Cultivate Interactive Home Page *
*

Search Disabled

  Home | Current Issue | Index of Back Issues
  Issue 9 Home | Editorial | Features | Regular Columns | News & Events | Misc.

This page is intended for printing purposes.

Cultivate Interactive Issue 9: Features

IST Projects:

Other Areas:

-------------------------------------------------------------

IST Projects

Augmented Reality Touring of Archaeological Sites with the ARCHEOGUIDE System

By Vassilios Vlahakis, John Karigiannis and Nikolaos Ioannidis - February 2003

Vassilios Vlahakis, John Karigiannis and Nikolaos Ioannidis report on ARCHEOGUIDE, the first mobile augmented reality guide for archeological sites and museums.

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Introduction

The ARCHEOGUIDE acronym stands for Augmented Reality-based Cultural HEritage On-site GUIDE [1]. It is an EU IST research project co-funded by a consortium of European companies, research institutes and public authorities. The consortium is led by INTRACOM S.A. (Greece), and consists of IGD (Germany), ZGDV (Germany), CCG (Portugal), A&C2000 (Italy), Post Reality (Greece), and the Hellenic Ministry of Culture (Greece).

The project officially ended in October 2002 and produced the first mobile augmented reality guide for outdoor archaeological sites. ARCHEOGUIDE pioneered real-time on-site access to archaeological multimedia data and enabled the reconstruction of ancient monuments and the revival of scenes from ancient life. The project fills the gap left by conventional paper guidebooks, info kiosks and audio guides and provides truly mobile devices with navigation, personalisation, and interactivity features.

ARCHEOGUIDE System Architecture

ARCHEOGUIDE consists of two main subsystems working in close collaboration. A central server and a set of mobile devices all linked together via a Wireless Local Area Network (WLAN). It is built around a client-server model and allows for expandability and use of additional devices [1]. The system can be employed at any archaeological site or museum.

A Tool for Archaeologists

The server is the heart of the system and addresses the needs of archaeologists and researchers. It comprises a multimedia database where all the information regarding a particular site is archived. This may include photographs and architectural drawings, 3D reconstruction models of monuments, textual and audio descriptions, and videos. This database material may be used for research, education or recreational applications. It is stored along with attributes that relate each data item to the geographic position where it is located or was found, dating, type, and other. With this information available, it is possible to achieve efficient search and retrieval of the required data.

The server comes with a suite of graphical authoring tools that can be used to create new content and set up its thematic and geographic organisation in the database.

Figure 1: screenshot (39KB) :The authoring environment
Figure 1: The authoring environment

A Windows-based interface (Figure 1) allows for easy use and provides operations similar to a standard editor. A Geographic Information System (GIS) Editor can be used to assign and visualise objects and monuments on a digital map of the site. It uses a 3D terrain model or digital map constructed for aerial photographs, site surveying and digitisation of existing printed maps and plans. The tool allows its users (typically archaeologists, curators, or system administrators) to define areas on the map that correspond to the main monuments as well as suggested viewpoints and tour paths for visiting them (Figure 2).

Figure 2: screenshot (21KB): The GIS editor
Figure 2: The GIS editor

Having marked those areas on the map, users can populate them with the raw data items that describe them. Their combination can create a complete description including virtual 3D reconstructions, historical information, and access to related museum exhibits.

The efficient ordering and access of this information can be achieved through the hierarchical ordering scheme shown in Figure 3.

Figure 3: diagram (14KB): Multimedia data structures
Figure 3: Multimedia data structures

An inverted tree can be used to represent the whole site (root), which is then subdivided to areas and monuments (branches), which contain the individual multimedia data objects (leaves).

The ordered data can then be used for the creation of integrated audiovisual AR tours. For this reason, rules and conditions are set for the synchronised presentation of the information so as to create a realistic and scientifically accurate augmented world.

The graphical tools can also be used as virtual reconstruction tools. In this way, archaeological hypotheses can be visualised in a short time, disseminated to the scientific community, and archived for future use. In a similar use scenario, excavation or restoration planning can also be carried out.

Finally, the content of the database can be reused in other applications. Examples include multimedia publishing, educational applications, gaming and tourism.

The Mobile AR Units

Typical users of the ARCHEOGUIDE system are the visitors to an archaeological site. They may be of any educational background, age, and nationality and have varying degrees of archaeological knowledge or computer skills. They will experience the system and its features through one of the available mobile devices. These come in various implementations to cater for different preferences and styles of use.

The mobile AR devices [2] are based on laptop computers equipped with a hybrid user-tracking system and a special visualisation device. The tracking system is based on a GPS receiver, a digital compass and a real-time video-processing algorithm performing markerless image tracking [3]. It provides very accurate calculations of the users' position and orientation and consequently the viewpoint and viewing angle. This information is then used in the rendering of monument reconstruction models and avatar animations on the natural surroundings for the creation of an enhanced view. This view illustrates present day ruins in their original form, and populates the empty site with virtual human animations [4].

The accuracy of these calculations ensures the correct scaling and placement of the corresponding models and avatars on the existing ruins.

Figure 4: screenshots (39KB): An AR reconstruction example: the Philippion 
Temple at Ancient Olympia
Figure 4: An AR reconstruction example:
The Philippion Temple at Ancient Olympia

Figure 4 illustrates the present state of a monument and its AR reconstruction offered by ARCHEOGUIDE. A high degree of realism is achieved enabling users to understand what they see in front of them while listening to a description of the history and use of the monument.

The visualisation of the results is done through a pair of AR binoculars, which are equipped with a small digital camera linked to the hybrid tracker. The device allows users to see the natural view as if looking through optical binoculars but also enhanced by the simulated visual information produced by the system. An illustration of the use of the device can be seen in Figure 5.

Figure 5: photo (28KB): The AR device in use
Figure 5: The AR device in use

Personalised Tours

An important aspect of ARCHEOGUIDE is the automatic selection of information adapted to the user profile. To achieve that, the server database objects are assigned to specific user profiles. So, once users enter their profile to the AR device, the latter automatically selects those items matching the users' profile and presents them in accordance with the users' position and orientation and the underlying rules and conditions associated with the data.

This flow of information minimises the interaction required by users and effectively gives them the freedom to focus their attention on the tour itself, instead of searching for the relevant data. At the same time they may alter the flow of information and request additional data or navigation aid through a graphical menu rendered on the binoculars' view. This scrollable menu can be conveniently controlled by three buttons on the binoculars themselves. It allows users to change the transparency and remove the rendered virtual models, view a site map marked with their position and orientation marked along the main monuments, and visualise and manipulate 3D models of museum artefacts [1].

This method gives those employing the system the freedom to interact in a user-friendly way and have full control of the presentation. In effect, touring with the mobile guide becomes an informative and pleasing experience.

The Electronic Guidebooks

ARCHEOGUIDE users are offered the choice between the AR unit presented above and two electronic book versions. These devices are based either on pen-tablets or PDA devices and are intended for use similar to consulting a standard book. They provide their users with the same information as the AR devices including personalisation and context aware data flow.

The main difference lies in the mode of presentation. Due to their limited processing power, the AR views are pre-calculated during the system installation and initialisation phases and are simply presented in alignment with the users' natural view. The visual presentation is done on their touch-sensitive screens, which are suitable for outdoor viewing even under direct sunlight.

Users can simply consult the devices for context-based information or they can change the mode of presentation and request additional data with a special pen. A graphical interface similar to bookmark tabs allows for easy switching between static views, animations, virtual views and augmented views. The user may navigate inside a 3D terrain model of the site where reconstructed monuments and avatar animations are added. Alternatively, high-resolution augmented images or panoramas can be viewed; they are automatically scrolled as the user turns and heads in another direction.

A navigation interface, similar to that presented above, is used. It also allows the preview of available reconstructions at several points in the site so that the users can plan their itinerary in a better way.

  Figure 6: screenshot (64KB: Characteristic screenshot from the pen-tablet device
Figure 6: Characteristic screenshot from the pen-tablet device

Figures 6 illustrates a characteristic screenshot from the pen-tablet device, where user location and orientation are permanently displayed on the map and the related artefacts are displayed in the right-hand section. Another option in the right-hand display is augmented panoramas featuring 3D reconstructions of monuments in the original environment.

  Figure 7: photo (46KB): Introductory menu for the PDA device
Figure 7: Introductory menu for the PDA device

On-site Installation

ARCHEOGUIDE is a versatile system that can be configured for use at any site. The first step towards an on-site installation is the accurate surveying and 3D-modelling of the site itself. This step is very important as its outcome is used in the selection of user-accessible areas, monuments and suggested tours and viewpoints. Once this has been defined in the server, the topology of the wireless network can be defined and verified through on-site coverage measurements. It is very important to ensure that while good coverage is achieved at all user accessible areas, no damage to the site or visual disturbance are caused.

The process continues with the capture of reference images from the selected viewpoints, the construction of 3D monument reconstruction models, avatar animations, 3D scanning of museum artefacts, and recording of audio narration in a selection of languages.

These steps have to be repeated for every new installation while the content creation process has to be repeated every time an additional point of interest is added to the tour.

The Market for ARCHEOGUIDE and its Future

Currently, there are only a few mobile guide applications installed at cultural heritage sites and museums. They offer basic functionality, like a static site plan, and manual access to visual information or virtual reality reconstructions in the most advanced devices. No mobile device offers AR presentations to its users and the only available substitute are static installations like CAVEs or infokiosks.

This is the reason why the innovative nature of ARCHEOGUIDE is expected to become popular with the general public and at a later stage with the scientific community. ARCHEOGUIDE results do not simply look clean and pleasing. They bring the realism and interaction missing in other systems, together with an extra element in the reconstruction of ruined sites. This element is life through the use of animations aimed at giving more information on the actual use of the site and its history. This way of enriching the information content of the presentations (e.g. knowing what people wore and looked like in a given historical environment) enhances our understanding of that historical environment and makes us more interested in discovering history and cultural heritage.

So far there has been a distinct failure of nerve from museums and archaeological sites to invest in such systems. The reasons behind that are primarily cost and risk avoidance. Yet museums and cultural heritage sites, if they are dynamic in their thinking, could benefit greatly from using 3D and augmented reality both in terms of finance and increased relevance "socially".

There is a strong argument for saying that 3D scanning could, in the mid-term future, be a standard stage in the process of acquiring an object, for reasons of cataloguing, conservation and security. Similarly, the use of GIS is becoming common practice in managing archaeological sites and planning new excavations, and many museums have moved towards virtual collections over the Internet.

The technology is now available to allow this to happen. All that is needed is the will to make good use of it and to combine existing steps of the process in an integrated framework. For these reasons ARCHEOGUIDE is appealing and very promising for adoption by major sites and museums in Europe and beyond. The system could be installed at any site and a large part of the installation and content creation cost can be slashed by reusing digital data, which is usually available for major sites.

ARCHEOGUIDE has undergone trials at Olympia, in Greece. Olympia is one of the most important archaeological sites in the world and offers a perfect use scenario, as it lies in ruins and typically only stones and columns rest intact in their original place. The system was used and evaluated by site visitors, archaeologists and technology experts and received very positive comments for the comprehensive information it provides, the realism of the AR presentations, and the animations for the revival of the ancient Olympic Games. It became an attraction itself and those who participated in the evaluation were prepared to pay a fee to rent it at the beginning of their visit. Negative comments were received for the physical dimensions and weight of the AR mobile unit. This device is being re-engineered and a compact version will be available soon.

The ARCHEOGUIDE consortium has made contacts with archaeological authorities in several countries and is in the process of commercialising the system. Several authorities have expressed interest in acquiring and installing it. A commercial version and a full-scale installation are expected to appear in 2003.

Conclusions

This brief article has aimed at presenting the ARCHEOGUIDE project and the innovations it brings to the cultural heritage sector. ARCHEOGUIDE has successfully completed its research phase and is currently undertaking the commercialisation phase. Market indications point to a full-scale installation in the near future and prospects exist for its adoption in major sites and museums. The technologies and know-how of the project are expected to find applications in other sectors like architecture, e-commerce and education.

References

  1. Vlahakis V., Ioannidis N., Karigiannis J. (2002) ARCHEOGUIDE: Challenges and Solutions of a Personalised Augmented Reality Guide for Archaeological sites. Computer Graphics in Art, History and Archaeology, Special Issue of the IEEE Computer Graphics and Applications Magazine, 22, 5, September-October 2002, 52-60.
  2. Azuma R. (1995) A Survey of Augmented Reality", in SIGGRAPH 95, Course Notes no. 9 (Developing Advanced Virtual Reality Applications), ACM Press, 1995.
  3. - Brown L.G. (1992) A Survey of Image Registration Techniques, ACM Computing Surveys, 24, 4, December 1992, 325-376.

  4. - Holloway R. (1995) Registration Errors in Augmented Reality Systems, (Ph.D. dissertation, Univ. North Carolina at Chapel Hill).
    - Reddy B., Chatterji B. (1996) An FFT-based Technique for Translation, Rotation, and Scale-invariant Image Registration. IEEE Image Processing, 5, 8, August 1996.
    - Seibert F. (1999) Augmented Reality by Using Uncalibrated Optical Tracking, Computers & Graphics, Special Issue on Augmented Reality, 23, 801-804.
    - State A., Hirota G., Chen D.T., Garrett W.F., Livingston M.A., (1996) Superior Augmented Reality Registration by Integrating Landmark Tracking and Magnetic Tracking, SIGGRAPH 96: Proceedings of a Conference, ACM Press.
    - Stricker D. (2001) Tracking with Reference Images: A Real-Time and Markerless Tracking Solution for Out-Door Augmented Reality Applications, in Virtual Reality, Archaeology, and Cultural Heritage International Symposium (VAST01): Proceedings of a Conference on November 28-30 2001, 77-81.
  5. - Christopoulos G., Bastias J., The Olympic Games in Ancient Greece, Ekdotike Athenon, Athens, 1982.
    H-ANIM Specification for a standard VRML humanoid, version 1.0, 1998, on-line paper <http://ece.uwaterloo.ca:80/~h-anim/spec.html> Link to external resource
    - Ratner P. (1998) 3-D human modelling and animation, (John Wiley and sons).
    Magnenat-Thalmann N., Thalmann D. (1996) Interactive computer animation, (Prentice Hall).
    VRML Specification on-line <http://www.vrml.org> Link to external resource
    Wray M., Belrose V. (1999) Avatar in Living Space, in Virtual Reality Modelling Language VRML 99: Proceedings of a symposium.

