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The HathiTrust Research Center (HTRC): An Overv...

The HathiTrust Research Center (HTRC): An Overview and Demo

The session will provide an overview of the HathiTrust Research Center including its mission and current status. It will also include a demonstration of current HTRC phase one technology and services. Additionally, the speakers will address the HTRC's role in supporting humanities research at scale.

Robert H. McDonald

June 07, 2013
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  1. The  HathiTrust  Research  Center   (HTRC):  An  Overview  and  Demo

      IU  Librarians’  Day  |  IUPUI  Libraries  |  06.07.13     Robert  H.  McDonald  -­‐  @mcdonald  -­‐  IU  Libraries   Yiming  Sun  –  IU  Data  to  Insight  Center   Miao  Chen  –  IU  Data  to  Insight  Center   Tweet  US  -­‐  @HathiTrust    #HTRC  
  2. Speaker  Deck  Slides   06.07.13   IU  Librarians’  Day  

    #HTRC    @HathiTrust   hHp://bit.ly/13gWD7C  
  3. HTRC  Mission   •  Public  research  arm  of  the  HathiTrust

      •  Help  researchers  world-­‐wide  to  accomplish   tera-­‐scale  text  data-­‐mining  and  analysis   – Develop  cuOng-­‐edge  soPware  tools  for   processing,  analyzing  text   – Develop  cyberinfrastructure  to  enable  HPC  access   to  the  HathiTrust  Digital  Library     •  Established:    July,  2011   •  CollaboraWve  center:    Indiana  University  &   University  of  Illinois     06.07.13   IU  Librarians’  Day   #HTRC    @HathiTrust  
  4. HTRC  Governance   •  Reports  to  the  HathiTrust  Board  of

     Governors   •  HTRC  ExecuWve  Commi[ee   –  J.  Stephen  Downie  (Co-­‐director),  Professor  and  Associate   Dean  for  Research,  University  of  Illinois  GSLIS   –  Beth  Plale  (Co-­‐director  and  Chair),  Director  Data  To  Insight   Center  and  professor  in  the  School  of  InformaWcs  and   CompuWng  at  Indiana  University     –  Robert  H.  McDonald,  Associate  Dean  of  Libraries/Deputy   Director  Data  to  Insight  Center  at  Indiana  University   –  Beth  Sandore  Namachchivaya,  Associate  University  Librarian   for  InformaWon  Technology  Planning  &  Policy  at  the   University  of  Illinois     –  John  Unsworth,  Vice  Provost  for  Library  &  Technology   Services  and  Chief  InformaWon  Officer  at  Brandeis  University   •  HTRC  Advisory  Board  (See  members  next  slide)   •  Google  Public  Domain  agreement  –  in  place  for  IU  and   UIUC  
  5. HTRC  Advisory  Board   •  Cathy  Blake,  University  of  Illinois,

     Urbana-­‐Champaign   •  Beth  Cate,  Indiana  University   •  Greg  Crane,  TuPs  University   •  Laine  Farley,  California  Digital  Library   •  Brian  Geiger,  University  of  California  at  Riverside   •  David  Greenbaum,  University  of  California  at  Berkeley   •  FoWs  Jannidis,  University  of  Wurzberg,  Germany   •  Ma[hew  Jockers,  Stanford  University   •  Jim  Neal,  Columbia  University   •  Bill  Newman,  Indiana  University   •  Bethany  Nowviskie,  University  of  Virginia   •  Andrey  Rzhetsky,  University  of  Chicago   •  Pat  Steele,  University  of  Maryland   •  Craig  Stewart,  Indiana  University   •  David  Theo  Goldberg,  University  of  California  at  Irvine   •  John  Towns,  NaWonal  Center  for  SupercompuWng  ApplicaWons   •  Madelyn  Wessel,  University  of  Virginia  
  6. HTRC  Timeline   •  Phase  I:    18-­‐month  development  cycle

      – Began  01  July  2011   – Demo  of  capability  September  2012  (14  mo  mark)   at  HTRC  UnCamp  I   •  Phase  II:    broad  availability  of  resource,  begins   31  March  2013   – New  HTRC  Asst.  Director  for  EducaWon  and   Outreach  (Miao  Chen)   – New  listserv  to  drive  user  input:                                                                     htrc-­‐usergroup-­‐l  @  list.indiana.edu   06.07.13   IU  Librarians’  Day   #HTRC    @HathiTrust  
  7. HTRC  Next  Steps   •  Phase  2  availability  of  resource

     31  March  2013   •  Thanks  to:       Photos from HTRC UnCamp 9.10.12 at Indiana University
  8. HTRC  Phase  2:  Current  Thrusts   •  Grow  HTRC  User-­‐base

