Roadmap Presentation Ruth Wells Head of Engineering Introduction - - PowerPoint PPT Presentation

Roadmap Presentation

Ruth Wells Head of Engineering

Introduction

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

Recent Achievements

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

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

Features

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

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

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

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

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 Emails
• User Defined Pages can Now Appear Anywhere in the Site

2013 Roadmap

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

Mobile – Responsive Design

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

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

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

Mobile Website Optimization

Mobile Website Optimization

Mobile Website Optimization

Mobile Website Optimization

Mobile Website Optimization

Hybrid Approach

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

Responsive Design Breakpoints

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

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

Phase 2: Learn Improve Extend

• Continue testing and refining
• Analyze usage reports, feedback from users
• Add OS-specific enhancements
• Extend device support

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.

Shibboleth Federations

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.

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

Fine Grained Access Control

Fine Grained Access Control

• Required to give different permissions to different types
• f 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.

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

COUNTER 4

COUNTER 4 Implementation

• Completing all mandatory reports for launch by 31

December 2013.

• 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.

COUNTER 4 Journal Reports

Report Description JR1 Number of Successful Full-Text Article Requests by Month and Journal Mandatory JR1GOA Number of Successful Gold Open Access Full-Text Requests by Month and Journal Mandatory JR1A Number of Successful Full Text Article Requests from an Archive by Month or Journal Optional JR2 Access Denied to Full Text articles by Month, Journal and Category Mandatory JR3 Number of Successful Item Requests by Monthly Journal and Page Type Optional JR3M Number of Successful Item Requests by Monthly Journal and Page Type for Usage on a Mobile Device 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

COUNTER 4 Book Reports

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

COUNTER 4 Additional Reports

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

COUNTER 4 Reports Administration

Improved Reporting Highlights

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

Defining 2014 Roadmap

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

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)

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

Roadmap Feedback

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

Thank you