Author Details

Vassilios Vlahakis
INTRACOM S.A.
Developments Programmes Dept.
19.5 km Markopoulo Ave.
PEANIA, ATHENS
GR-190 02
Greece

URL: <http://www.intracom.gr/> Link to external resource
Email: vvla@intracom.gr Link to an email address
Phone: +30 2106671434
Fax: +30 2106677312

Vassilios Vlahakis is Electronic Engineer at the Development Programmes Department of INTRACOM S.A. in Greece. He received his BEng Degree in Electronic Engineering from UMIST, Manchester (1993), and MSc in Biomedical Engineering (1994) and Ph.D. in Medical Image Processing (1998) from Imperial College, London. He has worked as Biomedical Engineer at St Mary's Hospital, London and as Research Engineer at GE Medical System, Paris. His research interests include Image Processing, Communications, and Augmented Reality. He is a member of IEEE, IEE and the Technical Chamber of Greece.

John Karigiannis
INTRACOM S.A.
Developments Programmes Dept.
19.5 km Markopoulo Ave.
PEANIA, ATHENS
GR-190 02
Greece

URL: <http://www.intracom.gr/> Link to external resource
Email: jkari@intracom.gr Link to an email address
Phone: +30 2106677831
Fax: +30 2106677312

John Karigiannis is Computer Engineer at the Development Programmes Department of INTRACOM S.A. in Greece. He received his BEng Degree in Computer Engineering (1998) and M.A.Sc in Electrical Engineering (2000) from Concordia University, Montreal. He has been a research assistant in the Robotics and Real-Time Systems Lab Research Group at the University of Western Ontario, Canada. His research interests include 3D modelling, simulation of multi-robot industrial processes, and haptic interfaces for VR interaction techniques. He is a member of the Technical Chamber of Greece.

Nikolaos Ioannidis
INTRACOM S.A. Developments
Programmes Dept.
19.5 km Markopoulo Ave.
PEANIA, ATHENS GR-190 02
Greece

URL: <http://www.intracom.gr/> Link to external resource
Email: nioa@intracom.gr Link to an email address
Phone: +30 2106671349
Fax: +30 2106677312

Nikolaos Ioannidis is Associate Manager at the Development Programmes Department of INTRACOM S.A. in Greece and Project Manager of ARCHEOGUIDE. He holds a Diploma in Electrical Engineering from the National Technical University of Athens (1982) and a D.E.A. in Electronics from the National Polytechnic Institute of Grenoble (1983). Before joining INTRACOM, he worked for ALPHA S.A.I. and SOGITEC Industries S.A. (Paris), as a software engineer for 3D Animation. His research interests include digital TV, Multimedia Applications, and Information Services. He is a Member of IEEE, ACM and the Technical Chamber of Greece.

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

For citation purposes:
Vassilios, V., Karigiannis, J. and Ioannidis, N. "Augmented Reality Touring of Archaeological Sites with the ARCHEOGUIDE System", Cultivate Interactive, issue 9, 7 February 2003
URL: <http://www.cultivate-int.org/issue9/archeoguide/>

-------------------------------------------------------------

The CIDOC Conceptual Reference Model
A Standard for Communicating Cultural Contents

By Nick Crofts, Martin Doerr and Tony Gill-February 2003

Nick Crofts, Martin Doerr and Tony Gill report on the CIDOC and its work on the Conceptual Reference Model, an aid to comprehension and dialogue.

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Introduction

CIDOC, the Comité International pour la Documentation is one of more than twenty committees that form part of ICOM - the International Council for Museums. CIDOC's members are primarily museum professionals working in the field of cultural heritage information and technology. It organises an annual conference and encompasses a number of working groups. The Documentation Standards working group - formed originally from the fusion of the data modelling and terminology working groups - took the decision in 1996 to embark on the development of a detailed conceptual model of the domain of cultural heritage information, known as the Conceptual Reference Model (CRM). The CRM was intended initially to extend and finally to replace the existing CIDOC relational data model [1] and the initial scope of the CRM was restricted to that of the International Guidelines for Museum Object Information: The CIDOC Information Categories, published in June 1995 [2]. This document, edited by a joint team of the CIDOC Data and Terminology and the Data Model Working Groups, resulted from the consolidation of earlier initiatives which had been in gestation since 1980. The Guidelines thus represented the fruit of many years of collective effort and reflection concerning museum information and constituted an obvious starting point for the development phase of the CRM. The first published version was released in Melbourne in 1998. Although originally developed by the CIDOC Document standards working group, the CRM is now maintained by the CRM Special Interest Group (CRM-SIG) organised by CIDOC but open to non-members. Version 3.2 of the CRM has been accepted by ISO TC 46/SC4 [3]. Currently at "Committee Draft" stage (ISO/CD 21127), the CRM will subsequently be published as an International Standard. This will transfer formal responsibility for the publication, review and maintenance of the CRM to ISO.

Background to the CRM

Development of the original CIDOC relational model had been prompted by the need to provide a common framework for the exchange of cultural heritage information. By 1995, this data model had arrived at the limits of manageable development. The number of entities was growing exponentially, (the final version of the relational data model contained 430 entities), and the overall structure of the model was no longer apparent, even to many of the authors. Yet the model was still insufficiently developed in many areas. The publication of the International Guidelines for Museum Object Information: The CIDOC Information Categories [2], and the absence of a clearly defined mapping with the data model, only served to highlight the shortcomings of the approach. One of its key objectives - to provide a framework for understanding cultural heritage information was clearly not being fulfilled.

The CIDOC data model had been developed on the assumption, common at the time, that common data schemas were required if data exchange were to be made possible [4]. However, this view was gradually being replaced by a new vision based on the possibility of mediation systems capable of managing data from heterogeneous sources. This paradigm prompted a shift from seeing the CIDOC data model as a low-level blueprint for a database schema to that of a high-level conceptual definition. Viewed in this new light, many conceptual shortcomings of existing relational models became apparent. The group realised that a new sort of model was required, one that would provide the common ground needed for the development of compatible information systems but which did not pre-define implementation issues.

The essence of this new approach can be expressed in terms of the distinction between information and data. Information, in this context, can be defined as the meaning that is common to different forms of expression. 'Je suis fatigué', 'I'm tired', and 'I need to rest', all say much the same thing in different ways - they carry much the same information. Data, on the other hand, are tokens - words, letters and symbols, bits and bytes, etc. - which have a particular meaning because of their rôle within a semiotic context. The original CIDOC data model was a data schema because it attempted to a define specific representation for cultural heritage information. By contrast, the CRM is an information level model. It is intended to specify and clarify the concepts that are needed for the exchange of cultural heritage information. Different representations and different data schema can be defined that are nonetheless faithful to this information model. Using current terminology from information science, the CIDOC Conceptual Reference model can be defined as a "domain ontology" for cultural heritage information. The term ontology is derived from philosophy where it refers to the assumptions about existence underlying a particular world view, in other words what sorts of things exist in the world and what the relationships are between them [5]. In computer science, the term has taken on a more specific meaning and refers to the formal definition of a philosophical ontology [6]. The CRM is an ontology in this latter sense since it aims to define and clarify a set of underlying concepts. Qualifying the CRM as a domain ontology further refines the notion: the CRM is intended to cover a specific area of interest, not the whole universe. Paraphrasing the initial definition we can say that the CRM provides a formal definition of assumptions about what sorts of things exist, and the relationships between them, in the context of cultural heritage information. This ontology is represented as an object-oriented model, composed of classes, organised into a hierarchy and related to each other through property links. This structure of classes and properties provides a framework for describing the complex interrelations that exist between objects, actors, events, places and concepts in the field of cultural heritage.

This orientation of the CRM as a domain ontology means that implementation level questions are not addressed. In particular, the CRM makes no assumptions about business procedures and institutional rules, it contains no methods or procedures, it does not define validation rules and constraints - other than those required for compatibility with the CRM - nor does it define data formats or user interface elements. Using the CRM does not ensure byte level or data level compatibility between different systems, it can, however, help to ensure conceptual compatibility.

Goals of the CRM

Largely in reaction to the experience of previous integration projects, including work on the CIDOC data model, the CRM was designed with the following specific goals in mind [7]:

Role of the CRM Ontology

Within the life cycle of the design and implementation of information systems, the CRM has a specific role to play as a conceptualisation of the domain of cultural heritage information.

 Figure 1: diagram (10KB): Theoretical frame of information
Figure 1: Theoretical frame of information

This theoretical frame is one commonly used in information science and present, in various forms, in a number of standard methodologies for the analysis and development of information systems. It is based on the fundamental distinction between the conceptual elaboration and the technical implementation of an information system, and the domain it is intended to support.

This general approach to information systems follows the classic cycle of analysis, conception and design. The initial objective is the analysis of the domain and its conceptualisation as a formal ontology. This abstract level of design is then applied to the design and realisation of a practical system.

Description of the CIDOC CRM

Scope

The intended scope of the CRM should be understood as the domain that the CRM would ideally aim to cover, given sufficient time and resources, and is expressed as a definition of principles. The practical scope is, necessarily, a subset of the intended scope. The intended scope is difficult to define with the same degree of precision as the practical scope since it depends on concepts such as "cultural heritage" which are themselves complex and difficult to define. The objectives provided by the intended scope are important, however, since they allow appropriate sources to be selected for inclusion in the practical scope. The practical scope is expressed in terms of the reference documents and sources that have been used in its elaboration. The CRM covers the same domain as these reference sources (see below). This means that data encoded in accordance with one of those sources can be transformed or integrated into a CRM-compatible form without loss, insofar as the reference source remains within the intended scope of the CIDOC CRM.

The intended scope of the CRM may be defined as all information required for the scientific documentation of cultural heritage collections, with a view to enabling wide area information exchange and integration of heterogeneous sources. This definition requires some explanation:

As of autumn 2002, formal mappings have been established for the following data structures; all elements that fall within the intended scope are covered by the CIDOC CRM:

Many other data structures have been taken into account in the development of the CIDOC CRM by informal investigation, and more mappings are under way.

Formalism

A domain ontology such as the CRM is designed to be explanatory and extensible rather than prescriptive and restrictive. Currently, no specific formalism for semantic models has been widely accepted as a standard, nevertheless the semantic deviations between the various available models are minimal.

Consequently, the model has been formulated as an object-oriented semantic model, which can easily be converted into other object-oriented models. The TELOS data model [8],[9] has been used as a reference system throughout the development of the CRM, though without use of its assertional language. TELOS, in common with many other knowledge representation languages, decomposes knowledge into elementary propositions - declarations of individuals, classes, unary and binary relations. The properties of TELOS relevant for the purposes of the CIDOC CRM are similar to those of RDF and RDFS [10]. Since Resource Description Framework (RDF) may soon become a de facto standard for the applications we target, (other competitors being DL-based systems, DAML+OIL etc.), we have adopted terminology close to that of Resource Description Framework Scheme (RDFS) and therefore more familiar to members of the Web technology community than that used by TELOS. As our primary interest is ontological, we intend to produce the CRM in various representations, such as RDFS, Extensible Markup Language Document Type Definition (XML DTD), etc, The primary source for the CRM remains a complete implementation in TELOS on the SIS knowledge management system [11]. Logical assertions are omitted from this implementation since they can be added at a later stage, once the ontological commitment of the primitive classes, properties and isA relations are established.

On its own, the formal definition of the CRM is not easily understood. The use of rich specialisation hierarchies generates a rich set of inherited properties and cross-references. Consequently, this relatively compact definition of 211 elements corresponds to several thousand properties of the declared classes. A full set of direct and inherited declarations can be automatically generated from the original definition, and is available as a separate document on the CIDOC CRM website [12]. This document is implemented as html hypertext, so that all referred concepts are accessible by a single click, as needed when using the model.

Choice of the Object-Oriented Data Model

It is worth noting the reasoning behind the choice of an object-oriented formalism as the basis for the definition and presentation of the CRM. This decision was motivated by several factors :

The use of the object-oriented model is specifically not intended to influence decisions about implementation. The CRM has been used as the basis for successful implementations using a wide range of technical platforms, including relational databases [7].

Utility and Use

The CRM does not aim to provide a complete philosophical analysis of the concepts it defines, nor to provide formal criteria for determining whether or not a particular item is an instance of one of its classes. Rather, it seeks to provide a core language that will facilitate tasks such as the semantic integration of heterogeneous data structures and the design of new data structures. Our aim is that an expert's grasp of CRM concepts should be sufficient to allow parallels to be drawn between elements in the planned system and compatible CRM concepts. Consequently, the CRM is intentionally focused on a set of fundamental, shared concepts that can safely be standardised.

But what are the practical applications of the CIDOC CRM? Used as a methodological tool in cultural heritage technology projects, the CIDOC CRM can improve communication and help avoid potentially costly misunderstandings. As a reference for good practice it can be used to compare and evaluate existing systems. In a technical context the CRM can be used as a basis for data archiving, exchange and integration - an important contribution to the creation of a global network for cultural heritage information. These different applications are discussed below.

Conceptual Reference

Perhaps the most immediate role for the CRM is simply as an aid to comprehension and dialogue; as its name indicates, the CRM is a reference document that can help to establish the conceptual "common ground" between different disciplines and domains. The need for clear and unambiguous communication is critical to technology projects in the cultural heritage sector that bring together domain experts, (such as historians, archaeologists, and biologists), with system developers and other technicians. In order to design and build satisfactory information systems, technical experts are faced with the difficult task of coming to terms with all the complexities and subtleties of cultural heritage information. At the same time, domain experts need to explain their requirements in terms that IT specialists can understand and evaluate the solutions they propose. Misunderstandings in the design of information systems can turn out to be extremely costly.

By providing a rich and detailed analysis of the cultural heritage domain, the CRM can facilitate dialogue between cultural heritage experts and technical specialists. The classes and property relations of which it is composed are all clearly defined through textual scope notes, examples, cross-references, and their position within the formal structure. This multiple and "redundant" presentation is intended to be accessible to technicians and domain experts alike - cultural heritage professionals may see it as a formal representation of familiar concepts, while IT specialists can view it as a high-level blueprint for an information system. The CRM provides, in effect, a basis for mutual comprehension.

Data Exchange

Apart from its role as a purely conceptual reference, the CRM can also serve as a technical reference for use in comparing and evaluating information systems and data schema. Comparing existing or projected information systems and schema with the CRM helps to highlight divergences - both in scope and in structure - which can then be examined in more detail to see if they are justified or not.

The value of the CRM as a technical reference becomes particularly apparent when it is used as the basis for data transfer between incompatible systems. The CRM can provide the semantic backbone for a common data format, for example an XML or RDF Schema, that can be shared by a number of different systems: a technical lingua franca that allows data to be transferred from one system to another. If data need to be shared between a number of different systems, the use of a single intermediate reference format is a simple and efficient way to proceed; otherwise, the number of transfer and mapping protocols increases exponentially as more systems are included.

Providing an extensible basis for data transfer between heterogeneous systems and schema is of enormous value since it facilitates both data transfer between institutions and data migration between systems. A common semantic model such as the CRM can also be used as the basis for system-independent data formats for the long-term archiving of digital cultural information.

