and re-use derived geospatial datasets within the Digimap service under the JISC Collections licensing arrangements It enables data sharing to take place in an authenticated environment that would otherwise not be possible

In April 2010 OS made a suite of core geospatial data products available as OS OpenData with Creative Commons Attribution licence terms conducive to sharing and reuse of derived data via open repositories Through ShareGeo Open an open access repository researchers students and lecturers creating geospatial data can deposit their research and operational data in a repository open to all to search and download

Since ShareGeo Open went live in June 2010

bull there have been over 6400 data downloadsbull the top 3 downloads are the ONS Postcode Directory Postcode Areas for Great

Britain and a GB-wide Digital Elevation Modelbull the National Library of Scotland is using ShareGeo Open to make available

historic data outputs from the AHRC funded Visualising Urban Geographies project

During the last year EDINA developed a plugin to allow direct data deposit into ShareGeo Open from within desktop mapping software via the SWORD protocol The plugin has been downloaded over 660 times

Census services

UKBORDERSprovidesaccesstoandsupportforalargeonlineldquofilingcabinetrdquoofdigitised boundaries and key postcode directory and related resources Funded by the Economic and Social Research Council (ESRC) as the Geography Data Unit for the Census Programme UKBORDERS is one of the most heavily used of the census services ndash in the 2010-2011 user survey it was the most frequently used service in a survey of 1358 users Highlights over the reporting period include

bull A successful bid for a further yearrsquos operation whilst ESRC deliberate on the future and nature of the post 2012 census delivery portfolio

bull The release of two new interfaces over the period ndash a Thematic Mapping Wizard allowinguserstogeneratetheirownchoroplethmapsandaDynamicLookupTable service allowing users to create bespoke geography reference tables

bull UKBORDERS also participated in the successful 2011 Census Conference

UKBORDERS is one of the most heavily used of the census services

Geological Map Data copyNERC 2010copy Crown copyrightdatabase right 2010 An Ordnance SurveyEDINA supplied service

21EDINA Annual Review 2010-2011

3 Service and Project Reports

agcensus offers grid square agricultural census data for England Scotland andWales During 2010-2011

bull TheserviceanddemocodewereportedfromMySQLtoPostGISbull 2009 and 2010 small area data for Scotland and 2008 2009 2010 data for

Wales (received from respective devolved government departments) were processed converted and brought into service

bull A subset of the decennial 2010 Agricultural Census (provided at 1km level of aggregation) will be forthcoming from DEFRA Methodology for conversion from small area to grid square has been requested in order to establish anomalies with the in-house conversion process

Additional project activity

The Spatio-Temporal Energy Efficiency Visualisation (STEEV) project aims to build a spatio-temporal exploration and visualisation tool for annual energyefficiencycoefficientssuchasenergyratingslikelyenergydemandandrelatedCO2 emissions modelled at Output Area level for a large regional geographical area of South Wales from 2000-2050

Testing of back-end database and data loading has been achieved primarily through test data provided by our project partner at the Welsh School of Architecture User interface and front-end design is reliant on back-end modelling and requires contextual anddescriptive content suchaspolicy-relatedenergy scenarios Anannotation facility is being considered which would allow stakeholders to annotate visualised content in real time

Multimedia and EducationMultimedia Services

JISC Mediahub was launched as a beta version in April 2011 followed by a full service release in August 2011 This service hosts multiple video sound and image collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection owners

While JISC MediaHub was in development the three multimedia services remained popular Film amp Sound Online with 382 institutional subscriptions Education Image Gallery with 88 NewsFilm Online with 350

NewsFilm Online will continue to be freely available to subscribers until July 2012 both as the current service and as part of Mediahub in its component collections

Film amp Sound Online and Education Image Gallery were withdrawn from service on 1 August

The definitive academic video image amp audio resource

image copy STEEV project

22 EDINA Annual Review 2010-2011

3 Service and Project Reports

Multimedia projects

Based at Sabhal Mograver Ostaig the Gaelic-language college on Skye Tobar an Dualchais isamulti-million-poundHeritageLottery-fundedprojecttopreservedigitiseandmake available online up to 12000 hours of recordings from the archives of BBC Scotland the National Trust for Scotland and the School of Scottish Studies at the University of Edinburgh EDINA and the University of Edinburgh IS department also contributed a production control and a cataloguing application for web-based input of metadata EDINA continued to develop the website in 2010 and the full public version was launched successfully in December 2010

Building upon earlier work for Tobar an DualchaisKist o Riches and the Statistical Accounts of Scotland EDINA worked collaboratively with the University of Edinburgh Centre for Research Collections during Phase 3 of an AHRC funded project The Carmichael Watson collection in Edinburgh University Library iscentred on the papers of the pioneering folklorist Alexander Carmichael (1832-1912) The project aimed to unlock one of the worldrsquos major folklore resources for thebenefitofacademicscholarsandthewidercommunityEDINAprovidedthesoftware engineering skills to develop and deliver online access to this iconic work ofAlexanderCarmichaelThiswaslaunchedinJune2011

Thefinal reportoftheshortprojectScoping Study Aggregations of Metadata for Images and Time-Based Media was made available in September 2010 It indicated the benefits of and opportunities for aggregations ofmetadata forthese resources and the barriers to having open and shareable metadata It also described a number of scenarios in which such aggregations would be useful or requiredanddifferentmodelsforaggregatingmetadata

Education service Jorum

Following the launch of the JorumOpen collection in January 2010 Jorum enjoyed continued growth in both the usage of the resources it contains and the number of resources that are shared through the service As of July 2011 visits to the servicewerefivetimeshigherthanthepeakusagebeforeJanuary2010andover14200 resources were available across a variety of subject areas ndash an increase of over 80 Many of these resources were shared by users involved in the JISC HE Academy OER Programme which the Jorum team continued to support

Jorum consolidated its collections on the DSpace platform in February 2011 and made all software outputs available for download and re-use in June 2011 through the EDINA Developer Corner and Github

Jorum was developed and run jointly by EDINA and Mimas from 2002 until 2011 From August 2011 Mimas will be taking Jorum forward into service

Alexander Carmichael Portait by William Skeoch Cumming Image is in the public domain

Image copy iStockPhotos 2010

23EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoThanks so much for your help I really cannot emphasis how invaluable itrsquos beenrdquo SDSS Helpdesk enquirer

Middleware and Infrastructure

UK Access Management Federation Related Projects

The joint bid from JISC Collections and EDINA to be the Operator for the UK Access Management Federation from August 2011 to July 2014 was successful During the remainder of the 2010-2011 academic year EDINA and JISC Collections worked with JANET(UK) on the transition arrangements Because EDINA already acted as the technical operator for the federation a smooth transition was expectedandhappened

A contract was agreed between EDINA and SWITCH to form the Shibboleth Consortium to provide coordination and means to engage the personnel to develop the Shibboleth federated access management software The Consortium will ensure development of the Shibboleth codebase upon which the UK Access Management Federation depends EDINA throughitsSDSSExpertGroupactivityisthe lead member of the Consortium and is responsible for the distribution of funding from JISC and SWITCH

The federation continued to grow substantially reaching over 850 members and 1250 entities the largest academic deployment in the world

The UK Federation Support Team at EDINA manages the metadata that underpins it and supplies technical support to its members In August 2011 a new centralised Discovery Service (WAYF) was implemented based on user testing Thisshouldimprovetheloginexperiencefor users throughout the UK education sector

The SDSS Expert Group contributes nationally and internationally to the development and maintenance of the Shibboleth infrastructure and codebase Nationally the federation operator refers technical issues related to the operation of theUKfederationto theSDSSExpertGroup

During 2010-2011 the SDSS Expert Groupworked with Internet2 (I2) and the Shibboleth Consortium participating in the Shibboleth core development team with core Shibboleth software including the Shibboleth V3 IdP

The expert group has contributed to theEmbedded Discovery Service which will supportamoreconsistentloginexperienceacrossdifferentservicesbymakingiteasyfor service providers to deploy standard WAYF functionality familiar to users but with their own branding and on their own servers rather than depending on the federationrsquos Central Discovery Service servers

Theexpertgroup isworkingwitha smallInternet2 subgroup to develop a technical architecture for inter-federation working The work involves the refinement of anAggregation Engine to allow the swapping of authorised metadata between federationsSignificantprogressthisyearmeans that the aggregation engine has now replaced the bespoke code previously used to generate the production UK federation metadata while test metadata including entities from other federations is now also being generated daily

WSTIERIA was a JISC-funded project which ran from January 2010 to March 2011 and investigated mechanisms for use of federated access management with web services WSTIERIA evaluated possible solutions based on use of faccedilade software andrecentextensionsofcoreShibbolethcode

Image copy Jupiterimages 2006

24 EDINA Annual Review 2010-2011

3 Service and Project Reports

Unlock Related Projects

Unlock the gazetteer and geo-referencing infrastructure service provides two sets of web services one is a ldquogazetteer cross-searchrdquo comparing different sources ofgeographic data for information about place-names The other is a ldquogeo-parsingrdquo service using text mining techniques toextractplace-namesfromresources(textor metadata) to allow collections to be searched by location

Unlock Places offers search acrosslicensed OS data sources for subscribers to Digimap OS Collection Last yearUnlock was adapted to include an open data gazetteer which provides world-wide coverage and includes the OS Open Data products

In terms of the JISC Information Environment Unlock is a shared terminology service that can underpin geographic searching and geo-referencing for other services Unlock can help with data and resource linking and improving the metadata describing scholarly work

The JISC-funded CHALICE (Connecting Historical Authorities with Linked dataContexts and Entities) project applied atext mining approach to volumes of theEnglish Place Name Survey to produce a Linked Data historic gazetteer for areasof England which could then be used to improve the quality of georeferencing in other archives The gazetteer is linked to other placename sources on the LinkedData web via geonamesorg and Ordnance Survey Open Data We aimed to provide a historic place-name gazetteer covering a thousand years of history linked to attestationsinoldtextsandmaps

Intensive user engagement was undertaken with archive projects that canbenefitfromtheopendatagazetteerand open source text mining tools TheCHALICEoutputsare for anyoneworkingwith historic material ndash be that archives of records objects or ideas There is a Past Places browser to help illustrate the data andprovideaLinkedDataviewofthedata

Unlock has also been working towards supporting tooling for the Bamboo Project which is building applications and shared infrastructure for humanities research

OpenURL Router Related Projects

OpenURL Router continued to have high levels of use during 20102011 with 97 registered institutions which register the OpenURL resolvers they use with theRouterTheOpenURLRouter isacentralregistrydetailingOpenURLresolverstheinstitutions to which they belonged and certaindetails(UKFederation identifiersIP addresses and domain names) that help in identifying members of that institution This allows referring bibliographic services to addressOpenURL links to the correctresolver for each end user without any prior knowledge of the user or their institution

The JISC-funded Using OpenURL Activity Data project built on the recommendations oftheSharedOpenURLDataInfrastructureInvestigation in 2008-9 by exploring thevalue and viability of releasing OpenURLactivity data for use by third parties as a means of supporting development of innovative functionality Following an initial investigation to understand how IP addresses could be collected and processedwithoutexposingthecollectingorganisation to legal risk the data filesbased on the OpenURL Router log fileswere produced and released under the open license ODC-PDDL An articlerecommender prototype was developed basedonthisdataasanexampleofhowthe data could be used

ldquoExcellent servicemdashhas saved a huge amount of time and effortrdquoOpenURL Router Librarian HE

Image copy Tom Armitage

25EDINA Annual Review 2010-2011

3 Service and Project Reports

Additional project activities

AprojectbeganinFebruary2011toproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelatedtechnologiesSeveralmembersofstafffromboththegeographicand bibliographicmultimedia development teams in EDINA have been working on Linked Data Focus We ran three short software development ldquosprintsrdquo to produce Linked Open Data output from several different EDINA projects and servicesDuring each sprint we held a workshop where we presented and discussed the workinprogressandinvitedpeoplefromoutsideEDINAtoshowofftheirrelatedwork

The development work supports the broader ambition of Discovery and has adopted its guidelines for metadata We are working towards the production of anldquoinfokitrdquodocumentingourfindingsandpracticeswithaviewtoassistingandinforming other institutions

EDINArsquosworkonprovidingldquotargetedrdquologinURLsisbeingrolledouttoitsservicesThe Ediauth Targeted Login mechanism exists to provide a simple and robustalternativetoshibbolethWAYFlessURLsforwhichthereisconsiderabledemandAdditionally it ismoreflexibleand informativethanshibbolethWAYFlessURLsThe targeted loginURLsarebeingadvertisedandused for JISCMediaHubandis being used by the prototype CRIS bookmarking service It will be rolled out to otherEDINAservicesintimeforthenextrevisionoftheEDINArsquosmainwebsite

