Roadmap Presentation. Ruth Wells Head of Engineering

Transcription

1 Roadmap Presentation Ruth Wells Head of Engineering

2 Introduction Recent Achievements Plans for 2013 Mobile Shibboleth Federations Fine Grained Access Control COUNTER 4 Discussion Relating to 2014

3 Recent Achievements

4 Summary We undertook many small and large developments in the last 18 months which included: Site Browse and Search E Commerce Alerting & Registration Content Loading and Workflow Administration Tools

5 Features Site Browse and Search Most Viewed Content Most Cited Content Forward Citations Publisher Portals Ratings, Commenting and Moderation Facebook Like Integration Powerpoint Content Export Advanced Search by Publisher or Publication Advanced Search by Year or Date

6 Features E Commerce Cross Sell Recommendations Print on Demand Deep Dyve Rental Link Defer Sign in until Checkout Product Qualification Questions Deposit Accounts PDA Implementation Free Trials Tiered Pricing Carnet Functionality Zero Value Transaction Support for Cheque Payments Google Analytics Support Improved Framework for s

7 Features Alerting & Registration Implementation of Search Alerts Alerts for Publish Ahead of Print Articles Citation Alerts Correction Alerts Support for Library Branding RSS Feeds for Latest Issue, Recent Issue and Publish Ahead of Print Articles Self Service for Password Reset Shibboleth Support for German Federation

8 Features Content Loading and Workflow Workflow Management Pending Live Metastore Loader Improved Validation MathML Support Improved Support for Conferences, Conference Papers and Conference Proceedings Support for JATS

9 Features Distribution PubMed Linkout CrossRef for Issues, Publish Ahead of Print Articles, Books PubMed Central Full Text Distribution Reference Linking Extraction Performance Improvements Matching on PubMed, Chemport and Web of Science

10 Features Administration Tools Management of Athens and Shibboleth Authentication Identifiers, Institutional Administration Usernames, User Relationships Subscription Renewal Invitation Order History, Extend Access Option to Include Ringgold ID in Reports Improved Date Formatting in Site s User Defined Pages can Now Appear Anywhere in the Site

11 2013 Roadmap

12 Aims for 2013 Features Including: Mobile - Responsive Design Project Support for Additional Shibboleth Federations Fine Grained Access Control COUNTER 4 Implementation Technical Infrastructure Changes including: Improved Event Recording Replacing Framework with Struts SOLR Integration and Upgrade JBOSS 7 Migration

13 Mobile Responsive Design

14 Why Mobile? Mobile web users expected to out number desktop web users by the end of 2013 For the first time since 2001, PC sales are projected to be lower than in the previous year Tablet sales are projected to exceed 100 million in 2013

15 Native Apps vs Web Apps Publishers that tried Native Apps and are now backing away Websites optimized for mobile devices will be the best approach going forward

16 Mobile Use Case Many popular approaches to mobile optimization are predicated on a myth: that the mobile use case is significantly different from the desktop use case

17 Mobile Website Optimization

18 Mobile Website Optimization

19 Mobile Website Optimization

20 Mobile Website Optimization

21 Mobile Website Optimization

22 Hybrid Approach Hybrid approach: Fixed width for desktop Responsive design with breakpoints for tablets and mobile

23 Responsive Design Breakpoints

24 Summary Responsive design will help our publishers reach the broadest possible audience. Full-site optimization NOT a separate, stripped down mobile site Publishing Technology intends to take full advantage of growing support for HTML5 and CSS3 in mobile browsers: Native support for audio and video Caching content for offline use

25 Phase 1: Live Beta Build a responsive site on mobile.* Design for three breakpoints: Smartphones, mini tablets, large tablets Optimize for ios and Android Launch under a beta label Desktop traffic goes to the main site Tablet-and-smaller traffic redirects to mobile.* Invite feedback from users

26 Phase 2: Learn Improve Extend Continue testing and refining Analyze usage reports, feedback from users Add OS-specific enhancements Extend device support

27 Phase 3: Fully Responsive Design Add desktop breakpoint Opportunity for refinement of desktop UI Abandon mobile.* site Move forward with one fully responsive website that is attractive, intuitive, and engaging on all devices and screen sizes.