Systems Design

The CRM can be used as a reference guide when creating technical specifications for the design of new cultural heritage information systems. It is important to underline that it is not necessary to implement the entire CIDOC CRM as is. The model is intended to cover the entire field of cultural heritage information, at a level of detail acceptable for scientific research. This means that some aspects of the model would be superfluous for a specific implementation and that others would need to be extended to support institution-specific requirements. The CRM has been designed to make this process of adaptation as simple as possible by providing 'plug-in' points and guidelines for extensions that remain compatible with the overall structure. The CRM has been used successfully as the basis for the design and implementation of a number of cultural heritage database applications - such as Geneva City's Musinfo project [13] and RLG Cultural Materials [14]. By using the CRM as a starting point for a technical specification, much of the trial and error involved in modelling an information system from scratch can be avoided, resulting in a more flexible design which can be more readily adapted to future needs.

Mediation Systems and Data Warehouses

Possibly the most ambitious application of the CRM is in the development of integrated query tools, mediation systems and data warehouses. At present, much of the information stored in library catalogues, archival finding aids and museum collection management systems remains isolated. Different information resources normally need to be queried individually, and cross-system links are rare. The ability to combine and integrate information from multiple sources has the potential to add significant value to existing data - facilitating research and enhancing the quality of the user's experience.

Physically combining data into a single system may be impossible, for technical, organisational or economic reasons, so mediation systems aim instead to federate information sources, making distributed queries possible without the need to physically aggregate information into a single monolithic database. A typical mediation system acts as a single interface for users. It accepts and interprets queries and distributes them to participating systems. These systems reply to the mediator, which consolidates the results for the end user. In order for a query mediation system to function correctly, it has to be able to communicate with each participating system in a way it can understand, and interpret the results. Participating systems are unlikely to have identical data schema and may well store different levels of detail about similar objects, so the mediation system needs to be a semantic polyglot.

Using the CRM as the basis for the mediation system's data schema makes distributed query systems much easier to design. By mapping each participating system's internal data representation to the canonical form provided by the CRM, it becomes possible to integrate and interpret data stored in otherwise incompatible systems.

Conversely, the CRM can be used to inform the design of data warehouse systems, which take the opposite approach. Relevant data are copied into the data warehouse from different sources at regular intervals, integrated into a single database and 'normalised' to remove duplicates and merge identical instances. The data warehouse is used both as a source of consolidated knowledge, and as an index to the original data sources.

The CRM has been specifically designed with mediation and data warehouse applications in mind, allowing data to be combined from heterogeneous data sources in a meaningful way and without loss of detail.

Structure of the CRM

The CIDOC CRM can be described in the traditional way starting with the major classes. This has been done in the main definition document [15] and in [7]. These high-level classes are those which emerged as a result of the logical grouping of shared properties [16]. These groups are concerned with fundamental notions such as identification, participation, location, purpose, motivation and use etc. The diagram below presents an overview in which Temporal Entities, and hence events, occupy a central place.

 Figure 2: diagram (7KB): A qualitative metaschema of the CIDOC CRM
Figure 2: A qualitative metaschema of the CIDOC CRM

All property paths to dates go through Temporal Entities, as do most of the property paths to places. Those place properties which bypass temporal entities should be understood as short cuts of temporal entities. Similarly, Actors are only seen as relating material and immaterial things (Physical Stuff, Conceptual Objects) through Temporal Entities.

Any instance of a class may be identified by a number of Appellations. These are the names, labels, titles or other means of identification used in the historical context. We model the ambiguous relation of items to their names as part of the historical process of knowledge acquisition. The notion of identification used here should not be confused with that of database identifiers in implementations of the Model, which are not part of the ontology.

All class instances can be refined (specialised) into more detailed categories through the use of Types. Types frequently consist of a range of properties that refer in general to things of a certain kind, such as "a dress made for a wedding" in contrast to the "dress made for my wedding".

CRM properties can be grouped by the following list of meta properties

The Making of the CIDOC CRM

Who We Are

The CIDOC Conceptual Reference Model is maintained by the CIDOC CRM Special Interest Group [17], a diverse international group of museum information professionals with an official mandate from ICOM-CIDOC (the Documentation Committee of the International Council of Museums), dating from August 2000, to develop and promote the standard.

The membership of the CIDOC CRM Special Interest Group is diverse, both in terms of the members' geographical and professional backgrounds; the group currently has 50 members from across the globe, spanning Europe, North America, Asia and Australasia, and includes museum curators from various disciplines, collections information managers, information scientists, librarians, representatives of regional, national and international standards bodies, natural historians, museum data management consultants, and system vendors.

The CIDOC CRM Special Interest Group also contains two "sub groups." Several members of the SIG are also members of Working Group 9, Sub Committee 4, Technical Committee 46 of the International Standards Organization (normally identified by the rather cumbersome alphanumeric string ISO TC46 SC4 WG9!). This group is made up of technical experts representing ISO "P-member" (i.e. voting) countries, and they are responsible for guiding the CIDOC CRM through the ISO standard development process. The ISO process normally consists of six separate stages, but since the CIDOC CRM was already a relatively mature standard developed by ICOM-CIDOC (an internationally-recognised body with standards development experience), the CRM was eligible for the "Fast Track Procedure" and entered the ISO process at stage 3, the Committee Stage.

The second sub-group within the CIDOC CRM Special Interest Group consists of the participants in the Cultural Heritage Interchange Ontology Standardization (CHIOS) Project. This Thematic Network project is also devoted to the development, standardisation and promotion of the CRM, and is generously funded by the European Commission's Fifth Framework IST programme.

How We Work

Since the members of the CIDOC CRM Special Interest Group are spread across four continents, electronic communications are used extensively to discuss a variety of issues; chief among these are the electronic mailing list, crm-sig, and the Web site at <http://cidoc.ics.forth.gr/>, both hosted by ICS-FORTH in Crete.

However, the CRM-SIG meets in the real world too; to ensure that the momentum is kept up, the group aims to meet three times a year, at least until the CRM is published as an ISO standard. The CHIOS funding is invaluable in this regard, because it enables a core group of long-standing SIG members to attend the meetings regularly, providing vital continuity and momentum for the development of the standard.

The CRM-SIG has adopted a rigorous procedure for managing outstanding issues, based in part upon the process developed by the Dublin Core community (some members of the SIG also took part in the Dublin Core Metadata Initiative in the past). Outstanding issues can be raised either at meetings or on the e-mail list, but an issue must be submitted at least two weeks in advance of a meeting to be on that meeting's agenda; otherwise it is deferred until the next meeting.

Issues are given an identifying number, assigned to a particular working group, and tracked on the Web site. Before each meeting, proposals for addressing the issues are sought from the membership, and each proposal is also added to the issue log on the Web site. The group then votes for the proposals for each issue on the agenda at the following meeting.

The CHIOS funding has also been used to good effect to invite experts from specific disciplines when particular types of professional input have been required; for example, the group was able to sponsor experts from the natural history community to participate who would otherwise not have been able to take part. As a result, the CIDOC CRM was modified slightly to address the description of taxon creation and assignment so fundamental to the natural history community, but which has traditionally been excluded from mainstream museum documentation information standards.

The benefits of this kind of expert involvement are threefold; the CIDOC CRM standard itself is enriched to cover a broader scope; the natural history museum community will now have a much more useful tool at their disposal, that will facilitate interoperability both between their peer natural history institutions and the wider museum community; and the CIDOC CRM can demonstrate additional community input and support, an important criteria for ISO in the standardisation process.

Mobilising the Community

Members of the CRM-SIG are also increasingly promoting the CRM in professional arenas by developing support materials, presenting papers and running training workshops at conferences. The SIG is increasingly focusing its efforts on this kind of dissemination activity as the standard becomes ever more stable, and emphasis shifts to application and deployment rather than development. Again, the CHIOS funding has been invaluable in facilitating this essential outreach and support work.

The CRM SIG will shortly be holding its most ambitious outreach event yet; the "Sharing the Knowledge" Symposium [18], organised jointly by the CIDOC CRM SIG and the Smithsonian Institution. This event, to be held on 26th-27th March 2003 at the Smithsonian's International Center in Washington, D.C., will bring together researchers and practitioners from many disciplines to address the technical, organisational and philosophical challenges to the effective sharing of cultural knowledge from museums, libraries, archives and beyond.

Conclusion

The final phases of the ISO process will probably be completed within a year. However, even though the ISO standardisation process is not yet finished, the CRM can and is already being used. Partners in the CRM-SIG have successfully developed applications based on the CRM ranging from data consolidation and data migration to full scale information systems. Current work on the CRM within ISO is aimed at finalising formal aspects of the model, ensuring coherence and facilitating comprehension. The basic conceptual constructs used in the model can be considered as stable and are unlikely to be modified in the near future.

References

  1. CIDOC data model working group CIDOC Relational Data Model, 1994-1995
    URL: <http://www.cidoc.icom.org/model/relational.model/> Link to external resource
  2. CIDOC data and terminology working groups International Guidelines for Museum Object Information: The CIDOC Information Categories
    URL: <http://www.cidoc.icom.org/guide/> Link to external resource
  3. ISO TC 46/SC4
    URL: <http://www.niso.org/tc46sc4.html> Link to external resource
  4. Reed, Patrician Ann, CIDOC Relational Data Model, a Guide, CIDOC 1994
    URL: < http://www.cidoc.icom.org/model/relational.model/datamodel.pdf> Link to external resource
  5. This is, at least, one of the senses in which philosophers used the term.
  6. Guarino N. Formal Ontology and Information Systems in Guarino (ed.), Formal Ontology in Information Systems, Proceedings of 1st International Conference, Trento, Italy, 6-8 June 1998, IOS Press.
  7. Martin Doerr & Nicholas Crofts, Electronic Esperanto: The Role of the Object Oriented CIDOC Reference Model, Proc. of the ICHIM'99, Washington, DC, September 22-26, 1999
    URL: < http://cidoc.ics.forth.gr/docs/doerr_crofts_ichim99_new.doc> Link to external resource
  8. J. Mylopoulos, A. Borgida, M. Jarke, M. Koubarakis, Telos: Representing Knowledge about Information Systems, ACM Transactions on Information Systems, October 1990.
  9. Anastasia Analyti, Nicolas Spyratos & Panos Constantopoulos, On the Semantics of a Semantic Network, Fundamenta Informaticae 36 (1998), pp. 109-144, IOS Press.
  10. G. Karvounarakis, V. Christophides, D. Plexousakis, S.Alexaki, Querying RDF Descriptions for Community Web Portals. In Proc. of the 17 France National Conf. on Databases BDA, 29 October - 2 November 2001, Agadir, Morocco.,
    URL: < http://athena.ics.forth.gr:9090/RDF/publications/bda2001.pdf> Link to external resource
  11. ICS FORTH, The Semantic Index System - SIS, Information Systems Laboratory, Heraklion, Crete, Greece,
    URL: <http://www.ics.forth.gr/proj/isst/Systems/sis.html> Link to external resource
  12. The CIDOC CRM Home Page
    URL: <http://cidoc.ics.forth.gr> Link to external resource
  13. MUSINFO Web site
    URL: <http://www.ville-ge.ch/musinfo> Link to external resource
  14. Gill, Tony. "Touring the Information Landscape: Designing the Data Model for RLG Cultural Materials" , RLG Focus Issue 58, October 2002.
    URL: <http://www.rlg.org/r-focus/i58.html#touring> Link to external resource
  15. Nick Crofts, Ifigenia Dionissiadou, Martin Doerr, Matthew Stiff (ed.), Definition of the CIDOC object-oriented Conceptual Reference Model, Version 3.2, July 2001, ISO/TC46/SC4/WG9/3,
    URL: <http://cidoc.ics.forth.gr/docs/cidoc_crm_version_3.2.rtf> Link to external resource
  16. Nick Crofts, Ifigenia Dionissiadou, Martin Doerr, Pat Reed (editors), CIDOC Conceptual Reference Model - Information groups, ICOM/CIDOC Documentation Standards Group, September 1998,
    URL: <http://cidoc.ics.forth.gr/docs/info_groups.rtf> Link to external resource
  17. The list of CIDOC CRM Special Interest Group members
    URL: <http://cidoc.ics.forth.gr/mumbers_new.html>( sic) Link to external resource
  18. More information about the Sharing the Knowledge Symposium can be found at
    URL: <http://cidoc.ics.forth/crmgroup_activities.html> Link to external resource

Author Details

Nick Crofts
Head of Documentation
Musées d'art et d'histoire
Rue Charles-Galland 2
Geneva, CH-1206
Switzerland
URL: <http://mah.ville-ge.ch/> Link to external resource
Email: nicholas.crofts@mah.ville-ge.ch Link to an email address

After studying Philosophy and History of Art in Canterbury, UK, and a brief spell in radio journalism, Nick Crofts started working at the National Sound Archives in London where he first became interested in information management. Nick studied Information Technology in Geneva and spent several years working in the documentation department of Geneva's Musées d'art et d'histoire. He has worked as project manager for Musinfo -computerising Geneva's museums and is currently Head of Documentation of the Musées d'art et d'histoire. Nick is also co-ordinator of the ICOM/ClDOC Documentation Standards Group.

Martin Doerr
Researcher
Foundation for Research and Technology - Hellas (FORTH)
Institute of Computer Science
Vassilika Vouton
P.O. Box 1385
Heraklion Crete
71110 Greece
Email: martin@ics.forth.gr Link to an email address
URL: < http://zeus.ics.forth.gr/forth/ics/isl/people/people_individual.jsp?Person_ID=2> Link to external resource

Martin Doerr has studied Mathematics and Physics from 1972-1978 and holds a PhD in Physics from the University of Karlsruhe, Germany. He has been Senior Researcher at FORTH since 1990. He has done theoretical work in knowledge representation as well as system and application development of various advanced information systems. Since 1992 he has participated in a series of projects on cultural information systems and teaches courses in cultural informatics. He is chair of the CIDOC CRM Special Interest Group, a Working Group of the International Council of Museums and collaborates with several cultural organisations on the development of advanced information systems and IT environments. His research interests are ontology-driven systems, cultural data models and terminology management.

Tony Gill
The Andrew W. Mellon Foundation
140 E. 62nd Street
New York, NY 10021
U.S.A.

URL: <http://www.mellon.org/Staff/Gill/Gill.htm> Link to external resource
Email: tg@mellon.org Link to an email address
Phone: +1 (212) 838 8400 x2265
Fax: +1 (212) 223 2778

Tony Gill is the Director of Metadata for ARTstor at the Andrew W. Mellon Foundation, with strategic and operational responsibility for analysing, enhancing and integrating heterogeneous descriptions of art and material culture in order best to meet the needs of scholars and educators. He participates actively in the international art and museum standards and knowledge management communities.

