VIVA InstallFestParallel Session for Librarians

-this session will provide a basic overview of the VIVA PBS project, an introduction to the technologies associated with the project, guidelines for decision making and an opportunity for librarians from VIVA schools to discuss implications of the project and plan future directions.

VIVA Shibboleth InstallFest12 November 2008

Ralph Alberico, alberira@jmu.edu

About This Session

I. Why streaming video?II. Will this work in my library?III. Let’s federate!IV. System & user support issuesV. Resource discovery, accessibility & learning VI. Possibilities? Next steps?

PART 1PART 1

Why streaming?Why streaming?

Opportunities

• Educational video on demand• Multiple viewers at one time• Level the playing field across institutions• Deliver video to classrooms & public spaces• Enhance learning via out-of-class experiences• Put videos into broader contexts

Challenges

• New and rapidly changing technology• Competing technical standards• Uneven infrastructure across campuses• General unfamiliarity with policy issues• Working across organizations & cultures

Streaming Video Scenarios

• Multimedia licensing as a strategic objective• VIVA licenses content, vendor hosts• VIVA licenses content and hosts centrally• VIVA members host content on a peer-to-

peer basis• Each VIVA school hosts content locally• VIVA contracts with 3rd party to host content• Combination of the above

Licensing Considerations - PBS

• Breadth of coverage, quality of content• One-time fee vs. ongoing subscription• Term license vs. perpetual license• Access via IP domain vs. authentication • Downloading vs. stream only• Subsidiary rights and stability of content

The PBS Collection• Content supports learning across schools• 498 titles, over 500 hours of video• Delivered as MPEG-4 DVDs ~2 mbps• Broad subject coverage & high production

values, low “volatility”• License in perpetuity, one fee, host your own• Downloading prohibited• User id and password required for

authentication and authorization

Streaming Video Strategic Goals• VIVA Task Force on Multimedia Collections• Develop expertise with rich media within

the consortium• Establish a forum for resource sharing and

information exchange• Recommend technical specs and technical

support structures• Recommend approaches to cataloging,

resource discovery and preservation• Develop models for user support

Planning Issues

• Wide variation in infrastructure and technical expertise among members

• Bandwidth!!!• Server/service management issues• Encoding• Access control• Resource discovery• Integration with learning & teaching• User support

Strategy Elements• Emphasize VIVA principles of sharing, equitable

access and cost effectiveness• University of Virginia provides central hosting

under Shibboleth; other schools can opt to host their own content and/or use central host

• Define and follow best practices• Encode files to a standard and share them• Divide the labor, avoid duplication of effort• Pursue common denominator solutions (e.g.

same encoding and cataloging for local and central hosting)

PART 2

Will this work in my library?

Where are we now? • Surveyed all VIVA members• Analyzed responses from 54 campuses• Adopted parallel strategy of short term

support for local hosting and long term support for central hosting

• Using Shibboleth as authentication mechanism for centrally hosted content

• Shibboleth decision drives encoding choices

Streaming Video Hosting Experience in VIVA

The 64% question: Does your school host online video collections?

Server & Player Selection Issues

• Shibboleth solution requires Darwin Streaming Server (open source equivalent of QuickTime)

• QuickTime is default player for the project• Server and player decisions at each school can be

made independently from central service• Standalone player offers screen size and random

access advantages; player support choice is a local decision

• Plug-in keeps everything in the browser and can be configured to play segments from within longer streams

Most Popular Media Players4-year old data; probably different now

Which Players Work With the VIVA PBS Files

The VIVA PBS files use the H.264 codec which is the closest thing to a standard which exists for streaming video. The files use the MPEG-4 (.mp4) container. Any media player which can handle H.264, .mp4 files can play the streaming files. QuickTime player is the default for the project. Other players which work include RealPlayer and VLC.

Preferred Encoding Format

Preferred Media Servers

Shibboleth platform is Darwin

Encoding Decision Process• Encoding samples developed for each of the major

media players• Samples prepared with different compression tools,

bit rates, resolutions, frame rates etc• Samples served from different institutions and

tested for quality on different bandwidth networks• Decision to go with QuickTime compatible scheme

and MPEG-4 with H.264 codec at 300 and 800 kbps• Encoding of files outsourced to TapHere! • Encoded files distributed on hard drives

Encoding Workflow• Technical specifications developed and refined within

VIVA• Various approaches to encoding processes tested

within VIVA• 1 hour of streaming = 10+ hours of encoding• Decision made to outsource encoding• RFP developed for outsourcing• Key criteria: technical specifications, stream quality,

turnaround time on encoding jobs, adherence to QA process, embedded metadata, intellectual property protection, cost

Contract awarded to: TapHere Technologies!

Network capacities in VIVA• 6 research universities have 1-10 gigabit per

second pipes to edge of campus• 50+ campuses have pipes from 45 to 500

megabits per second capacity• A few schools have capacity of 10 megabits

per second or less • Almost all schools have adequate bandwidth

to academic buildings on their campuses

Bandwidth Issues• Bandwidth is the single most critical issue• Incoming pipe capacity is critical for content hosted off

campus• Packet shaping and other net traffic control measures can

be a problem; caching can help• Network load is critical; time of day matters• On-campus infrastructure is generally adequate for local

hosting• Schools with greatest need for central hosting are least

able to handle incoming streams• 45 mbps = entry level for central hosting participation• Need to take care on distribution of 800 kbps streams

What do I need at my school?

