Notes
Outline
Managing Subject Gateway User Profiles - A SOAP-based approach
 The IMesh Toolkit Project
Monica Bonett, UKOLN, University of Bath, UK
M.Bonett@ukoln.ac.uk
Overview
Introduce UKOLN and IMeshtk project
Subject Gateways overview
Personalization - why and how
SOAP intro
SOAP and user profiles management
Conclusion - open issues
UKOLN
Centre of expertise in digital information management www.ukoln.ac.uk
Research, policy and awareness, information services, events, tools and infrastructure
Working across communities
HE and FE, Public libraries, Cultural heritage (museums, galleries and archives), Government
The IMesh Toolkit Project
….developing tools
for subject gateways….
Project Partners
Subject Gateways
Resource discovery guides based on resource descriptions
High level of manual creation/intervention, often by information and/or subject specialists
Search and browse access
Quality control
collection development policy, selection and quality criteria, maintenance and updating procedures.
Examples
Gateway to Educational Materials (GEM)
http://www.thegateway.org/
Finnish virtual library
http://www.jyu.fi/library/english/index.htm
Internet Scout Project
http://scout.cs.wisc.edu/
Technologies
Variety of platforms, languages and software components.
Mix of home-made, open source and proprietary solutions (e.g. ROADS, Zebra)
Using different protocols
LDAP, Z39.50, OAI
and metadata schemas
From SGs to portals
improving and expanding the functionality
a base from which communities with subject-specific focus can operate
additional features
news alerts, opt-in newsletters
e.g. Subject Portals Project (SPP)
www.portal.ac.uk/spp/
To consortia….
Metadata sharing and re-use supporting cross-searching, browsing
UK: Resource Discovery Network
www.rdn.ac.uk
Europe: Renardus
www.renardus.org
Personalization is …..
Differences in …..
Desired outcomes
in general to meet the user’s needs
Kinds of preferences
look and feel
channels of information
Stating and determining preferences
explicit/implicit
Personalization in Subject Gateways/Portals
Customize the interface
Search parameters (e.g. favourite databases)
Saved searches
Ordering  results (e.g. by geographical location)
News feed selection
Building communities
Describing users
…….And their preferences
interests
key words for searches
news feeds
look and feel
delivery …..
The Argus Framework
The IMesh Toolkit
Accessing profiles: SOAP
W3C working draft (Version 1.2)
Supports communication in a distributed environment
Enables exchange of structured information based on XML
User preferences could be exchanged in this way
The IMesh Toolkit
SOAP
Invocation of methods on remote applications
client sends request message to server
server sends response message
typically, server does some work
SOAP Example
Get price of books from ISBN number
Functionality: authentication
createUser
confirmUser
verifyUser
changePassword
sendPassword
removeAuthUser
Functionality: accessing preferences
createProfile
getProfile
updateProfile
getAttributes
removeProfile
The IMesh Toolkit
Perl modules
Calls accessProfile/getAttributes SOAP server
    $soap = SOAP::Lite
        -> uri('getAttributes')
        -> proxy('http://www.imesh.org/toolkit/work/components/personalization/t
est/servers/getAttributes.cgi')
        -> get();
    $ref = $soap->result;
    return $ref;
Using the Perl modules
$id = "1018284834-10808";
$result = &IMESH::Auth::confirmUser($id);
@got = @{$result};
print "@got";
Portability: the vision
"For the end user it would be a much better world if he or she could simply have a program pass a collection of history and opinion data to each system he or she wishes to interact with and instantly obtain personalized behaviour and where appropriate recommendations from it”  (Cliff Lynch, June 2001)
Sharing User Descriptions
Example: P3P - a W3C recommendation (April 2002)
users can describe their privacy preferences
websites disclose how they handle information
make information available in machine-readable format
http://www.w3c.org/P3P/
The future
Metadata schemas for describing users
Integration within portal frameworks (e.g. Jetspeed)
GRID developments