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Hosting Hubs Update: Services, Pricing, and Highlights Sandra McIntyre, Director, and Rebekah Cummings, Assistant Director January 7, 2014

MWDL Hosting Hubs Update: Services, Pricing, and Highlights

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Sandra McIntyre, Director Rebekah Cummings, Assistant Director/Outreach Librarian Tuesday, January 7, 2014 11:00 a.m.-12:00 noon MST / 10:00–11:00 a.m. PST The Mountain West Digital Library (MWDL) provides a central search portal to over 800,000 digital resources from memory institutions in Utah, Nevada, Idaho, Arizona, and Hawaii. MWDL partners typically work with one of approximately 30 MWDL hosting hubs. Hubs assist partners by providing digital collections training, digitization services, and repository hosting services. Through the hubs model MWDL supports a distributed digital collections network around the Mountain West and works to expand digital library services to additional memory institutions in the region. In this webinar, Sandra and Rebekah will provide background on the hubs model, explain the different kinds of MWDL hubs, and discuss the need to update the current model of service. Time will be allotted for questions and discussions about the needs of both hubs and partners, and for ideas about how MWDL can modify the hubs model in the future.

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Page 1: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Hosting Hubs Update: Services, Pricing, and Highlights

Sandra McIntyre, Director, and Rebekah Cummings, Assistant Director

January 7, 2014

Page 2: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

BACKGROUNDMWDL Distributed Network Infrastructure

Page 3: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Partnership Agreement

• Available here at mwdl.org

Page 4: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

MWDL Partnership Agreement

• Created March 14, 2008• Not a legal contract but a

“statement of intent.”• Outlines responsibilities of

partners, hubs, and MWDL as well as goals, governance, and guidelines.

Page 5: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Infrastructure

Three tiered model• Collections Partners Tier

(“Partners”) –Own and manage collections

• Hosting Tier (“Hubs”) - Host the digital materials

• Central Aggregating Server Tier (MWDL) – Harvest metadata from hubs

Page 6: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Hub Levels

Three levels of Hosting Hubs (Tier 2) • Level 1: Contributing Institutions –

Host their own collections and share at least one collection with MWDL.

• Level 2: Regional Hosting Hubs – Host material from at least one other institution.

• Level 3: Full-Service Hosting Hubs – Provide digitization services as well as hosting services to partners.

Page 7: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Model 1: Contributing

Institutions

Contributing Institution:• Curates own content• Assigns own metadata• Digitizes own material (or contracts privately) • Has its own server and DAMS• Opens up its own collections for harvest

Page 8: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Model 2: Regional Hosting Hub

Partners:• Curate collections• Assign metadata• Digitize own

materials

Regional Hosting Hub:• Hosts the digital

collections of at least one additional partner

• Trains partners in using DAMS

Page 9: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Model 3: Full-Service Hosting Hub

Partners:• Curate collections• Assign metadata

Full-service Hosting Hub:• Hosts digital collections • Provides digitization services• Trains partners in using

DAMS

Page 10: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

MWDL Tiered Infrastructure

Page 11: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Services provided

Collection Partner

Level 1:Contributi

ng Institutio

n

Level 2:Regional Hosting

Hub

Level 3:Full-

Service Hosting

Hub

MWDL:Aggregating Tier

Curation of materials ✚

Metadata assignment ✚ ✚

Digitization ✚ ✚

Hosting in DAMS ✚ ✚ ✚

Training ✚ ✚ ✚

Harvesting metadata ✚

Central search portal ✚

Standards ✚

Page 12: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

List of hosting hubs/ repositoriesCurrently harvested:

• University of Utah, J. Willard Marriott Library, CONTENTdm Repository

• BYU, CONTENTdm Server Repository• BYU, Finding Aid Repository• UNLV, CONTENTdm Repository• Idaho State Historical Society,

CONTENTdm Repository• Arizona Memory Project• UNR Libraries Digital Conservancy• Utah State University, Digital

Commons• Utah State University, Digital Library• Utah State Digital Archives• Utah State Archives and Records

Service Indexes• Southern Utah University, Sherratt

Digital Library Collections• Weber State University Stewart Library

Digital Collections• Utah Valley University Digital Archives• Salt Lake Community College Digital

Collections• Utah Digital Archives Finding Aids

In Progress/Not yet harvested:• UNLV Digital Commons• University of Idaho Digital Collections• Northern Arizona University Cline

Library Special Collections and Archives• Montana Memory Project• Utah Division of Arts and Museums

Digital Repository• Utah Education Network College eMedia• Family Search International• LDS Church History Library• Stacks: The Idaho Digital Repository• Boise State University• Snow College Digital Repository• BYU Howard W. Hunter Law Library• Highway 89

On hold due to technical issues:• Utah Government Publications Online

Digital Library

Page 13: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Benefits of Tiered Network

• People who are closest to the materials curate collections and assign metadata

• Provides flexible, scalable infrastructure

• Consolidates equipment and expertise

• Reinforces standards and policies• Creates a platform for collaborative

work

Page 14: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Standardized Price List

Page 15: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Metadata Standards for Interoperability

• Created by a 12-member task force of UALC Digitization Committee

• Qualified Dublin Core• Metadata mappings

to QDC from other systems

• 8 required fields; 2 other mandatory-if-applicable fields

Page 16: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Training

• 2008: tied to Hub-Partner relationship

• Other options:– MWDL centralized training – webinars

and workshops– MWDL staff on-site training at Partner

sites– Third-party training organizations

Page 17: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

GOVERNANCE AND FUNDING

MWDL Distributed Network

Page 18: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Governance

• Selection of materials is up to Partners.