CRIS the ldquoCommenting and Referencing Infrastructure Servicerdquo is a shared middleware service for bookmarking and commenting web resources with a particular focus on multimedia CRIS was developed as a JISC-funded personalisation service with the potential to help service providers avoid duplicatingimplementationofthefunctionalityinindividualservicesItalsooffersa basis for recommender functionality CRIS has now been successfully tested with JISC Mediahub to provide bookmarks and commenting These functions are due for release in JISC Mediahub by the end of 2011

User Support Our support activities in 2010-2011 were as follows

Helpdesk

The EDINA helpdesk continued to be the primary point of contact for all enquiries concerning EDINA services and successfully resolved enquiries from end-users andsupport staff EDINArsquos licenceandcall-loggingsystem(Helios)was furtherenhanced in 2010-2011 to facilitate registrations to use the Digimap for Schools service

The helpdesk approved almost 50000 applications to use the Digimap service across the three collections requiring registration ndash OS Geology and Marine Digimap

ldquoIt makes a change to find a helpdesk that actually helpsrdquoEDINA Helpdesk enquirer

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 23: EDINA Annual Review, 2010-2011

21EDINA Annual Review 2010-2011

3 Service and Project Reports

agcensus offers grid square agricultural census data for England Scotland andWales During 2010-2011

bull TheserviceanddemocodewereportedfromMySQLtoPostGISbull 2009 and 2010 small area data for Scotland and 2008 2009 2010 data for

Wales (received from respective devolved government departments) were processed converted and brought into service

bull A subset of the decennial 2010 Agricultural Census (provided at 1km level of aggregation) will be forthcoming from DEFRA Methodology for conversion from small area to grid square has been requested in order to establish anomalies with the in-house conversion process

Additional project activity

The Spatio-Temporal Energy Efficiency Visualisation (STEEV) project aims to build a spatio-temporal exploration and visualisation tool for annual energyefficiencycoefficientssuchasenergyratingslikelyenergydemandandrelatedCO2 emissions modelled at Output Area level for a large regional geographical area of South Wales from 2000-2050

Testing of back-end database and data loading has been achieved primarily through test data provided by our project partner at the Welsh School of Architecture User interface and front-end design is reliant on back-end modelling and requires contextual anddescriptive content suchaspolicy-relatedenergy scenarios Anannotation facility is being considered which would allow stakeholders to annotate visualised content in real time

Multimedia and EducationMultimedia Services

JISC Mediahub was launched as a beta version in April 2011 followed by a full service release in August 2011 This service hosts multiple video sound and image collections licensed or purchased by JISC Collections and aggregates metadata and links to multimedia content held by other collection owners

While JISC MediaHub was in development the three multimedia services remained popular Film amp Sound Online with 382 institutional subscriptions Education Image Gallery with 88 NewsFilm Online with 350

NewsFilm Online will continue to be freely available to subscribers until July 2012 both as the current service and as part of Mediahub in its component collections

Film amp Sound Online and Education Image Gallery were withdrawn from service on 1 August

The definitive academic video image amp audio resource

image copy STEEV project

22 EDINA Annual Review 2010-2011

3 Service and Project Reports

Multimedia projects

Based at Sabhal Mograver Ostaig the Gaelic-language college on Skye Tobar an Dualchais isamulti-million-poundHeritageLottery-fundedprojecttopreservedigitiseandmake available online up to 12000 hours of recordings from the archives of BBC Scotland the National Trust for Scotland and the School of Scottish Studies at the University of Edinburgh EDINA and the University of Edinburgh IS department also contributed a production control and a cataloguing application for web-based input of metadata EDINA continued to develop the website in 2010 and the full public version was launched successfully in December 2010

Building upon earlier work for Tobar an DualchaisKist o Riches and the Statistical Accounts of Scotland EDINA worked collaboratively with the University of Edinburgh Centre for Research Collections during Phase 3 of an AHRC funded project The Carmichael Watson collection in Edinburgh University Library iscentred on the papers of the pioneering folklorist Alexander Carmichael (1832-1912) The project aimed to unlock one of the worldrsquos major folklore resources for thebenefitofacademicscholarsandthewidercommunityEDINAprovidedthesoftware engineering skills to develop and deliver online access to this iconic work ofAlexanderCarmichaelThiswaslaunchedinJune2011

Thefinal reportoftheshortprojectScoping Study Aggregations of Metadata for Images and Time-Based Media was made available in September 2010 It indicated the benefits of and opportunities for aggregations ofmetadata forthese resources and the barriers to having open and shareable metadata It also described a number of scenarios in which such aggregations would be useful or requiredanddifferentmodelsforaggregatingmetadata

Education service Jorum

Following the launch of the JorumOpen collection in January 2010 Jorum enjoyed continued growth in both the usage of the resources it contains and the number of resources that are shared through the service As of July 2011 visits to the servicewerefivetimeshigherthanthepeakusagebeforeJanuary2010andover14200 resources were available across a variety of subject areas ndash an increase of over 80 Many of these resources were shared by users involved in the JISC HE Academy OER Programme which the Jorum team continued to support

Jorum consolidated its collections on the DSpace platform in February 2011 and made all software outputs available for download and re-use in June 2011 through the EDINA Developer Corner and Github

Jorum was developed and run jointly by EDINA and Mimas from 2002 until 2011 From August 2011 Mimas will be taking Jorum forward into service

Alexander Carmichael Portait by William Skeoch Cumming Image is in the public domain

Image copy iStockPhotos 2010

23EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoThanks so much for your help I really cannot emphasis how invaluable itrsquos beenrdquo SDSS Helpdesk enquirer

Middleware and Infrastructure

UK Access Management Federation Related Projects

The joint bid from JISC Collections and EDINA to be the Operator for the UK Access Management Federation from August 2011 to July 2014 was successful During the remainder of the 2010-2011 academic year EDINA and JISC Collections worked with JANET(UK) on the transition arrangements Because EDINA already acted as the technical operator for the federation a smooth transition was expectedandhappened

A contract was agreed between EDINA and SWITCH to form the Shibboleth Consortium to provide coordination and means to engage the personnel to develop the Shibboleth federated access management software The Consortium will ensure development of the Shibboleth codebase upon which the UK Access Management Federation depends EDINA throughitsSDSSExpertGroupactivityisthe lead member of the Consortium and is responsible for the distribution of funding from JISC and SWITCH

The federation continued to grow substantially reaching over 850 members and 1250 entities the largest academic deployment in the world

The UK Federation Support Team at EDINA manages the metadata that underpins it and supplies technical support to its members In August 2011 a new centralised Discovery Service (WAYF) was implemented based on user testing Thisshouldimprovetheloginexperiencefor users throughout the UK education sector

The SDSS Expert Group contributes nationally and internationally to the development and maintenance of the Shibboleth infrastructure and codebase Nationally the federation operator refers technical issues related to the operation of theUKfederationto theSDSSExpertGroup

During 2010-2011 the SDSS Expert Groupworked with Internet2 (I2) and the Shibboleth Consortium participating in the Shibboleth core development team with core Shibboleth software including the Shibboleth V3 IdP

The expert group has contributed to theEmbedded Discovery Service which will supportamoreconsistentloginexperienceacrossdifferentservicesbymakingiteasyfor service providers to deploy standard WAYF functionality familiar to users but with their own branding and on their own servers rather than depending on the federationrsquos Central Discovery Service servers

Theexpertgroup isworkingwitha smallInternet2 subgroup to develop a technical architecture for inter-federation working The work involves the refinement of anAggregation Engine to allow the swapping of authorised metadata between federationsSignificantprogressthisyearmeans that the aggregation engine has now replaced the bespoke code previously used to generate the production UK federation metadata while test metadata including entities from other federations is now also being generated daily

WSTIERIA was a JISC-funded project which ran from January 2010 to March 2011 and investigated mechanisms for use of federated access management with web services WSTIERIA evaluated possible solutions based on use of faccedilade software andrecentextensionsofcoreShibbolethcode

Image copy Jupiterimages 2006

24 EDINA Annual Review 2010-2011

3 Service and Project Reports

Unlock Related Projects

Unlock the gazetteer and geo-referencing infrastructure service provides two sets of web services one is a ldquogazetteer cross-searchrdquo comparing different sources ofgeographic data for information about place-names The other is a ldquogeo-parsingrdquo service using text mining techniques toextractplace-namesfromresources(textor metadata) to allow collections to be searched by location

Unlock Places offers search acrosslicensed OS data sources for subscribers to Digimap OS Collection Last yearUnlock was adapted to include an open data gazetteer which provides world-wide coverage and includes the OS Open Data products

In terms of the JISC Information Environment Unlock is a shared terminology service that can underpin geographic searching and geo-referencing for other services Unlock can help with data and resource linking and improving the metadata describing scholarly work

The JISC-funded CHALICE (Connecting Historical Authorities with Linked dataContexts and Entities) project applied atext mining approach to volumes of theEnglish Place Name Survey to produce a Linked Data historic gazetteer for areasof England which could then be used to improve the quality of georeferencing in other archives The gazetteer is linked to other placename sources on the LinkedData web via geonamesorg and Ordnance Survey Open Data We aimed to provide a historic place-name gazetteer covering a thousand years of history linked to attestationsinoldtextsandmaps

Intensive user engagement was undertaken with archive projects that canbenefitfromtheopendatagazetteerand open source text mining tools TheCHALICEoutputsare for anyoneworkingwith historic material ndash be that archives of records objects or ideas There is a Past Places browser to help illustrate the data andprovideaLinkedDataviewofthedata

Unlock has also been working towards supporting tooling for the Bamboo Project which is building applications and shared infrastructure for humanities research

OpenURL Router Related Projects

OpenURL Router continued to have high levels of use during 20102011 with 97 registered institutions which register the OpenURL resolvers they use with theRouterTheOpenURLRouter isacentralregistrydetailingOpenURLresolverstheinstitutions to which they belonged and certaindetails(UKFederation identifiersIP addresses and domain names) that help in identifying members of that institution This allows referring bibliographic services to addressOpenURL links to the correctresolver for each end user without any prior knowledge of the user or their institution

The JISC-funded Using OpenURL Activity Data project built on the recommendations oftheSharedOpenURLDataInfrastructureInvestigation in 2008-9 by exploring thevalue and viability of releasing OpenURLactivity data for use by third parties as a means of supporting development of innovative functionality Following an initial investigation to understand how IP addresses could be collected and processedwithoutexposingthecollectingorganisation to legal risk the data filesbased on the OpenURL Router log fileswere produced and released under the open license ODC-PDDL An articlerecommender prototype was developed basedonthisdataasanexampleofhowthe data could be used

ldquoExcellent servicemdashhas saved a huge amount of time and effortrdquoOpenURL Router Librarian HE

Image copy Tom Armitage

25EDINA Annual Review 2010-2011

3 Service and Project Reports

Additional project activities

AprojectbeganinFebruary2011toproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelatedtechnologiesSeveralmembersofstafffromboththegeographicand bibliographicmultimedia development teams in EDINA have been working on Linked Data Focus We ran three short software development ldquosprintsrdquo to produce Linked Open Data output from several different EDINA projects and servicesDuring each sprint we held a workshop where we presented and discussed the workinprogressandinvitedpeoplefromoutsideEDINAtoshowofftheirrelatedwork

The development work supports the broader ambition of Discovery and has adopted its guidelines for metadata We are working towards the production of anldquoinfokitrdquodocumentingourfindingsandpracticeswithaviewtoassistingandinforming other institutions

EDINArsquosworkonprovidingldquotargetedrdquologinURLsisbeingrolledouttoitsservicesThe Ediauth Targeted Login mechanism exists to provide a simple and robustalternativetoshibbolethWAYFlessURLsforwhichthereisconsiderabledemandAdditionally it ismoreflexibleand informativethanshibbolethWAYFlessURLsThe targeted loginURLsarebeingadvertisedandused for JISCMediaHubandis being used by the prototype CRIS bookmarking service It will be rolled out to otherEDINAservicesintimeforthenextrevisionoftheEDINArsquosmainwebsite

CRIS the ldquoCommenting and Referencing Infrastructure Servicerdquo is a shared middleware service for bookmarking and commenting web resources with a particular focus on multimedia CRIS was developed as a JISC-funded personalisation service with the potential to help service providers avoid duplicatingimplementationofthefunctionalityinindividualservicesItalsooffersa basis for recommender functionality CRIS has now been successfully tested with JISC Mediahub to provide bookmarks and commenting These functions are due for release in JISC Mediahub by the end of 2011

