Category Archives: OASIS

OASIS for English HERs: Standard or Lite?

Justice from BL Royal 19 C II, f. 49v – Laurent d’Orleans. The British Library – Public Domain

In England the ADS (via the Historic England HIPs team) are currently asking HERs about their preferred level of engagement with OASIS. This is because in the new OASIS system we now have three tiers of recording instead of just one: OASIS Lite, OASIS Standard and OASIS Plus.

[Note: that in Scotland, because of the the workflow designed to communicate results to HERs, HES and DES, OASIS Lite will not be an option.

Another note: OASIS Plus are specialist modules designed to record fine detail about very specific types of events such as geophysical survey, that fall outside of the main Level 1 (data in-putter) to Level 2 (HER) workflows and thus can be put to one side for the purposes of a concise blog.]

The two main workflows – OASIS Standard and Lite – have been created to reflect the realities of the levels of HER engagement we see in the current system, and reinforced by feedback to the original HERALD phase 1 survey on what people wanted in the redesign. The fine details of these workflows, and the list of mandatory fields are best viewed in the online version of the Functional Specification

However, I thought it best to provide an ‘at a glance’ overview of the differences between the two systems, so without further ado…

OASIS Standard

  • The HER (Level 2) is actively participating in OASIS and wants to hold reports and metadata for review before they are available to the public.
  • So, the Level 1 user fills in the mandatory fields for OASIS standard and uploads a report. Once everything is completed the HER has a window to review, or highlight records are held for extended review.
  • When review is completed the report and metadata go into the ADS Library.

OASIS Lite

  • OASIS LITE is a mechanism for uploading project reports to the ADS Library.
  • OASIS LITE will collect an enhanced bibliographic record which is used as discovery metadata for locating the report (so less than OASIS Standard)
  • OASIS LITE only applies to the areas of the form which are relevant to transfer to the HER (i.e. not the archive section which will be dependent on participation by the museum/archive rather than the HER).
  • OASIS LITE will only be available when there is an HER for the area and that HER is collecting the full event record by other means (i.e. not via OASIS). All other OASIS modules which are relevant to that event/project will be collected even if the HER is not using OASIS i.e. Archive and Geophysics.
  • Any reports that are released into the ADS Library through this mechanism will have a very clear disclaimer explaining that they have not been reviewed by an HER. The text of this disclaimer is being written by ALGAO executive with input from HE/HES.

There’s doubtless a few questions, I’ve tried to preempt them below:

What are the mandatory fields for OASIS Lite and Standard?

Please refer to Page 81 onward of the  Functional Specification

Can an OASIS Lite have more than the mandatory fields recorded?

Yes, if the Level 1 user wants to, they can fill out as much as they want.

Why are you asking now?

As part of the package of work establishing the review and extended review (i.e. how long an HER using OASIS Standard has to review a completed record), we need to get an idea of the split between Lite and Standard users. We also need to have the participation level set for when we start testing workflows for Standard and Lite.

Can an OASIS Lite HER still log in and see records/export data etc?

Yes. They still have access to all the data for records in their area, with access to any exports and API functionality.

Can the level of participation be changed? 

In short: Yes. The HER user simply clicks a button in their admin panel.

In more detail: when the record is started it is defined as Lite or Standard in the database, a separate audit table also records when a record is saved, mandatory fields present depending on level  (i.e. “complete”), report transferred to Library and so on. This will be reflected in what the user sees in their list of records.

If an HER swaps from Lite to Standard there is a good chance the HER could suddenly get records to review, but only ones which hadn’t been defined as completed already and transferred to the library. This will mean however that a Level 1 user will be presented with increased requirements for any records that have been left open. However the differences in mandatory metadata requirements are not onerous, the main impact will be on the timing of transfer of reports into the ADS Library (i.e. any live or new records will be subject to HER review).

If an HER swaps from Standard to Lite then completed records will be unaffected, incomplete records will simply have less for the Level 1 to complete as mandatory and report transfer will default to no review.

That’s the plan, however we will be reviewing how this works in practice!

If I change from Lite to Standard, can I edit completed Lite records?

Yes. However you can’t request that a Level 1 user goes back and edits as they have completed what was required of them at the time. The record will still be marked as a Lite record, reflecting its original status.