• Adequate bandwidth to the edge of campus (varies depending on amt of traffic)

• Eliminate bandwidth restrictions on inbound VIVA files• Adequate bandwidth to buildings where videos will be played• Off-campus users with broadband connectivity• Media players that can play H.264, MPEG-4 streams• Join the InCommon Federation• Install Shibboleth Identity Provider software and connect it to

the campus identity management service

Let’s try it out.Let’s try it out.

James Madison University Library Cataloghttp://leo.jmu.edu/Keyword Search: VIVA streaming video collectionFor current JMU students, faculty and staff. Schools that have

Shibboleth deployed can use the link for VIVA users.

Demo of catalog search, Shibboleth authentication and playback with QuickTime plug-in and QuickTime player.

Lunch

Reconvene at 1:30 PM

PART 3PART 3

Let’s federate!Let’s federate!

Authentication and AuthorizationAuthentication and Authorization

• Shibboleth for authorization to VIVA hosted service Shibboleth for authorization to VIVA hosted service based on user attributesbased on user attributes

• Local authentication solutions for files hosted on Local authentication solutions for files hosted on individual campuses (LDAP scripts, EZ Proxy, etc)individual campuses (LDAP scripts, EZ Proxy, etc)

• Authentication often happens in front of release of Authentication often happens in front of release of stream and not at local streaming servers (requires stream and not at local streaming servers (requires strategies to hide stream URLs)strategies to hide stream URLs)

• Moving toward authentication at server level for Moving toward authentication at server level for local hostinglocal hosting

Shibboleth DefinitionThe Hebrew word used by Jephthah as a test-

word by which to distinguish the fleeing Ephraimites (who could not pronounce the sh) from his own men the Gileadites (Judges xii. 4-6).

2. transf. a. A word or sound which a person is unable to pronounce correctly; a word used as a test for detecting foreigners, or persons from another district, by their pronunciation.

Source: Oxford English Dictionary, Second Edition, 1989http://dictionary.oed.com/

Shibboleth Internet2 DefinitionShibboleth Internet2 Definition““The Shibboleth System is a standards based, open The Shibboleth System is a standards based, open

source software package for web single sign-on source software package for web single sign-on across or within organizational boundaries. It across or within organizational boundaries. It allows sites to make informed authorization allows sites to make informed authorization decisions for individual access of protected online decisions for individual access of protected online resources in a privacy-preserving manner.”resources in a privacy-preserving manner.”

Source: Shibboleth® Web SiteSource: Shibboleth® Web Sitehttp://shibboleth.internet2.edu/ http://shibboleth.internet2.edu/

Short Definition: Short Definition: Single sign-on access to online Single sign-on access to online services based on assertions about user attributes. services based on assertions about user attributes.

The VIVA PBS project offers a low risk, high benefit The VIVA PBS project offers a low risk, high benefit opportunity to test the technology.opportunity to test the technology.

Pursue a Federation?Pursue a Federation?

N=31 (including VCCS with 24 campuses)N=31 (including VCCS with 24 campuses)

Implementation Timetable

N=31 (including VCCS with 24 campuses)

Shibboleth Steps1. Establish a federation within VIVA along

with a “trust fabric” and policies governing which types of users have access to which types of video streams

2. Implement a Shibboleth Service Provider for video streaming at the University of Virginia

3. Join InCommon federation to manage policies and WAYF (Where Are You From?) services

4. Install Shibboleth Identity Provider software at participating campuses

Search for a Video

I think I will search for the online video myProfessor recommended.

Request a Video Stream

This looks interesting. I think I will watch it now.

Request for Shibboleth Streaming Service

Hmm… looks like I need to click on the link to see the online video

Link to Shibboleth enabledStreaming service

WAYF dialog

I guess they need to know where I am from before they let me see

the video.

Where are you from?

College of William and MaryGeorge Mason UniversityJames Madison UniversityOld Dominion UniversitySweet Briar CollegeUniversity of Mary WashingtonUniversity of RichmondUniversity of VirginiaVirginia Commonwealth UniversityVirginia Tech University

College of William and MaryGeorge Mason UniversityJames Madison UniversityOld Dominion UniversitySweet Briar CollegeUniversity of Mary WashingtonUniversity of RichmondUniversity of VirginiaVirginia Commonwealth UniversityVirginia Tech University

User request is redirected to InCommon

Federation WAYF.

Login at Home Institution

Now they want me to login to JMU.

After login, assertion about user attributes is passed to streaming

service

View Stream After Authentication

Hey …this looks a lot better than what I am used to seeing on YouTube.

Streaming video in QuickTime player

Stream is launched after Shibboleth Service Provider determines that attribute obtained from Identity Provider at home school matches type of person authorized to view the stream.