User Support Our support activities in 2010-2011 were as follows

Helpdesk

The EDINA helpdesk continued to be the primary point of contact for all enquiries concerning EDINA services and successfully resolved enquiries from end-users andsupport staff EDINArsquos licenceandcall-loggingsystem(Helios)was furtherenhanced in 2010-2011 to facilitate registrations to use the Digimap for Schools service

The helpdesk approved almost 50000 applications to use the Digimap service across the three collections requiring registration ndash OS Geology and Marine Digimap

ldquoIt makes a change to find a helpdesk that actually helpsrdquoEDINA Helpdesk enquirer

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 24: EDINA Annual Review, 2010-2011

22 EDINA Annual Review 2010-2011

3 Service and Project Reports

Multimedia projects

Based at Sabhal Mograver Ostaig the Gaelic-language college on Skye Tobar an Dualchais isamulti-million-poundHeritageLottery-fundedprojecttopreservedigitiseandmake available online up to 12000 hours of recordings from the archives of BBC Scotland the National Trust for Scotland and the School of Scottish Studies at the University of Edinburgh EDINA and the University of Edinburgh IS department also contributed a production control and a cataloguing application for web-based input of metadata EDINA continued to develop the website in 2010 and the full public version was launched successfully in December 2010

Building upon earlier work for Tobar an DualchaisKist o Riches and the Statistical Accounts of Scotland EDINA worked collaboratively with the University of Edinburgh Centre for Research Collections during Phase 3 of an AHRC funded project The Carmichael Watson collection in Edinburgh University Library iscentred on the papers of the pioneering folklorist Alexander Carmichael (1832-1912) The project aimed to unlock one of the worldrsquos major folklore resources for thebenefitofacademicscholarsandthewidercommunityEDINAprovidedthesoftware engineering skills to develop and deliver online access to this iconic work ofAlexanderCarmichaelThiswaslaunchedinJune2011

Thefinal reportoftheshortprojectScoping Study Aggregations of Metadata for Images and Time-Based Media was made available in September 2010 It indicated the benefits of and opportunities for aggregations ofmetadata forthese resources and the barriers to having open and shareable metadata It also described a number of scenarios in which such aggregations would be useful or requiredanddifferentmodelsforaggregatingmetadata

Education service Jorum

Following the launch of the JorumOpen collection in January 2010 Jorum enjoyed continued growth in both the usage of the resources it contains and the number of resources that are shared through the service As of July 2011 visits to the servicewerefivetimeshigherthanthepeakusagebeforeJanuary2010andover14200 resources were available across a variety of subject areas ndash an increase of over 80 Many of these resources were shared by users involved in the JISC HE Academy OER Programme which the Jorum team continued to support

Jorum consolidated its collections on the DSpace platform in February 2011 and made all software outputs available for download and re-use in June 2011 through the EDINA Developer Corner and Github

Jorum was developed and run jointly by EDINA and Mimas from 2002 until 2011 From August 2011 Mimas will be taking Jorum forward into service

Alexander Carmichael Portait by William Skeoch Cumming Image is in the public domain

Image copy iStockPhotos 2010

23EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoThanks so much for your help I really cannot emphasis how invaluable itrsquos beenrdquo SDSS Helpdesk enquirer

Middleware and Infrastructure

UK Access Management Federation Related Projects

The joint bid from JISC Collections and EDINA to be the Operator for the UK Access Management Federation from August 2011 to July 2014 was successful During the remainder of the 2010-2011 academic year EDINA and JISC Collections worked with JANET(UK) on the transition arrangements Because EDINA already acted as the technical operator for the federation a smooth transition was expectedandhappened

A contract was agreed between EDINA and SWITCH to form the Shibboleth Consortium to provide coordination and means to engage the personnel to develop the Shibboleth federated access management software The Consortium will ensure development of the Shibboleth codebase upon which the UK Access Management Federation depends EDINA throughitsSDSSExpertGroupactivityisthe lead member of the Consortium and is responsible for the distribution of funding from JISC and SWITCH

The federation continued to grow substantially reaching over 850 members and 1250 entities the largest academic deployment in the world

The UK Federation Support Team at EDINA manages the metadata that underpins it and supplies technical support to its members In August 2011 a new centralised Discovery Service (WAYF) was implemented based on user testing Thisshouldimprovetheloginexperiencefor users throughout the UK education sector

The SDSS Expert Group contributes nationally and internationally to the development and maintenance of the Shibboleth infrastructure and codebase Nationally the federation operator refers technical issues related to the operation of theUKfederationto theSDSSExpertGroup

During 2010-2011 the SDSS Expert Groupworked with Internet2 (I2) and the Shibboleth Consortium participating in the Shibboleth core development team with core Shibboleth software including the Shibboleth V3 IdP

The expert group has contributed to theEmbedded Discovery Service which will supportamoreconsistentloginexperienceacrossdifferentservicesbymakingiteasyfor service providers to deploy standard WAYF functionality familiar to users but with their own branding and on their own servers rather than depending on the federationrsquos Central Discovery Service servers

Theexpertgroup isworkingwitha smallInternet2 subgroup to develop a technical architecture for inter-federation working The work involves the refinement of anAggregation Engine to allow the swapping of authorised metadata between federationsSignificantprogressthisyearmeans that the aggregation engine has now replaced the bespoke code previously used to generate the production UK federation metadata while test metadata including entities from other federations is now also being generated daily

WSTIERIA was a JISC-funded project which ran from January 2010 to March 2011 and investigated mechanisms for use of federated access management with web services WSTIERIA evaluated possible solutions based on use of faccedilade software andrecentextensionsofcoreShibbolethcode

Image copy Jupiterimages 2006

24 EDINA Annual Review 2010-2011

3 Service and Project Reports

Unlock Related Projects

Unlock the gazetteer and geo-referencing infrastructure service provides two sets of web services one is a ldquogazetteer cross-searchrdquo comparing different sources ofgeographic data for information about place-names The other is a ldquogeo-parsingrdquo service using text mining techniques toextractplace-namesfromresources(textor metadata) to allow collections to be searched by location

Unlock Places offers search acrosslicensed OS data sources for subscribers to Digimap OS Collection Last yearUnlock was adapted to include an open data gazetteer which provides world-wide coverage and includes the OS Open Data products

In terms of the JISC Information Environment Unlock is a shared terminology service that can underpin geographic searching and geo-referencing for other services Unlock can help with data and resource linking and improving the metadata describing scholarly work

The JISC-funded CHALICE (Connecting Historical Authorities with Linked dataContexts and Entities) project applied atext mining approach to volumes of theEnglish Place Name Survey to produce a Linked Data historic gazetteer for areasof England which could then be used to improve the quality of georeferencing in other archives The gazetteer is linked to other placename sources on the LinkedData web via geonamesorg and Ordnance Survey Open Data We aimed to provide a historic place-name gazetteer covering a thousand years of history linked to attestationsinoldtextsandmaps

Intensive user engagement was undertaken with archive projects that canbenefitfromtheopendatagazetteerand open source text mining tools TheCHALICEoutputsare for anyoneworkingwith historic material ndash be that archives of records objects or ideas There is a Past Places browser to help illustrate the data andprovideaLinkedDataviewofthedata

Unlock has also been working towards supporting tooling for the Bamboo Project which is building applications and shared infrastructure for humanities research

OpenURL Router Related Projects

OpenURL Router continued to have high levels of use during 20102011 with 97 registered institutions which register the OpenURL resolvers they use with theRouterTheOpenURLRouter isacentralregistrydetailingOpenURLresolverstheinstitutions to which they belonged and certaindetails(UKFederation identifiersIP addresses and domain names) that help in identifying members of that institution This allows referring bibliographic services to addressOpenURL links to the correctresolver for each end user without any prior knowledge of the user or their institution

The JISC-funded Using OpenURL Activity Data project built on the recommendations oftheSharedOpenURLDataInfrastructureInvestigation in 2008-9 by exploring thevalue and viability of releasing OpenURLactivity data for use by third parties as a means of supporting development of innovative functionality Following an initial investigation to understand how IP addresses could be collected and processedwithoutexposingthecollectingorganisation to legal risk the data filesbased on the OpenURL Router log fileswere produced and released under the open license ODC-PDDL An articlerecommender prototype was developed basedonthisdataasanexampleofhowthe data could be used

ldquoExcellent servicemdashhas saved a huge amount of time and effortrdquoOpenURL Router Librarian HE

Image copy Tom Armitage

25EDINA Annual Review 2010-2011

3 Service and Project Reports

Additional project activities

AprojectbeganinFebruary2011toproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelatedtechnologiesSeveralmembersofstafffromboththegeographicand bibliographicmultimedia development teams in EDINA have been working on Linked Data Focus We ran three short software development ldquosprintsrdquo to produce Linked Open Data output from several different EDINA projects and servicesDuring each sprint we held a workshop where we presented and discussed the workinprogressandinvitedpeoplefromoutsideEDINAtoshowofftheirrelatedwork

The development work supports the broader ambition of Discovery and has adopted its guidelines for metadata We are working towards the production of anldquoinfokitrdquodocumentingourfindingsandpracticeswithaviewtoassistingandinforming other institutions

EDINArsquosworkonprovidingldquotargetedrdquologinURLsisbeingrolledouttoitsservicesThe Ediauth Targeted Login mechanism exists to provide a simple and robustalternativetoshibbolethWAYFlessURLsforwhichthereisconsiderabledemandAdditionally it ismoreflexibleand informativethanshibbolethWAYFlessURLsThe targeted loginURLsarebeingadvertisedandused for JISCMediaHubandis being used by the prototype CRIS bookmarking service It will be rolled out to otherEDINAservicesintimeforthenextrevisionoftheEDINArsquosmainwebsite

CRIS the ldquoCommenting and Referencing Infrastructure Servicerdquo is a shared middleware service for bookmarking and commenting web resources with a particular focus on multimedia CRIS was developed as a JISC-funded personalisation service with the potential to help service providers avoid duplicatingimplementationofthefunctionalityinindividualservicesItalsooffersa basis for recommender functionality CRIS has now been successfully tested with JISC Mediahub to provide bookmarks and commenting These functions are due for release in JISC Mediahub by the end of 2011

User Support Our support activities in 2010-2011 were as follows

Helpdesk

The EDINA helpdesk continued to be the primary point of contact for all enquiries concerning EDINA services and successfully resolved enquiries from end-users andsupport staff EDINArsquos licenceandcall-loggingsystem(Helios)was furtherenhanced in 2010-2011 to facilitate registrations to use the Digimap for Schools service

The helpdesk approved almost 50000 applications to use the Digimap service across the three collections requiring registration ndash OS Geology and Marine Digimap

ldquoIt makes a change to find a helpdesk that actually helpsrdquoEDINA Helpdesk enquirer

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 25: EDINA Annual Review, 2010-2011

23EDINA Annual Review 2010-2011

3 Service and Project Reports

ldquoThanks so much for your help I really cannot emphasis how invaluable itrsquos beenrdquo SDSS Helpdesk enquirer

Middleware and Infrastructure

UK Access Management Federation Related Projects

The joint bid from JISC Collections and EDINA to be the Operator for the UK Access Management Federation from August 2011 to July 2014 was successful During the remainder of the 2010-2011 academic year EDINA and JISC Collections worked with JANET(UK) on the transition arrangements Because EDINA already acted as the technical operator for the federation a smooth transition was expectedandhappened

A contract was agreed between EDINA and SWITCH to form the Shibboleth Consortium to provide coordination and means to engage the personnel to develop the Shibboleth federated access management software The Consortium will ensure development of the Shibboleth codebase upon which the UK Access Management Federation depends EDINA throughitsSDSSExpertGroupactivityisthe lead member of the Consortium and is responsible for the distribution of funding from JISC and SWITCH

The federation continued to grow substantially reaching over 850 members and 1250 entities the largest academic deployment in the world

The UK Federation Support Team at EDINA manages the metadata that underpins it and supplies technical support to its members In August 2011 a new centralised Discovery Service (WAYF) was implemented based on user testing Thisshouldimprovetheloginexperiencefor users throughout the UK education sector

The SDSS Expert Group contributes nationally and internationally to the development and maintenance of the Shibboleth infrastructure and codebase Nationally the federation operator refers technical issues related to the operation of theUKfederationto theSDSSExpertGroup

