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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Interoperability Requirements for a Sustainable Component to Support Management and Sharing of Digital Resources</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Martin Memmel</string-name>
          <email>martin.memmel@dfki.de</email>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>German Research Center for Artificial Intelligence DFKI GmbH Knowledge Management Department Trippstadter Straße 122 Kaiserslautern</institution>
          ,
          <country country="DE">Germany</country>
        </aff>
      </contrib-group>
      <fpage>25</fpage>
      <lpage>29</lpage>
      <abstract>
        <p>Platforms such as YouTube, Flickr or Delicious that allow users to manage and share different kinds of digital resources belong to the most popular applications in what is usually subsumed under the umbrella term Web 2.0. In the context of PLEs, the ability to manage and share digital resources used within a learning process is also one of the most important features. This paper gives a coarse overview of key aspects to consider when aiming to provide a sustainable, adaptable component for resource management and sharing that can be integrated into different, heterogeneous digital environments. The ALOE (http://aloe-project.de) system will be presented as an example for the realisation of a respective component meeting the presented demands.</p>
      </abstract>
      <kwd-group>
        <kwd>Resource sharing</kwd>
        <kwd>Metadata</kwd>
        <kwd>Interoperability</kwd>
        <kwd>Social media</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. INTRODUCTION</title>
      <p>The ability to support management and sharing of digital
resources is a key feature in any PLE. A variety of tools
and platforms exist that support such features for
different kinds of contents (e.g., music, video, photos)
and application scenarios. Yet, most of them only offer
few possibilities to integrate with other tools, and each of
the platforms usually has to be accessed separately in
order to add, annotate, manage and search for contents.
Social bookmarking systems such as Delicious1 or
Diigo2 are a means to annotate and store information
about resources from different sources. However, the
vast majority of these systems only provides very basic
means to organise own contributions and is neither
instantiable, nor can be adapted to the specific needs of a
scenario. Consequently, it is doubtful that future and not
yet anticipatable scenarios can be supported by means of
these tools.</p>
      <p>What is needed in order to ensure sustainability is a
comprehensive approach and framework that allows
contributing, managing, and sharing arbitrary digital
resources, that allows to exchange information with
1 see http://delicious.com
2 see http://www.diigo.com</p>
      <p>In the following, we will first provide a coarse overview
of interoperability requirements that have to be met
when aiming at such a sustainable approach for resource
management and sharing. The ALOE system will then
be presented as an example for the realisation of a
respective approach meeting these demands.</p>
    </sec>
    <sec id="sec-2">
      <title>2. INTEROPERABILITY</title>
    </sec>
    <sec id="sec-3">
      <title>REQUIREMENTS</title>
      <p>
        The IEEE3 defines interoperability as follows [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]:
Interoperability is the ability of two or more systems or
components to exchange information and to use the
information that has been exchanged.
      </p>
      <p>For the design of an application to manage and share
digital resources, this has to be considered for
the selection of supported application scenarios,
the resource types to be supported,
the metadata to be used, and
the interfaces offered to users and other systems.
In the following, we will briefly discuss each of these
aspects.</p>
    </sec>
    <sec id="sec-4">
      <title>2.1 Supported Application Scenarios</title>
      <p>As a first step in the design process, one has to decide
for which scenarios support should be provided.
Concentrating on a very specific scenario (e.g.,
“knowledge workers in a research department”) in the
system's design can provide the benefit of a customised
solution that takes into account the very specific
characteristics of this scenario and the needs of the
involved users. Yet, such a very targeted approach
inevitably has several downsides:</p>
      <p>A huge modelling effort is required, e.g., for
specifying and generating complex and tailored
structures such as ontologies.</p>
      <sec id="sec-4-1">
        <title>3 see http://www.ieee.org</title>
        <p>A created model can always only be a snapshot –
yet, people and organisations evolve. Thus,
maintenance is required, which is usually a very
complex and time-consuming task. Furthermore, no
model is able to anticipate all possible needs and
scenarios.</p>
        <p>The restriction to a very specific scenario and model
hinders interoperability with other components (e.g.,
tools, technologies, and other data sources) that
might be used in such a scenario. Although the
adaptation of such components is sometimes
possible, this is once again a usually complex and
time-consuming task.</p>
        <p>Instead of focusing on specific scenarios and defining
prerequisites that have to be met for infrastructures,
domains or user types, a sustainable component should
follow a generic approach that can potentially be applied
to support access to digital resources wherever this
support is needed.</p>
      </sec>
    </sec>
    <sec id="sec-5">
      <title>2.2 Resources</title>
      <p>As any kind of resource can be part of a learning
process, it should be possible to incorporate any type of
digital resource. This includes arbitrary types of
multimedia resources (e.g., HTML, PDF, MPEG), but
also services or even physical resources just represented
by a URI in an information system. “Incorporate” here
means:</p>
      <p>When a digital resource is newly created or not yet
accessible in the respective environment, it should
be possible to contribute this digital resource, and to
make it accessible. A system that offers this realises
a repository.</p>
      <p>For digital resources that are already accessible in
the respective environment, it should be possible to
integrate them into the system without having to
physically copy them. Otherwise, the following
problems are very likely to arise:
Maintenance issues: When digital resources are
copied from a source where new contents are added,
or existing contents are deleted and modified, the
system will have to react to these changes. This is
usually an expensive and time-consuming task.