We have identified a potential issue where a Level 2 user switches to Standard, and then may want to start correcting or amending completed Lite records for their area.

If an HER wants to go and add or edit that’s fine. Any OASIS record is always open, so additions or corrections are fine. The only sticking point is the report…. When a report and its metadata are transferred into the ADS Library that version is what’s archived as a point-in-time exercise. If an edit to report metadata is required it can be made by either the Level 1 user or HER responsible for that record directly in the ADS Library (we have created a module to do this!). This will need care, but basically there will be a system where accredited users can update Library records themselves without making a request to the ADS.

Hopefully because of the new functionalities in the data entry form there should be many fewer errors in the basic bibliographic record, but we have to be prepared!

Things get trickier if the HER, once switched to Standard, notices problems with the completed Lite reports uploaded for their record. We have to try and balance the integrity of what was originally recorded (according to what was required, and the disclaimer) with the need to add or remove new reports where urgently needed. In this case there are options:

  • The HER simply uploads the correct version of the report, both versions of the report are online (the first with a disclaimer). Potential to have links between the two records so that a user finding the first, is aware of the second.
  • The HER finds the report they want to remove in the ADS Library, and flags it for removal/hiding. The ADS are then notified and the report is removed. Level 1 users will also have the ability to flag reports for removal (please note that if a report is deleted, the DOI remains, but just points to a landing page notifying the user that it has been removed).

It should be noted that the above are options, and nothing is completely set in stone. There’s a a balance between creating a system that allows the upload of reports in a timely manner and the ability to fix genuine mistakes or remove sensitive information, with the risk of having a system that becomes a mechanism for a constant cycle of upload-removal-upload-removal of different versions of the same report by different people.


We will be exploring this further with all relevant parties during the ongoing development, but as always I’m happy for thoughts/ideas/concerns to be raised, so feel free to email herald@ads.ac.uk

OASIS and Archives

Saint Lawrence, by Bartolomeo Cesi [CC0]. Image from https://commons.wikimedia.org/wiki/File:Saint_Lawrence_MET_2000.495.jpg

Over the last few weeks (ether side of Christmas) we’ve been making some progress on the part of the new OASIS which records the archive. As an archival body ourselves we’re keen – along with everyone else I’ve spoken to – that the new system improves on:

  • Recording what has been found/produced for archive
  • Allowing an archival body to produce in-form guidance on what it expects from a deposition
  • Making the archival body aware of events happening within their area/remit
  • Allowing the archival body and data producer to correspond at an early stage
  • Recording the deposition stage
  • Reflecting the differences in archive workflows in England + Scotland.
  • Signposting between physical and digital archives

One of the problems with the old OASIS was that records were often completed whilst the archive was still in flux. Looking over many records you can see cases where archive location is “TBC” or “Intending to send to…”. There’s also a  inconsistency in naming the organisation, and a great deal of uncertainty in what people are recording is in the archive. It’s not all doom and gloom, there are some really good examples (everything neatly recorded, archive named, museum accession code in place) that show that the willingness to record the archive properly is in place among many archive users.

The first thing we can do to help is to have an OASIS form permanently open. So if the allocation and deposition of archive is on a separate timeline to the rest of the record (as often seems to be the case), then it’s a simple matter to have a user return and complete when things are sorted. That’s especially true in Scotland where (at the time of writing) the allocation of archives is decided via the Scottish Finds Allocation Panel as Treasure Trove – although people may have an idea of where things may be deposited based on past examples, the archive part of OASIS needs to stay live so that it can be updated where needed.

The other thing we’re doing is to have the curators involved (as much as possible) from the outset  – archivists can create their own OASIS accounts, create their organisations, upload guidance on workflows, attach pro-forma and so on. This is a big step for OASIS to take.  Historically OASIS has just been used for data producers, HERs and national bodies (a consequence of its origins as a simple event recording system). And while over the years we have created bespoke views for particular data consumers (where appropriate) it’s clear that for OASIS to truly succeed in it loftier aims for tying together all parts of the Historic Environment, it really has to get archivists engaged with the system.

So what functionality are we looking at introducing?