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

For citation purposes:
Crofts,N., Doerr, M. and Gill, T "The CIDOC Conceptual Reference Model: A standard for communicating cultural contents", Cultivate Interactive, issue 9, 7 February 2003
URL: <http://www.cultivate-int.org/issue9/chios/>

-------------------------------------------------------------

Who Needs Statistics? : A note on the LIBECON Project

By David Fuegi - February 2003

David Fuegi explains the role of the LIBECON Project in providing library statistics for policy makers and how you can make use of them yourselves.

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Introduction

The LIBECON project [1] collects library statistics and makes them available via the Web to policy makers, practitioners and researchers free of charge in a standardised format based on ISO2789 (the international standard for library statistics). The data comes from national surveys conducted by the competent authorities in each country. This resource supports research and advocacy. It also enables international benchmarking to take place. LIBECON now supports self-defined searching. You can download the database for the sector that interests you (e.g. Public libraries or Higher Education Libraries) and compare internationally on any parameter in the questionnaire with any countries that interest you. The database is particularly strong on Europe (EU, EFTA and Accession Countries) but now welcomes data from any country willing to participate.

LIBECON Basics

LIBECON is funded by DGINFOS under FP5. It is a freely available tool for policy makers, practitioners and researchers who require standardised statistical data to make comparisons between countries or groups of countries for advocacy or for management purposes, including international benchmarking. Although national statistics are now increasingly available on the Web, Web publishing is still far from universal. Statistics of some library sectors are hard to find - not always because they have not been collected. If you manage to find the data you need at national level, you still have to take care to check definitions. For example, you have found the number of staff employed in public libraries in country X but is it telling you total numbers or totals in full-time equivalents? Or you find the total spending in local currency, but need to convert it accurately.

LIBECON does not undertake primary surveys but relies on a network of country coordinators to complete the LIBECON survey forms from national sources. These forms are based on the ISO2789 standard and help ensure both that the data is comparable and that ISO2789 is understood and more widely adopted. LIBECON checks the data received for feasibility and follows up queries. If the data is incomplete, LIBECON seeks to agree a basis for grossing up the data so that it is complete for that country. If data is missing, LIBECON interpolates from known years. If a country has no data at all for a sector, an average derived from a group of comparable countries is interpolated. This interpolation process allows the big "political" numbers to be estimated, for example, total number of library employees in Europe (374,000 in 2000) or total registered readers (139 million). Readers requiring more information on actual numbers or on methodology can find it on the LIBECON website, especially in the Millennium Report which is still of great value. A new version of the Millennium Report (with a new name!) will be published on the site in the second half of 2003.

LIBECON's geographical scope is increasing. The strength of the database is mainly Europe [not just EU] but we are currently adding new countries, for example, Canada, USA, Turkey and so on. Our 4th Newsletter, available on the website gives more information. LIBECON is keen to load data from any country able to supply it to the necessary standard.

How You Can Use LIBECON

You can now download LIBECON data for the sectors which interest you. The sectors are public libraries, national, schools, special, higher education and other major non-specialised. You can then choose to compare any country with any other country or specified groups of countries using any of the data elements collected through the LIBECON questionnaire.

The data elements include, for example number of libraries, number of staff, issues, stock, spending and so on. To see a complete list, download the questionnaire. You can combine any two data elements to give ratios which then allow transparent and meaningful comparisons between countries. This is made possible by the standardisation process described earlier.

An Example

You are interested in public libraries (one of six possible choices of sector). You download the relevant file from the website. You are interested to see if you can make a case for more spending on public libraries based on international benchmarking. If the country for which you want to make the case has not contributed data, you will not be able to proceed. If your country HAS supplied data, you need to choose the relevant ratios. In this case, the obvious one to start with would be total spending on public libraries divided by total population to give spending per thousand population. The answer will be in Euros, so you do not have to worry about currency conversions. You decide to compare yourself with EU countries and Central and Eastern European countries. The result will look like this (based on grossed data).

 (18KB): Figure 1:
Figure 1:

You then move on to other ratios that you regard as significant. For example, if your spending per head figure is low, could this be because you have few readers? Do a ratio of registered readers/population. If this is low, is it because service levels are low? Check libraries/population or stock/population for example. You can define the questions that you want answered which allow you to explore the issues.

Other LIBECON Activities

LIBECON aims to work with all other organisations with an interest in library statistics, including UNESCO [2], EUROSTAT [3], ISO [4], IFLA [5] and EBLIDA [6] and has formed a Strategic Advisory Group to ensure that it remains in touch with the agenda of the major stakeholders, (see details in Newsletter 4 from the Web site [7]).

LIBECON supports standardisation in our field by keeping in touch with developments in ISO2789 and ISO11620 (Library Performance Indicators) and in EUROSTAT which is undertaking useful development work at present. The new LIBECON questionnaire is based on the current draft revision of ISO2789 and aims to speed up take-up of the revisions to this crucial standard.

LIBECON also creates a network for compilers of library statistics, many of whom are neither librarians nor based in institutions answerable to library stakeholders. An international workshop will be held in 2003 aimed at such people and our network of country coordinators.

LIBECON also recently conducted a feasibility study to find out if it might be possible to extend its activities to archives and museums, but concluded that this would not be feasible due to the non-availability of comparable data for both domains. It also looked into EUROSTAT's current activity in cultural statistics, especially museums.

We believe our work is valuable for many people interested in our field. We welcome feedback on any aspect of the work.

References

  1. The LibEcon Web site,
    URL: < http://www.libecon.org/> Link to external resource
  2. UNESCO United Nations Educational, Scientific and Cultural Organization,
    URL: < http://www.unesco.org/> Link to external resource
  3. EUROSTAT - Statistical Office of the European Communities,
    URL: < http://europa.eu.int/comm/eurostat/> Link to external resource
  4. ISO The International Organization for Standardization,
    URL: < http://www.iso.ch/iso/en/ISOOnline.openerpage> Link to external resource
  5. IFLA The International Federation of Library Associations and Institutions,
    URL: < http://www.ifla.org/> Link to external resource
  6. EBLIDA European Bureau of Library, Information and Documentation Associations,
    URL: < http://www.eblida.org/> Link to external resource
  7. LIBECON Newsletter 4,
    URL: < http://www.libecon.org/newsletters/4/default.asp> Link to external resource

Author Details

David Fuegi

david.fuegi@mdrpartners.com Link to an email address
http://www.mdrpartners.com Link to external resource

David Fuegi is professional adviser to LIBECON. He is a partner in MDR Partners, a consultancy company established to engage with strategic IST developments in Europe and specialising in international work involving libraries. He is joint author of "Library Performance Indicators and Library Management Tools" (1995) and of "Study of Library Economics of Central and Eastern Europe" (1998) both published in Luxembourg by the Office for Official Publications of the European Communities. He is joint author of the LIBECON project's Millennium Study. In the UK he is involved in the Co-East EQUAL project. Other major recent projects include business planning for the TACIS Russian State Library Project in Moscow and drafting public library standards for England for the Department of Culture, Media and Sport. He manages the IPF public library benchmarking clubs and is special adviser to the UK Committee on Public Library Statistics. Other European library projects in which he has worked include the Publica Project (DG13), ISTAR (DG5), PLDP (DG16), PULMAN, TACIS TELRUS etc. Formerly he was Library Advisor to UK government ministers responsible for Libraries and held senior positions in public libraries.

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

For citation purposes:
Fuegi, D. "Who Needs Statistics? : A note on the Libecon Project", Cultivate Interactive, issue 9, 7 February 2003
URL: <http://www.cultivate-int.org/issue9/libecon/>

-------------------------------------------------------------

Knowledge Management: a new challenge for science museums

By Marco Meli - February 2003

Marco Meli reports on the MESMUSES project: an EU co-funded initiative to reuse innovatively the most valuable scientific and technical heritage available in science museums so that it may serve as an "active memory" of knowledge to be exploited in different domains.

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Introduction

Self-learning environments provide their users the opportunity to explore various knowledge spaces. A classic issue when designing such environments is finding the right balance between leaving users complete freedom or guiding them very rigidly from one knowledge item to the next. Another issue is the to provision of an environment in which a set of facts and of abstract concepts can be presented differently according to the users' background and understanding. A knowledge map is a set a related concepts and facts that is offered to users with some guidance or suggestions on possible itineraries that they may follow to explore the knowledge space.

MESMUSES (MEthapors for Science MUSEumS) aims to design a general method and supporting tools to produce such knowledge maps. The method and the tools are tested and validated by two large science museums, the Cité des Sciences et de l'Industrie in Paris and the Istituto e Museo di Storia della Scienza in Florence, which provide access to their digital catalogues. Both museums are developing knowledge maps and itineraries on different themes in Biology (Genome) and Physics (Galileo and the laws of motion). A group of industrial partners (Finsiel and EDW in Italy and Valoris in France) and academic institutions (INRIA and ENST- Bretagne in France, Institute of Computer Science of FORTH in Greece, and University of Florence in Italy) are contributing to the methodology and the implementation of the supporting technology.

Knowledge Maps for the Public and Exhibitors Alike

MESMUSES is engaged in the design of and experimentation with metaphors for organising, structuring and presenting scientific and technical knowledge provided to the public in science museums. These metaphors are built upon knowledge maps which define and connect neighbouring knowledge units. These maps are made visible and can be browsed through so-called "semantic portals" which enable users to locate easily information relevant to their current interest, and to navigate either on predefined itineraries, or on new routes that they select for themselves on the map. The same knowledge structure should also facilitate management and reuse of information assets by producers, for example museum staff preparing supporting content for a temporary exhibition.

The Role of the Digital Surrogate

Central to our approach is the policy that all objects, facts or concepts in the real world are represented by digital surrogates. These surrogates are themselves defined as instances of general categories. For instance, all the scientific instruments from the collection of the Museum of the History of Science in Florence can be represented by surrogates -i.e. structured descriptions- which are instances of the class "Instrument". Any instrument is described by attributes such as its name, construction period, material, etc. Attributes are chosen for each class in order to form together meaningful descriptions of the objects that the surrogates of this class will represent. In the same way, scientists, theories, or experiments are represented by surrogates. The surrogate classes are connected one to the other by predefined relations : a scientist contributes to a theory and runs an experiment, an experiment confirms or contradicts a theory, a theory may subsume another and so forth.

The categories and the relations between them form together a generic knowledge map, or as linguists say, a "domain of discourse". Computer scientists prefer to name this map an "ontology", although this word is somewhat misleading. This map can be populated with information extracted from museum databases, or created on purpose by authors. When populated with resources, the map forms a so-called "semantic web". An important feature of semantic webs is that the underlying knowledge maps are graphs of related concepts. The names given to the concepts and to the relations between them constitute a terminology that is instrumental for information exchange and for enacting cooperative processes within a community of users, e.g. researchers, students, lecturers, etc.

A knowledge itinerary is a path through the graph of the knowledge map which is proposed to the visitor. When user follow an itinerary, they are offered various resources, (examples, contrary examples, explanations, etc.), which are chosen according to their preference and background. Knowledge itineraries are considered a new way of exploiting museum resources, where they are used as assets in the production of courseware for teaching or self-learning.

Project Objectives

One of the first objectives of the project was to establish and validate a methodology and related tools for Scientific Knowledge Cartography. This methodology defines how to create knowledge maps structuring some domains of scientific knowledge.

A second objective was to design tools for creating "itineraries" on the knowledge landscape, to orient museum visitors through a real physical exhibition or a virtual one. The Consortium has developed specialised tools and architecture to implement the itinerary mechanism, both as static (predefined) itineraries and dynamic ones (generated from the indexed resources during navigation).

A third objective, tightly linked to the previous one is to design personalisation methods which will offer different itineraries on the same knowledge domains to the different categories of visitors, from the very young to the elderly, and to university scholars. We intend to experiment with dynamic re-routing of visitors from one itinerary to another according to their queries or requests.

The last major objective of the project is to design various tools for managing and reusing information assets. Managing information resources involves in particular indexing them in the terms of the conceptual schema, (whatever the format and media of these resources), from say, a section in a book chapter, physically available in the museum library and represented by a digital surrogate such as a UNIMARC record, to multimedia online content.

So far, the MESMUSES Project is achieving its goals and is actively contributing to the validation of the semantic web concepts and standards.

Exploitation

Building the Information Society, where digital assets can be fully exploited, is a key priority for Europe. A major asset which can "make the difference" is the effective exploitation of cultural heritage in novel ways, with a clear strategy for a long standing value building proposition in key market segments like learning. Innovative approaches like managing cultural assets with the paradigm of modern knowledge management techniques are among the most prominent examples of leveraging technologies for the cultural heritage domain.

The MESMUSES Project falls exactly into this category: it proposes to access multimedia cultural information by creating a novel way of navigating through digital assets by means of itineraries, learning environments professionally created or developed by users themselves.

Exploitation in Mesmuses is geared towards the following objectives:

  1. The innovation, both in concept and underlying technology, to create new and powerful ways of exploiting rich cultural heritage assets. The scientific cartography metaphor is new and allows a graceful combination of authoring for didactic purposes and research. This approach will be exploited by the creation of running systems at the cultural heritage partners' premises. At the Cité des Sciences, the target application deals with biology and the human genome in particular. Target users are secondary school teachers preparing didactic multimedia folders for their students. In the case of IMSS, (Istituto e Museo Nazionale di Storia della Scienza - Institute and Museum of the History of Science, Florence, Italy), the target domain deals with the scientific revolution. The application will evaluate the proposed technology as an instrument of research for historians
  2. The underlying technology framework, the CWEB engine, which is a state of the art knowledge management tool. This technology, which is one the main outcomes of the project, is available as open source to the interested community of computer scientists. A more stable version of the technology is to be produced by a new company, AM2-Systems, which will spin off at the beginning of 2003 to capitalise on an industrial version of the Mesmuses / Cweb technology. AM2-Systems will offer products for corporate memory management
  3. The Global Information Service Architecture. The method and tools developed within the project are well suited for supporting the creation of large international knowledge banks, continuously fed by large numbers of cultural organisations, museums, libraries, academic laboratories, etc. This particular exploitation mechanism, though already conceived, has yet to get fully underway. There are a number of reasons for this, including the fact that only a series of success stories in building knowledge repositories will gradually be able to convince cultural organisations that the approach is viable and that they can share their information assets through a world-wide distributed knowledge map. Another reason why this exploitation may only take off slowly is that the business model making the venture self-sustaining is still to be invented

Conclusions

The Mesmuses experience demonstrates that the semantic web family of methods, standards and tools can be exploited by cultural organisations to offer to their visitors new knowledge discovery services. This may open opportunities for inventing more interactive and attractive web contents than the traditional online exhibition catalogues.

 

Author Details

Marco Meli
CEO and Cofounder
EDW International
Via Abamonti 2
20129 Milano
Italy

URL:http://www.edw-international.com/ Link to external resource
Email: meli@edw.it Link to external resource
Phone: +39 02 29513925
Fax: +39 02 295123930

Marco Meli is CEO and co-founder of EDW International, a specialised company in the corporate publishing and content management. Marco acts as exploitation manager of Mesmuses and was one of the partners of the Cweb Project.