Memory requirements: Every digital resource that is
copied will require some memory capacity. For large
collections or certain resource types such as videos,
this can result in very high memory requirements.
Legal concerns: Sometimes it is simply forbidden to
physically copy existing digital resources and to
provide them in a different system.</p>
      <p>A system that offers this realises a referatory.</p>
    </sec>
    <sec id="sec-6">
      <title>2.3 Metadata</title>
      <p>Before discussing interoperability aspects for metadata
elements and representation formats, we will first briefly
elaborate on the need to take into account subjectivity
and diversity.</p>
      <sec id="sec-6-1">
        <title>Subjectivity and Diversity</title>
        <p>
          We always have to consider that metadata is created for
certain purposes in certain contexts, and that it is
impossible to anticipate for whom and for what reasons a
resource might be considered as relevant in the future.
We have to accept and to embrace the fact that there is
no “single and correct” way to describe a resource. As a
consequence, we should allow subjectivity, and also
diversity in the metadata about resources, instead of a
metadata monoculture4. The need to support diversity is
also motivated by the fact that we aim to support the
access to digital resources in a variety of application
scenarios, especially with heterogeneous components
and most likely also heterogeneous metadata formats
used for resources. These requirements are also
supported by Nilsson et al. in [
          <xref ref-type="bibr" rid="ref6">6</xref>
          ], where the authors
identified the needs for Semantic Web architecture,
concluding that it should be:
•
•
•
•
•
        </p>
        <p>Evolving, supporting a dynamic metadata
ecosystem
Extensible, allowing introduction of new vocabulary
with new semantics
Distributed, supporting descriptions by anyone
about anything, anywhere
Flexible, supporting unforeseen uses of resources
Conceptual, supporting the evolution of human
knowledge
It is clear that a one-size-fits-all solution for metadata
about resources will not fit these needs. Instead, an ideal
infrastructure would be generic in a way that allows for
the generation of adequate resource descriptions for
different users in different scenarios. Therefore,
potentially any existing metadata might be incorporated.
Different approaches to generate metadata can only be
applied successfully in certain scenarios and for certain
types of digital resources and metadata, and each of them
has its benefits and limitations. Ideally, a digital
environment should allow in each scenario to combine
the benefits of each of the metadata generation
approaches and to avoid the limitations. To allow for
subjectivity and diversity, human generated metadata is
most important, as only humans can contribute with
different views and opinions. The need for diversity
demands a non-authoritarian approach, supporting
different views of the same resource. Thus, social
metadata (i.e., metadata generated in social media
environments) is most likely to meet these requirements,
because it allows any user to contribute metadata about a
resource.</p>
        <p>As a consequence, we should be able to make use of
potentially any metadata existing in the environment
where our component is introduced. Moreover, it should
be possible to contribute a variety of different metadata
for digital resources. Such metadata can immediately be
helpful for end users (e.g., bibliographic information
about a resource), and it can also be an important source
4 The term “metadata monoculture” was coined by Randy
Goebel in 2008
for several functionalities
recommendations).</p>
      </sec>
      <sec id="sec-6-2">
        <title>Metadata Interoperability</title>
        <p>
          Concerning metadata elements and representation
formats, drawing upon standards is required. Duval et al.
provided the following fundamental principles for
interoperability [
          <xref ref-type="bibr" rid="ref2">2</xref>
          ] that where enhanced by Nilsson et al.
[
          <xref ref-type="bibr" rid="ref5">5</xref>
          ] who added the principle “Machine-processability”.