  1. Introduce workflows to incorporate what we’re calling Level 3 users (museums + archives)
  2. Ability for Level 3 to create guidance within the OASIS form on how the workflow operates in their area, if they’re accepting archives, sorts of archive they accept, online deposition forms etc
  3. The ability for a Level 3 user to set their geographic collecting area. This may be county based, regional even national.
  4. The ability for a Level 3 user to see things that may be coming or should be coming to them (based primarily on location)
  5. The ability for a Level 1 user (unit, academic, community group) to see the archives collecting in their area, and to check up on what’s expected
  6. The ability (via a section called archive notes) for a Level 3 user to correspond with a Level 1 user. This records any back and forth in the form allowing people to track what’s going on (see below)

An example of the OASIS form recording correspondence between Level 1 + Level 3 users about archive guidance. Please note, this is not definitive but just to give an impression.

The actual part of the form where archive contents are recorded is (hopefully) straightforward (see below for an impression). In this a Level 1 or Level 3 user can record:

  • Where an archive is prior to deposition
  • In Scotland, when the archive was sent to SFAP, and the decision of the Panel as to appropriate course of action.
  • Where the archive was deposited
  • The accession/archive ID
  • The expected deposition date
  • The date it was deposited
  • If the archive was accepted or refused (including date)
  • There’s also space for a contents list of pro-forma template if required by the archive.

A mock-up of basic functionality in the main archive page. Please note, this is not definitive but just to give an impression.

And finally, what’s actually in the archive! This has been tricky…. In a review of the current OASIS system by FISH, the archive contents page and internal lists was noted as being a touch confusing, and understandably out of date. The recommendation for the new system is that as much as possible existing heritage thesauri are used. In-particular that the user can select:

However that still leaves the written, drawn and digital side… An initial list called ‘Paper and Digital Archive Component’ recording basic concepts such as, stratigraphic matrix, section drawing, photogrammetric model etc has been established courtesy of the Historic England’s DSU and reviewed by FISH. The list – to begin with – is deliberately simple, and there’s still plenty of time to review and propose additions to the list. As ever with a development project on a relatively short timeline – we want to get the basics working first.

The final piece of work has been to try and compile a list of archives, record offices and museums in England and Scotland. In order to:

  • Map multiple terms used in the old OASIS to a single known entity
  • Have a list of organisations + data ready to use in the next phase of testing.

To begin with we’ve compiled a list of museums maintained by the SMA (see https://doi.org/10.5284/1018089) along with the list of organisations listed by The National Archives. For each one – and where available – we’ve used details such as location, whether they’re collecting, website, collecting area and so on. Although very rough, this is enough to start planning and then testing these specific Level 3 workflows.

As ever, I’m very keen for specialists from this sector to be involved in reviewing what we’ve doing (in terms of the lists we’re drawing up), and to volunteer to test and feedback on the workflows. So if you are reading this, and happy to help then do please get in touch at the usual email address:  herald@ads.ac.uk

 

 

Progress report: October (part 2)

An October Day in Åland, Westerholm, Victor 
Image published by the Finnish National Gallery – Public Domain

Following on from the recent blog on the behind-the-scenes work with vocabularies and migration, here’s a short overview of our work on developing the form itself…


One of the most important features of the new OASIS system will be a much enhanced system for logging in. This sounds incredibly straightforward, everyone is used to a web-based system that asks for a username and password; but behind OASIS is a level of technical  complexity to support an increased need for simplicity and flexibility. This sounds somewhat contradictory, but to explain…

In the current system logging in is done as an organisation – all users within this organisation (for example My Archaeological Unit) log on with the same details. But what about where there are lots of people, and what if these people are split between regional offices, and what happens when one person forgets the password? What happens when someone leaves? Do we change the password, or rely on the individual to forget it (admittedly I’m sure everyone has much better things to do than logon and sabotage OASIS records, but the principle remains)?

The solution is to move to a system where every individual has their own logon credentials, but then the real complexity starts as we have to factor an individual moving jobs, having more than one job/role and for these roles to have different administration rights. For example, in a hypothetical situation I may start off working for Anfield Archaeology in a role that involves me creating and editing OASIS records for my projects.  Then I move to Goodison Archaeology and take over pre-existing projects: the system needs a process to stop me seeing Anfield records (commercial sensitivity etc), but to have access to Goodison records. Whilst in my new job I do some work with Spellow Archaeological Society and offer to help them fill in some archaeological records, as an experienced OASIS user I volunteer to set up this group in the system and become an admin user, but at a later data want to pass on this responsibility to someone else.