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

For citation purposes:
Meli, M. "Knowledge Management: a new challenge for science museums", Cultivate Interactive, issue 9, 7 February 2003
URL: <http://www.cultivate-int.org/issue9/mesmuses/>

-------------------------------------------------------------

OpenHeritage: Developing cultural tourism in lesser-known regions

By Salvatore Lusso - February 2003

Salvatore Lusso reports on a project seeking to create a cultural heritage community in lesser known European regions where culture, environment and tourism represent the main resource of the area.

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Introduction

The aim of the OpenHeritage Project is to create a cultural heritage community in lesser known European territories where culture, environment and tourism represent the main resource of the region. The concept is to create a mixed model based on commercial activities (hotels, restaurants, locally produced goods, etc.) and the activities of public bodies. This model would be able to promote the cultural heritage of museums and memory institutions at local and international level. Such a sustainable economic model is seen as the only way to change an historically poor system into a winning, added value one.

 screenshot (60KB): Figure 1: Front page of the South Sardinia TSC Web site
Figure 1: Front page of the South Sardinia TSC Web site

This community will refer to a local Territorial Service Centre (TSC), an IT infrastructure and service provider that will:

The TSC will assist visitors towards a full appreciation of the environment visited which may be considered an open museum possessing a distinctive cultural identity thanks to the landscape and its particular environmental features.

Description of the Service

The core of the service is the creation of a TSC acting as catalyst in the area, among memory institutions, public bodies and private companies (hotels, restaurants, shops, entertainment, car rentals agencies and event promoters such as theatres, cinemas, galleries, municipalities, cultural associations, sport clubs, etc.). This will operate in such a way as to create a strong network of contacts and offer visitors a great variety of opportunities. Its visibility will also be promoted at international level by means of a TSC local web portal which will provide:

The main task of the project is to concentrate upon the widespread cultural and environmental heritage, especially in regions more remote from the better-known tourist centres. One should emphasise that the region as a whole will be considered as an open museum where the landscape and environmental features will emerge as a distinctive cultural entity.

 diagram (54KB): Figure 2: Chief factors in a TSC
Figure 2: Chief factors in a TSC

Accordingly for every service that requires this kind of approach the portal will employ new technologies and tools available on the market to permit users to experience and appreciate the site they are visiting. Such services might include, for example, the description and visualisation of cultural tours, precise directions to a museum hosting an event, the precise location of the region's TSC, etc.

These new technologies will offer two different levels of user interrogation capability:

 screenshot (27KB): Figure 3: Users can interrogate 3D landscapes
Figure 3: Users can interrogate 3D landscapes

Planned Service Provision

We would preface this section with the recognition that the intended service is not yet fully structured nor complete.

We have produced a scenario describing what a typical tourist does before visiting a country, including whether he or she decides to go there ultimately or not.

On the one hand there are vertical or horizontal portals for hotel reservations, created by commercial organisations which by their nature do not attach great importance to the promotion of the region with regard to either environmental or cultural opportunities for visitors. These portals assume that prospective tourists have already firmly decided upon their destination, and provide relatively little information on what they will be able to do or visit. In other words they provide few opportunities for visitors to plan their tour or other related activities in advance.

On the other hand there are tourist portals created by public bodies, which are often full of institutional content on places of interest in the area such as monuments, churches, museums, etc. The problem is that this content is not always displayed in an appealing manner for tourists. This is often because such public bodies are unaware of a few fundamental marketing strategies that would actively leverage promotion of the region's assets. Consequently one rarely comes across suggested or customisable tours, videos showing the region as a whole or places of interest in particular are rare, as indeed is any form of virtual tour.

 screenshot (54KB): Figure 4: 3D reconstruction of a site of interest
Figure 4: 3D reconstruction of a site of interest

What a Web site should do is to encourage the potential tourists' curiosity such that they will actually choose to visit these places of interest. In the proposed itineraries there will be the chance to contact restaurants typical of the region, shops selling local products and also reserve hotel or other accommodation.

We realise that commercial organisations have not designated many resources to the creation of models for the integrated promotion of the tourist region since by their nature they are more oriented towards attracting more typical revenue, such as, for example, from hotel bookings. Conversely public bodies interested in the promotion of the region have yet to acquire the expertise in effective marketing and communication that is fundamental in attracting visitors to an area; particularly to less well-known places.

The service will therefore seek to promote the region acting through cultural tourist resources and focusing on areas with low visibility but high potential. This process will make it possible for example to extend the tourist season in certain places (nearly all southern Mediterranean) where the only attraction promoted to date is "sun, sea and sand". If we consider a typical Internet approach, a user will find in the TSC portal, (for example that of southern Sardinia, see Figure 1 above), information on cultural attractions, green tourism, events, itineraries, TSC stores and so forth.

Eventually the Web pages will also contain hypertext links to information on local businesses. Accordingly, having enjoyed a virtual visit and their curiosity aroused, potential tourists are more likely to want to examine suggested tours, restaurants, accommodation, etc. in the portal together with their supporting information. It is more likely, as a result, that potential tourists will become actual ones.

The OpenHeritage Mission

  1. The project will analyse 3 test-bed areas in order to assess and evaluate the aforementioned TSC Concepts:
  2. Each TSC will focus on:
  3. All the TSC's will refer to a Global Portal for the brokering of images from all local museums, thereby granting them a new and unexpected source of revenue

Anticipated Results

The main measurable results expected from the project are as follows:

Conclusions

So, the overall focus of the project is on opening heritage to the future through innovation, thus helping memory institutions fulfil their mission; to give the most comprehensive access to their collections not only to coteries of specialists and technologists, but to the largest possible public in Europe where memory and cultural identity belongs. The realisation of local cultural heritage will act as a driving force for the promotion of tourism over the entire region, and will bring about a stronger integration of cultural heritage resources, the environment and the local economy.

The OpenHeritage Consortium

Table 1: The OpenHeritage Consortium
Participant name Participant short name Country Expertise Contribution
Space Spa SPACE I Technologies applied to the cultural sector -OpenMuseum patented technology
-Management
-Exploitation activities
System Simulation Ltd. SSL UK Collection Management technologies -Collection Management module
-Exploitation activities in the UK
National Museums of Scotland NMS UK Museum's activities -Museum requirements
Chambre de Commerce et Industrie de Lyon MHTL F Regional economic policies -Regional requirements
Museo Locale "Genna Maria" ARCHEOVF I Museum's activities -Museum requirements
Stichting Museon (Museum voor het Onderwijs) MUSEON NL Museum's activities -Museum requirements
-Validation activities
Cultural Heritage on Line CHOL F Multimedia technologies for cultural assets -Image brokerage system
-Dissemination
Centro di Ingegneria Economica e Sociale CIES I Socio-economic territorial search models -Socio-economic models
Cultural Service Centre Austria CSCA A Organisational services to memory institutions -Commercial strategies
Digital Publishing Japan DPJ J High quality publishing -TSC services
Association for Documentation and new Information Technologies ADIT RU Information technologies in Russia's museums -Museum requirements

Author Details

Salvatore Lusso
Project Manager
SPACE SpA
Via S. Tommaso D'Aquino n.18,
09100 Cagliari
Italy
Tel: +3907022810305
URL: <http://www.website> Link to external resource
Email:salvatore.lusso@spacespa.it Link to an email address

Salvatore Lusso has a degree in Engineering and a Masters degree in Marketing Strategies from the Polytechnic of Milan in the management of new technologies in companies. He has attended the Train-it course "Turning IST Technology into an investor-winning business plan". He has developed strategies projects for Brandt Group, Artemide, Illy, Piaggio, Ticket Restaurant and Benetton Group. Salvatore has worked for ACCOR Services Hotels (Europe-wide leader in hotels property and services) between Milan and Paris. He monitors market strategies in the Company and is in charge of a number of running projects in the cultural tourism sector, including SANDALYA (with RAS), OPENHERITAGE, CHERI and others.

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

For citation purposes:
Salvatore, L. "OpenHeritage: Developing cultural tourism in lesser-known regions", Cultivate Interactive, issue 9, 7 February 2003
URL: <http://www.cultivate-int.org/issue9/openheritage/>

-------------------------------------------------------------

PAST - Bringing archaeological sites to life

By Emily Whetter - February 2003

Emily Whetter of MJC² Limited reports on PAST - a new way of showing visitors to archaeological sites what life was like for their early inhabitants.

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

 screenshot (48KB): Figure 1: Image of Pocket PC showing the interactive map
Figure 1: Image of Pocket PC
showing the interactive map

Introduction

When people visit an archaeological site, it is difficult to give them a clear picture of how people lived on the site - all that usually remains is a few ruins, and sometimes not even those are visible. There have been various approaches to try to resolve this situation, but there are problems with all of them. Museums on site rely on the visitors' memory of their tour around the site, pamphlets given out at the entrance and noticeboards at points of interest are usually written in language that is difficult for children to understand, involve significant production costs and may be hard to update. PAST presents a new solution to this problem whereby visitors not only see images showing the site as it was in the period represented by the site, but also receive a detailed insight into the lives of the occupants, from the frame of reference of their own lifestyle and interests. Each visitor will be given a highly personalised route around the site, tailored to their speed of travel and their interests; this means that individual visitors only view the locations relevant to them, at a rate that suits them. They will only be shown material at a level tailored to them, so children do not get bored, adults do not feel patronised, and everyone goes away with a complete understanding of the information shown to them.

The Consortium

PAST [1] is an acronym for exPeriencing Archaeology across Space and Time, an EU-funded project undertaken by the following organisations:

The IT partners:

The archaeological partners:

The System from a Visitor's Point of View

 screenshot (14KB): Figure 2: Image of Pocket PC showing welcome page
Figure 2: Image of Pocket
PC showing welcome page

On arrival at the site, visitors will be given a Pocket PC, which will display a welcome page (see Figure 2) asking them to select their language. They will work their way through a profile to ascertain their interests and level of presentation of information. They will then be presented with an interactive map with their route displayed (see Figure 1 above), and a choice of options, which will include the opportunity to reschedule their route completely, to add and remove points, and most importantly, to visit the first point.

As they progress around the site, they will be given the option to reschedule if they move faster or slower than anticipated, and to change the level of presentation of information if they feel it is not suitable. At the end of the visit, the visitor is able to create a CD of their visit, for future reference. Visitors can also access the system from home over the Internet before arrival, which means they can fill in the profiling section and arrive at the site ready to begin their tour.




The System from a Technical Point of View

Figure 3 displays the architecture of the system. It consists of a client, namely a Pocket PC, using Pocket Internet Explorer as a browser to access a number of dynamic HTML pages, and the server-side components that create those pages. The communication between the client and the server is made using wireless networking.

 diagram (48KB): Figure 3: Image of the system architecture
Figure 3: Image of the system architecture
showing the interactive map

On the server, there are five components:

What Now?

The PAST system is currently being trialled at two sites - Passo di Corvo in Italy and Toumba in Greece. Passo di Corvo is a prehistoric village - the excavations in this site have confirmed that the one hundred or so structures visible from aerial photography do not all belong to the same period of time, but span a period of around a thousand years (from 4500 to 3500 B.C.). The site of Toumba is located in the coastal plain of Thessaloniki, on the foothills of Mount Hortiatis. It consists of an artificial hill (tell or toumba) created by the overlapping of archeological remains over several thousand years. The numerous objects discovered during the archeological dig, including prestigious artefacts and a large quantity of pottery from the late Mycenean Age, allow dating of the excavated area to the Late Bronze Age (i.e. 1200 B.C.).

References

  1. PAST Website,
    URL: < http://www.beta80group.it/past/> Link to external resource

Author Details

Emily Whetter
MJC² Limited
33 Wellington Business Park
Dukes Ride
Crowthorne
Berkshire RG45 6LS
United Kingdom
Tel: +44 1344 760000
Fax: +44 1344 760017
URL: <http://www.mjc2.com> Link to external resource
Email: Info@mjc2.com Link to an email address

MJC² Limited focuses on providing software solutions to complex optimisation, planning and scheduling problems addressing amongst other areas: supply chain optimisation, strategic logistics, realtime distribution scheduling, manufacturing planning, intelligent business analysis, mobile workforce management and interactive visitor guiding around exhibition halls and other centres.

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

For citation purposes:
Whetter, E. "PAST - Bringing archaeological sites to life", Cultivate Interactive, issue 9, 7 February 2003
URL: <http://www.cultivate-int.org/issue9/past/>

-------------------------------------------------------------

TREBIS - A biodiversity information system

By Paul Schreilechner - February 2003

Paul Schreilechner reports on new ways of presenting ecological insights by combining multimedia technologies with geographic information and database systems. Via TREBIS, a biodiversity information system, the Vorarlberger Naturschau, a natural history museum in Austria, opens up its digital archives.

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Introduction

In the TREBIS project [1], the Vorarlberger Naturschau [2], a regional natural history museum opens its digital archives to the public, attracting visitors by presenting on-site information about current processes in nature: the distribution of animals and plants, biodiversity, endangered species and ecological facts. An interactive multimedia user front end including a geographic information system is tested and evaluated in the context of querying information stored in a museum's client-server database system.

 screenshot (49KB): Figure 1: Start screen of the TREBIS software
Figure 1: Start screen of the TREBIS software

Background

Natural history museums across Europe own vast treasures of our cultural and natural heritage. Some of this heritage has been catalogued, very little has been digitised and presented via the World Wide Web. All in all, very little information on biodiversity has been made available to the public until now. In the TREBIS trial, up-to-date information is made accessible to museum visitors, in contrast to the traditional approach of presenting non-dynamic, sometimes even historic data without context. Recent developments in nature and their very own dynamics are taken into account through regular updates of the data.

What sets this project apart is an approach that goes beyond existing information systems: namely the integration of technologies such as a database management system, a desktop mapping system/geographic information system (GIS) and multimedia technologies.

Structure of the TREBIS Software

The structure of TREBIS is based on a didactical concept which addresses the main aspects of teaching biodiversity. Via a multimedia interface the user can navigate through the different modules of the information system which are designed to address different personal interests. Whether you are interested in specific conservation issues or whether you just want to enjoy the beauty of nature, TREBIS allows you to approach biodiversity from your personal viewpoint.

 screenshot (60KB): Figure 2: Interactive maps help you to discover biodiversity hotspots - W. Barthlott et al., Department of Botany and Geography, University of Bonn.
Figure 2: Interactive maps help you to discover biodiversity hotspots
W. Barthlott et al., Department of Botany and Geography, University of Bonn.