      – Outreach  and  Engagement   •  Input  from  HTRC  Advisory  Board   •  Input  from  HT  BOG   – Town  Hall  Groups  at  DH,  JCDL,  JADH   – Online  Town  Hall  Groups   •  Develop  New  SpecificaWons  from  User-­‐Based   Agile  Development  Methodology   •  Develop  and  Integrate  Sloan  Cloud   Components  into  the  HTRC  Infrastructure     06.07.13   IU  Librarians’  Day   #HTRC    @HathiTrust  
  9.     06.07.13   IU  Librarians’  Day   #HTRC  

     @HathiTrust   HTRC   Architecture   Overview   Data  API  access  interface   Portal   Security  (OAuth2  WSO2  IS)   Algorithms   and  Worksets   Registry   (WSO2  GR)   ApplicaWon   submission   Audit     Cassandra   cluster   volume   store   Solr   index   EnWty   ExtracWon   Topic   Modeling   Sentence   Tokenizer   Word   posiWon   Latent   semanWc   analysis   High  level  apps   Compute  resources   Storage  resources   Blacklight  
  10.     06.07.13   IU  Librarians’  Day   #HTRC  

     @HathiTrust   VM   Request   VM   Image   Manager   VM   Image   Store   VM   Image   Builder   VM   Manager   VM   instance   Sloan   Cloud   SSH   Non-­‐consumpWve   Output  Storage   user   HTRC  Non-­‐ ConsumpUve  Research   Access  (Sloan  Cloud)  
  11. HTRC  DemonstraWon   •  Yiming  Sun  –  Lead  Technical  Architect

     HTRC   06.07.13   IU  Librarians’  Day   #HTRC    @HathiTrust  
  12. Metadata  Enhancement   •  Current  metadata  fields  are  MARC-­‐based  

    – E.g.  publicaWon  date,  authors,  Wtle,  subject   •  MARC  fields  are  fundamental   •  Needed  more  fields  of  users’  interest  for   granular  analyWcs  (Metadata  Enhancement)   •  Solicit  user  requirements  and  prioriWze  for   implementaWon   – Mainly  digital  humaniWes  uses  now   06.07.13   IU  Librarians’  Day   #HTRC    @HathiTrust  
  13. Top  Metadata  Enhancement  Items   •  1st  round  user  requirement

     collecWon,  top  3   items  were  metadata  related:   – Word  frequency  count  and  document  length  for  a   volume   – Metadata  de-­‐duplicaWon   – Author  Gender  Analysis   •  These  top  3  items  are  in  process  for   funcWonality  within  the  current  producWon   system  and  will  be  available  in  the  next   quarter.   06.07.13   IU  Librarians’  Day   #HTRC    @HathiTrust  
  14. Other  Metadata  Enhancement  Items   •  Stats  analysis:  m-­‐idf  

    •  Readability  score   •  Language   •  Topic  modeling  (e.g.  LDA  probability)   •  Genre   •  Era  of  compilaWon   •  Book  length  (e.g.  short  or  long)   •  Concordance  index  (indexing  with  context)   06.07.13   IU  Librarians’  Day   #HTRC    @HathiTrust  
  15. HTRC  Upcoming  Events   •  DH  2013  –  July  16-­‐29,

     2013   •  JCDL  2013  –  July  22-­‐26,  2013   •  HathiTrust  Research  Center  UnCamp  –                 Sept  8-­‐9,  2013  –  University  of  Illinois   •  Catapult  Symposium  –  IUB  –  Sept  2013   •  JADH  2013  –  September  19-­‐21,  2013   •  Ohio  State  University  –  Library  Symposium  –   October  2013   •  Educause  2013  –  October  15-­‐18,  2013  
  16. Thank  You   •  This  presentaWon  was  made  possible  with

     content   provided  by  many  HTRC  colleagues  John  Unsworth,  J.   Stephen  Downie,  Robert  H.  McDonald,  Beth  Sandore,   Yiming  Sun,  Guangchen  Ruan,  Lore[a  Auvil,  Kirk  Hess,   and  many  others…   •  The  HTRC  Non-­‐ConsumpWve  Research  Grant  is   graciously  funded  by  the  Alfred  P.  Sloan  FoundaWon   •  IU  D2I-­‐PTI  is  graciously  funded  by  The  Lilly  Endowment,   Inc.   •  HTRC  -­‐  h[p://www.hathitrust.org/htrc   •  IU  D2I  Center  -­‐  h[p://d2i.indiana.edu/   •  UIUC  GSLIS  -­‐  h[p://www.lis.illinois.edu/     06.07.13   IU  Librarians’  Day   #HTRC    @HathiTrust  
  17. Contact  InformaWon   •  General   – Robert  H.  McDonald,  HTRC

     ExecuWve  Commi[ee   – [email protected]   •  Technical   – Yiming  Sun,  Chief  Architect,   [email protected]   •  Requests  for  capability,  interest   – Miao  Chen,  HTRC  Asst.  Director  of  EducaWon  and   Outreach,  [email protected]   06.07.13   IU  Librarians’  Day   #HTRC    @HathiTrust