I’ll stop there, but the the myriad of potential roles and responsibilities  – and these are things identified by OASIS users in the survey – are enormous. So now we’re no longer just dealing with a log on page, but a full-blown user management system. This is what Jo’s been hard at work on over the Summer. Explaining what she’s done in prose is overly long, so here’s a few screen grabs to demonstrate the main principles. Please remember this is the first draft version of the form, things aren’t set in stone and these grabs should be used for illustrative purposes only.

Slide 1: The new OASIS homepage (login on top right corner of screen)

Slide 2: Presuming I already have an account (I get to registering below), I logon and am met with a landing screen. The top-right corner tells me who I’m logged on as, and which organisation I’m currently “in”. In this example, I’ve set my own fictional unit Tim Evans Archaeology as being my default organisation. I can select an option to look at my personal profile

Slide 3: Here I can change my name, I can also see that I’m a standard user for the organisation (so no admin rights). Further down the screen I can set the frequency of notifications I receive from OASIS.

Slide 4: If I go back to my home-page, I can see that I’m also registered with two other organisations. In this case I want to go to my work with “HERALD Level 1 Test User”.

Slide 5:  I’m now “in” the system as this other organisation, I can see which organisation I am by the notification in the top-right corner of the screen. If I look at the organisation profile I can see the list of users registered to this organisation. I can see and edit this section this as I am a registered ADMIN. In this example you can see that the user timevans1878 has registered for my organisation, but their user status is set as PENDING. People asking to join an organisation and see their records have to be vetted by an ADMIN, which in this case can be any of the 3 users with these privileges (note: there can be as many admins as needed).

Slide 6: If I scroll down that a page, I can see some extra functions. At the bottom there’s the option to add some text and a logo for my organisation. This will appear in OASIS (so can be seen by other users), and also be transferred to the ADS Library to accompany my organisations reports. Branding of reports (and the ability to edit logos) was a popular request in the scoping phase and is perfectly understandable; people put a lot of work in getting their reports online, and it’s good to enable them to customise “their” section of the site (for example see Wessex Archaeology in the ADS Library).  The other function to flag up is the add person button (highlighted)

Slide 7:  If I click this I come to a screen where I can start searching for other registered users, I start typing in for my colleague Julian Richards and I can see that he’s in the system. I select him and can either add him as a Standard or Admin user. Important to remember that I can do this due to already being an ADMIN. I can downgrade my status at any point, although the system will always require 1 ADMIN user.

Slide 8:  I can also leave an organisation if I wish, so simply go back to my profile and I can see that I’m still registered with “Tim Evans Archaeology” and “test Katie”, but can leave as long as I’m not the sole admin. You can also see that I can apply to join other organisations.

Slide 9: this all assumes I’m already registered. If I’m new to OASIS I can apply to register instead of logon. In this slide I’ve just been asked to register using my email address. However having done so I’m reminded that tim.evans is already registered as an OASIS user, I then get the usual reminders/reset. This is to try and stop (as much as possible) duplication within the system. An interesting facet of this work is our aim to coordinate OASIS users logon details across all main public facing applications hosted by by the ADS (OASIS, Library, ADS-EASY). Jo has been hard at work wrestling with things such as composite persistence modules (no, me neither) to reach a point where a user just has one set of ‘centralised’ credentials. So, no more logging in/out of different systems.

Slide 10: In this case, let’s pretend I’m a fictional user who has never used OASIS at all. I enter my details as usual. It’s worth reminding readers that for security purposes all passwords are encrypted at the ADS side (we can’t see what they are!). A user will also be asked to read and agree with Terms and Conditions of Use (e.g. “You may not place on this website any material where the rights belong to a person other than yourself without the consent of the owner”), and the Privacy Policy. The latter makes sure you’re aware of what information the ADS does and does not collect, and how it is stored, accessed and re-used.