Key Features

 screenshot (43KB): Figure 3: An interactive quiz about the ecology of Lake Constance allows you to test your knowledge
Figure 3: An interactive quiz about the ecology of Lake Constance

Evaluation

During the trial visiting school classes as well as ordinary visitors tested the software and by so doing participated in an accompanying evaluation study which centred on motivational aspects. This study was carried out by the Department of Didactics for Biology at the Ludwig-Maximilian-Universität in Munich [5]. Initial results from the evaluation show that knowledge acquisition is enhanced by the interactive aproach to the topic. The design of the instruction process was shown to provide visitors with increased confidence as well as enjoyment, interest and excitement during their use of the program. Comparison with a control group, which watched a film instead, indicated that the information system provided equally effective learning outcomes but motivated its learners more. Other results indicated that younger students showed higher content-related and computer activity-related motivation than older students. Girls showed higher content-related, program-related and computer activity-related motivation than boys.

 photo (35KB): Figure 4: School children testing and evaluating the software
Figure 4: School children testing and evaluating the software

Reactions of Trials Participants

This is a selection of comments from teenage students:

"The program is well built and I like the graphics. There is lots of information about nature. I especially love the content of the different topics and the quiz." (female student, Bundesgymnasium Lustenau, 4b)

"The program is very interesting. There are lot of things to look at and the design is good. I am not really interested in nature, but I really can imagine using the program during a visit to the museum." (male student, Bundesgymnasium Lustenau, 4b)

"The program design is excellent. You can find lots of information about characteristics of animals and plants. I could not even get through all of it. I definitely would use the program again when coming to the museum next time." (female student, Bundesgymnasium Feldkirch, 3e)

"I think the program is funny and instructive. It is also understandable for young people. But most of all I liked the quiz." (female student, Bundesgymnasium Feldkirch, 3e)

 logo (3KB): TREBIS Project logo

Conclusions

The TREBIS partners are strongly committed to an extension of TREBIS-trialled technology. This would involve crossing national (and language) borders in a further stage, once the technology and the feasibility of the principal approach have been extensively tested and evaluated. Subsequently, the software and its user interface will not be limited to museum use, but also made available to the wide array of institutions involved in biological distribution issues and collections. This includes, for example, research organisations, botanical gardens, national parks, botanical stations, cloisters, archives and environmental groups. The trial will also show to what extent TREBIS technology may be applied directly in schools and universities, eventually contributing to the improvement of curricular and learning techniques.

References

  1. The TREBIS Project Web site,
    URL: < http://www.trebis.org/> Link to external resource
  2. Vorarlberger Naturschau,
    URL: < http://www.naturschau.at/> Link to external resource
  3. Biogis Consulting GmbH,
    URL: < http://www.biogis.at/> Link to external resource
  4. BioOffice-Website,
    URL: < http://www.biooffice.at/> Link to external resource
  5. Ludwig-Maximilian-Universität München, Fakultät für Biologie, Department 1, Didaktik der Biologie (LMU),
    URL: < http://www.zi.biologie.uni-muenchen.de/institute/idb/index.html> Link to external resource

Author Details

Paul Schreilechner
Manager
Biogis Consulting GmbH
5071 WALS-SIEZENHEIM (near Salzburg)
Dr.-Hans-Lechner-Str. 6
Austria
Tel: +43 662 452216
Fax: +43 662 452216 22
URL: <http://www.biogis.at> Link to external resource
Email: paul.schreilechner@biogis.at Link to an email address

Paul Schreilechner is manager of Biogis Consulting GmbH which he founded in 1996. He is the coordinator of the TREBIS project. Over the last years he has managed several software development projects including BioOffice, a combined GIS and database software solution for managing biological distribution data.

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

For citation purposes:
Schreilechner, P. "TREBIS - A biodiversity information system", Cultivate Interactive, issue 9, 7 February 2003
URL: <http://www.cultivate-int.org/issue9/trebis/>

-------------------------------------------------------------

Other Areas

It Always Hurts the First Time: Experiences with transferred electronic records

By Marcel van Dijk - February 2003

In 2001, for the first time in its history, the Amsterdam Municipal Records Office received and processed records that had been electronically created by a government authority. In the course of the project a great many obstacles were faced and ultimately resolved. In his article on the ups and downs of this difficult process, Marcel van Dijk gives us a flavour of the challenges encountered and the hard lessons learnt.

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Introduction

The Dutch Government is going digital, and the archival world is experiencing the much heralded consequences. Inside governmental administrations, document management, and with that good record management, is subject to heavy digital turbulence and insecurity. At stake were the following two issues: How can our governmental organisations, in an electronic environment, record and apply their information to support their management, and render an account of their actions? And further: how shall the transfer of electronic records to the governmental record offices be implemented? Last year, in the Netherlands a regulation was issued on the arrangement and accessibility of records with archival value. Special attention was given to electronic records, as our government's memory and our national electronic cultural heritage were at stake here!

Many a Dutch governmental authority will find it hard to comply with these regulations. The Amsterdam Municipal Records Office [1] often finds that many municipal authorities fail to practise good records management, especially where electronic records are concerned. We cannot emphasise enough the risks that are being run at times with the accounting for municipal implementation procedures and the keeping of our historical and cultural heritage.

The Amsterdam Municipal Records Office has some experience now appraising electronically created archives. The Amsterdam Projectbureau 'Year 2000', handling the Millennium problem, transmitted its records after closing down, eleven metres of paper records and ... nine CD-ROM's. According to Dutch regulations, the Projectbureau should have appraised these records as well as prepared them for transfer. But on that particular occasion, an agreement was made that the Municipal Records Office would accomplish this task. I shall only go into some of the details of our experience, nor do we claim to have the solution to everyone else's digital challenges out there. However I trust this article will serve as a general warning however, and be of benefit to the many municipal (and other) record creators and records offices.

The Projectbureau Year 2000

This Projectbureau was installed in 1998 by the Municipal Board to secure the transfer into the new millennium. Key activities were appraising the reliability of hard- and software used in municipal departments in terms of the millennium rollover, briefing the municipal authorities on these matters and taking care of internal and external communications. These activities were, for a large part, electronically supported, and this of course reflected on the bureau's records.

 screenshot (22KB): Figure 1: 'Bugman', the mascot of the Bureau Year 2000
Figure 1: 'Bugman', the mascot of the Bureau Year 2000

The Projectbureau had to deal with a variety of questions. What data was stored in the bureau's databases? What PowerPoint presentation was shown supporting the municipal executive's speech warning about the Millennium bug? And what about the Web site specifically set up to inform citizens and authorities? These questions could partly be answered by the paper documentation, but consulting the electronic documents provides many more insights and illustrations.

On the bureau's closure, its records were transmitted to the Records Office. The paper components had already been appraised to a fair degree. We subsequently processed them and provided further archival description and material preservation: business as usual.

 screenshot (37KB): Figure 2: Viruses can endanger the integrity of electronic records
Figure 2: Viruses can endanger the integrity of electronic records

Initially, in global terms, stocktaking of the CD's gave us immediate cause for concern. In the process of making back-ups, the virus checker sounded the alarm. The ICT department successfully disinfected the CD's without affecting the files' integrity. However a far more serious problem lay in the structure in which the information was organised. The content of shared and individual workstations had been burned directly onto the CD's, structured in maps which referred back only partially to the structure of the paper records. As a consequence we were confronted with a whole raft of questions: What was on the CD's, and what was in the files? Had this Word document ever actually been sent as a letter? What purpose had this spreadsheet served? At what meeting had this picture been taken? And what software do I need to open this file? All too often the necessary context data was missing, that is: the metadata.

Metadata

Administrating metadata of hard- and software with which electronic records are created is, of course, vital. But equally without the information on the context in which those records were received or created, it would soon be very hard to interpret such records. The contextual information can in many cases easily be attached by implementing electronic filing. It is therefore of utmost importance to start the business of filing as soon as possible in the overall process; this means basically providing the files, as well as the electronic documents stored into them, with a plain description of the content. Then, electronic records could _ provided procedures are implemented to cover issues such as version management and document status _ be appraised at directory level.

 diagram (50KB): Figure 3: Poorly named files hamper the appraisal of records
Figure 3: Poorly named files hamper the appraisal of records

But as it was, in directories with names such as 'E-mail' or 'miscellaneous' (as we sometimes found in these records) we could never be sure what we would come across next, particularly when documents bore names such as '3rd concept' , 'A,dam ll' or 'ATT01368', (see figure 1). The documents in these directories therefore had to be opened and inspected one at a time. A very labour-, time- and money-consuming affair! Lack of structure and lack of explicit and interpretable metadata therefore lay very much at the root of the problems that confronted us in our aim to prepare these records for transfer to our electronic depot [2].

Planning the Records Transfer Project

The global stocktaking of the content of the CD's took us, for reasons mentioned above, about one week. Thereafter we concluded that appraisal [3] in some cases was appropriate on the level of the CD, in some cases at directory level but more often than not at document level, depending on the way the directories had been defined. Moreover, we had to deal with a large variety of software and files: MS-Word and WordPerfect files, e-mail, Web pages, databases, spreadsheets, PowerPoint files, photographs in JPEG and other JPEG files such as logos and other images. We even found a computer game, made with the aim of preparing Amsterdam for the turn of the millennium. We defined a project plan by formulating the necessary work in relation to file type. The problem was, of course, that it was difficult to estimate how much time we would need to carry out the different activities, as we had no experience whatsoever of these file types. And, on top of that, we were confronted regularly with unexpected problems.

Handling Text Files

As to text files, these included Word- and WordPerfect files as well as e-mail messages and scanned letters and accounts. We decided on the guiding principle that the electronic files would serve as complementary to the paper records, in such a way that the paper records would be pre-eminent. Some of the paper records clearly had more authenticity than the electronic records, as they were signed or stamped. Furthermore, the paper records had already been appraised and an archival description had been made. Our next task therefore was to find out whether or not the electronic text files had already been included in the paper records. When this was the case, the electronic version was not used. Alternatively, and when we were dealing with a record with archival value, we printed the electronic file and added it to the paper records.

Accordingly the CD's had to be checked as to which documents on them needed to be retained and, more specifically, whether these documents were already included in the paper records. Both the paper records' archival description and the notes made at the first stocktaking of the CD's supported this check. Even so, a fairly large proportion of the files had to be opened and checked, as a direct consequence of the way documents had been filed and named. As mentioned earlier, it was sometimes very hard to determine with what kind of document we were dealing. In figure 3 we see an e-mail message with the text: 'Joep: three times; kind regards, Henk'. The three attachments were entitled 'acceptation protocol concept 02, 03 and 04'. Nowhere was a statement to be found concerning the context in which the protocol had been created, where we could find version 01, or the final version and whether or not, and to whom, the protocol had finally been sent.

These are random examples of the lack of information we encountered. Versions of the same text files were found in different directories and even on different CD's. A Word file could form part of the bureau's Web site, without being referenced or identified. Only after considerable time and effort, and after searching the paper records repeatedly, were we able to appraise the electronic records a little bit faster. This way of proceeding proved to be very labour-intensive, as a thousand files were involved. We considered other ways, like throwing all text files in a big 'basket' and sorting out the important files, helped by different sorting routines. However this proved not to be very effective, as the structure, still apparent in some places, would then completely disappear. Conversely sorting routines at directory level proved to be effective. Directories that seemed promising were checked at random in this manner. Moreover, we used several search engines, inserting arguments connected with functions, tasks and activities of the bureau.

In this way, the electronic records could be worked on quite thoroughly. The result: practically all the electronic text files were either already included in the paper records or for other reasons were without archival value. But this did not hold for all documents, (for example not for the communication plan and for documents concerning the organisation of a meeting with Turkish entrepreneurs); so ultimately it proved wise not to have skipped the stocktaking of all the electronic records!

As to the other file types, it was clear that, if we chose to save them, they had to be saved digitally. Files such as Web sites and databases could be printed, but they would lose their digital functionality. In particular with regard to the Year 2K Web site, including sound fragments and animations, we judged such a loss of functionality as unacceptable; the appraisal of these files had been made, to a significant degree, on the basis of their digital capabilities. Ultimately our solution was to copy the content of the CD's to a file server-disk.

Internet Sites

In the Netherlands, the issue and rationale of archiving Web sites has only recently gained some public attention. Hence, we could only take limited advantage of earlier experience. In this particular case, the Web site had played such an important role in the bureau's primary goals, (guidance and communication), that we decided to retain completely the first and last versions. A number of intermediate versions, updates by which more or different information was added, and consequently representing a substantial change, were kept as well. In fact we found on the CD's only one complete site, plus 33 updates. These files had been stored to disk as zip files and had first to be unpacked. Thereafter, we were able to add the subsequent updates to the only complete version we had. In this way we re-created the various updates until we reached the last and 33rd.version, hoping it would function. This not only took considerable time, but also called for an enormous amount of disk space. Starting out with 299 zipped Web files, with a volume of 27.9 Mb, after unpacking we counted 2,967 files with a volume of 70.6 Mb. Once updating was complete, we counted 32,874 files with a volume of 370 Mb!

The result was not altogether satisfying: not all parts of the site functioned. On top of that, we found out that the oldest version of which we disposed was not in fact the first version of the Web site, something which an adequate set of metadata would have made clear from the start. Ultimately, we contacted the Web site's builder, in this case a small commercial designer. This firm provided us with the first version and the last (functioning) version of the site. Due to the relatively short interval between the design of the site and its transfer to the Municipal Records Office, valuable contact had still been possible with the designer. However over the same period, many comparably small ICT firms had been obliged to shut down and had disappeared. Who would have given the archivist the information he or she needed about such a Web site, built by such a small firm? This experience was one of the reasons why the Amsterdam Municipal Records Office began formulating a policy for the archiving of municipal sites. In this policy statement due attention will be given to adequate terms of transfer (e.g. probably earlier than required by existing regulations), required metadata, file formats and archiving of hyperlinks.

Databases and Spreadsheets

For some of the databases and spreadsheets found on the CD's, the lack of version management on the one hand and meta-information on the other, had an even greater impact then in the case of the text and Web files. Tables and schedules named by numbers only do not have the slightest meaning. Luckily, some spreadsheets and databases were accompanied by some information about the content and some technical information. On the accompanying document, the content of the files was made explicit, as well as which matches existed between the databases. Unfortunately the matches were omitted in the process of copying the databases onto the CD's, consequently most databases could not be opened.

Since it was these same databases which could give us a unique insight into the state of ICT at the municipal authority of Amsterdam on the verge of the New Millennium, we again felt obliged to contact the database designer. He provided us with a lot of information, from which it became clear that the databases contained a great deal of data, but also lacked a lot of data. Finally we preserved the database containing the result of the first stocktaking of the state of ICT in Amsterdam as executed by the bureau. This provides a very clear, though incomplete, picture of things before the bureau started its effort. Future researchers consulting these records shall have to bear their incompleteness in mind.

