1. Mellon Year 1 Review Michael J. Halm Alex Valentine

2. September 7, 2004 3 Presentation Overview Introductions LionShare Technology Overview Year 1 - Progress Report LionShare v0.4 Demonstration Year 2 - Roadmap Discussion

3. Introductions LionShare Advisory Group

4. LionShare Technology Overview Michael J. Halm - Project Director

5. September 7, 2004 6 Problems Identified Proliferation of digital resources Tools to manage personal collections Difficulty finding appropriate resources Difficulty merging public/private collections Need for faculty/student/dept’s to manage large collections Need for copyright protection and access control

6. September 7, 2004 7 Enter LionShare

7. September 7, 2004 8 Basic LionShare Components Peer PeerServer Authentication

8. September 7, 2004 9 Basic LionShare Components Peer Organize Search Share Collaborate

9. September 7, 2004 10 Basic LionShare Components PeerServer Users Persist files Administrators Configuration Statistics

10. September 7, 2004 11 Basic LionShare Components Security Authentication Basis for trust Digital identity

11. September 7, 2004 12 LionShare Trust Fabric

12. September 7, 2004 13 LionShare Trust Authenticated Peer Allows trust and secure connections Individuals search anonymously Can not share anonymously Ability to control access

13. September 7, 2004 14 Federated Repositories

14. September 7, 2004 15 Federated Repositories Expands the reach of P2P Repositories outside P2P Uses ECL Connector Simple identity and password But not secure Extend ECL to include security

15. Year 1 Update Michael J. Halm - Project Director

16. September 7, 2004 17 Year 1 - Progress Report

17. September 7, 2004 18 Year 1 - Progress Report

18. September 7, 2004 19 Year 1 Highlights Tested different conceptual designs Created private LS P2P network Developed Peer and PeerServer Integrated Peer and PeerServer Implemented basic search & retrieval Implemented basic metadata on Peer Developed basic Image Viewer Milestone 1 LSv0.2 - June 30th, 2004

19. September 7, 2004 20 Year 1 Highlights Implemented local Authentication Preserved metadata on PeerServer Re-engineered Search technology - Lucene Enhanced metadata on Peer - automation Enhanced Image Viewer Implemented basic image preview Integrated ECL for Repository Federation Milestone 2 LSv0.4 - September 30th, 2004

20. LionShare v.04 Demonstration Alex Valentine - Senior Developer

21. September 7, 2004 22 Demonstration Overview Look for: Ease of use for Searching, Organizing & Sharing academic resources Flexibility and extensibility of LS design Strong reliance on the use of metadata Auto-generation of metadata Ability to persist resources using PeerServer Integration of security

22. Year 2 Roadmap Discussion Michael J. Halm - Project Director

23. September 7, 2004 24 Year 1 - Progress Report

24. September 7, 2004 25 Year 2 Roadmap New Peer Features Library/Personal Collection –Support for offline use –Develop symbolic folders and lists –Better Image Viewer integration –Support for Thumbnail and list views –Better support for Media files –Better PDF viewer support –Better UI for publishing directly to PeerServer Milestone 3 LSv0.6 - January 30th, 2005

25. September 7, 2004 26 Year 2 Roadmap New PeerServer Features Better support for Administrative functions –Develop new file organization and management –Develop new administration interface –Support for usage statistics –Support for log files to track users –Support for security certificates –Support for Public Folder - Web Access –Support for Authorization rules Milestone 3 LSv0.6 - January 30th, 2005

26. September 7, 2004 27 Year 2 Roadmap Improved Security –Implement Access Control Lists –Extend SASL CA with the Shibboleth Attribute Authority –Implement XACML policy language –Develop authorization GIU –Test and stabilize security features Milestone 3 LSv0.6 - January 30th, 2005

27. September 7, 2004 28 Year 2 Roadmap Greater Repository Security & Interoperability –Implement Secure ECL in repositories –Integrate Secure ECL and LionShare security –Implement improved OKI DR OSID for ECL Gateway Milestone 3 LSv0.6 - January 30th, 2005

28. September 7, 2004 29 Year 2 Roadmap New Peer Features –Implement Metadata Editor refinements Metadata cross-walking Metadata editor configuration –Enhance metadata automation features –Support the use of User Profiles (more than 1) Milestone 4 LSv0.8 - April 30th, 2005

29. September 7, 2004 30 Year 2 Roadmap New Peer Features –Develop greater Collaboration Support Instant messaging Group Chat –Improve Search features UI refinements Support Authorization support Optimize the Search history Implement Download Status indicator Milestone 4 LSv0.8 - April 30th, 2005

30. September 7, 2004 31 Year 2 Roadmap New Peer Features –Implement Customization tools Skinning support Automation scripts for custom LS builds –Develop software Installers Mac Windows Unix Milestone 4 LSv0.8 - April 30th, 2005

31. September 7, 2004 32 Year 2 Roadmap New PeerServer Features –Provide additional administrative support –Support use of Quotas –Develop PeerServer installer Milestone 4 LSv0.8 - April 30th, 2005

32. September 7, 2004 33 Year 2 Roadmap New Security Efforts –More Debugging activities –Additional User Testing –Enhance performance Milestone 4 LSv0.8 - April 30th, 2005

33. September 7, 2004 34 Year 2 Roadmap Stabilize release and fix bugs Release user documentation Release technical documents Complete assessment activities Develop training Milestone 5 LSv1.0 - September 30th, 2005

34. September 7, 2004 35 Conclusion Incredible interest Informal JISC involvement Commitment to product improvement through assessment Regular software Open Source releases Potential to improve research and faculty collaboration New opportunities on the horizon

35. Advisory Group Discussion