Confluence has been transitioned back to Berkeley. If you experience any issues, please contact
Skip to end of metadata
Go to start of metadata

(This is an interim report for Q1 ending in September)


Primary contacts: Patrick Schmitz (Architecture and Design), Chris Hoffman (Informatics)

  • Accomplishment - Continued leadership of overall development project, and local services development efforts.
    • Shipped releases 1.9, 1.11. New support includes support for advanced (field-level) search, improved reporting integration, initial batch process support, term-list management, data entry templates, documentation improvements. Significantly eased the configuration and development process for customization and extension.
    • Completed review of outstanding tasks for 2.0, planning towards upcoming release
    • Summer Intern from I School hired and trained; set model for future internships
  • Accomplishment - Led and supported deployment activities for campus collections
    • UCJEPS deployment went live, and in active use for seaweed project
    • Additional collections in active development (PAHMA, HAVRC), and preparing for more.
    • Includes installation, configuration, and monitoring of CollectionSpace releases on cloud and IST data center virtual machines
    • Prototyping multi-tenant (SaaS) production service, developing cost and service models
  • Accomplishment - continued leadership on CollectionSpace project management, foundation and sustainability planning
    • Completed application for no-cost extension of Mellon funding for Nov/Dec 2011
    • Completed CollectionSpace 3.0 funding application to Mellon


The CollectionSpace project will provide a common, scalable solution for managing museum and research collections across the campus, and eventually across the system. This replaces a number of aging systems based upon obsolete technologies, and that require considerable overhead to support and maintain. It adds significant new functionality, provides accessible web-based interfaces, and leverages current enterprise technologies for security and stability.

Impacted areas:

This directly impacts the museums and research collections supported by IST, including:

  • Essig Museum of Entomology
  • History of Art Visual Resource Collection
  • Phoebe Apperson Hearst Museum of Anthropology
  • UC and Jepson Herbaria
  • UC Botannical Garden
  • UC Museum of Paleontology
  • etc.

Because of the broad impact of these research collections, the indirect impact spans much of the research and teaching mission of the University. In addition, many of the campus collections serve significant public outreach functions.

Strategic Alignment:

This project represents a considerable strategic accomplishment in aligning many campus collections on a single sustainable strategy. We have adopted a SOA based approach and a highly configurable model that allow the project to scale, and to adapt, to support a very broad range of needs. We implemented a multi-tenant approach allowing us to expose a SaaS model to the campus, to improve service provided while reducing the administrative overhead at scale.

We have had discussions with other campuses, with CDL, and with external partners to provide hosted services for other collections.

We are working actively with technology partners to leverage existing services wherever we can, in alignment with a strategy of smart-sourcing.

While we made technology choices before a strategy had emerged for alignment on a single SOA/ESB stack, we are working to port the application framework to the OSGi stack that is emerging as common model.

  • No labels