VIVA PBS Shibboleth Splash Screen

Let’s try it out.Let’s try it out.

Shibboleth-Enabled Service at University of Virginiahttps://pbsvid.itc.virginia.edu/

For VIVA Members via InCommon

Stream

ing

files

WAYF(InCommon)

3

2

Where Are You From?

4

OK, your request is redirected to the Handle Service of your home org.

HS

5

6

I don’t know you.Please authenticateUsing WEBLOGIN

Attribute 10

Sh

ibb

olize

d D

arw

in S

treamin

g S

erve

r

Attributes

1

ACS

I don’t know you.Not even which home

org you are from.I redirect your request

to the WAYF

Shibboleth Identity Provider

User Database

7

Credentials

OK, I know you now.I redirect your requestto the target, together

with a handle

AA

Pass user attribute to Service Provider.

9Handle

Handle8

Ask Attribute Authority for attributes to see if user is eligible to receive service

Handle

AR

Shibboleth Streaming Service Provider

Shibboleth Authentication

Adapted from Michael Gettes, 2004

PART 4PART 4

System & user support issues

Central System Support

• Shibboleth Service Provider• Streaming server• Application interface• Contact with InCommon• Issue tracking with VIVA IT contacts

Local Campus Support• Shibboleth Identity Provider (IdP)• Campus Identity management service• Campus online catalog & resource discovery• Media player support• Learner & classroom support• Campus Help Desk services• IT Contact with Shibboleth Service Provider at

UVa

User Support Community

• Listserv at UVa• VIVA Multimedia Task Force Google Site• Need to finalize contact lists among

participating schools• Knowledge base for known issues?

PART 5PART 5

Finding & using video streamsFinding & using video streams

Cataloging & Resource Discovery• Integrate with existing systems or develop separate

repository?• Support multiple paths to the streams (OPAC, LMS,

repository, links on the web etc)• Discovery tools and schema in flux• Looked at many schema and tools for enabling

search and resource discovery (MARC, Dublin Core, MODS, MPEG-7, PBCore, Blinx)

• Needed to balance metadata quality with a reasonable production timetable

Resource Discovery Strategies

• Produce records for video streams from existing OCLC MARC records

• Modify OCLC MARC records to suit local needs• Prepare records to be imported into local integrated

library systems• Script iTunes atom level embedded metadata at time

of encoding• Ingest metadata from file manifest spreadsheet or

add manually for use in local file systems and repositories

Streaming Video Catalog RecordMARC Record in Library Online Public Access Catalog (OPAC)

Link to Companion Web SiteLink to Companion Web Site

iTunes Embedded Metadata Embedded Metadata from iTunes Atoms shown in QuickTime Player Display

Streaming URL SyntaxStreaming URL Syntax

Referencing Video ClipsParameters may be added to the base name URL for each video

title to specify High (H) or Normal (N) bit rate and to specify start and stop times for a clip within a longer video.

Example: Lincoln’s Gettysburg Addresshttps://pbsvid.itc.virginia.edu/cgi-bin/secure/viva-pbs?

pbs_amx002-5&N&00:27:09:00&00:31:50:00

The URL above tells the streaming server to start playback at minute 27 and second 9 and end at minute 31, second 50

Try it out

Current Status

Streaming files encoded at 300 and 800 kbps in QuickTime H.264 format

State contract available for subsequent encoding services Cataloging records developed for streaming files Video files and catalog records available from JMU Catalog records available from VIVA FTP site Locally hosted service available at several schools Centrally hosted Shibboleth streaming operational at UVa Contract template for InCommon Federation developed (10 VIVA

members have joined) Google Site created for the project; Install Fest – 12 Nov 2008

PART 6PART 6

Possibilities? Next Steps?Possibilities? Next Steps?

What does this mean?• Single sign-on solution for web services• Quality online video collections for VIVA

members without the hassle of managing a streaming service

• Ability to place online video in educational contexts and reference streams in many ways

• Federated identity opens possibilities for more sharing across institutions

• Services based on trust relationships can be differentiated based on user attributes

Development Priorities &Possibilities

• Application interface• Cataloging & resource discovery• Encoding/transcoding/player development• Bookmarking & playlisting capabilities • Acquisitions & licensing• How to share future development work?Examples to discuss: Application interface, Application

interface proposal, tagging & playlists, Flash, streaming video marketplace

Selected InCommon Partners

• Cengage Learning, Inc.• EBSCO Publishing• Elsevier• JSTOR• Microsoft• OCLC• ProQuest LLC• RefWorks, LLC• Safari Books Online

Next Steps• For central service, pilot test Shibboleth with

subset of 10 VIVA schools• Modify application interface• Develop support community and contact lists• Conduct quality assurance testing; pursue

strategies to expand access to smaller schools• Address timecode issued• Integrate online video with teaching and

learning systems and practices• License/identify additional streaming content?

Lessons learned so far

• The best solution is not necessarily the quickest or easiest

• Addressing legal, technical, policy and user support issues across institutional boundaries is a big challenge

• Establishing standards os important• Someone has to take ownership• Patience is a virtue