interoperability fundamentals: sword 2

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A centre of expertise in digital information management www.ukoln.ac.u k www.bath.ac.u k UKOLN is supported by: Interoperability Fundamentals: SWORD 2 8 th December 2008 SUETr Interoperability Workshop, London School of Economics Adrian Stevenson SWORD 2 Project Manager

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A presentation for the SUETr Interoperability Workshop, London School of Economics Library, 9th December 2008

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Page 1: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

UKOLN is supported by:

Interoperability Fundamentals: SWORD 2

8th December 2008SUETr Interoperability Workshop,

London School of Economics

Adrian StevensonSWORD 2 Project Manager

Page 2: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

SWORD Quick Introduction

• Simple Web service Offering Repository Deposit

• JISC funded project 2007

• To provide a standard mechanism for ‘doing deposit’ into repositories

• Continuation funding for SWORD 2 from June 2008

Page 3: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

What is it?

• A lightweight protocol for deposit• A profile of the Atom Publishing Protocol• Implementations of the SWORD deposit

interface in IntraLibrary, Fedora, DSpace and Eprints

• A number of deposit clients – web-based, command-line, desktop, Facebook

Page 4: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

Background

• Before SWORD there was Deposit API• Discussions at the JISC-CETIS Conference

2005 focussed on the lack of a deposit ‘standard’

• Rachel Heery and Repositories Research Team at UKOLN facilitated a working group of repository developers

• to address this requirement for a standard interface for deposit

Page 5: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

Motivations

• no standard interface for tagging, packaging or authoring tools to upload objects into a repository

• no standard interface for transferring digital objects between repositories

• no way to deposit into more than one repository with one ‘click’

• no way of initiating a deposit workflow from outside a repository system

Page 6: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

The Project Partners

• SWORD partners:– UKOLN, University of Bath and University of York

(Project Management) – Adrian Stevenson & Julie Allinson

– University of Aberystwyth (DSpace, Fedora, & clients) –– Stuart Lewis, Neil Taylor, Glen Robson, Richard Jones– University of Southampton (EPrints) – Les Carr– Intrallect (IntraLibrary) –Sarah Currier

• Plus some friendly advisors– Jim Downing, Richard Green

Page 7: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

The Acronym

• Simple – lightweight, agile and fit-for-purpose • Web service – independent of proprietary

software, supports standard interfaces • Offering• Repository – or any system which wants to put or

receive content • Deposit – or put, or post, or register, or add – a

little step in the ingest workflow

Page 8: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

Use Cases

• Deposit from a Desktop/Online tool• Multiple deposit - e.g. deposit to institutional and

(mandated) funders’ repository with one action • Machine deposit - e.g. automated deposit from a

laboratory machine • Migration/transfer - e.g. to a preservation service • Mediated deposit - e.g. deposit by a nominated

representative, to additional repositories

Page 9: Interoperability Fundamentals: SWORD 2

Scenario 1 : Author deposits using a desktop authoring system to a mediated multiple deposit service

Librarian L completes the deposit through the repository interface

id

Librarian L invokes deposit of a surrogate into arxiv.org

Deposi

t

id

Author A deposits via an easy-deposit desktop application into the institutional repository's mediated deposit queue

A lightweight deposit web service can facilitate this transfer of object(s)

Page 10: Interoperability Fundamentals: SWORD 2

Scenario 3 : Deposit in multiple repositories

Deposi

tThe depositor can choose one or more repositories to deposit into

A lightweight deposit web service can facilitate this transfer of object(s)

A depositor is required to submit to a Research Council repository, but they also wish to deposit into their institutional repository and a relevant subject repository

Page 11: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

SWORD AtomPub Profile

Page 12: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

Standards

• WebDAV (http://www.webdav.org/) • JSR 170 (http://www.jcp.org/en/jsr/detail?id=170) • JSR 283 (http://www.jcp.org/en/jsr/detail?id=283) • SRW Update (http://www.loc.gov/standards/sru/) • Flickr Deposit API (http://www.flickr.com/services/api/) • Fedora Deposit API

(http://www.fedora.info/definitions/1/0/api/) • OKI OSID (http://www.okiproject.org/) • ECL (http://ecl.iat.sfu.ca/) • ATOM Publishing Protocol

(http://www.ietf.org/htmlcharters/atompub-charter.html)

Page 13: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

“the Atom Publishing Protocol is an application-level protocol for publishing and editing Web resources” • benefits