Conclusions

A number of files from the records of the Project Bureau Year 2000 have been selected for inclusion in the Amsterdam Municipal Records Offices' digital repository. These include pictures of publicity campaigns and gatherings, images, like the Bureau's logo, an educative computer game concerning the Millennium problem in Amsterdam, functioning Web site versions, some PowerPoint presentations and a database. Contents are disclosed by means of an archival description and a set of technical metadata which come with the records.

The project is far from over. Many questions remain unanswered. For example two substantial questions are: how are we going to keep these materials accessible and interpretable over the years to come? Moreover how are we going to provide the public with access to these records? In the digital age, management of - in principle - archival records is really a dynamic issue. This project shows in essence one thing very clearly: when archiving of electronic records is not properly planned and projected right from the start, as with a proper administration of the contextual, administrative and technical metadata, then any reconstruction afterwards is bound to be a most laborious and time-consuming affair with an uncertain outcome. The chances of success decrease with the passing of time. Good procedures and agreements with record creators beforehand together with a strict 'admission policy' are indispensable to ultimate success.

To make a long story short: everyone who wants to conserve history shall, far more than in the past, have to look to the future. And this does not only go for Amsterdam. For example, could the way electronic records are archived by the European Commission set an example here .. or perhaps not yet?

 screenshot (55KB): Figure 4: Electronic government...accessible archives?
Figure 4: Electronic government...accessible archives?

So in conclusion, the lessons learnt boil down to this: the storage of digital records has to be organised at the very moment of their creation; trying to manage them after that moment will cost everyone concerned a disproportionate and unjustifiable amount of effort.

Acknowledgements

I would very much like to thank Carolien Schönfeld, also of the Gemeentearchief Amsterdam, for her invaluable support on this article, both for her comments on its content and advice over points of translation.

References

  1. Amsterdam Records Office Web site,
    URL: < http://www.gemeentearchief.amsterdam.nl> Link to external resource
  2. The Amsterdam Municipal Records Office is implementing an electronic repository to capture and manage electronic records and place them at the public's disposal.
  3. By 'appraisal' we mean the process by which record-keepers decide whether records have to be preserved, and if so, for what amount of time.

Author Details

Amsterdam Records Office logo

Marcel van Dijk
Gemeentearchief Amsterdam - Amsterdam Municipal Records Office
Afdeling Verwerving en concerndiensten - Acquisition and Services Department
pb 51140
1007 EC Amsterdam
The Netherlands

Tel: +31 20 5720312
Fax: +31 20 5720326
URL: <http://www.gemeentearchief.amsterdam.nl/> Link to external resource
Email: mvandijk@gaaweb.nl Link to an email address

Marcel van Dijk has been working for the Municipal Archives of Amsterdam since 2000. In charge of the Municipal Archives, he supports and advises governmental organisations in Amsterdam which face problems in the sphere of record management.

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

For citation purposes:
van Dijk, M "It Always Hurts the First Time: Experiences with transferred electronic records", Cultivate Interactive, issue 9, 7 February 2003
URL: <http://www.cultivate-int.org/issue9/amsterdammro/>

-------------------------------------------------------------

The Further Adventures of the .museum Top-level Internet Domain

By Cary Karp - February 2003

Cary Karp, Director of Internet Strategy and Technology at the Swedish Museum of Natural History, and President of the Museum Domain Management Association, updates us on the developments associated with the designation of an initial group of seven new top-level domains. In particular he informs us of the activity of the Dot-museum Network Information Center which he first raised with us in his article in issue 4.

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Introduction

In Cultivate Interactive Issue 4, an article appeared under the title, "The Sign on the Door: Establishing a Top-level Museum Domain on the Internet" [1]. This described several years of activity which culminated in the designation of an initial group of seven new top-level domains in late 2000. The article went on to provide a more detailed review of initiatives leading specifically to the one which was reserved for the exclusive use of the museum community: .museum. In the present article, I would like to describe many of the things that have happened in the interim. In particular, the activity of the fledgling Stockholm-based "Dot-museum Network Information Center" mentioned in the earlier article, is now supported by an accompanying measure in the DG-IS program for Cultural Heritage Applications (musEnic - Contract number IST-2001-33538) [2].

Ancient History

At the beginning of the last decade the Internet was a rather arcane communication tool used almost exclusively by the academic community. The bulk of the content that it sustained was text-oriented and conveyed either as e-mail, via FTP or through the Internet Gopher. Indeed, even the World Wide Web was initially envisioned as a text-only platform. After much discussion of economics, logistics and politics, the Internet was subsequently opened for unrestricted commercial use. The advent of graphic Web browsers and modems fast enough to support relatively easy access to multimedia content further changed the landscape. The stage was thereby set for the extremely rapid development of the Web as we currently recognize it. At the same time, the seeds were sown for what would soon be termed the dot-com craze. Businesses devoid of tangible assets were appearing all over the Web, with nothing to identify them other than a brand consisting exclusively of a domain name such as, www.snazzyname.com.

A domain name marketplace emerged, where attractive names in .com were being sold for staggering prices. The speculative acquisition of domain names became a business in its own right and rapidly led to the distasteful and often outright dishonest practice of domain name hijacking and ransoming. In its wake, the "defensive registration" of domain names became an important aspect of the protection of intellectual property. This, in turn, further inflated the value of speculative trade in domain names. Domain disputes resulted in litigation with such frequency that lawyers began specialising in it.

By the mid-90's, the initial authors of the Domain Name System (DNS) perceived an urgent need for remedial action. In 1996, a proposal was released for the creation of a significant number of new generic (as opposed to national) top-level domains. This was intended to serve two purposes, each based on an assumption. The first was that interest in the defensive registration of brands and trademarks as domain names would wane if the number of top-level domains in which this needed to be done were large enough. The second assumption was that there would be less speculative trading in domain names if the supply of names were radically increased through the availability of a significantly greater selection of top-level domains (TLDs).

A third consideration figured in the discussion of that proposal. This related to the ability to enhance the semantic value of the DNS by the appropriate selection of new TLD "labels". As initially conceived, domain names were only intended to provide a means for the mnemonic association of aggregates of letters, conveniently used by human beings, with the numeric addresses that computers on the Internet use when addressing each other. Domain names were not intended to be based on words or phrases. Despite this, the branding practice described above resulted in domain names frequently consisting of words intended to convey clear meaning about what they designated. The extent to which the semantic aspects of the DNS should be recognised and developed remains a subject of debate among the Internet architects and protocol engineers.

The implementation of the 1996 proposal proved to be a fiercely contentious issue. Without going into its intricacies, the process resulted in "proof of concept" action, intended to establish the basic viability and utility of the envisioned expansion of the TLD name space. One of the concepts to be proven was the value of a TLD label with explicit rather than mnemonic meaning. The basis for this proof of concept was the group of seven TLDs referred to at the outset of this article. The one intended to have the most deliberate semantic focus was .museum.

Expansion of the Domain Name System

When the new TLDs were announced, the domain name market was all but frothing. It was expected on all fronts that prospective name holders would immediately embrace the new TLDs. There were, however, a number of contractual formalities that needed to be resolved before the new creations would actually be available for use. Although the initial timetable for the requisite negotiations had envisaged their completion before the end of 2000, as it turned out, the actual process was to take over a year. (In fact, at time of writing, six of the seven have come into operation.) Although unforeseen at its outset, the year 2001 proved to be one of the most dramatic not only in the history of the Internet, but also for the entire IT industry.

With that, the current narrative can now take up where the previous article left off. When the earlier piece was written, there were no clear signs of the incipient rupture of the dot-com bubble with the resulting inversion of the domain name industry. (Space will not be used here to discuss the relationship between these occurrences and the deep slump in the broader IT sector, or the possibility of that, in effect, being the much-feared Y2K disaster.) In any case, the greatest concern of the prospective operator of .museum then, was in finalizing the contract that was needed in order to commence the domain's actual operation.

Nonetheless, matters were on a sure enough footing for the public inauguration of .museum to be held on 4 July 2001 during the ICOM Triennial Conference in Barcelona [3]. The actual contract was signed on 18 October 2001, and .museum became the first of the three sponsored (i.e. restricted for the use of a clearly defined target community) TLDs among the new seven [4]. The domain became fully operational two weeks later. The entire sequence of administrative formalities involved in the establishment of a TLD was not, however, completed with that. An elaborate start-up regimen was specified in the basic contract, requiring a series of subcontracts for various aspects of the domain's technical operation. Nothing further will be said about this, beyond noting that all such action has now been concluded.

Community

Museums began participating actively in the establishment of .museum during the month preceding the event in Barcelona. By the time its doors were fully open on 1 November, the .museum participant base had grown to an encouraging number. Unfortunately, by then it was also becoming clear that the domain name market was no longer what it had once been. The assessments of the expected rate of the new TLD's growth that had been made during the heyday of the IT boom were now in need of revision. It also seemed likely that marketing activity could not be focused simply on advertising the fact that a dedicated TLD had been placed at the disposal of the museum community. Although not as readily apparent at the time, the notion of "community" would prove to be as important as that of "domain name", on the path forward.

Community also figured prominently in the domain's administrative underpinning. Dot-museum is one of the three sponsored TLDs (sTLDs), so-called because the development and enforcement of domain policies is entrusted to a Sponsoring Organisation. A pivotal notion underlying any sTLD is that it serves a well-defined target community and that its sponsor is clearly representative of that community. (Along with .museum in the service of the museum community, are .aero, for the air transport industry, and .coop, for the international cooperative movement.) The .museum sponsor is the Museum Domain Management Association (MuseDoma) [5], a non-profit organisation that was created by the International Council of Museums [6] (ICOM) with the support of the J. Paul Getty Trust [7], specifically for the purpose of preparing and submitting an application for .museum. If it was approved, MuseDoma would then undertake all the duties incumbent upon an sTLD sponsor. It was difficult for anyone to foresee what this might entail in the longer term. The sTLDs were a completely new phenomenon and their introduction was, as previously stated, a proof of concept. On top of that, the sponsoring organisations were all selected on the basis of their position in their target communities. Almost by definition, none had any prior experience specifically in TLD management.

The operators of the unrestricted TLDs could proceed unencumbered by the need for concern with many of the policy issues confronting the sTLD sponsors. All TLD operators did, however, need to devise means for accommodating the changes in the state of the domain name market. This included the operator of the long-established .com/.net/.org aggregate, and representatives of all ten gTLDs (generic top-level domains) began meeting regularly to discuss the many issues of common interest. In this context it became clear that the three sTLDs were going through almost identical experiences in the way their actions were being received by their target communities. The availability of names in a dedicated TLD was not, in itself, quite the compelling force that had been originally predicted. An obvious means for generating the necessary additional impetus would be to promote names in an sTLD not merely as DNS appellations, but as tokens of membership in what, despite everything, were privileged communities. Appropriate marketing action would, therefore, involve calling attention to the significant benefits that could be derived from belonging to such a community, and which could not be obtained in any other way.

On-going Policy Development

During the course of all the action described above, MuseDoma was investigating means for expanding its own organizational scope to include more than its two founding members, The Getty and ICOM. The .museum Charter obligated MuseDoma to operate .museum, "in accordance with community perceptions about the prevailing scope of the field of museum activity" [8]. The basic framework for this was provided by the definitions contained in the ICOM Statutes [9]. It was, however, expected that the operation of the new TLD might require modification of the ground rules at a more rapid pace than the one at which the ICOM Statutes could be adjusted. MuseDoma was therefore established as an open membership organisation. Although there was no alternative to the initial exclusive participation of the Founding Members, it was expected that members of the .museum community with an interest in the on-going development of TLD policies would subsequently join MuseDoma and actively begin steering its further course.

Membership in MuseDoma was not the sole channel through which the museum community could participate in this process. From the outset, an e-mail discussion list provided an open forum [10] for input and feedback about all aspects of MuseDoma and the operation and policies of .museum. Until now, virtually all discussion about these issues has taken place on-line. It is possible, perhaps even likely, that the membership aspect of MuseDoma has not yet adequately been called to the attention of the museums. At present, however, this remains one of the things on the list for future development.

There has, however, been one important addition to MuseDoma's original configuration. The largest part of the preliminary campaign for the creation of .museum between 1996 and 2000 was conducted with the direct support of the Swedish Museum of Natural History in Stockholm (Naturhistoriska riksmuseet - NRM) [11]. When the new TLD had been fully established and the logistics of its operation and administration became the primary concern, NRM formally joined the MuseDoma organisation and continued to provide office facilities and personnel resources for the .museum operational headquarters. In keeping with general practice, such a facility is termed a Network Information Center - NIC. An equally conventional abbreviated designation for the .museum NIC would be MuseNIC. MuseDoma subsequently began the establishment of this facility in Stockholm, with an obvious first step being the formal inclusion of NRM in the parent organisation.

European participation in gTLD Governance

The formalisation of a European nexus for one of the new gTLDs was a clear step forward in the globalisation of the development of what, for lack of a better term, is often called "Internet governance". Even a moderately detailed description of the political ramifications of the latter concern would easily fill a book. Suffice it to say that the EU had expressed clear interest in closing the gap between Europe and the United States in all aspects of the development and utilization of the Internet. The presence of a new gTLD NIC in an EU member state was not without interest in this regard.

MuseDoma responded to a Fifth Framework call for proposals with an application for an accompanying measure in the DG-IS program for Cultural Heritage Applications. The project was termed "musEnic" and was based on one of the many issues that required the attention of the new European facility: determining a strategic basis for refocusing .museum marketing activity as discussed above, and implementing it through what was termed a series of "awareness campaigns". These were targeted on the community of prospective name holders in .museum, the community of Internet users, and the neighboring communities within the ALM sector (Archives, Libraries, Museums).

The musEnic Project (IST-2001-33538) commenced its action in April 2002 and will run through March 2004. A primary metric of its success will be the number of .museum names that are registered as a result of various awareness events arranged by the project. Another goal is for the archive and library communities to have gained a significant enough understanding of the purpose and value of .museum, for them to be prepared to act toward the creation of similar TLDs for their respective communities in response to a suitable future call for proposals for additional TLDs. The final intention is for the public to ascribe the same meaning to dot-museum as it does, say, to .fr. The latter already says, "France on the Internet". The final project goal is for .museum to be similarly and widely regarded as meaning, "museums on the Internet".

Looking beyond the musEnic Project's current lifespan, a broader cluster of cultural sector TLDs might be established within a Sixth Framework Network of Excellence, or in some extension of the initial action. However this might be formally structured, it could include the three ALM domains, as well as further ones relating to the management of fixed cultural property at monuments and sites. All these would be adjacent to the travel sector which is already one of the most active current lobbyists in anticipation of a call for new TLD proposals in mid-2003. It might also be appropriate for this extended action to concentrate on the establishment of a general set of criteria that prospective operators of new TLDs within the heritage management sector would need to fulfil for the creation of their TLDs without requiring separate response to a call for proposals. The development of a template approach is regarded as highly desirable by the agency responsible for the creation of TLDs, the Internet Corporation for Assigned Names and Numbers (ICANN) [12] and there will be, like as not, benefits in a European context in taking the lead in this initiative.