Slide 11: My  fictional user is then asked to which organisation they would like to be a part of. Here, the user wants to be part of Tim Evans Archaeology. They find the group then click to join, as noted earlier their participation will need to be approved by an ADMIN for that group. If my organisation doesn’t exist, I can create my own

Slide 12: So off I go and create my new organisation. The system does check to see if “Steve Puffin Archaeology” already exists to try and stop duplication. Providing it doesn’t, the new account is created and I’m automatically the ADMIN for this group. The world of OASIS is now my oyster.


I’ll stop there! I hope that’s given people a clear overview of just some of the functionality that’s already been built. We’re currently only sharing this pre-alpha build with the project funders, but by Spring 2019 we’ll be circulating the next version of the build for wider testing. We’ve already had several people sign up, so if you are interested in being an early stage tester please do get in touch via herald@ads.ac.uk

Tim

 

 

 

Progress report: October (part 1)

October – Daubigny, Charles-François
Image published by the Rijksmuseum – Public Domain

As the nights begin to draw in, it seems like an opportune moment to reflect on the progress of the redevelopment of OASIS. The Summer has perhaps been atypical here, usually it’s something of a hiatus between the rushes of finishing things to meet the end of a financial year/going on holiday, and beginning afresh in the Autumn. Not so this Summer, and it seems like myself and Jo have been busier than ever, but what have we been doing?

The first part of this blog is to try to give an overview of the non-technical tasks, I’ll be writing up the development team’s work on the actual form as a second part shortly.

—-

Hopefully readers will have seen the alert for the small user needs Survey in September. This has now closed and the results are being written up to feed back to HE and HES on the resources that will be needed as we move into Stage 3 of the project (the actual roll-out of a real, live system). There was some valuable feedback, particularly on the value many users placed on having a human presence to help with their queries, greater input into training/guidance from people that actually use the form in day-to- day workflows (so not me!), and to ensure support for users in remoter parts of the country. I’ll write a longer blog on the results in the near future.

Elsewhere, we’ve also completed a task to ensure that the new system incorporates the highest standards of recording. As users of the current form are no doubt aware, there have long been problems with ensuring the accuracy and consistency of things being recorded in OASIS (a consequence of the age and original purpose of the form, but that’s another story). During the first stages of the redevelopment project exactly what is being  recorded and how it is being recorded, came under scrutiny. The result is that some fields have been dropped, others merged or rationalised. A full list of what remains can be seen in the Functional Specification which is available on the HERALD project wiki for those that wish to find out more.

Moreover, there’s the challenge of ensuring what goes in these fields is accurate and understood. So at long last we’ll be using the full power of the  thesauri hosted at heritagedata to enable users to enter correct terminologies. And yes, they will be country specific where necessary. The form is being built to be flexible enough to have a drop-down for simple lists, but to allow users to enter their own terms and return relevant entries from the thesaurus (see below)

Example 1: User in Scotland enters “barrow” and form submits the string to the web service at heritagedata http://www.heritagedata.org/blog/services/. The service returns an array of records from Monument Type Thesaurus (Scotland)

Example 2: form allows user to follow link to online thesaurus entry

For new OASIS we’ve wanted to go further and to try to use wordlists wherever possible. This has led to a mini project to identify areas of the form that could be controlled (so no free text), and then create the list of terms to be used. Since an initial review by FISH back in December 2017, this work has been aided by the teams at HE, HES and Department of Environment for Northern Ireland, especially Zhouyi Qian a placement with HE’s Data Standards Unit. In a short space of time Zhouyi was able to rationalise 16 years worth of entries to OASIS into smaller groups of terms to describe:

  • The reason for the investigation e.g. <Planning requirement> or <Ecclesiastical Consent >
  • The broad development type (if related to an event within the planning framework) e.g. <Land management> or <Energy and power generation>
  • The broad funder type e.g. <Utilities and infrastructure> or <Charitable organization>
  • Site protection status e.g. <Designated Wreck> or <Guardianship Monument>
  • Types of site identifier e.g. <Canmore Event ID>
  • Paper + Digital Archive component e.g. <Aerial photograph transcription>

After a review by FISH members, the lists are good to go. As if that wasn’t enough, Zhouyi undertook the almost Herculean task of mapping all entries within the current database to those new concepts. To give an example of the extent of this task, consider the values entered to record the old fields for Prompt and Reason for Investigation (merged into Reason for Investigation). In the old system there were 69,750 values, in 1376 unique combinations such as:

  • Direction from Local Planning Authority – PPG16
  • Direction from Local Planning Authority – NPPG18
  • Direction from Local Planning Authority – Direction 4
  • Planning agreement (Section 106 or 52)
  • Direction from Local Planning Authority – PAN42 Article 4 Direction
  • and so on

Alot of these were pretty straightforward, so for example:

  • “Direction from Local Planning Authority – PPS” =  <Planning requirement>
  • “Direction from Local Planning Authority – PPG16” =  <Planning requirement>

Others were somewhat opaque, for example:

  • “To inform reconstruction”
  • “I was told to do this”
  • “terrestrial”
  • and my favourite: “The wall fell down”.

It’s important to note that all the original data will be kept (nothing is being deleted!!!). So for example you’ll be able to see that for example, in the original form a user recorded “Everton Football Club” as the funder but that this has been mapped to the concept of a <Private or public corporation>. We will also be archiving the complete OASIS database in perpetuity.

As well as the new lists we’ve also been mapping and migrating standard relevant parts of the form to the correct entries in the more well-established thesauri (monument, event, object, period). As these have been free-text there is a great deal of variety in what and how things have been entered, but my favourite is the person who for object recorded “WOTSITS PACKET”. This valuable mapping work is allowing us to migrate records from the old to new database, to help populate the new form and so that everyone’s records will appear when they finally get to logon!

Speaking of which, time to move on to part II and show off the new form…

Tim

 

 

 

Time for a Survey! User needs for new OASIS

Computer Problems. From https://xkcd.com/722/

As work on the new OASIS form continues in earnest, we’re looking ahead to the anticipated release of the public beta in March 2020 and thinking about what kinds of support, guidance and reference resources we’ll need to have in place by release. To this end, a very short survey has been created to allow OASIS users to feedback on what they would like to see provided:

https://www.surveymonkey.co.uk/r/3CG9SCJ

This survey is deliberately very simple, and meant to give us a very clear indication of what users want. Answers will be able to be filtered by type of user, country etc so there’s an opportunity for us to identifiy specific tools or resources for specific communities if needed. It should take less than 5 minutes to complete (honestly!), and no personal data is collected.

Please do take the time to fill this in, even if you don’t use the current system. As the new OASIS will be a key component of reporting and information strategies in England, Scotland and Northern Ireland, it really does have a broad remit. Use the chance to make it work for you.

Tim

 

 

Work in progress: an update on the new OASIS system

Working shot of Ralegh Radford and Peter Poyntz-Wright, Glastonbury Abbey 1962. Image from the digital archive: Glastonbury Abbey: Archaeological Excavations 1904 – 1979; https://doi.org/10.5284/1022585

In the three months since the last technical report on HERALD Stage 2 (i.e. the build of the new OASIS system), the development team here at the ADS have been working hard. The new database has been built; in a departure from our usual database here at the ADS we’ve decided to use PostgreSQL as our database management system. A whole other blog could (and probably will) be written on why we’ve made this decision, but suffice to say it offers -for our needs – a greater flexibility in terms of datatypes, scale and indexing. Furthermore, via the PostGIS extension it also allows us to store geospatial datatypes, and makes it easy to do many of the location based activities we’ll need to record places simply and efficiently (and a whole lot more besides, but I will save that for another blog).

We’ve also – via consultation with ALGAO members – established a criteria and plan for moving records from the old OASIS database to the new system to ensure that no useful information gets left behind. Part of this work package has also been to map ‘bespoke’ terms used in the old/current model to appropriate UK heritage vocabularies, and in this we’ve received valuable assistance from the FISH Terminology Working Group. This last piece of work has highlighted the need for small revisions to existing lists, and indeed for new lists altogether (e.g. archive component). Over the next couple of months we’ll be finalising these edits and tweaks with FISH, HE and HES, and get ready for a pilot migration of data in the Autumn. As soon as this in finished I’ll report back here, as the level of semantic interoperability built into the new system (including LOD concepts from the BGS and OS) is quite exciting, if you enjoy that sort of thing.