(e.g.,
search
or
Extensibility: The ability to create structural
additions to a metadata standard for specific needs
of a domain, community or application
Modularity: The ability to combine different,
heterogeneous metadata fragments
Refinements: The ability to create more fine-grained
descriptions compatible with more coarse-grained
metadata, and to translate a fine-grained into a more
coarse-grained description
Multilingualism: The ability to express, process, and
display metadata in a number of different linguistic
and cultural circumstances
Machine-processability: The ability to automate
processing of different aspects of the metadata
specifications (e.g., to handle extensions, or
understand refinements
        </p>
      </sec>
    </sec>
    <sec id="sec-7">
      <title>2.4 Interfaces</title>
      <p>Our component will of course have to provide
interaction means for other systems as well as users. The
way this is realised also has a significant impact on the
desired interoperability.</p>
      <p>Access by Systems
In order to allow the usage of an approach in as many
scenarios as possible, and to foster the adoption of as
many users as possible, the following aims should be
followed:</p>
      <p>Low technical barriers for system usage: Users
should be able to use functionalities with minimal
efforts. This means as few restrictions as possible
concerning the technical environments in which the
hub can be used, as well as minimal installation
efforts.</p>
      <p>Low conceptional barriers for system usage:
Conceptional prerequisites for system usage such as
the use of certain metadata formats should be kept to
a minimum, while still allowing to provide added
value for as many scenarios as possible.</p>
      <p>As we want to enable the integration in existing
environments with different systems and components,
we need more than “just” an adequate user interface.
Interfaces allowing an easy creation of mash-ups and
complex functionalities using information from our
component are required. Thus, interoperability is a very
important aspect, and we should offer access to
potentially any data and functionalities, regarding
privacy aspects at the same time.</p>
      <sec id="sec-7-1">
        <title>User Interfaces</title>
        <p>
          Of course we need to provide interaction possibilities in
an adequate way so that users are encouraged to make
use of them. It is thus important to provide a user
interface following principles such as simplicity [
          <xref ref-type="bibr" rid="ref4">4</xref>
          ] and
joy-of-use [
          <xref ref-type="bibr" rid="ref7">7</xref>
          ]. Furthermore, mechanisms that attract and
motivate users (e.g., by using reward mechanisms or
game-based approaches) can be offered.
        </p>
        <p>
          In order to allow decentralised contributions of digital
resources and metadata in a way that fosters
interoperability, users should be offered the possibility to
use functionalities of our component in their usual
contexts and applications. This can of course be realised
if the persons in charge integrate functionalities into the
respective applications. A more lightweight approach
that allows integrating information or functionalities
including user interfaces is to use widgets5. A widget is
an element of a graphical user interface providing
information and/or interaction possibilities [
          <xref ref-type="bibr" rid="ref8">8</xref>
          ], and that
can be embedded into existing environments (e.g., a lot
of widgets exist that can be embedded in HTML pages).
Furthermore, as we aim at a generic approach that can be
used in a variety of scenarios, the user interfaces should
be adaptable in a way that allows to address specific
needs of a scenario (e.g., concerning a corporate identity
or a certain terminology).
        </p>
      </sec>
    </sec>
    <sec id="sec-8">
      <title>3. THE ALOE SYSTEM</title>
      <p>The ALOE is a web-based social resource sharing
platform developed at the Knowledge Management
group of DFKI. It allows contributing, managing and
sharing arbitrary types of digital resources such as text
documents, music, or video files. Users are able to either
upload resources (using the system as a repository) or by
referencing a URL (using the system as a referatory).
Users can tag, rate, and comment on resources, they can
maintain resource portfolios, join and initiate groups, etc.
Furthermore, arbitrary additional metadata can be
associated with resources. Further system features are,
among others:
•
•
•
•
•
•</p>
      <p>Group
groups.</p>
      <p>management
for
open/closed/invisible
Publish as private, public, or only for a certain
group.</p>
      <p>Find resources with different types of search filters
(title, description, tags, ...).</p>
      <p>Rank search results according to different criteria
(most viewed, best rated, most recent, most
bookmarked...).</p>
      <p>Advanced search with different filter criteria (filter
by mime type, filter by license, filter by date, ...)
Feed support (Atom) and email reports for different
topics (e.g., activities in groups, activities on
resources).
5 The term widget is an abbreviation of window gadget</p>
      <p>Automatic metadata generation based on the
Aperture6 framework.</p>
      <p>Embedded player for various resource types (e.g.,
flash, mp3).</p>
      <p>Thumbnail generation for all common multimedia
formats.</p>
      <p>Optional parallel uploads or status updated in other
platforms (e.g., Delicious, Diigo, and Twitter).
Export of own resources, search results and group
resources as Netscape Bookmark File (importable in
all common browser and bookmarking platforms).