During 2010-2011 the SDSS Expert Groupworked with Internet2 (I2) and the Shibboleth Consortium participating in the Shibboleth core development team with core Shibboleth software including the Shibboleth V3 IdP

The expert group has contributed to theEmbedded Discovery Service which will supportamoreconsistentloginexperienceacrossdifferentservicesbymakingiteasyfor service providers to deploy standard WAYF functionality familiar to users but with their own branding and on their own servers rather than depending on the federationrsquos Central Discovery Service servers

Theexpertgroup isworkingwitha smallInternet2 subgroup to develop a technical architecture for inter-federation working The work involves the refinement of anAggregation Engine to allow the swapping of authorised metadata between federationsSignificantprogressthisyearmeans that the aggregation engine has now replaced the bespoke code previously used to generate the production UK federation metadata while test metadata including entities from other federations is now also being generated daily

WSTIERIA was a JISC-funded project which ran from January 2010 to March 2011 and investigated mechanisms for use of federated access management with web services WSTIERIA evaluated possible solutions based on use of faccedilade software andrecentextensionsofcoreShibbolethcode

Image copy Jupiterimages 2006

24 EDINA Annual Review 2010-2011

3 Service and Project Reports

Unlock Related Projects

Unlock the gazetteer and geo-referencing infrastructure service provides two sets of web services one is a ldquogazetteer cross-searchrdquo comparing different sources ofgeographic data for information about place-names The other is a ldquogeo-parsingrdquo service using text mining techniques toextractplace-namesfromresources(textor metadata) to allow collections to be searched by location

Unlock Places offers search acrosslicensed OS data sources for subscribers to Digimap OS Collection Last yearUnlock was adapted to include an open data gazetteer which provides world-wide coverage and includes the OS Open Data products

In terms of the JISC Information Environment Unlock is a shared terminology service that can underpin geographic searching and geo-referencing for other services Unlock can help with data and resource linking and improving the metadata describing scholarly work

The JISC-funded CHALICE (Connecting Historical Authorities with Linked dataContexts and Entities) project applied atext mining approach to volumes of theEnglish Place Name Survey to produce a Linked Data historic gazetteer for areasof England which could then be used to improve the quality of georeferencing in other archives The gazetteer is linked to other placename sources on the LinkedData web via geonamesorg and Ordnance Survey Open Data We aimed to provide a historic place-name gazetteer covering a thousand years of history linked to attestationsinoldtextsandmaps

Intensive user engagement was undertaken with archive projects that canbenefitfromtheopendatagazetteerand open source text mining tools TheCHALICEoutputsare for anyoneworkingwith historic material ndash be that archives of records objects or ideas There is a Past Places browser to help illustrate the data andprovideaLinkedDataviewofthedata

Unlock has also been working towards supporting tooling for the Bamboo Project which is building applications and shared infrastructure for humanities research

OpenURL Router Related Projects

OpenURL Router continued to have high levels of use during 20102011 with 97 registered institutions which register the OpenURL resolvers they use with theRouterTheOpenURLRouter isacentralregistrydetailingOpenURLresolverstheinstitutions to which they belonged and certaindetails(UKFederation identifiersIP addresses and domain names) that help in identifying members of that institution This allows referring bibliographic services to addressOpenURL links to the correctresolver for each end user without any prior knowledge of the user or their institution

The JISC-funded Using OpenURL Activity Data project built on the recommendations oftheSharedOpenURLDataInfrastructureInvestigation in 2008-9 by exploring thevalue and viability of releasing OpenURLactivity data for use by third parties as a means of supporting development of innovative functionality Following an initial investigation to understand how IP addresses could be collected and processedwithoutexposingthecollectingorganisation to legal risk the data filesbased on the OpenURL Router log fileswere produced and released under the open license ODC-PDDL An articlerecommender prototype was developed basedonthisdataasanexampleofhowthe data could be used

ldquoExcellent servicemdashhas saved a huge amount of time and effortrdquoOpenURL Router Librarian HE

Image copy Tom Armitage

25EDINA Annual Review 2010-2011

3 Service and Project Reports

Additional project activities

AprojectbeganinFebruary2011toproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelatedtechnologiesSeveralmembersofstafffromboththegeographicand bibliographicmultimedia development teams in EDINA have been working on Linked Data Focus We ran three short software development ldquosprintsrdquo to produce Linked Open Data output from several different EDINA projects and servicesDuring each sprint we held a workshop where we presented and discussed the workinprogressandinvitedpeoplefromoutsideEDINAtoshowofftheirrelatedwork

The development work supports the broader ambition of Discovery and has adopted its guidelines for metadata We are working towards the production of anldquoinfokitrdquodocumentingourfindingsandpracticeswithaviewtoassistingandinforming other institutions

EDINArsquosworkonprovidingldquotargetedrdquologinURLsisbeingrolledouttoitsservicesThe Ediauth Targeted Login mechanism exists to provide a simple and robustalternativetoshibbolethWAYFlessURLsforwhichthereisconsiderabledemandAdditionally it ismoreflexibleand informativethanshibbolethWAYFlessURLsThe targeted loginURLsarebeingadvertisedandused for JISCMediaHubandis being used by the prototype CRIS bookmarking service It will be rolled out to otherEDINAservicesintimeforthenextrevisionoftheEDINArsquosmainwebsite

CRIS the ldquoCommenting and Referencing Infrastructure Servicerdquo is a shared middleware service for bookmarking and commenting web resources with a particular focus on multimedia CRIS was developed as a JISC-funded personalisation service with the potential to help service providers avoid duplicatingimplementationofthefunctionalityinindividualservicesItalsooffersa basis for recommender functionality CRIS has now been successfully tested with JISC Mediahub to provide bookmarks and commenting These functions are due for release in JISC Mediahub by the end of 2011

User Support Our support activities in 2010-2011 were as follows

Helpdesk

The EDINA helpdesk continued to be the primary point of contact for all enquiries concerning EDINA services and successfully resolved enquiries from end-users andsupport staff EDINArsquos licenceandcall-loggingsystem(Helios)was furtherenhanced in 2010-2011 to facilitate registrations to use the Digimap for Schools service

The helpdesk approved almost 50000 applications to use the Digimap service across the three collections requiring registration ndash OS Geology and Marine Digimap

ldquoIt makes a change to find a helpdesk that actually helpsrdquoEDINA Helpdesk enquirer

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 26: EDINA Annual Review, 2010-2011

24 EDINA Annual Review 2010-2011

3 Service and Project Reports

Unlock Related Projects

Unlock the gazetteer and geo-referencing infrastructure service provides two sets of web services one is a ldquogazetteer cross-searchrdquo comparing different sources ofgeographic data for information about place-names The other is a ldquogeo-parsingrdquo service using text mining techniques toextractplace-namesfromresources(textor metadata) to allow collections to be searched by location

Unlock Places offers search acrosslicensed OS data sources for subscribers to Digimap OS Collection Last yearUnlock was adapted to include an open data gazetteer which provides world-wide coverage and includes the OS Open Data products

In terms of the JISC Information Environment Unlock is a shared terminology service that can underpin geographic searching and geo-referencing for other services Unlock can help with data and resource linking and improving the metadata describing scholarly work

The JISC-funded CHALICE (Connecting Historical Authorities with Linked dataContexts and Entities) project applied atext mining approach to volumes of theEnglish Place Name Survey to produce a Linked Data historic gazetteer for areasof England which could then be used to improve the quality of georeferencing in other archives The gazetteer is linked to other placename sources on the LinkedData web via geonamesorg and Ordnance Survey Open Data We aimed to provide a historic place-name gazetteer covering a thousand years of history linked to attestationsinoldtextsandmaps

Intensive user engagement was undertaken with archive projects that canbenefitfromtheopendatagazetteerand open source text mining tools TheCHALICEoutputsare for anyoneworkingwith historic material ndash be that archives of records objects or ideas There is a Past Places browser to help illustrate the data andprovideaLinkedDataviewofthedata

Unlock has also been working towards supporting tooling for the Bamboo Project which is building applications and shared infrastructure for humanities research

OpenURL Router Related Projects

OpenURL Router continued to have high levels of use during 20102011 with 97 registered institutions which register the OpenURL resolvers they use with theRouterTheOpenURLRouter isacentralregistrydetailingOpenURLresolverstheinstitutions to which they belonged and certaindetails(UKFederation identifiersIP addresses and domain names) that help in identifying members of that institution This allows referring bibliographic services to addressOpenURL links to the correctresolver for each end user without any prior knowledge of the user or their institution

The JISC-funded Using OpenURL Activity Data project built on the recommendations oftheSharedOpenURLDataInfrastructureInvestigation in 2008-9 by exploring thevalue and viability of releasing OpenURLactivity data for use by third parties as a means of supporting development of innovative functionality Following an initial investigation to understand how IP addresses could be collected and processedwithoutexposingthecollectingorganisation to legal risk the data filesbased on the OpenURL Router log fileswere produced and released under the open license ODC-PDDL An articlerecommender prototype was developed basedonthisdataasanexampleofhowthe data could be used

ldquoExcellent servicemdashhas saved a huge amount of time and effortrdquoOpenURL Router Librarian HE

Image copy Tom Armitage

25EDINA Annual Review 2010-2011

3 Service and Project Reports

Additional project activities

AprojectbeganinFebruary2011toproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelatedtechnologiesSeveralmembersofstafffromboththegeographicand bibliographicmultimedia development teams in EDINA have been working on Linked Data Focus We ran three short software development ldquosprintsrdquo to produce Linked Open Data output from several different EDINA projects and servicesDuring each sprint we held a workshop where we presented and discussed the workinprogressandinvitedpeoplefromoutsideEDINAtoshowofftheirrelatedwork

The development work supports the broader ambition of Discovery and has adopted its guidelines for metadata We are working towards the production of anldquoinfokitrdquodocumentingourfindingsandpracticeswithaviewtoassistingandinforming other institutions

EDINArsquosworkonprovidingldquotargetedrdquologinURLsisbeingrolledouttoitsservicesThe Ediauth Targeted Login mechanism exists to provide a simple and robustalternativetoshibbolethWAYFlessURLsforwhichthereisconsiderabledemandAdditionally it ismoreflexibleand informativethanshibbolethWAYFlessURLsThe targeted loginURLsarebeingadvertisedandused for JISCMediaHubandis being used by the prototype CRIS bookmarking service It will be rolled out to otherEDINAservicesintimeforthenextrevisionoftheEDINArsquosmainwebsite

CRIS the ldquoCommenting and Referencing Infrastructure Servicerdquo is a shared middleware service for bookmarking and commenting web resources with a particular focus on multimedia CRIS was developed as a JISC-funded personalisation service with the potential to help service providers avoid duplicatingimplementationofthefunctionalityinindividualservicesItalsooffersa basis for recommender functionality CRIS has now been successfully tested with JISC Mediahub to provide bookmarks and commenting These functions are due for release in JISC Mediahub by the end of 2011

User Support Our support activities in 2010-2011 were as follows

Helpdesk

The EDINA helpdesk continued to be the primary point of contact for all enquiries concerning EDINA services and successfully resolved enquiries from end-users andsupport staff EDINArsquos licenceandcall-loggingsystem(Helios)was furtherenhanced in 2010-2011 to facilitate registrations to use the Digimap for Schools service

The helpdesk approved almost 50000 applications to use the Digimap service across the three collections requiring registration ndash OS Geology and Marine Digimap

ldquoIt makes a change to find a helpdesk that actually helpsrdquoEDINA Helpdesk enquirer

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 27: EDINA Annual Review, 2010-2011

25EDINA Annual Review 2010-2011

3 Service and Project Reports

Additional project activities

AprojectbeganinFebruary2011toproduceLinkedOpenDataoutputfromseveraldifferentEDINAprojectsandservicesandtoprovidein-houseexpertiseinlinkeddataandrelatedtechnologiesSeveralmembersofstafffromboththegeographicand bibliographicmultimedia development teams in EDINA have been working on Linked Data Focus We ran three short software development ldquosprintsrdquo to produce Linked Open Data output from several different EDINA projects and servicesDuring each sprint we held a workshop where we presented and discussed the workinprogressandinvitedpeoplefromoutsideEDINAtoshowofftheirrelatedwork

The development work supports the broader ambition of Discovery and has adopted its guidelines for metadata We are working towards the production of anldquoinfokitrdquodocumentingourfindingsandpracticeswithaviewtoassistingandinforming other institutions