• Hubs are independent and self-managing, select services to offer to Partners.

• MWDL is governed by UALC Council, with policies recom-mended by UALC Digitization Committee. – In-person Committee meetings semi-

annually – Virtual meetings of task forces, ongoing

Page 19: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Current Task Forces

Active:• Geospatial

Discovery Task Force• DAMS Interest Group• Outreach Task Force• Training Task Force• Pioneers in Your Attic

Forming/re-forming:• Institutional

Repositories Task Force

• Digital Preservation Task Force

• Data Curation Task Force

• Linked Data Task Force

Page 20: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Governance

UALC

Hub

NewHub

UALC

Hub

UALC

Hub

UALC

Hub

UALC

Hub

UALC

Hub

UALC

Hub

UALC

Hub

UALC

Hub

UALC

Hub

UALC

Hub

UALC

Hub

UALC

Hub

UALC

Hub

UALC

Hub

UALC

Hub

UALC

Hub

UALC

Hub

UALC

Hub

19 repositories

NewHub

NewHub

NewHub

NewHub

NewHub

NewHub

NewHub

NewHub

NewHub

NewHub

11 repositories

Page 21: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Funding

• LSTA: Start-up funds in early 2000s for four hub servers and training

• Partners: discounted fees to Hubs for services; no fees to MWDL

• UALC: $116,000 in 2009 for Ex Libris Primo “piggyback” license

• UALC: approx. $90,000/yr. in Utah State funds– Director position– Outreach supplies and travel

Page 22: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Funding

• In-kind support from J. Willard Marriott Library at University of Utah– Discovery Services support (Primo)– Other IT support: servers, systems, etc.– Offices, computers, and telephones– Financial Management services– Human Resources services– Librarian appointments

Page 23: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Funding

• Digital Public Library of America: Grants– 3 other staff positions through Dec.

2014– 1+ position part-time through Aug. 2015– Direct costs for program activities

through Aug. 2015

Page 24: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

CHANGES2008-2013

Page 25: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Changes

• Growth in network• New funding• New staff and capacities• Changes in digital environment

Page 26: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

New infrastructure options

• No hosting hub: Partner works directly with CONTENTdm Quick Start program

• No regional digitization center: All local digitization with inexpensive scanners

• No scanning required, with intense metadata work: EAD finding aids

• No work by Partners: centralized projects

Page 27: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Continuing Change

• Need for digital preservation services• New standards needed, e.g.,

geospatial metadata and preservation metadata

• Additional collaboration opportunities

Page 28: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Upcoming Challenges

• Increased numbers of partners• Proliferation of service models• Training gaps• Lack of sustainable funding for

MWDL core services

Page 29: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Services providedCollection Partner

Level 1:Contributi

ng Institution

Level 2:Regional Hosting

Hub

Level 3:Full-

Service Hosting

Hub

MWDL:Aggregatin

g Tier

Curation of materials ✚

Metadata assignment ✚ ✚

Digitization ✚ ✚

Hosting in DAMS ✚ ✚ ✚

Training ✚ ✚ ✚

Harvesting metadata ✚

Central search portal ✚

Sharing with DPLA ✚

Standards ✚

Platform for collabora’n ✚

Digital preservation ? ? ? ? ?

Page 30: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Hubs Survey

• Informally interviewed 20 hub representatives from 18 different institutions.

• Three main questions:– Would you prefer an in-person

or virtual hubs meeting?– What would you like to

get out of a hubs meeting?– What topics would you like to

discuss?

Page 31: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Hubs Survey:Question 1

Would you prefer an you prefer an in-person or virtual hubs meeting?• 100% of respondents said that some

in-person element was necessary to accomplish our goals.

Page 32: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Hub Survey: Question 2

What would you like to get out of a hubs meeting?1. Networking with colleagues2. Continued training3. Clarification on the responsibilities of hubs and

hub status4. Forum to talk about what people are doing and

possible collaborations 5. An updated price list

Page 33: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Hub Survey: Question 3

What topics would you like to discuss?1. CONTENTdm and other alternatives2. Best practices3. Geospatial and rights metadata4. Background of MWDL and where we are going

(including partnership with DPLA) 5. Partnership Agreement

Page 34: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Questions for consideration

• Does this infrastructure still work?• Is there anything that isn’t clear?• How do we feel about the current

definition of “hub”? • If we were to take on many more small

partners, would this system still work? • Are there additional services that you

would like to see MWDL provide? That hubs should provide?

Page 35: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

LOOKING FORWARDWhat will work for the next 5-6 years?

Page 36: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Looking forward

• We’ve looked at…– our current

infrastructure– important

developments since 2008

Page 37: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Hubs Meeting

• March 2014 (exact date TBD) • Salt Lake City, UT• Doodle poll for 1½ days• MWDL decision-making

– Partnership Agreement – Digitization Price List– Future services models– Future funding models

• Opportunity to connect with regional hub managers– Share best practices– Find out what other digital libraries are doing– Discuss important digital library topics

Page 38: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Hosting Hubs Update Webinar #2

• February 13, 2014• Hosting Hubs Discussion: Evaluating

the Infrastructure of the MWDL Network

Page 39: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Revising MWDL Partnership Agrmt

• Shared Google Doc to record ideas, suggestions, and proposed language

• Partnership Agreement Draft

Page 40: MWDL Hosting Hubs Update: Services, Pricing, and Highlights

Questions?

• Sandra McIntyreDirector(801) 585-0969 [email protected]

• Rebekah CummingsAssistant Director/Outreach Librarian (801) 587-8893 [email protected]