Cross Domain Indexing and Access for Data and Metadata
======================================================

:Status: Early Draft / notes


Problem
-------

DataONE requires storage, search, and retrieval of information (data and
metadata) from a wide variety of data services (e.g. Mercury, Metacat, and
OpenDAP). All of these systems have different data service interfaces, support
different metadata standards, and implement different query mechanism and
syntaxes. Data must be replicated between service instances (Member Nodes, MN)
and metadata must be replicated between all nodes (Coordinating Nodes, CN and
Member Nodes) to ensure multiple copies exist to avoid data loss in the event of
node failure and to improve access through geographic proximity.

A few general approaches to the problem include: 

- translate the metadata to and from the format/model used internally by a MN

- treat the metadata document as an opaque object and just store it on the
  MNs, the CNs provide indexing service that locate copies of the metadata
  document

- MNs must implement a very general purpose metadata format, but may
  optionally make metadata available in more specific formats


Translation Approach
--------------------

Translations between all metadata formats and the data service interfaces are
implemented. In this scenario, metadata is translated to the native metadata
format (or where multiple formats are supported, to the most appropriate form)
supported by a MN and stored using the native API of the service. A common API
provides the integration between all MNs, providing the basic operations
necessary for managing and retrieving the content. Perhaps the most difficult
component of this approach is the translation of metadata to the format
supported internally by the service.

Problems:

- n x n bi-directional translations for metadata to be written, tested, and
  maintained.

- Metadata translation almost invariably leads to loss of information

- ...

Advantages:

- No or minimal changes to existing services (translation functions required).

- ...


Indexing Approach
-----------------

Implement a common service API on all nodes that treats data and metadata as
discrete units that can be read from and written to any node. The set of all
nodes then becomes a large storage device. The CNs implement the processes
which distribute content between all nodes (like a file system driver) to
provide basic system level functionality. The actual metadata documents are
opaque to the underlying storage system.

Metadata is not searched directly but is indexed by extracting content that
matches semantically equivalent search terms. A trivial example is the use of
the Dublin Core terms to search across all types of metadata. In this case, a
"dublin core metadata extractor" extracts term values from a metadata document
and updates an index that supports DC fields with the values and the
document PID. Searches on the index return the document PID, which is then
retrieved using the MN API.

Problems:

- Can not treat data available through service interfaces as a discrete unit
  (e.g. a MySQL service interface)

- Need parsers for all metadata formats to extract specific content

- New infrastructure (difficult to combine with existing services)

- Search capabilities on highly structured metadata may be limited

- ...

Advantages:

- No loss of information since there is no metadata translation, just
  extraction

- Format agnostic (system can store any type of discrete entity - basically
  anything that can be represented as a file)

- Search index can be highly tuned, multiple types of index can be implemented
  (e.g. topical domains)

- ...


Content Model Approach
----------------------

Similar to the indexing approach, but in addition to the lowest common
denominator format, objects may make more detailed metadata/data available by
advertising that they exhibit specific content models. These content models
may be dictated by central DataONE community, or may be agreed upon by a small
group of Member Nodes.

Problems:

- A central registry of data/metadata formats must be maintained

- Burden is on Member Nodes to make sure they adhere to published content
  models

Advantages:

- No loss of information since there is no metadata translation, just
  extraction

- Format agnostic (system can store any type of discrete entity - basically
  anything that can be represented as a file)

- Search index can be highly tuned, multiple types of index can be implemented
  (e.g. topical domains)

- Will work even for Member Nodes that only understand
  lowest-common-denominator formats, while nodes that understand more complex
  data/metadata will benefit from more specific searching and data management

- Multiple communities can be accommodated, even if they have overlapping
  and/or inconsistent standards


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