Functionalities
(SOAP/REST
integration in
components.</p>
      <p>are also offered as services
API). This allows for an easy</p>
      <p>other contexts and (existing)
Easy adaptation of design, menus and texts for new
scenarios.</p>
      <p>Arbitrary metadata can be integrated into the system
and associated with resources thus, the integration
of existing data is easy to realise.</p>
    </sec>
    <sec id="sec-9">
      <title>3.1 System Design</title>
      <p>To allow the usage of ALOE in as many scenarios as
possible, and to foster the adoption of as many users as
possible, ALOE was designed as a server-based
application where information is exchanged via HTTP.
On the one hand, the system's functionalities are offered
via a graphical user interface that can be accessed with
any common web browser that can connect to the ALOE
server. On the other hand, a Web Service API is offered
that allows accessing the ALOE functionalities. For
these purposes, SOAP was chosen as a standard and
platform-independent, XML-based protocol.</p>
      <p>To foster interoperability, ALOE uses several standards
for content representation and delivery:</p>
      <p>SOAP (Document/Literal) is used to pull/push data
from the MACE frontend.</p>
      <p>An OAI target allows the harvesting of social
metadata.</p>
      <p>A CAM service for usage metadata is provided.
ALOE metadata uses DC elements wherever
possible (dc:contributor, dc:date and dc:format (all
created automatically when contributing a resource),
dc:creator, dc:description, dc:rights and dc:title).
ALOE can be used as a stand-alone component, but also
realises a social backbone that allows introducing social
media paradigms in existing (heterogeneous)
infrastructures. The system comprises the following
components:
•</p>
      <p>AloeFeeds and AloeInfoMail: To create feeds and
email reports about a variety of system activities, these
components directly access the ALOE database as
shown in Figure 1.</p>
      <p>AloeMultimediaServlet: The AloeMultimediaServlet
is responsible for the provision of all resources
stored in the ALOE database (e.g., buddy icons or
file resources that were uploaded).</p>
      <p>AloeThumbnailer: This component is requested
when preview images of uploaded files shall be
generated.</p>
      <p>AloeView: The AloeView realises the Web Interface
as already presented.</p>
      <p>AloeWebService: This is the main component of
ALOE that offers access to a variety of more than
150 methods to access, contribute, and manipulate
user data, resources, collections, and groups.</p>
      <p>ApertureWebService: This service uses the Aperture
framework to extract metadata about resources. It
can be used, e.g., to provide recommendations when
resources are contributed.</p>
    </sec>
    <sec id="sec-10">
      <title>3.2 Sample Use Cases</title>
      <p>ALOE was developed in a way that allows to access its
functionalities in arbitrary contexts and environments.
Furthermore, the AloeView can easily be adapted to the
needs of a specific scenario. Consequently, several
instances of ALOE are used in different scenarios and
projects, among others:</p>
      <p>ALOE-public7 is an ALOE instance that is publicly
available since 2008. It is used in several real-world
scenarios (e.g., by the Institut Henri Tudor in
Luxemburg), but also as a simple playground.
Mindpool is DFKI's internal social media suite for
all DFKI employees (in Berlin, Bremen,
Kaiserslautern and Saarbrücken). Mindpool consists
of two components: mindpool hints is a
microblogging tool based on the Open Source
microblogging service status.net, and mindpool
treasures is a social resource sharing platform based
on ALOE.</p>
      <p>MACE: The objective of the European Project
MACE8 (Metadata for Architectural Contents in
Europe) is to create a common infrastructure for
enriching and retrieving educational contents about
architecture in Europe. It was co-funded by the EU
eContentPlus program from 09/2006 until 10/2009.
All community features in MACE are realised using
ALOE as a social backbone.</p>
      <p>C-LINK: The aim of C-LINK (Conference Link)
was the development of a web based tool to support
conference attendees. With C-LINK, users can share
papers and presentations, generate individual
conference schedules, get personalized
recommendations to find interesting events and
attendees, etc. C-LINK is based on ALOE and was
used during the KI 2008 (the Annual German
Conference on Artificial Intelligence) in
Kaiserslautern and the ICDAR 2009 (the
6 see http://aperture.sourceforge.net
7 see http://aloe-project.de/AloeView
8 see http://www.mace-project.eu
•</p>
      <p>RADAR: The aim of the project RADAR9 (Resource
Annotation and Delivery for Mobile Augmented
Reality Services) is the development of an
ALOEbased infrastructure to contribute, organize and
annotate multimedia resources that can be used
within mobile augmented reality services. Besides
adapters for existing services like Layar or
Wikitude, a new personalized and location-based
mobile augmented reality service will also be
developed.
ALOE was partly developed within the project CoMet
funded by the Stiftung Rheinland-Pfalz für Innovation.
RADAR is sponsored by the Stiftung Rheinland-Pfalz
für Innovation from 03/2010 until 02/2011.
9 see http://radar-project.de</p>
    </sec>
  </body>
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