moving Facebook Social Plugins from IFrame to HTML5

This weekend, I migrated Facebook Social Plugins for the Naval Reactors History Database site from the legacy IFrame apps to HTML5 apps. I found this procedure to be helpful in accomplishing the migration. I'm embedding this JavaScript snippet into XTF's XSLT at appropriate points (the search and results pages code):

There are a number of benefits of moving from IFrame to HTML5 apps. As one example, I'm now including the Send button, along with the Like button, on the nrhdb site.

Note that you need to have claimed your Facebook e-mail account before the Send button will function. Here's a Facebook Developers discussion on this point; a poster describes this requirement in the thread.

This was a pretty easy upgrade and I like the result, though embedding the plugins in the context of XTF's structure made it more challenging.

Postscript: I obtained much better results for pulling in the comments stream for the Comments plug-in by mounting the information pages on an Apache server, instead of Tomcat 6. When the info pages were served by Tomcat, the comments stream pages were frequently truncated, with a status bar appearing on the screen indicating the content was being loaded.

procedure for increasing the root disk size of an EC2 instance

Last night, I used this procedure, written by Eric Hammond, to increase the boot disk size on the instance used to support the nrhdb. It requires use of the Amazon EC2 command line tools, working from another computer (i.e., a computer other than the server that's being resized).

I only had to make a couple of modifications to use it:

• When running the ec2-run-instances command: because I wanted to start the instance in a specific availability zone and apply the desired firewall settings, I added two parameters not included in the procedure: --availability-zone and --group (this reference document provides more info)
  

• My initial attempt to run the resize2fs command did not resize the disk in the OS; I had to reboot the server, and at that point, resize2fs ran successfully

Summary: This procedure describes how to increase the size of the root disk on an EC2 server with very little downtime.

Amazon EC2 reserved instance - one year later

My first Amazon Web Services EC2 reserved instance, which supports the Naval Reactors History Database online resource, expired today. This is something of a milestone for me. I had used EC2 instances for several months prior to purchasing a reserved instance last December. This reserved instance enables me to run an EC2 instance 24/7/365 at a reduced cost over what I would pay for an on-demand AWS EC2 instance.

Based upon my year's experience, I have these thoughts:

• First, my goal is to maintain the nrhdb resource online at the lowest possible cost. While it would be possible (though technically clunkier) for me to run the nrhdb on a Windows server, the EC2 prices for Linux versus Windows make it clear that the purchase and use of a Linux EC2 reserved instance is the most cost-effective choice.
  
  
• Second, the Amazon Web Services outage that occurred in April made me take a second look at the way that I manage my instance's data. I posted on this incident earlier this year. I now maintain a copy of my server's volume in another availability zone in the East region at all times and update the snapshot/volume every week or so. Although I could use EC2 API tools to automate this process, I'm still doing it manually using the AWS Management Console.
  
  
• I wound up changing my server OS during the year from Fedora to Amazon Linux (using the Amazon Linux AMI). Overall, my experience with this AMI has been positive - the Amazon Linux instance comes with fewer preinstalled packages and the ongoing installation of updates is very seamless.
  
  
• Finally, EC2 reserved instances are not only specific to an AWS region, but to an availability zone as well. Thus, you're locked into that AZ for the term period. Which can be a problem if, for example, there's an incident like the one that impacted the East region, but was centered in one availability zone.
  

Overall, I'm glad that I'm using Amazon Web Services EC2 and I believe that I'm getting a good value from AWS as a whole. The EC2 home page notes that EC2 "is designed to make web-scale computing easier for developers" and that is certainly my take on it. I've been able to maintain an online service reliably for a year and the purchase of the reserved instance has made it affordable.

public AMI that enables rapid evaluation of XTF

At the upcoming LITA National Forum, I will be presenting on my work in blending the California Digital Library's XTF platform and EC2 cloud services. I'm using XTF and Amazon Web Services in support of the Naval Reactors History Database service, an online resource that I started building last year.

As part of my presentation, I've created a public Amazon Machine Image (AMI), ami-51f93b38 (or, just search the AMI catalog for 'xtf'). This is a US East region AMI. I created this image using the Amazon Linux 32-bit AMI as a base, then downloaded and configured the XTF 3.0 release, along with the XTF sample files that show XTF's use with a range of formats, including EAD, TEI, PDF, and HTML.

There is a README file in the ec2-user directory with more information on how to use the instance to test XTF. This info is also available at URL https://s3.amazonaws.com/ami-xtf/xtfAmiInformation.rtf.