– supports many of our parameters and requirements, in particular file deposit

– it already exists and has growing support – it is well-used in popular applications– it has an extension mechanism – good fit with the Web architecture

• drawbacks / risks – too much of a retrofit? – it is designed for a single package/file OR an atom document – this

means that we need to package up metadata and files

Page 14: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

SWORD AtomPub Profile

• SWORD profile builds on AtomPub• Provides set of extensions, constraint

relaxations and enforcements when:– Clients post compound resources (zip,tar)– Mediated deposit required– Workflows involved

• SWORD compliance does not preclude AtomPub compliance

Page 15: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

SWORD APP Package Support

• AtomPub uses MIME to describe resources• Inadequate for compound types e.g.

– Zip, tar– METS, SCORM, MPEG21, DIDL packages

• SWORD extends AtomPub:– sword:acceptPackaging element– Value taken from SWORD package types

Page 16: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

SWORD APP Mediated Deposit

• SWORD deposit client user may not be owner of resource

• SWORD allows clients to set a HTTP header:– X-On-Behalf-Of

• Assumes trust between owner and mediating user

Page 17: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

SWORD APP Developer Features

• No-Op (Dry Run)

• Verbose Output

• Client and Server Identity

• Auto-Discovery

• Error Documents

• Nested Service Desription

Page 18: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

SWORD APP Error Documents

• SWORD adds new class of doc to AtomPub to allow better error description– ErrorContent– ErrorChecksumMismatch– ErrorBadRequest– TargetOwnerUnknown– MediationNotAllowed

Page 19: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

SWORD Profile of AtomPub

• Part B follows AtomPub specification highlighting where SWORD profile diverges

• Part B covers:– Protocol Operations

• Retrieving Service Document• Listing Collections• Creating a Resource• Editing a Resource - Not currently implemented

– Category Documents – MUST NOT be required

– Service Documents• new elements: version, verbose, noOp, maxUploadSize

Page 20: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

How it Works

• APP works by issuing HTTP requests (GET, POST) – GET Service Document (explain/discover)– POST ATOM document or file to collection URI

• HTTP response and ATOM document is returned

• HTTP basic authentication is required

Page 21: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

Examples – Get (explain)

GET /sword-app/servicedocument HTTP/1.1Host: www.myrepository.ac.ukX-On-Behalf-Of: lcarr

Page 22: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

Examples – Post (Deposit)

POST /burning-collection HTTP/1.1Host: www.myrepository.ac.uk/sword-appContent-Type: application/zipAuthorization: Basic ZGFmZnk6c2VjZJldA==Content-length: nnnContent-MD5: md5-digestContent-Disposition: filename=mydeposit.zipX-On-Behalf-Of: lcarrX-Format-Namespace: METS

Page 23: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

SWORD 2 Profile Updates

• SWORD Profile Version 1.3 includes:• Revised deviations from AtomPub and Atom

– increasing requirement for persistent Atom Entry Documents

• Includes description of SWORD specific extensions

• Removed notion of levels of compliance• Added sword:userAgent, sword:error,

sword:service, sword:version and sword:maxUploadSize elements

Page 24: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

SWORD In Use

Page 25: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

Implementations• Repository implementations

– DSpace – EPrints – IntraLibrary – Fedora

• Client implementations – Java & PHP libraries– command-line, desktop and web clients– Facebook Client– Deposit from within MS Word & Powerpoint– Feedforward / FOREsite and others at:

http://www.swordapp.org/sword/implementations

Page 27: Interoperability Fundamentals: SWORD 2
Page 28: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

Facebook Client

Page 29: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

OfficeSWORD Add-on• http://www.codeplex.com/OfficeSWORD

Page 30: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

SWORD in use

• In addition to the case study implementations: – Feedforward has already implemented – ICE project is looking at SWORD – DSpace and EPrints installations already exist – Microsoft eChemistry work – OAI-ORE - FOREsite work – more are planned

• NISO activity around deposit - hopefully this will recognise

• Collaberation with Nature Publishing Group

Page 31: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

More Info and Contact

• SWORD Website:• http://www.swordapp.org• General queries:

– Adrian [email protected]

• Technical queries:– Sword sourceforge list

[email protected]

Page 32: Interoperability Fundamentals: SWORD 2

                                                             

A centre of expertise in digital information management

www.ukoln.ac.uk www.bath.ac.uk

Questions

• SWORD Website• http://www.swordapp.org

• Adrian Stevenson, UKOLN• [email protected]