EDINArsquosworkonprovidingldquotargetedrdquologinURLsisbeingrolledouttoitsservicesThe Ediauth Targeted Login mechanism exists to provide a simple and robustalternativetoshibbolethWAYFlessURLsforwhichthereisconsiderabledemandAdditionally it ismoreflexibleand informativethanshibbolethWAYFlessURLsThe targeted loginURLsarebeingadvertisedandused for JISCMediaHubandis being used by the prototype CRIS bookmarking service It will be rolled out to otherEDINAservicesintimeforthenextrevisionoftheEDINArsquosmainwebsite

CRIS the ldquoCommenting and Referencing Infrastructure Servicerdquo is a shared middleware service for bookmarking and commenting web resources with a particular focus on multimedia CRIS was developed as a JISC-funded personalisation service with the potential to help service providers avoid duplicatingimplementationofthefunctionalityinindividualservicesItalsooffersa basis for recommender functionality CRIS has now been successfully tested with JISC Mediahub to provide bookmarks and commenting These functions are due for release in JISC Mediahub by the end of 2011

User Support Our support activities in 2010-2011 were as follows

Helpdesk

The EDINA helpdesk continued to be the primary point of contact for all enquiries concerning EDINA services and successfully resolved enquiries from end-users andsupport staff EDINArsquos licenceandcall-loggingsystem(Helios)was furtherenhanced in 2010-2011 to facilitate registrations to use the Digimap for Schools service

The helpdesk approved almost 50000 applications to use the Digimap service across the three collections requiring registration ndash OS Geology and Marine Digimap

ldquoIt makes a change to find a helpdesk that actually helpsrdquoEDINA Helpdesk enquirer

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 28: EDINA Annual Review, 2010-2011

26 EDINA Annual Review 2010-2011

3 Service and Project Reports

The helpdesk continued to handle licence requests in liaison with JISC Collections or directly for EDINA-administered services

Support teams for individual service areas continued to operate eg the Geospatial and SUNCAT User Support teams

EDINA continued to provide technical and operational support to members of the UK Access Management Federation for Education and Research through the federation operator in 2010-2011 JANET UK While the helpdesk team at EDINA resolved most technical and administrative queries it continued to have the supportoftheSDSSExpertGroupatEDINAtosolvethemorecomplexproblems

Website and Documentation

The EDINA website continued to act as the main access point for users of its services In 2010-2011 several minor changes were made to the site In terms of service presentation JISC Mediahub was added to the site and Education Image Gallery Film and Sound Online and Jorum removed Several new projects started during the period and most created and used blogs to disseminate updates on their activities

EDINAA5flyersandA3posterswereproducedanddistributedwhichareusefulaspublicitymaterialforoursiterepresentativesandusedbyEDINAstaffateventsAs with existing services new services were documented by means of QuickReference Guides and with support material on the EDINA website In addition individualposterswereproducedforexhibitionsandtosupplementthestandardrange of materials

EDINArsquos quarterly newsletter Newsline continued to play an important role in helpingacademicsupportstaffandotherswithaninterestinitsservicestokeepabreast of developments The news section of the website was refreshed regularly on average twice weekly in addition to services via social media channels

Digimap Collections help pages were updated and rearranged using Adobe RoboHelp as a content management system This has resulted in improved navigation and ease in identifying the correct answer to any given question New casestudieswereaddedandinformationforsupportstafffurtherimproved

Work began on a new design for the website for release in 2011-2012 To support this an open source Content Management System will be used

An accessibility review was undertaken and a policy document created We continue to work towards compliance with the W3C Web Accessibility Guidelines 20LevelAAforthewebsiteandservices

Image copy Tom Armitage

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 29: EDINA Annual Review, 2010-2011

27EDINA Annual Review 2010-2011

3 Service and Project Reports

Communication and Collaboration

EDINA sees Social Media as a core channel for communicating and engaging with service users project partners and stakeholders EDINA launched a Twitter account in 2010-2011 for sharing key news items and events This complements a broad range of social media presences (26 blogs 11 Twitter presences 8 Facebook pages 4 YouTube channels) which support a broad range of EDINA activities

In January 2011 we launched the EDINA Social Media Guidelines which have received positive feedback and widespread interest both within and beyond the academic sector The Guidelines were licensed under Creative Commons and we are aware that several organisations including the University of Edinburgh are using them as the starting point for their own guidelines or policies around Social Media

EDINArsquos expertise in Social Media has resulted in numerous publicationpresentation and workshop opportunities Workshops have included sessions on the use of Social Media for community engagement communicating via Twitter thedevelopmentofSocialMediaguidelinescommunicatingandraisingtheprofileof research via social media and impact and metrics around Social Media A book chapterontheuseofSocialMediaAmplificationattheRepositoryFringeeventin2010waspublishedinJanuary2011andtheuseofSocialMediaAmplificationwaslater cited as a factor in the success of our bid to host Open Repositories 2012

EDINA continued to make use of various JISCmail lists to keep users and support staff informed of service changes eg for Digimap Collections to encouragediscussionabouttheservicebetweenusersindifferentinstitutionsanddisciplinesOther separate groups by email lists were contacted throughout the year with important announcements as well as to enlist volunteers for trials and early adopters to new services and projects A small number of user comments were submitted via feedback forms within service interfaces Additionally comments received at events were fed back and acted on accordingly

EDINA collaborated with other related providers in promoting and marketing its services Examples include theCensus Registration Service for UKBORDERS andJISCCollectionsforpublicisingJISCMediahubLinkswiththeJISC Regional Support Centres(RSCs)continuedandEDINAUserSupportstaffattendedseveralof their events throughout the year Several promotional webinars were run for the multimedia services and Digimap Collections Often with support from RSCs these short events have been attended virtually by groups of people from around the country as part of an ongoing series to showcase online resources

DuringtheyearEDINAidentifiedanumberofrelevantspecialistconferencesatwhichtoexhibitegGISResearchUKConferenceUKSGandMECCSA

Image copy Nicola Osborne

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 30: EDINA Annual Review, 2010-2011

28 EDINA Annual Review 2010-2011

3 Service and Project Reports

Training

Eight training courses were designed and delivered by EDINArsquos User Support team in 2010-2011 The content structure and delivery of courses were reviewed at the start of the academic year in line with feedback from course participants and to reflecttheTAPregtrainingdeliverymethod

Feedback from training course evaluation was very positive Participants are asked torateaspectsofthecourseonascaleof 1 to6where6representsExcellentand 1 represents Very Poor The pace of the course the balance of presentation v activity the training delivery style and the training materials were typically rated at5or6Whenaskedtoratetheextenttowhichtheir learningobjectiveshadbeen met almost all participants rated this 5 or 6 ie their objectives were fully or almost fully achieved The content of these will be used to inform the content and structure of courses in 2011-2012

A comprehensive set of training materials available for re-use by users and site representatives was maintained on service websites New presentations were also disseminated via Slideshare

UserSupport staffalsocontributedsignificantly to threeworkshops runby theESRC Census Programme at UK academic institutions EDINA staff deliveredpresentations and skills practice sessions The content included retrieving data from the UKBORDERS service plus mapping of census data and geo-coding datasets

Webinars

Thirteen scheduled webinars were delivered on Digimap Collections and EDINArsquos multimedia services The scheduled webinars were delivered using Wimba Classroom a web conferencing product The webinars were open to any user of the relevant service(s)

Several webinars were delivered to individual institutions eg to a group of Architecture students at the University of Manchester Institutional webinars were alsoofferedwhenaninstitutionsubscribedtoanewserviceorwhenachangeofsite representative took place

Service Demonstrations

EDINA continued to provide service demonstrations for new services and interface updates The service demonstrations were produced using the screen capture software Camtasia in a wide range of formats New service demonstrations were published on the relevant service website and also disseminated to a range of social media outlets

Image copy Tom Armitage

A comprehensive set of training materials are available for re-use

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 31: EDINA Annual Review, 2010-2011

29EDINA Annual Review 2010-2011

3 Service and Project Reports

Design

During2010-2011thereweredesignupdatesforexistingservicesandinterfacesand interfaces were designed for several new services and projects Associated promotional materials and corporate documentation were also updated or created The following were the highlights of this work

bull Design of additional functionality for the Digimap and Digimap for Schools services We have added several new functions including measuring and annotation tools Care has been taken with icon design to make sure that functionality is conveyed clearly and simply Icon design has also been tailored totheverydifferenttargetaudiences

bull GoGeo website A major redesign was completed this year which improved the usability functionality and visual design of the service We have moved away from a ldquonewspaperrdquo style interface with much information and links to browse on the homepage to a more ldquocompactrdquo design which is hopefully less daunting fortheusertodigestForthefirst timewehaveusedJQuerytechnologytocreate dynamic panels where the content is controlled by the user hovering their mouse enabling the surfacing of much useful content on the homepage

bull Carmichael Watson website There was a successful liaison between EDINA and the Centre for Research Collections (CRC) to design and develop a website archive for the work of the Scottish folklorist The outcome was a website design whichbothreflectstheerainwhichCarmichaelWatsonworkedandshowsoffthe many visual assets which the CRC hold in a showcase on the home page

In addition work started on the redesign of the EDINA and Digimap websites

Usability Testing

The User Support team performed usability testing for both new and existingservices Paper prototyping was used to inform the initial designs ldquoAccompanied surfingrdquo was used to observe how users performed tasks on newly designedservices or pages These sessions were recorded for analysis

Image copyright copy iStockPhoto

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 32: EDINA Annual Review, 2010-2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 30

This section of the Annual Review describes what EDINA has done in 2010-2011 to meet the strategic goals themes and objectives that were given in its rolling three-year Strategy for 2010-2013

1 Provide added value high quality services leveraged by research enhancement activity and engagement with others1a Provide a managed portfolio of added value high quality services

Objective Support research education and knowledge exchange by providing added value high quality online services and infrastructure

EDINArsquos primary purpose is to provide added value high quality services to UK HFEIsthatarecriticaltoenablethemtomeettheirgoalsforcost-effectiveresearchandeducationThisdirectlysupportsJISCrsquosfirststrategicobjectivetoldquoprovidecost-effectiveandsustainablesharednationalservicesandresourcesrdquoandEDINAis a key partner enabling it to meet that objective

ForexampleEDINADigimapandtheJISCagreementwithOShavebeenoneofthesuccessstoriesofthepasttenyearsTheestimatedbenefittotheacademiccommunity is of the order of pound30 million pounds per annum In our most recent survey 90 of respondents claimed that they can now conduct research which was previously impossible as a direct result of the delivery of the Digimap Collections

This illustrates the economies of scale made possible by shared services ndash without innovative project development transition into service and the negotiated agreement institutionswouldhavebeenunabletoaffordaccesstothesedatawith consequent detrimental impact on both research and teaching

EDINAhasServiceLevelAgreements(SLAs)inplacewithJISCandtheESRCUndertheseSLAsservicesaretobeavailable24hoursadaysevendaysaweekwithatarget uptime of 99 over a twelve-month rolling period

In 2010-2011 all but one of EDINA services (the Gazetteer component within Digimap) met this target this component recorded uptime of over 99 in the last quarter of the academic year

TheEDINAHelpdeskwasstaffedduringnormalofficehoursduringtheyearandexceededperformancetargetsforqueryresolution

Digimap Collection services sessions accounted for 72 of all EDINA service sessions in 2010-2011 and correspondingly the majority of helpdesk queries (79) Helpdesk staffwere able to answerover 76of theDigimapCollection servicehelpdesk queries and nearly 80 of the multimedia services helpdesk queries the remainderwereforwardedtotheexpertusersupportstafffor resolution The

4 Meeting Our Goals

99 uptime for services

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 33: EDINA Annual Review, 2010-2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 31

high percentage of queries resolved directly emphasises the range and depth of knowledgeof the skilled helpdesk staff and consequently the excellent servicethey provide to our users

Please see Section 3 for details about all of the services provided by EDINA in 2010-2011

Objective Provide high quality outreach and support services for contributors end users and support staff

EDINA provides high quality cost-effective helpdesk training promotional andsupportservicesandhasareputationforexcellentusersupportwhichweseekto maintain and improve upon every year Please see Section 3 for details of user support undertaken in 2011-2012

Objective Support the development of the academic infrastructure in the UK and internationally

PartofJISCrsquosfirststrategicobjectiveistosupportthedevelopmentofanacademic infrastructure in the UK

The Information Environment aims to support the discovery access and use of resources for research and education irrespective of their location and EDINArsquos services have always formed part of this infrastructure