Returning to the awareness campaign being directed toward museums, here are descriptions of a few aspects of the message that is being put forward and the means by which this is being done. The first point can be seen either in terms of basic and value-added services provided to a well-bounded community of trust or, more colloquially, as a bunch of cool things that can be done by members of the .museum community that cannot be done by anyone else.

An example of action better described more formally is provided by the increasingly important and ever more contentious issue of Digital Rights Management (DRM). One of the earliest indications of the value of museums in the network environment was the multimedia industry's acquisition of digital publication rights to material derived from museum holdings. The argument was that museums were not in the electronic publishing business and, therefore, could and should sign over the need to worry about such things to commercial agencies. Immediate monetary compensation was offered for what would then be exclusive rights to all future digital publication of, for example, images of the objects in a museum's collections.

Although the commercial value of this action proved to have been significantly misappraised, museums nonetheless subsequently realised the need for full control over the way they are represented on digital media, both on the Internet and otherwise. A museum requires unequivocal means for enabling the user community to distinguish between material provided by the museum, itself, and material derived from that museum's holdings but provided by unsanctioned entities. The latter group may include both overtly exploitative commercial entities and public-minded erudite individuals. In most cases, the need for verifying the origin of museum material will be a matter both of quality insurance and the protection of intellectual property rights.

These basic purposes can be met by an individual museum without pressing need for considering the TLD component of its Internet identity. The situation is entirely different for autonomous museums undertaking collective action which requires means for verifying its shared origin. Although some indication of organised collaboration can be provided by such things as central Web portals, there is no way to insure that users access the underlying material via that gateway. Since each contributing information repository will invariably be labelled with its domain name, a shared domain identity provides a robust way to indicate their commonality. If the TLD in which such activity is conducted is reserved for the use of a clearly defined community, users have a further means for verifying the origin of the material provided. In any case, they can be sure that it originates with bona fide members of that TLD's target community.

If the provision of such information is to be automated through the use of so-called middleware (the infrastructure interposed between applications and underlying network services), a clearly bounded community of trust is an all but essential prerequisite. There are other examples of this in addition to the one just described. In all such cases, a dedicated TLD provides a core element of unparalleled utility. To conclude this part of the discussion, it may be noted that the envisioned network of excellence based on a future cluster of heritage management TLDs, as described above, can also expand the scope and utility of this community of trust.

Naming Conventions

A controlled name space such as that in .museum can also be of immediate utility to network users in the everyday process of locating information. The naming structure in .museum has a hierarchical basis. Individual museums have names consisting of three labels. (A domain name consists of a sequence of labels separated by dots, with the highest level being at the far right of the name.) The top-level label will invariably be "museum". The second-level label is a generic term describing a museum's disciplinary concern, or a location designator. For example the Music Museum in Ourtown might use one or both of the names, ourtown.music.museum and music.ourtown.museum, as well as names in additional relevant hierarchies.

The reason for this control is simply to ensure that all participating museums can be reasonably certain about getting suitable names with a minimum of dispute. The alternative would be, for example, to give art.museum to the first museum to request it. Although its holder would likely be quite pleased with this, it is also likely that the other art museums in the world would not. The three-label structure provides all participants with an equitable basis for obtaining names of comparable value. Names derived in this manner have the additional utility of providing the user community with useful information about the specific identity of the museums behind them.

A name space controlled in this way has the further advantage of being indexable. Rather than providing examples of this, the reader is referred directly to the public index of second-level names in .museum at: http://index.museum/. This facility was originally intended to show new applicants the second-level labels that were already in use. It soon became apparent that the index also provided a click path along which individual museums could be located. Doing so could, for example, lead to museums with a given area of specialisation, or a list of museums located in a given city.

Users of the well-known Internet directory services may also find .museum to be of immediately utility, not merely in indicating the museum origin of the material found in a search. Many search engines provide means for restricting a search to a specified domain. Readers are encouraged to test this directly using their favorite search engine. A search, for example, on "history museum" should return a large number of documents, leaving it up to the user to decide which of them were provided by actual museums. It is also possible to restrict the search from the outset to documents provided by museums, by using the form "history site:museum". In addition to verifying the source of the material thus located, the smaller number of documents returned in this manner may be useful in itself. (The "site:museum" syntax is supported by the larger search engines in case the results of an individual test are not consistent with those described here.)

Communication Channels

The musEnic Project is intended to increase awareness about everything discussed above plus many related issues not described here. A variety of channels are being used to spread this information. One is through presentations at meetings and conferences arranged by the museum and broader ALM communities. Several such awareness events have already taken place and this will be a regular aspect of project activity for its duration. The purpose of this is to generate direct interest in the acquisition and use of .museum names.

A smaller number of dedicated conferences are being planned for representatives of associations and other agencies that have leadership or governmental involvement in the museum sector. The purpose of these is to determine appropriate modes for accommodating the often significantly different regional bases for coordinating museum activity. The expected outcome is the ability of the participants in these events to cascade information, conveying the .museum message to their own constituencies.

Beyond this, marketing devices such as direct mailing and insertion leaflets in professional journals are also to be tested. The stand-alone events will also be webcast and some of them may be conducted solely in an on-line forum.

Conclusion

Firmly establishing the museum community's labelled niche on the Internet requires active support of the .museum initiative. MuseDoma 's efforts, not least through the musEnic Project, can do little more than enable further action that can only succeed if museums actively harness the potential that has been provided. It is to be hoped that the preceding material has generated the momentum necessary to send its readers to http://musedoma.museum/ and from there to obtaining and using their names in .museum.

References

  1. Karp, C. "The Sign on the Door: Establishing a Top-level Museum Domain on the Internet", Cultivate Interactive, issue 4, 7 May 2001,
    URL: < http://www.cultivate-int.org/issue4/museum/> Link to external resource
  2. The Museum Network Information Centre - Europe (musEnic),
    URL: < http://musenic.museum/ > Link to external resource
  3. Inauguration of .museum at the ICOM Triennial Conference in Barcelona,
    URL: < http://musedoma.museum/presentations/icom2001.html> Link to external resource
  4. First Sponsored TLD Agreement; .museum,
    URL: < http://www.icann.org/announcements/announcement-18oct01.htm> Link to external resource
  5. Museum Domain Management Association (MuseDoma),
    URL: <http://musedoma.museum/> Link to external resource
  6. International Council of Museums (ICOM),
    URL: <http://icom.museum/> Link to external resource
  7. J. Paul Getty Trust,
    URL: <http://www.getty.edu/> Link to external resource
  8. The .museum Charter,
    URL: < http://www.icann.org/tlds/agreements/museum/sponsorship-agmt-att1-20aug01.htm> Link to external resource
  9. ICOM 's statutes,
    URL: <http://www.icom.org/statutes.html> Link to external resource
  10. MuseDoma's Open Forum,
    URL: < http://listserv.nic.museum/archives/musedoma-discuss.html> Link to external resource
  11. Swedish Museum of Natural History (NRM),
    URL: <http://www.nrm.se/> Link to external resource
  12. Internet Corporation for Assigned Names and Numbers (ICANN),
    URL: <http://www.icann.org/> Link to external resource

Author Details

Cary Karp
Director of Internet Strategy and Technology
Swedish Museum of Natural History
Sweden


URL: <http://www.nrm.se/> Link to external resource
Email: ck@nrm.se Link to external resource
Phone: +46 8 5195 4055

Cary Karp is Director of Internet Strategy and Technology at the Swedish Museum of Natural History and President of the Museum Domain Management Association.

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

For citation purposes:
Karp, C. "The Further Adventures of the .museum Top-level Internet Domain", Cultivate Interactive, issue 9, 7 February 2003
URL: <http://www.cultivate-int.org/issue9/musenic/>

-------------------------------------------------------------

Cultivating Understanding: The story of Cultivate Interactive

By Richard Waller

Richard Waller, editor of this webzine, gives a brief history of its beginnings and its role in the dissemination of the CULTIVATE programme. A few images on the way through the article illustrate the path it has taken in its work.

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Introduction

Cultivate Interactive was set up as part of the CULTIVATE-EU Project which began in February 2000. It formed Workpackage 3 of the proposal. The aim of this workpackage was to provide an electronic magazine which would offer a forum for dissemination and discussions within the area of cultural heritage. Projects funded in the cultural heritage area would make use of the electronic journal to inform the community of their work. The electronic journal would also provide a more general forum for others working in this area.

Figure 1. Augmented reality
Augmented reality from Issue 1

Along with other components, such as the mailing list, the Web magazine was intended, as the proposal put it, to "fill a gap existing today, which is precisely the lack of information on project results related to archives, museums and libraries, and its connection with the entrepreneurial side." Given the slightly unwieldy working title, European Archives, Libraries and Museums Matters, the first issue of the Magazine appeared in July 2000 under the editorial leadership of Marieke Napier, UKOLN Information Officer, and under the snappier title of Cultivate Interactive. Brian Kelly, UK Web Focus at UKOLN, was project manager.

With regard to the webzine's design, it aimed to conform to WAI (Web Accessibility Initiative) accessibility guidelines, for example by ensuring that images should have a meaningful ALT attribute, that CSS (Cascading Style Sheets) should be used for defining layout wherever possible and that frames should be avoided wherever possible. Features included a search engine for the both and simple and advanced searching of the magazine, links to the Project Web site, help pages, navigation bar to other areas of the issue or other issues and a site map. At the article level additionally all pages provided anchors to the authors' details and in ssi (server side includes) footers there were also details for article citation purposes, links to a translation service and ultimately an annotation service; the latter a recent addition as a means of providing greater interactivity for readers and authors.

Figure 1. Augmented reality
Extract from an archive-quality image from Issue 1

As far as the structure of the content was concerned, each issue divided into the following areas to which access was granted by the navigation bar as well as hypertext links from contents pages: Feature Articles: articles about DIGICULT projects and related work; Regular Articles: regular articles (e.g. technology watch, behind the Web site, etc., practical implementations, reports on events and conferences; News and Events: recent news of general interest to the Cultivate Interactive readership and forthcoming conferences, workshops, etc.; and Miscellaneous Articles, for example a competition.


At the centre of the regular articles section the Digicult column has been an anchor for the Magazine and a sound and ready source of up-to-date information for its readership; I take this opportunity to thank Concha Fernández de la Puente, Christine Michaut and Ian Pigott for their telling contributions to this section of Cultivate Interactive. There can be little doubt of course that the feature articles have been at the heart of the Magazine, whilst those emanating from the DIGICULT projects can be regarded as being of primary importance. Combined with those from other areas of work, the range has been considerable. It is difficult to know which to mention as examples other than to mention some which have over time achieved a degree of greater popularity as indicated by the Magazine's statistics package.

Two articles, An Introduction to Streaming Video and Streaming Video: A Look Behind the Scenes clearly attracted interest in their subject as did a follow-up article in that area entitled An Introductory Guide to Audio and Video Encoding. Considerable interest was raised by an article providing a detailed list of the different Content Management Systems currently available, entitled A Content Management and Web Publishing Systems Gazetteer. Standing on the Shoulders of Giants reported on a meeting at which representatives of national and international cultural content creation programmes considered scope for greater collaboration. A second article on the ARTISTE Project reviewed its achievements in developing an image retrieval system based on metadata and content that explores and analyses thousands of images from major art galleries across Europe; this article provided many illustrative examples of the sampling process. An article entitled The Historical Data Warehouse reported on adapting concepts from Information and Knowledge Management and Information and Communication Technology into the field of organising and giving access to metadata about historical archives and collections. This article appeared in English and Dutch. A number of articles on metadata appeared including Content-Based Multimedia Information Handling: Should we Stick to Metadata? in which the authors discuss retrieval and navigation as ways of accessing multimedia information and the use of content as an aid to these activities. An article on Virtual Reference also attracted considerable interest. Naturally one can mention many more, including The Search for the Most Fascinating Library Buildings in the World, but the list has to stop somewhere.

Figure 1: The Palazzo Ducale of Urbino
The Palazzo Ducale of Urbino from Issue 3

However it would be unwise to underestimate the value of feature articles that have appeared in considerable numbers over the life of the Magazine, the articles residing under the banner "Other Areas". They certainly could not be faulted for their diversity of subject. Topics ranged right across the board from intellectual property rights, the rationale for e-texts, machine translation, the future of Virtual Reality, techniques of conference presentations including accessibility issues, the failings of 'Eurospeak' and developments in Web technologies. Despite this selective list, these articles on issues have been outnumbered by those reporting on projects operating outside the Digicult umbrella.

Kay Sage, The Upper Side of the Sky, 1944 From Dreaming with Open Eyes
The Upper Side of the Sky from Issue 5

Marieke Napier published issue 6 of the Magazine before moving to take up other work within UKOLN. The legacy of her work was indeed clear, not least in the content included in that issue that promoted the new activity starting under the banner of Cultivate Russia. As her successor I was also keen to ensure that readers were aware of developments in that area. Accordingly issue 8 sought to give space and attention to the work of Russian Federation colleagues, including the appearance of issue 1 of Cultivate Russia Web-Magazine.

photo (66KB): Villandry across potager garden
The Château de Villandry from Issue 7

In October 2002 I attended the annual review of the EU and CEE projects. The outcomes of that review are recorded in greater detail elsewhere, but from the standpoint of Cultivate Interactive, we were naturally pleased at the announcement by the evaluators of one of the two special mentions in respect of the contribution that Cultivate Interactive had made to the Cultivate Project.

However, as I observed to the participants at the review, some of whom themselves had written for Cultivate Interactive, the largest credit in my opinion had to go to all those busy colleagues who, because of their enthusiasm and dedication to their project, had found time to contribute articles to the Magazine.

Author Details

UKOLN logo
Richard Waller
Editor, Cultivate Interactive
UKOLN
University of Bath
Bath BA2 7AY
United Kingdom

URL: <http://www.ukoln.ac.uk> Link to external resource
Email: cultivate-editor@ukoln.ac.uk Link to an email address

Footnote

Richard has provided a valuable summary of Cultivate Interactive. As the project manager for most of the life of Cultivate Interactive, I would like to thank Richard for his work, and also that of Marieke Guy (née Napier) Richard's predecessor as editor. Thanks should also be given to Philip Hunter, Shirley Keane and Eddie Young, who provided additional support for Cultivate Interactive.

Although this is the final issue to be published under the EU's FP5 DIGICULT programme we are currently seeking funding to continue publication. We hope to return sometime in the near future. In the meantime the Cultivate Interactive Web site will continue to function for a period of at least three years from the end of its funding.
Brian Kelly

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

For citation purposes:
Waller, R. "Cultivating Understanding:A History of Cultivate Interactive", Cultivate Interactive, issue 9, 7 February 2003
URL: <http://www.cultivate-int.org/issue9/cihistory/>