28 Shibboleth Federations

29 SAML 2.0 SAML 2.0 is a requirement of a substantial number of Shibboleth Federations. Publishing Technology plan to offer it using the OpenAthens 2.0 implementation through Eduserv.

30 Shibboleth Federations Current UK Federation Japan - Ganukin US InCommon (Preferable to have SAML 2.0) Germany DFN-AAI In Progress Australia - AAF France Federation Education Recherche (Requires SAML 2.0) Spain RedIRIS Italy IDEM Federation (Requires SAML2.0) Netherlands - SURFfederatie

31 Fine Grained Access Control

32 Fine Grained Access Control Required to give different permissions to different types of user within the publisher. Requires defined roles mapped to areas of access within the pub2web site. A complex piece of development in the Access Management Tool.

33 Potential Publisher Roles Super Administrator User Administrator Production Controller Customer Service Co-ordinator Sales Co-ordinator Finance Co-ordinator Marketing Co-ordinator Data Analyst Typesetter Read Only Access Member Societies

34 COUNTER 4

35 COUNTER 4 Implementation Completing all mandatory reports for launch by 31 December This development is already well underway and requires a formal launch plan. Each site will need to be upgraded within 2013 to ensure reports are fully deployed.

36 COUNTER 4 Journal Reports Report JR1 JR1GOA JR1A JR2 JR3 JR3M Description Number of Successful Full-Text Article Requests by Month and Journal Number of Successful Gold Open Access Full-Text Requests by Month and Journal Number of Successful Full Text Article Requests from an Archive by Month or Journal Access Denied to Full Text articles by Month, Journal and Category Number of Successful Item Requests by Monthly Journal and Page Type Number of Successful Item Requests by Monthly Journal and Page Type for Usage on a Mobile Device Mandatory Mandatory Optional Mandatory Optional Optional JR4 Total Searches Run by Month and Collection Optional JR5 Number of Successful Full-Text Article Requests by Year of Publication (YOP) and Journal Mandatory

37 COUNTER 4 Book Reports Report BR1 BR2 BR3 BR4 Description Number of Successful Title Requests by Month and Title Number of Successful Section Requests by Month and Title Access Denied to Content Items by Month, Title and Category Access Denied to Content Items by Month, Platform and Category Mandatory Mandatory Mandatory Mandatory BR5 Total Searches by Month and Title Mandatory

38 COUNTER 4 Additional Reports Report DB1 Description Total Searches, Result Clicks and Record Views by Month and Platform Mandatory DB2 Access Denied by Month, Database and Category Mandatory PL1 MR1 MR2 Total Searches, Result Clicks and Record Views by Month and Platform Number of Successful Full Multimedia Content Unit Requests by Month and Collection Number of Successful Full Multimedia Content Unit Requests by Month, Collection and Item Type Mandatory Mandatory Optional

39 COUNTER 4 Reports Administration

40 Improved Reporting Highlights Report Title Level Reports Abstract Views per Title per Month ToC Views per Title per Month FTD per Title per Month FTD per Title per Month by Content Format Article Level Reports Abstract Views per Article per Month FTD per Article per Month Description Shows the abstract views for publications split by title and month Shows the Table of Contents views split by title and month Shows the Full Text Downloads per title per month Shows the Full Text Downloads per title split by PDF or HTML format Shows the abstract views per article split by title and month Shows the Full Text Downloads per article split by title and month

41 Defining 2014 Roadmap

42 Roadmap Discussion for 2014 We have many ideas for avenues we would like to explore but would love to hear about your priorities Thoughts include: CPD Module in Partnership with Rievent or Ethos CE, for example Socialisation and Community Groups Article Level Metrics Optional COUNTER 4 Reports Full Business Intelligence Solution in Partnership with Scholarly IQ or MPS, for example Sales Manager Usage Tools Alt-Metrics Integration

43 Question 1 How would you envision your platform evolving in the future? Write down the first thing that comes into your head on a card. Pass to the person next to you. Write whatever you think of when you see what the previous person has written. Keep passing the cards until you run out of ideas (or the time runs out)

44 Question 2 Within the following categories, what features would you like to see Publishing Technology develop? Industry Standards Metrics and Usage Socialisation E-Commerce Discoverability Marketing Accessibility Open Access Help

45 Roadmap Feedback How would you like to feedback in the future? Forum Questionnaire Voting Poll Further Webinar Discussions Other?

46 Thank you