Federated Access management (referred to as cross-institutional access management) is referred to as ldquoEssentialrdquo in JISCrsquos 2010-2012 strategy EDINA was fundamental in the development of federated access management in the UK through JISC funded projects and provides technical and operational support to the UK Access Management Federation working in partnership with JISC Collections

JISC set up the RDTF with Research Libraries UK which published its vision and implementation plan in 2009-2010 for the creation of open metadata and aggregations for library archive and museum collections Mimas was engaged by JISC to provide a framework to support this initiative which was launched in May 2011 as Discovery In 2010-2011 EDINA contributed to activity supporting Discoverythroughthegeo-enablingprovidedbytheUnlockservicetheLinkedData Focus project investigation of how SUNCAT might contribute an open aggregation and reporting on a scoping study (undertaken in 2009-2010) which examinedaggregationsofmetadataaboutimagesandtime-basedmedia

The geo data services delivered by EDINA represent critical provision to UK academiaTheeffortstocapitaliseonresourceshaveledtothedevelopmentofanacademic SDI that encompasses provision for authentication and access control

Within the UK the SDI is being organised by UK Location to implement the requirements of the EU INSPIRE Directive Whilst universities generally do not hold the authoritative source of major national datasets they are included in the definitionofapublicbodyusedinthelegislationCompliancewiththeDirective

The high percentage of queries directly resolved emphasises the range and depth of the skilled Helpdesk staff

EDINA was fundamental in the development of federated access management in the UK

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 34: EDINA Annual Review, 2010-2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 32

ldquoDigimap offers access to a wide range of important data setsrdquoLecturer HE

will affect both shared national services and institutional repositories and it isappropriate that JISC acting in part through its data centres take a clear lead in related developments and the promotion of best practice

EDINA is providing facilities to embed Geospatial discovery methodologies into the JISC resource discovery services via services such as GoGeo and Unlock which in turn provide critical components of the UK academic SDI

Acting on behalf of JISC and the academic community EDINA is active in standards work eg currently co-Chairing the OGCrsquos University Working Group representing academiaontheUKLPandchairingtheUKLPMetadataWorkingGroup

Objective Develop additional collections in line with user requirements

The following collections were added in 2010-2011

bull DigimapRoamaddedfourstylesofVectorMapLocalmapsandanewMasterMapPlanstyletotheexistingrangeofOSproductsinDigimap OS These provide differentwaystoviewthemostdetailedmapping

bull Data Downloadadded3newproductsVectorMapDistrictVectorMapLocaland OS Streetview

bull OffshoregeologydatawasaddedtoGeology Download

As part of the continuing process of collection-building for JISC MediaHub EDINA is in negotiation with numerous collection-owners in most cases to harvest the collectionsrsquo metadata and for the Bioscience Imagebank to host the collection itself as it has been orphaned by the closure of the HE Academy subject centre at Leeds

Objective Reach out to new communities of users

In 2010-2011 EDINA launched the ShareGeo Open repository service Currently holding around 140 datasets ShareGeo Open aims to enable the sharing of geospatial datasets that are based on openly licensed data and will be available to anyone around the world

OfficiallylaunchedbyBaronessJoanHanhamCBEParliamentaryUnderSecretaryofStateforCommunitiesandLocalGovernmenton10thNovember2010Digimap for Schools has over 2500 schools with access to the service as at the end of July 2011

The Jorum team developed an API and a set of simple widgets to enable the resources in Jorum to be reached by new communities of users through other service providers

We have been significantly developing relationships with the local history andgenealogy communities and cultural heritage organisations through

bull launches for AddressingHistory Tobar an DualchaisKist O Riches and Carmichael Watson

ldquoI am planning coursework and the maps available are ideal for the purposerdquoSchool teacher

Digimap for Schools launch image copy Ordnance Survey

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 35: EDINA Annual Review, 2010-2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 33

bull social media presences for Statistical Accounts of Scotland and AddressingHistory

bull the EDINA presence at the LIFE-SHARE and Digital Futures of Cultural Heritage Education workshops and at the Scottish Association of Family History Societies Conference 2011

Objective Enhance content presentation and delivery of services in response to community requirements

In 2010-2011 JISC funding was used to undertake the following enhancements to services

bull Further enhancement of Ediauth Login ndash providing a consistent style to login to EDINAservicesandprovidingasimpleflexiblemethodforinstitutionstotailorlinks from their portals and elsewhere to EDINA services

bull A new help system for the Geo services ndash RoboHelp software from Adobe was used to replace the old help system The new software has enabled help pages to be presented and updated much more easily and quickly It has also made it much easier to use the help documentation for email and web based support of the users

bull Annotation Tools ndash Users were calling for the ability to add in their own information to maps To meet this requirement the annotation tools were developed which greatly enhanced the functionality of Digimap Roam They allow the user to add in symbols lines polygons and text to the existingbasemap They can also modify what they have entered and print out the map showing all their additions With the Digimap collections all having a Roam serviceithasbeenpossibletoputtheseextratoolsintoalltheservices

bull Measurement Tool ndash A simple addition to the interface that allows users to defineandmeasurelengthsandareasonthemapsThisisavailableinalloftheRoam services

The following enhancements are currently in development for launch in 2011-2012

bull A new login page and home page for the Digimap Service to improve and simplify access to the facilities within the Collections

bull A new data download interface designed to cope with more varied data types and multiple versions This will allow users to get hold of more data in a single order speedingup theirworkflow Itwill also have amuchmore advancedinterfacethatwillbemoreflexibleyetintuitiveandeasiertouse

Other enhancements to services undertaken during 2010-2011 are described in Section 3

Objective Future-proof access for the researchers of tomorrow

EDINAhas long-standingexpertise inmanaginge-journalcontentandprovidingcontinuity of access to scholarly resources playing a leading role in such initiatives as the UK LOCKSS Alliance and CLOCKSS PEPRS and PECAN and also assists

New tools have been developed in response to user consultation

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 36: EDINA Annual Review, 2010-2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 34

thosewithexpertise inmanagingprint journal collections suchas through therelationship between SUNCAT and the UK Research Reserve initiative

The continued growth of the collection of resources in Jorum has shown that its users value its ability to act as a ldquokeepsaferdquo for learning materials generated by JISC projects and other publicly funded initiatives

The ShareGeo and ShareGeo Open repository services provide an infrastructure for the deposit of research and operational geospatial datasets

1b Shape the future and gain understanding by undertaking innovative RampD projects

Objective Build capacity in EDINA including strategic capabilities in each of our business areas

In order to meet EDINArsquos strategic goals investment needs to be made in innovative RampD in order to arrive at a position whereby we understand what will add value to the community and which skills we need in order to deliver on its requirements

By undertaking RampD in our business areas we develop strategic capabilities and EDINAemployssomestaffmemberswhohaveexpertisethatitwouldbedifficultto replicate elsewhere ndash giving the data centre strategic advantage ndash and who havenationalandorinternationalstandingintheirfieldsEDINAitselfenjoysanexcellentreputation

Objective Manage the transition of appropriate RampD projects into services

The second phase of the PEPRS project began in August 2010 with EDINA and the ISSN International Centre as partners and launched a beta release of a preservation registry in April 2011 There has been wide interest in the project and the proposed registry service

The Open Access Repository Junction project has successfully completed phase one of its activities producing two main deliverables the Repository Junction discovery tool and a proof-of-concept broker service

The ShareGeo repository was developed from a JISC-funded project and launched in January 2009 An open repository for the sharing of open geospatial data was also developed from the ShareGeo project Funded by JISC ShareGeo Open launched in Autumn 2010

Following JISCrsquos review of Jorum in 2010-11 and a competitive process between the two National Data Centres Mimas will work with JISC to take Jorum forward into service

Objective Respond to opportunities to undertake RampD projects

EDINArsquos Business Development team comprises staff members drawn fromacross our activity areas It monitors sources of funding and takes opportunities

Image copy iStock Photos 2008

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 37: EDINA Annual Review, 2010-2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 35

EDINA works at local national and international levels

as appropriate In 2010-2011 economic circumstances dictated that there were fewer opportunities and for smaller amounts of funding than in previous years but several RampD projects were funded

Details of the projects can be found in Section 3

Objective Identify and create opportunities to undertake innovative work that fits with strategic goals

Apart from undertaking RampD EDINA also takes and creates opportunities to shape the future by working with others to stage events and by giving presentations at highprofileconferencesWeaimtoshareourworkandexpertiselearningfromothersandinfluencingthefuturedirectionofdevelopmentsintheonlineservicesprovided to our communities

1c Gain leverage through national and international engagement

EDINA works at local national and international levels in each of its business areas engaging in initiatives that assist productivity quality and cost-effectiveness inresearch and education

Objective Develop and consolidate our presence nationally and internationally as a national academic data centre working with a network of partners

SomestaffmembersatEDINAandDataLibraryarerecognisedinternationallyasexperts intheirfieldsTheyhave linkswith importantnationaland internationalgroups including Governmental educational standards development research data commercial web services and grid development organisations Some of these links are as follows

bull Peter Burnhill Official Observer to the ISSN Network and various otherengagements

bull Paula Cuccurullo ARLIS National Co-ordination Committee (ARLIS NCC)Corresponding Member Scottish Visual Arts Group Reporting Secretary

bull FredGuyCataloguingand IndexingGroupScotland (CIGS)ViceChairmanofCommitteeLondonMetropolitanUniversityExternalExaminer

bull Chris Higgins Co-Chair of Open Geospatial Consortium University Working GroupMemberofLocationInformationInteroperabilityBoardAGIScotlandBoard Member Management Committee of the European Persistent Geospatial TestbedforResearchandEducationLiaisonOGCandOGF

bull Celia Jenkins Career Development Group (Scottish Division) Committee Member Career Development Group (Scottish Division) Candidate Support OfficerSLICMmITSSCURLE-BooksConferencePlanningCommitteeMember

bull Stuart Macdonald Programme Chair of Repository Fringe 2011 IASSIST Regional Treasurer (Europe andAfrica) Co-Chair of IASSIST Latin EngagementActionGroup (2010 - )

bull Tony Mathys UK GEMINI Working Group

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 38: EDINA Annual Review, 2010-2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 36

bull JamesReidMemberof Location Information InteroperabilityBoardCensusAdvisory Board OS GeoScotland

bull Robin Rice Appointed Web Editor and elected regional representative of IASSIST

bull Tim Riley AGI Marine SI Management Group bull AnneRobertsonLocationInformationMetadataWorkingGroupbull Jo Walsh Board Member of Open Knowledge Foundation

EDINArsquos national and international contacts are also important for the University of Edinburghrsquos strategic aims as a world-class University seeking to enhance its global presence

EngagementontheEuropeanstagehasspecialstrategicsignificanceforEDINAJISC and the UK academy In addition EDINA continues to value work with colleagues in North America and is working with the emergent China through links withtheLibraryoftheAcademyofSciences

Objective Consolidate and improve existing collaborations

National and international engagement in each of our business areas in 2010-2011 was as follows

Reading and Reference

Scholarly communications work in EDINA has close links with the major national and specialist libraries as well as libraries from some of the largest HE institutions in the UK EDINA also has fruitful relationships with academic and commercial partners standards organisations union catalogues of serials especially across Europe and international networks particularly in the Open Access arena which it will continue to develop In particular

bull EDINA has active commitment and responsibility for continuing access to the growing corpus of scholarly resources in digital format as described in Section 3 There has been contact with a number of journal preservation agencies (including PorticoLOCKSSandKB Holland) and organisations including Hathi Trust Contact with those working with standards in the area of preservation has provided insight and fruitful engagement for the PEPRS project (via EDItEUR and its ONIX standards that are internationally used within the serials supply chains)

bull There has been wide interest in the PEPRS project and proposed registry service with presentations given at the following conferences

ndash IFLA2010GothenbergAugust2010 ndash ISSNDirectorsBritishLibraryOctober2010 ndash InternetLibrarianInternationalLondonOctober2010 ndash RLUKNovember2010 ndash UK Serials Group (UKSG) Harrogate April 2011 ndash AmericanLibraryAssociationNewOrleansJune2011

Staff at EDINA are recognised internationally as experts in their fields

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 39: EDINA Annual Review, 2010-2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 37

In addition presentationswere given to staff fromColumbiaUniversity andCornell University in November 2010

bull Active participation in the ISSN Network continued with attendance at the ISSN Directors Meeting Paris April 2011 when the PEPRS beta was released

bull Additional presentations on continuing access themes were given at the Digital Preservation Coalition Getting Started in Digital Preservation event Glasgow February2011andtotheUKLOCKSSAllianceMembersrsquoMeetingYorkMay2011

bull Other presentations in this business area included to ndash RepoFringe 2010 Edinburgh September 2010 ndash ScottishLocalHistoryForumConferenceNovember2010 ndash International Digital Curation Centre Conference Chicago December 2010 ndash DigitalLibrariesampOpenAccessattheBritishAcademyFebruary2011 ndash JISC Managing Research Data (International) Programme Workshop

