Data Archiving and Networked Services. Mike Priddy, Maarten Hoogerwerf, John Shepherdson, Johan Fihn, Birger Jerlehag, Timo Gnadt

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Data Archiving and Networked Services The Reference Model for Social Science and Humanities Data Infrastructures: towards a common architectural model for Research Infrastructure architectures. Mike Priddy, Maarten Hoogerwerf, John Shepherdson, Johan Fihn, Birger Jerlehag, Timo Gnadt EDDI2016, Cologne, December 6 2016. DANS is een instituut van KNAW en NWO

What is a Research Infrastructure The term research infrastructures (RI) refers to facilities, resources and related services used by the scientific community to conduct top-level research in their respective fields, ranging from social sciences to astronomy, genomics to nanotechnologies. RIs may be single-sited (a single resource at a single location), distributed (a network of distributed resources), or virtual (the service is provided electronically). http://ec.europa.eu/research/infrastructures/index_en.cfm?pg=what

RIs in Social Sciences and Humanities Research infrastructures communities have been setup to support Social Science and Humanities disciplines with services such as resource identification, data collection and data management. The ESFRI infrastructures have turned into formal ERICs (or equivalent)

An Architecture vs A Model Architecture - fundamental concepts or properties of a system in its environment embodied in its elements, relationships, and in the principles of its design and evolution 1. Enterprise architecture - an architecture in which the system in question is the whole enterprise, especially the business processes, technologies, and information systems of the enterprise 2. 1. http://www.iso-architecture.org/ieee-1471/ 2. https://msdn.microsoft.com/en-us/library/bb466232.aspx

An Architecture vs A Model Reference architecture - models the abstract elements in the domain of interest independent of the technologies, protocols, and products that are used to implement a specific solution for the domain 1. Reference model - an abstract framework for understanding significant relationships among the entities of some environment 2. 1. h%p://docs.oasis-open.org/soa-rm/soa-ra/v1.0/soa-ra.html 2. h%ps://docs.oasis-open.org/soa-rm/v1.0/soa-rm.html

Significant rela-onships amongst the en--es Reference Model for Open Archival Informa5on Systems (OAIS) Reference Model for Open Distributed Processing (RM- ODP) Reference Model for Social Sciences & Humani5es (RM- SSH) Abstract Abstract realisa-on of the en--es Reference Architecture for DARIAH Contribu5ons Reference Informa5on Architecture for EHRI Conven-ons, principles and prac-ces for the descrip-on of architectures Fundamental concepts or proper-es of an en-ty in its environment CESSDA Products & Services Catalogue Architecture DANS EASY archival system architecture Architecture Concrete

Why a Reference Model for the Social Sciences and Humanities A reference architecture requires existing architectures from which it can be derived, however the majority of the ERICs are in the initial phase of development and do not have a well-developed architecture for their research infrastructure.

Why a Reference Model for the Social Sciences and Humanities A reference model identifies the the communities, relationships, roles and interfaces that could be present. For the SSH RIs this would help to identify commonalities and similarities from where it is possible to develop cross-cutting collaborations and instigate interfaces of knowledge, information & data.

Modelling Approach All of the SSH-RIs considered by this reference model are complex systems that are distributed across Europe. Each SSH-RI has differing aims and ambitions along with solutions to tackle the challenges of distribution across countries, institutions and responsibilities. A reference model consists of a minimal set of unifying concepts, axioms and relationships within a particular problem domain 1. In addition, it should describe a clear problem that is solved 2. 1. h%ps://docs.oasis-open.org/soa-rm/v1.0/soa-rm.html 2. h%ps://en.wikipedia.org/wiki/reference_model

Modelling Approach Research Research Data Infrastructure Data Crea(on Data Processing Data Iden(fica(on Data Management Data Provisioning Community Support, Outreach, Educa<on & Training User Authen(ca(on Technical Infrastructure

Modelling Approach: RM-ODP Reference Model for Open Distributed Processing (RM- ODP) provides 4 elements: an object modelling approach, a way to specify a system in interrelated but separate viewpoints (enterprise, computational, information, engineering and technology), a system infrastructure that allows distribution transparencies and a framework to assess conformance. The viewpoints currently modelled in the RM-SSH are: Enterprise viewpoint Information viewpoint Computational viewpoint

RM-SSH: Enterprise Viewpoint The enterprise viewpoint describes interrelated communities as this allows common purposes and policies within the system to be grouped. These communities are described by community contracts which contain the objectives, roles, policies, behaviour and enterprise object types of a community.

RM-SSH: Enterprise Viewpoint

RM-SSH: Information Viewpoint The information viewpoint focus is on the information without considering representation, implementation or distribution details or platform-specific execution details to create a common abstract model for the shared information in the system. This viewpoint is independent from functions that transform and manipulate the data and the computational interfaces. This viewpoint defines a configuration of information objects, their behaviours, actions that can be performed upon the information object and constraints.

RM-SSH: Information Viewpoint

RM-SSH: Information Viewpoint

RM-SSH: Computational Viewpoint The computational viewpoint identifies the prime computational objects and the interfaces that can be utilised for interaction with the object. Here we consider a computational object to be a set of connected services and resources to support interaction between members of the various communities as well as researchers interaction with data. The infrastructure can here be seen as a chain of interactions through interfaces provided by the computational objects.

RM-SSH: Computational Viewpoint

RM-SSH: Data Creation Subsystem RM-SSH: Data Provision Subsystem

So what? RM-SSH should provide support for describing reference architectures and architectures in SSH domain. A common language across the domain for RIs. High abstraction but should cover all examples of research data infrastructures. from 1 researcher with a laptop. to an internationally distributed full data lifecycle supporting RI. However, currently incomplete for Research Infrastructures 20

Research & Data Infrastructures Research Research Data Infrastructure Data Crea(on Data Processing Data Iden(fica(on Data Management Data Provisioning Community Support, Outreach, Educa<on & Training User Authen(ca(on Technical Infrastructure

What next SSH RIs still in early stages and still (public) architectures do not exist. Currently being used on two projects DARIAH Humanities at Scale project for reference architecture for in-kind contribution descriptions European Holocaust Research Infrastructure for the EHRI Information Architecture. These efforts will contribute to and test the RM- SSH model. https://sites.google.com/a/dans.knaw.nl/ reference-model-for-ssh-datainfrastructure/home

Mike Priddy - DANS -Data Archiving & Networked Services - mike.priddy@dans.knaw.nl Maarten Hoogerwerf - DANS -Data Archiving & Networked Services John W. Shepherdson - UKDA - UK Data Archive Johan Fihn - SND - Swedish National Data Service Birger Jerlehag - SND - Swedish National Data Service Timo Gnadt - SUB - State & University Library, Georg-August-Universitaet Göttingen. 23

Thank you for your attention. Any questions? h"ps://sites.google.com/a/dans.knaw.nl/reference-model-for-sshdata-infrastructure/home 24