In summary, this AMI will enable an institution or individual to quickly get XTF online and to review its features, starting from the release version of XTF and the samples that the CDL has made available.

Additional note: This is the first time that I've worked with the Amazon Linux AMI and I found it to be both easy to use and intuitive. I intend to use this OS option in the future.

more on community / Naval Reactors History Database

I've continued with efforts to build community around the Naval Reactors History Database. As I think about this project, it has three major components: data, infrastructure, and community. I focused heavily on the infrastructure piece in the last nine months. I summarized my work with XTF and Amazon Web Services EC2 in a Code4Lib Northwest presentation this spring. But, in summary, the open source XTF digital content platform and AWS EC2 have enabled me to create a durable online presence at a low cost.

I've focused a lot on the community component in the last two months, with some positive results. This weekend, I've gotten Facebook commenting online, which was more challenging than I expected. The comments box appears in the footer section, along with the Facebook Like button. It was only in late June that I even thought about adding the Like button to the site, after hearing Eric Hellman's presentation at ALA Annual. I added the Like button to the site in late July and I've already been able to use it, along with some targeted display ads, to drive traffic to the NRHDB site and to learn more about the resource's users. I'm hopeful that the commenting will add another important dimension - enabling a public user dialogue within the site. As I've worked to build community, it's clear to me how important it is, and how difficult it is. I'm still thinking this through, but I do want to seriously engage other users in the Naval Reactors History Database. This may require me to modify the XTF interface to enable end users add comments relevant to specific database objects - images and documents. To start, there will be a unified comment stream for the site as a whole.

Also, I switched from the default Twitter widget to a Twitter Widget created through the vendor WidgetBox, for one narrow reason: an ability to customize to better customize the widget's look-and-feel. I am not a designer and, for that reason, I am using the XTF 3.0 look-and-feel with minimal customizations. The WidgetBox Twitter widget supports squared corners, which are part of the XTF default interface.

The final leg of the project's components, data, is going well; I will comment on this in more detail in a separate post.

starting point - to build NRHDB community

This month, I've made some changes to the Naval Reactors History Database, hoping to build a foundation for linking with the small community of users who have committed time to creating Wikipedia entries and other info in social network spaces:

• An NRHDB Twitter account, in which I post database-related info; Twitter users can indicate interest in the database by following this user

• An embedded Twitter widget that displays the current NRHDB Twitter post
• A Like button and the addition of microdata for the NRHDB site, consistent with Facebook's Open Graph Protocol
• A link to Wikipedia's list of United States naval reactors (from the Wikipedia icon)
• Links from Wikipedia entries to the Naval Reactors History Database, where there is significant database coverage to justify the link (example at URL http://en.wikipedia.org/wiki/S1W_reactor, see "External Links" section); Ann Lally described this content linking method in a 2007 D-Lib Magazine article

It will take some time for these changes to have an impact. The Facebook development work really opens up a lot of options for communication - as Eric Hellman of Gluejar pointed out in his ALA Annual presentation, the Like button is the most popular Semantic Web application. Its use establishes a number of methods for me to communicate with other Facebook users who have interest in the NRHDB, including messages and even ads.

integrating text into the Naval Reactors History Database

With my XTF presentation at Code4Lib Northwest completed, I've begun to do some more significant modifications of the XTF instance that supports the Naval Reactors History Database service. One need was prompted by the inclusion of text content, in the form of documents that describe NR's work in Project Prometheus.

Previously, the database was composed solely of image files, many of which containing internal text metadata that is indexed by XTF. Now, I'm adding textual content, in PDF format, to the index. This change introduced a problem: In a displayed record, the Matches field displays text snippets from the image metadata and text files. These two types (image and text) need to be differentiated, so the display is more comprehensible.

Solution: Modify file resultFormatter.xsl so that the Matches display is contextually customized. Two xsl:if elements are added, with the differentiation based upon the data in the XML metadata's Dublin Core Type field:

I'm continuing to look at XTF programming possibilities, including those described in Rowan Brownlee's XTF guide.

Also, I have to say that in coding this change, I took the NRHDB site down for several seconds or even minutes. For that reason, I'll be testing changes in a test instance, running parallel to the production site, in order to eliminate downtime. I can do this using EC2 micro instances that I terminate upon completion of testing. It's at this point that the open source/cloud blend is most advantageous - instead of licensing commercial digital collections software to support production and test and running both servers locally, I can run the production instance 24/7/365 using an Amazon Web Services EC2 Reserved Instance and spin up an EC2 micro instance on demand for several hours to customize and extend XTF as needed. And since XTF and its supporting components are all open source, there's no software costs for this work.