Birmingham March 2011 ndash LibraryRolesinResearchDataManagementEdinburghMarch2011 ndash JISC Deposit Programme Meeting Birmingham March 2011 ndash UKSG Conference Harrogate April 2011 ndash Open Educational Resources 2011 Manchester May 2011 ndash CERN Workshop on Innovations in Scholarly Communication in Geneva

June 2011 ndash IASSIST 2011 Vancouver June 2011

bull EDINA continued to be a Sponsor of the DSpace Foundation during 2010-11 bull EDINA continues to play an active part in the international work of the JISC

Repositories Programme through the SONEX Group (on scholarly output notificationandexchange)

Maps and Data

Some of EDINArsquos geospatial activities are world-class and have led to productive partnerships between EDINA and European organisations in academic commercial and Governmental sectors The Geoservices team have continued to advance thinking within the geospatial arena both nationally and internationally with ongoing work on security geospatial data infrastructures and interoperability In particular

bull IntheUKtheGovernmentrsquosLocationStrategyisbeingimplementedthroughthe Location Programme At JISCrsquos request staff members from EDINArepresent the university and academic sector to ensure appropriate levels of representation and engagement EDINA also has representation on the UK LocationInformationInteroperabilityBoardandchairstheMetadataWorkingGroup

bull EDINA sponsored the 2011 INSPIRE Conference in Edinburgh (which attracted over 700 delegates from across Europe) presenting three papers and running a workshop

Repofringe 2011

EDINArsquos geospatial activities are world class

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 40: EDINA Annual Review, 2010-2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 38

bull The team published in collaboration with Eurogeographics and the Association ofGeographicInformationLaboratoriesforEurope(AGILE) a report revealing the state of play within several European member states regarding higher education access to national mapping agency data

bull EDINA is involved in the academic European persistent geospatial testbed beingdevelopedbyAGILEEuroSDR (the research arm of the National Mapping and Charting Agencies represented at a European level) and the OGC This will continue to be a focus of activity for EDINA

bull EDINA continues to provide the chair for the OGC University Working Group and will continue to use this position to work for better UK academic sector access to developing UK and International SDIs

bull EDINA continues to work with Landcare Research New Zealand on thedevelopment of the e-Framework for Education and Research

bull Presentations given within this business area included to ndash the International Workshop on ICT and e-Knowledge for the Developing

World Shanghai September 2010 ndash RepoFringe 2010 Edinburgh September 2010 ndash UKLocationInformationInteroperabilityBoardOctober2010 ndash DevelopingfortheMobileWebILRTDevSciEventOctober2010 ndash CILIPSAutumnGatheringOctober2010 ndash AGI GeoCommunity October 2010 ndash SouthQueensferryCommunityGroupFebruary2011 ndash UKLocationProgrammeDataPublishingWorkgroupMarch2011 ndash ESDIN Closing Workshop Brussels March 2011 ndash 14thAGILEConferenceonGeographicInformationScienceUtrechtApril

2011 ndash DyfiBiosphereResearchForumMeetingAberystwythMay2011 ndash INSPIRE 2011 Edinburgh June 2011 ndash Digital Futures of Cultural Heritage Education workshop Edinburgh June

2011 ndash Institutional Web Managers Workshop Reading July 2011 ndash OpenSourceJunction2ContextAwareMobileTechnologiesOxfordJuly

2011 ndash International Cartographic Conference Paris July 2011

Multimedia and Education

In 2009-2010 the main engagement opportunities in this business area were as follows

bull EDINA has collaborated more closely than ever before with JISC Collections in the development of JISC Mediahub

bull EDINA was a member of the JISC Film amp Sound Think Tank which issued some final recommendations which EDINA is pursuing with the BUFVC and JISCDigital Media

At the INSPIRE conference copy EDINA 2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 41: EDINA Annual Review, 2010-2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 39

bull Trainingandwebinareventsallowed fruitfulengagementwith staffand siterepresentatives throughout the year

bull Presentations on JISC Mediahub were given to MECCSA 2011 Salford January 2011 JISCConference 2011 LiverpoolMarch 2011 and theStrategicContentAllianceBoardMeeting LondonMay2011 The Jorum teamrsquosDSpaceworkwaspresentedtoOpenRepositories2011 inTexasandtheUNESCOChairforE-LearninginBarcelona

bull EDINA continued to engage with the JISCrsquos OER Programme and with CETIS the JISC-funded Centre for Educational Technology and Interoperability Standards andwithotherprojectsandservicesworkingintheLearningandTeachingareaparticularly the Edinburgh College of Art and the MeDeV Subject Centre

Middleware and Infrastructure

Members of the SDSS team at EDINA continue to work closely with colleagues in the ongoing development of the UK Federation for Access Management with the core developers in the Internet2MACE committee to develop the base standards protocols and core software and with international adopters of Shibboleth technology

bull The team has contact with the national federations in the USA Switzerland Finland Australia France Norway Sweden and Denmark

bull TheadoptionofSAMLasaprotocolandShibbolethasthesoftwarefoundationby an increasing number of international access management federations (including the UK federation) mandated the development of strong links between EDINA and the international access management community EDINA staffmemberswereinvolvedwiththedevelopmentoftheSAML2protocolandhave contributed to the Shibboleth code base

bull Presentations in this business area were given to ndash FAM10CardiffOctober2010 ndash RDTFDiscoveryndashbuildingaUKmetadataecologyLondonMay2011 ndash Access and Information Management (AIM) End of Programme Meeting

Birmingham June 2011 ndash Activity Data Programme Meeting Milton Keynes July 2011

TheCHALICEprojectinvolvedworkingwiththreepartners

bull CeRch at KCL to develop use cases through interviews withmaintainers ofdifferenthistoricsources

bull CDDA at Queens University Belfast who extracted corrected text frompreviously digitised pages

bull LanguageTechnologyGroupatEdinburghfortextminingexpertiseandsupportoftheUnlocktextservice

Social Media

EDINArsquos Social Media Officer gave many presentations through the year thatcovered activities across our business areas as well as best practice guidance to

The SDSS team has strong links with the international access management community

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 42: EDINA Annual Review, 2010-2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 40

theuseofSocialMediaitselfWhereherpresentationsrelatedtospecificbusinessareas they are given above

Other presentations included to

bull Edinburgh Beltane Social Media Breakfast November 2010bull ELISAOpenForumNovember2010bull e-ScienceInstituteJISCandSCONULOpenEdge-OpenSourceeventJanuary

2011bull Institutional Web Management workshop (IWMW) July 2011bull various events internal to the University of Edinburgh

Objective Build new partnerships and collaborations

Collaborations that resulted in new work in 2010-2011 included those with JISC Collections bidding for and now managing the UK Access Management Federation and with Edugate in Ireland who are collaborating on testing use of the metadata aggregationenginefor inter-federationworking Membersoftheexpertgrouphave attended meetings of TERENArsquos REFEDS forum that discusses international federated access management issues internationally

Other new collaborations in 2010-2011 include those with

bull the Welsh Governmentbull the University of Aberystwythbull the WelshSchoolofArchitectureatCardiffUniversitybull theinternationalprojectpartnersaffiliatedtotheProject Bamboo Technology

Project Partner Institutions

2 Enhance our resource base through staff talent technology and effective management of resources 2a Recruit retain and develop a flexible component of skilled staff capitalising on reputation ldquoknow-howrdquo and partnerships

Objective Continue to bring in and retain able committed staff

EDINAhas80staffandworkswitheightconsultantsundercontract

Dr Conor G Smyth joined EDINA as Head of Research and Geodata Services and EDINArecruited fouradditionalmembersof staffduring2010-2011allofwhomhavebroughtmuchvaluableexperienceandknowledgetoourbusinessareas

We have said farewell to one Senior Manager Ed Dee due to his retirement

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 43: EDINA Annual Review, 2010-2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 41

All staff are valued and appreciated

Objective Provide staff with equitable opportunities for their development in line with University guidelines and within staff development resources available

Staff development planswere agreed between each staffmember and hisherline manager in line with the annual development review requirements of the UniversityEDINAstaffparticipated intrainingeventsorganisedbyISandothergroups within the University as well as external training and developmentopportunities

In commonwith theUniversityrsquos IS group EDINA is utilising the ITIL IT ServiceManagement framework to ensure that it improves its IT services in line with best practice processes Several staff members have attended University-arrangedcourses

TwomembersofstaffalsoattendedtheISManagersDevelopmentProgrammeover the course of the year to gain and build upon management skills

Objective Empower staff to perform and succeed in their roles and recognise their success

As a knowledge organisation staff and their ldquoknow-howrdquo expertise and skillsremainEDINArsquosgreatestassetandEDINAvaluesstaffoftalentskillandmotivationas its most important resource Several staff members received recognitionand reward in 2010-2011 for exceptional contributions through the UniversityrsquosContributionRewardschemeandallstaffmembersarevaluedandappreciatedfor what they do

Objective Build capability by sharing and exchanging ldquoknow-howrdquo across the data centre within Information Services and the University with key partners such as Mimas and other JISC services and with the outside world

EDINA aims to ensure that cross-fertilisation of ideas and ldquoknow-howrdquo takes place inthedatacentrebymeansofregularworkshopsandmeetingsinwhichstaffcansharetheirknowledgeandbyprovisionofonlinetoolssuchasthestaffintranetWorkgroups continued to operate during 2010-2011 to share and exchangeexpertise

InadditionEDINAaimstoshareandexchangeknowledgewithpartners in theUK and beyond This enables learning from others as well as contributing to theirlearningandbuildsexpertiseandcapabilitySeveraleminentspeakerswereinvitedtopresenttostaffatEDINA

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 44: EDINA Annual Review, 2010-2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 42

2b Develop and maintain outstanding IT capability

Objective Maintain and continue to effect a rolling plan of hardware upgrade and replacement to fulfil current and future service requirements

EDINAdevelopsandmaintainsexceptionalITcapabilitybyengaginginldquotechnologywatchrdquo and thereby remaining relevant to the community and by commanding sufficientresourcesintermsofhumanskillssoftwareandhardwareforplanningand deployment EDINA continues to gain from its position inside the University of Edinburgh and its compatibility with the Universityrsquos ICT strategy Recurrent hardware-funding from JISC continued in the third year of an agreed 3-year upgrade spend

There has been a continuation over the year of the move towards virtualisation under VMWare principally to support non-Solaris operating systems Authentication for EDINA services has now been migrated to VMWare The VMWare infrastructure has been replicated and automatic snapshotting backup software has been purchased (with the University) The continuing move towards virtualisation is also a necessary prerequisite for the evaluation and adoption of cloud computing solutions

Objective Improve service resilience and ensure business continuity

The additional servers purchased in 2009-10 are in service and providing a failover service for almost all EDINA services Over the year there has been major refurbishment of the University machine room at Kingrsquos Building This provided a major test of our new replicated service capability Services were successfully ldquofailed-overrdquo to the backup site on a number of occasions avoiding the necessity forextendedservicedowntimeSomemajorsoftwareupgradeshavealsobeenconducted without downtime owing to the availability of a replicated service

Replication will be ongoing as new services will be replicated as they are developed

Automatic failover of both VMWare-based authorisation services and some EDINA Solaris container hosted services has been successfully tested using the University hardware load balancers The intention will be to move to automatic service failover during the current year for the majority of EDINA services

Objective Maintain a coherent and effective software strategy

EDINA continues to review software systems used across the data centre with aviewtoensuringefficientandeffectiveuseofsoftwareEDINAmonitorsopensourcesolutionsandofferingsfromcommercialsoftwarevendorstoensurethatthemosteffectiveoptionsaredeployedinEDINAservices Aswebservicesareincreasingly being supported by desktop tools there is an increasing requirement toprovideexistingservicesviaacombinationofcurrentandnewaccessroutesEDINA will continue to provide support for production web services

Image copy Tom Armitage

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 45: EDINA Annual Review, 2010-2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 43

2c Provide effective governance and management of resources

Objective Work within our governance structure to demonstrate effective management of resources to our key stakeholders

EDINA operates as a HEFCE-related body under the terms of a Funding Agreement signed between HEFCE and the University of Edinburgh A Management Board was established under the terms of the Agreement

