1. #watitis2014 watitis.uwaterloo.ca @watitisconf ONTARIO LIBRARY RESEARCH CLOUD: BUILDING A PROVINCE-WIDE RESEARCH CLOUD FOR ONTARIO’S ACADEMIC LIBRARIES Pascal Calarco, University of Waterloo Library Andrew McAlorum, Information Systems & Technology

2. #watitis2014 AGENDA Problem we’re trying to solve - Pascal Funding and project plan - Pascal Technology overview – Andrew Some likely use cases – Andrew Next steps – Pascal Q&A OLRC: Pascal Calarco & Andrew McAlorum

3. #watitis2014 LIBRARIES’ GROWING STORAGE NEEDS Digitized physical materials: books, journals, film, audio Reformatting to conserve original eg. Acidic paper such as newspapers Reformatting to increase access eg. Rare materials Format migration to preserve content eg. 16mm film OLRC: Pascal Calarco & Andrew McAlorum

4. #watitis2014 LIBRARIES GROWING STORAGE NEEDS Born digital scholarly content for long term stewardship: E-Theses and supplemental material Scholarship: Working papers, Pre-prints, Open Access Research data: numeric, geospatial, image, audio Websites and digital ephemera of academic interest Donated electronic materials for Special Collections John English’s hard drives of personal email correspondence, drafts and other materials OLRC: Pascal Calarco & Andrew McAlorum

5. #watitis2014 OCUL STORAGE SURVEY (2013) 10 of 21 institutions responded; six >10k FTE, 4 smaller than 10k Preservation & Access Needs: 80%: digitized print content 80%: faculty publications 60%: donated digital content 50%: research data 50%: GIS data 40%: purchased digital resources 20%: corporate records 20%: E-Theses OLRC: Pascal Calarco & Andrew McAlorum

6. #watitis2014 OCUL SURVEY: STORAGE NEEDS Current storage requirements: 100GB-30TB; total of respondents: 58.5 TB Expected storage needs, next 2-3 years: 20% 100TB+ 40% 10TB-100TB 20% >10TB 250TB total for all 10 institutions OLRC: Pascal Calarco & Andrew McAlorum

7. #watitis2014 OCUL SURVEY: STORAGE PROVISIONING 80% partner with campus IT often/mostly 60% provision in-house often/mostly 40% provision with other partner libraries often/mostly 30% provision with commercial services often/mostly OLRC: Pascal Calarco & Andrew McAlorum

8. #watitis2014 OCUL STORAGE SURVEY: TOP FEATURES (2013) Large storage on demand Low cost Canadian-based hosting Transparent pricing Archival quality storage OLRC: Pascal Calarco & Andrew McAlorum

9. #watitis2014 OLRC: Pascal Calarco & Andrew McAlorum

10. #watitis2014 OLRC: Pascal Calarco & Andrew McAlorum

11. #watitis2014 OLRC: Pascal Calarco & Andrew McAlorum

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14. #watitis2014 STORAGE ARCHITECTURES AND COST TIERS

15. #watitis2014 CLOUD OPTIONS Amazon S3/Glacier: $500k/year for current 250TB SP content $2000/TB per year, recurring DuraCloud: Amazon reseller, adding preservation & mgmt. tools $1000-$1500/TB per year, recurring Private Cloud: OpenStack $280-$350/TB per year, amortized over three years OLRC: Pascal Calarco & Andrew McAlorum

16. #watitis2014 MTCU PROPOSAL AND PIF FUNDING 2013/2014: OCUL was awarded $1.2 million Productivity and Innovation Fund (PIF) funding for OLRC startup 50TB per founding partner institution Triplestore preservation: content copies at three different co-located nodes for redundancy, error correction Text mining portal for stored ScholarsPortal content OLRC: Pascal Calarco & Andrew McAlorum

17. #watitis2014 OLRC: Pascal Calarco & Andrew McAlorum

18. #watitis2014 OLRC: Pascal Calarco & Andrew McAlorum

19. #watitis2014 OLRC: Pascal Calarco & Andrew McAlorum

20. #watitis2014 OPENSTACK An open source cloud computing platform, primarily deployed as an Infrastructure- as-a-Service (IaaS) platform Swift – OpenStack object store, store and retrieve data via API Integrate OpenStack/Swift to Digital Repository architectures Develop Dropbox-like cloud storage web interface

21. #watitis2014 USE CASES Audience: Librarians, Faculty Digital Preservation Institutional and Personal Storage Repositories Research Data Management Text mining large volumes of digital textual content for research purposes OLRC: Pascal Calarco & Andrew McAlorum

22. #watitis2014 DIGITAL CURATION

23. #watitis2014 FEDORA COMMONS Open source digital object repository, that is the underlying architecture behind Islandora, Hydra, and other digital asset management systems.

24. #watitis2014 DSPACE An open source turnkey institutional repository software for building open access repositories for scholarly and published digital content.

25. #watitis2014 ARCHIVEMATICA An open source digital preservation system designed to maintain standards- based, long term access to collections of digital objects.

26. #watitis2014 DATAVERSE An open source web application for publishing, citing, analyzing and preserving research data. Research data management focus

27. #watitis2014 TEXT MINING Portential uses by researchers in Digital Humanities: Entity recognition Parts of speech analysis Topic modeling Network analysis Visualization

28. #watitis2014 CURRENT STATUS & MILESTONES October 2014: integration with Archivematica December 2014: integration with DataVerse Q1 2015: Storage Nodes finalized; installation of Waterloo/Guelph/Laurier node March 2015: integration with Fedora Commons May 2015: Third Hackfest, Text Mining Portal June 2015: integration with DSpace OLRC: Pascal Calarco & Andrew McAlorum

29. #watitis2014 THANKS! QUESTIONS? Pascal Calarco, uWaterloo Library pvcalarco@uwaterloo.capvcalarco@uwaterloo.ca x38215 Andrew McAlorum, IST amcalorum@uwaterloo.caamcalorum@uwaterloo.ca x31135 OLRC: Pascal Calarco & Andrew McAlorum