TheDirectorofEDINAsitsontheISExecutiveasdirectoroftheEDINAandDataLibrarydivisionof ISandreportstotheVicePrincipalKnowledgeManagementChief Information Officer and Librarian of the University the latter sits on theEDINA Management Board

The EDINA Management Team aims to meet fortnightly and is responsible for leadership of activity finance and resource planning in the data centre TheBusiness Development Group guides the development of new project and service activity within EDINA and also aims to meet fortnightly

TheSLAfor2010-2011waschangedtomandatetheannualcollectionofqualitativeas well as quantitative information to support the requirement to prove impact to the academic community and the HFE funding bodies

Objective Ensure that we make better informed business decisions

Priority was again given in 2010-2011 to improving methods of projecting income activityandhencestaffingandaccommodationrequirementsEDINAisimprovingits management accounting systems to make better-informed business decisions

Objective Ensure that funding opportunities are considered in line with strategic goals and resources made available to undertake the work

In common with many other organisations that receive much of their funding from grant money EDINA faces challenges in being able to react quickly to opportunitieswhenstaffmembersarealreadyfullycommitted intheirwork ABusiness Development decision support tool produced in 2009-2010 continued in usetoassiststaffinthedecision-makingprocessforfundingopportunities

Objective Monitor accommodation requirements in the light of changing staff levels

EDINA continues to work from commercial premises in Edinburgh where accommodation is available over two floors and from a small office alsoin commercial premises in Warrington Cheshire It is anticipated that the accommodation in Edinburgh and Warrington will address for some time the constraints previously faced by the organisation due to lack of accommodation forstaff

Image copy iStockPhotos 2008

EDINArsquos Service Level Agreement now reflects the importance of proving impact to the academic community and funding bodies

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 46: EDINA Annual Review, 2010-2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 44

EDINAhasinvestedinequipmentwhichenablemoreeffectivetele-workingbothfor meetings with colleaguespartners elsewhere in the UK and internationally to reduce our impact on the environment and to support home-working as part of ldquobusiness continuityrdquo risk mitigation These arrangements also contribute significantlytosupportingstaffneedswelfareandflexibility

3 Sustain and develop a well-founded UK national academic data centre3a Secure sufficient funding to meet strategic goals in the medium- to long-term

Objective Plan for the future and identify suitable sources of funding

Each year EDINA produces a Strategy covering the next three years (a three-year rolling Strategy) The Strategy for 2011-2014was signedoffby the EDINAManagement Board in June 2010 and made available on the website EDINA also produces three-year rolling business development plans Annual Operational and Service Implementation Plans for JISC-funded activity are guided by these documents

As a division of the University of Edinburghrsquos IS department EDINA and Data Library contributes to IS plans and reports under the headings of ldquoNationaland International Engagementrdquo and ldquoResearch Datardquo with a key performance indicator for the Edinburgh DataShare repository

Funding from JISC for core services is awarded on an annual basis in keeping with the way in which JISC is itself funded by the UK HFE funding bodies In 2010-2011 EDINAreceivedsufficientfundingtomeetitsgoalsfortheyearandisafinanciallyviable organisation

Objective If possible recover Full Economic Costs from funders

Contributions to full Economic Costs (fEC) are made by funders to recompense the University of Edinburgh for hosting EDINA these contain a funding element for thesustainabilityofEDINAand itsactivitiesEDINA isasignificantearneroffEC for the Universityrsquos IS department and as an organisational division bids for sustainability funds to carry out small project work

Objective Widen the funding base of the data centre to reduce risk

In order to ensure that EDINA can meet its goals in the medium- to long-term we aim to widen the funding base of the data centre The Business Development teammonitoropportunities todo thisespeciallybutnotexclusively fromtheEuropean Union and the Research Councils For the past few years around 10 of EDINArsquos funding has come from non-JISC sources We have plans in place to increase this proportion

Image copy iStockPhotos 2009

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 47: EDINA Annual Review, 2010-2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 45

3b Manage appropriately financial and legal liabilities

Objective Meet our staffing obligations

EDINAmetallofitsstaffingobligationsin2010-2011havingsufficientfundingtomeetallpayrollrequirementsEDINAalsosupportedstaffmemberswithdisabilitiesorillhealthbringinginexpertiseasnecessaryfromOccupationalHealthandHumanResources and it promoted equality and diversity in recruitment processes

Objective Meet external compliance requirements including legal and financial

Allexternalcompliancerequirementsweremetin2010-2011includingcompliancewith Freedom of Information (FoI) and Data Protection (DP) requests conducting Health and Safety assessments and ensuring that relevant practitioners kept the staffinformedofanyinformationthatitwasnecessaryforthemtoknow

Risk Register

EDINArsquosRiskRegisterfor2010-2011wassignedoffbytheManagementBoardinJune2010 and lodged with the University of Edinburgh with the Management Board andwith JISCTheRegister covers strategicfinancial staffingaccommodationand IT capability risks compliance with various legal requirements and risks to activity in the business areas and with third parties The Risk Register for 2011-2012 wassignedoffinJune2011

Themajorityofstaffmembers(includingalltechnicalandsupportstaffcriticaltoservice continuity) have computers and internet access at home EDINA has a pool of mobile equipment on which others can draw if necessary

Procedures including staff back-up plans exist for dealing with emergencysituations both short-lived and prolonged

EDINA has dependency on others in IS in the University of Edinburgh for keeping hardware operational This aspect is covered by the Universityrsquos contingency plans

Funding received from JISC to improve EDINArsquos technical infrastructure has reduced risk levels as most services are now replicated

Memoranda of Understanding and Schedules

EDINA has Memoranda of Understanding (MoU) with a number of its partners along with associated Schedules

In signing MoUs the organisations demonstrate their commitment to working together to provide the UK HFE and Research communities with world-class data and information resources in order to enhance the quality and productivity of research learning and teaching

Image copy iStockPhotos 2009

EDINA promoted equality and diversity in recruitment processes

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 48: EDINA Annual Review, 2010-2011

4 Meeting Our Goals

EDINA Annual Review 2010-2011 46

In signing Schedules to the MoUs which can be agreed as legally binding the organisations minimise any risks involved in undertaking the work together Among other important matters the Schedules detail the responsibilities of each party in the projects or services the sharing of Intellectual Property Rights liabilities incurredconfidentialityarrangementsanddisputeresolutions

3c Ensure the long-term sustainability of EDINA

Sustainability has differentmeanings in different contexts In this context theterm sustainability is for the purpose of the improvement of its capacity to meet its mission and goals into the long-term The earlier sections of this Review detail how we approached our strategic objectives in 2010-2011

Sustainability is about being able to respond flexibly to change including thatdemanded by our stakeholders and communities and to play our part in shaping the future of research and education in the UK and beyond This means producing knowledge and operational services that the educational and research communities can rely upon working with partners in research areas that lead to real change greaterefficiencyandenhancedeffectiveness

The earlier sections of this Review contain evidence that EDINA is meeting these challenges The shared services provided by EDINA reduce costs for the sector as a whole Working with all parts of the JISC ldquofamilyrdquo including especially our ldquosisterrdquo Mimas EDINA will strive as JISC national data centre provide services that enhance productivity in terms of improved performance as well as lowered cost for higher and further education institutions and their academic community

EDINA engages in research that leads to greater efficiency and enhanced effectiveness

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 49: EDINA Annual Review, 2010-2011

5 Corporate Report

EDINA Annual Review 2010-2011 47

5 Corporate Report

a Management BoardEDINA is a constituent part of the University of Edinburgh It is a ldquoplanning unitrdquo within the Information Services of the University with accountability to University Court and reporting via the Vice Principal Knowledge Management Chief InformationOfficerandLibrarianoftheUniversity

JISC (through HEFCE) meets a major part of the funding of EDINA so that it can offerservicestotheJISC(UKacademic)communityasawhole Aspartof theFunding Agreement that HEFCE has with the University EDINA is required to have a Management Board Its roles are to

bull Support and advise the management of EDINAbull Oversee the strategic direction and operation of EDINA

Its responsibilities are to

bull Oversee the progress of EDINA receiving reports on its performance in meeting itsobligationsundertheFundingAgreementandSLA

bull Consider and approve EDINArsquos business plans as required by the Funding Agreement

bull Receive and consider representations that JISC might make under the terms of the Funding Agreement

bull Oversee and support EDINA in its promotion to the wider communitybull EnsurethatEDINAfulfilsitsobligationssetoutintheFundingAgreementinall

material respects

The Chair of the Board is Charles Oppenheim Emeritus Professor of Information ScienceatLoughboroughUniversityThemembersoftheBoardare

bull MarkBrownUniversityLibrarianSouthamptonUniversitybull Jeff Haywood Vice Principal Knowledge Management Chief Information

OfficerandLibrarianoftheUniversityofEdinburghbull Norman Wiseman Head of Services and Outreach JISCbull LorraineEstelleChiefExecutiveOfficerJISCCollectionsbull Elizabeth McHugh Electronic Resources Manager University of the Highlands

and Islands (representing the JIBS User Group)bull Peter Burnhill Director of EDINA

Other members of JISC and EDINA attend Board meetings as advisors Three meetings were held during 2010-2011 in November 2010 March 2011 and June 2011

ldquo helping EDINA steer a clear way forward in changing timesrdquoCharles Oppenheim EDINA Management Board Chair

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 50: EDINA Annual Review, 2010-2011

5 Corporate Report

EDINA Annual Review 2010-2011 48

b Management Team TheEDINAandDataLibraryManagementTeamconsistsof

bull Peter Burnhill Director of EDINAbull Christine Rees Head of Bibliographic and Multimediabull Conor G Smyth Head of Research and Geodata Servicesbull Alan Ferguson Team Manager EDINA IT Infrastructurebull Helen Chisholm Team Manager EDINA User Support bull Ed Dee Senior Database Specialist ndash retired end of June 2011bull RobinRiceEdinburghUniversityDataLibraryDataLibrarianbull Moira Massey EDINA Cross-Service Strategy and Planning Managerbull Ingrid Earp Senior Administratorbull Aileen Scott-Johnson Administrator

c Staff at EDINA and Data Library EDINArsquos team structure is as follows (see the website for afulllistofEDINAstaff)

User Support Support users and their support staff and feedback to the service delivery teams promoting the EDINA services providing a helpdesk and allied activities learning from and addressing the needs of academic support staff and endusers through high-quality training online documentation and presence at key conferences and events

Service Delivery (Bibliographic and Multimedia Services Geo-data Service)

Delivery of online services developing implementing and maintaining effective online data services including thedesign and implementation of customised client software server functionality and databases and ensuring regular data updates

IT Infrastructure Management of the IT platform reliable and sufficientsupport of online services planning and maintaining the underlying software and hardware platforms network connections effective liaison with the IT InfrastructureDivision (within the University of Edinburghrsquos Information Services) specialist programming support as required

Data Library University Data LibrarysupportsstaffandstudentsattheUniversity of Edinburgh in the discovery access use and management of research data for analysis teaching or coursework It also developed and operates the Edinburgh DataShare repository service

Business Development and Administrative Support

Business projects and administration co-ordination facilitation and provision of administrative support seeking out and evaluating new opportunities for collection and development providing an overview of all project work

The IT Infrastructure Division of the University of Edinburgh provides EDINA with support in the installation operation and maintenance of the hardware and operating system components of multiple SUN servers the UNIX computing platforms used to host the EDINA services and the connection to the Internet

Image copy Tom Armitage

Over 25 yearsrsquo experience and technical expertise in data and online services

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 51: EDINA Annual Review, 2010-2011

5 Corporate Report

EDINA Annual Review 2010-2011 49

d Funding ThenationalservicesofferedbyEDINAduring2010-2011werefundedfromseveralsources The majority were funded by JISC with funding also provided by ESRC the University of Edinburgh and by subscription directly from UK HE and FE institutions and other organisations

All online services were made available free at the point of use for academic purposesbystaffandstudentsatHEandFE institutionsSomeservices requireno fee while for others an annual institutional subscription is required For most services JISC meets the cost of service delivery and collects the subscription income EDINA charges for some services in order to recover the costs of service delivery In all cases the University of Edinburgh maintains the necessary IT infrastructuretoenablecost-effectivedeliveryofservice

All online services are made available free at the point of use

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308

Page 52: EDINA Annual Review, 2010-2011

EDINA Causewayside House

160 CausewaysideEdinburgh

ScotlandUnited Kingdom

EH9 1PR

Email edinaedacuk Phone +44 (0)131 650 3302

Fax +44 (0)131 650 3308