Aside from this, Jo has been hard at work building the main application framework (or more simply ‘the new OASIS form’). Having written the Functional Specification and built the old system (back in the early 2000’s), Jo is probably better placed than most to implement the new build! At the moment she’s been working on arguably the hardest part in the logon and registration module…

The first glimpse of the new system: a snaphsot of the working registration module on Jo’s PC

The new system is – hopefully – a significant technical and conceptual upgrade on what we have in the older system. For starters, users will be able to log on as themselves rather than via an organisational account. Users will be able to be associated with more than one organisation to reflect different roles people may have in their work/research capacity, and be able to create a new organisation if theirs is not in the system. Extra steps are built in to ensure as little duplication as possible, including use of other ADS user groups to equate a user/organisation in that system with the same entities in OASIS.

At a slightly higher level, an organisational admin will be able to oversee their group’s members (add and remove), and have the ability to add details about their organisation. The latter will have capacity for Level 2 + 3 users (such as HERs and Museums/Archives) to add reference details on how their organisation is using the system, with space for specific guidance notes for where necessary.

Overall, we’re aiming for a simple yet flexible , quick, and well-explained (i.e. on screen guidance) workflow that reflects the feedback we’ve received on how the majority of users want to use the system. We’ll be showing this and other developments as part of timetabled project milestones to the project funders in the next month, and I’ll be reporting back on other significant developments as often as I can.

Please remember that that the timetable for HERALD Stage 2 is available on this wiki. If you’re interested in becoming a tester for the alpha build then please do get in touch with me via the project email: herald@ads.ac.uk

Tim

 

Oasis Training of LinkedIn contacts

As training officer for Oasis in England I joined LinkedIn in 2012 & it very quickly became apparent that many potential contacts worked for organisations not then registered on Oasis. Once contacts had been made on LinkedIn I sent a standard email offering free training sessions in Oasis, giving more background to the Online Form & potential lodging of reports in the ADS Library. Many replies were received & training visits made. One memorable trip was made to Long Buckby in Northamptonshire to register Iain Soden Heritage Services on Oasis. Another great advantage of LinkedIn was found to be the notable number of scientific and architectural contacts made. This initiative is ongoing & in the last week some new invites have been sent out. A new discussion group ‘Oasis Forum‘ was also set up on LinkedIn this year.

Developing the OASIS Form for Northern Ireland

Jenny O’Brien + Louisa Matthews April 2018

In late 2017 we were incredibly pleased to hear that the Department of Communities, Historic Environment Division, Northern Ireland, were ready to implement a long-standing ambition to join-up to OASIS. It was felt that OASIS could help realise several goals set as part of their wider look at the management of archaeological archives and licencing of excavations in Northern Ireland. These goals included adding more structure and consistency to data generated during the course of investigations, and integrating this information into existing systems (and obviously, the dissemination of grey literature!).

At the start of 2018 the ground work had been prepared and Jenny embarked on coding a Northern Ireland instance of OASIS. Here’s how she got on…


Adding the Northern Ireland-specific forms to OASIS was a fairly straightforward process as similar had already been created for Scotland and Wales.  The linear three-stage process, by which the information was passed from contractor, to local government validation, to national level validation, was also kept the same.

Of the five main areas of the form (Project Details, Project Location, Project Creators, Project Archives and Project Bibliography), three required alterations to the way the form appeared or behaved: Project Details, Project Location, and Project Archives.

Project Details

The form of the project details page remained the same as for the other countries; it was the word lists that needed changing for this section. For most of the controlled lists, such as the ‘Type of project’ or ‘Site status’, the lists were generated by amending current database tables to indicate the terms that were applicable to Northern Ireland. The main alteration was to the Period table, where a new table had to be created that had the period-date relationships for Northern Ireland as well as the slightly different period-date relationships for the other countries.

Project Location

The Project Location section was, as expected, the area of the form that needed the most work.  The Northern Irish location options differed from the other countries in that there was a single ‘Local Council’ level location, rather than the ‘County’, ‘District’, ‘Parish’ sub-divisions seen in the English version of the form.  A new table was added to the underlying database to hold the location information including a second level to differentiate between ‘Terrestrial’ or ‘Maritime’ projects.  In this case, ‘Maritime’ being treated just as another location sub-division, rather than being used to inform multiple Historic Environment Records (HERs), as the Northern Ireland projects would all be validated by the Historic Environment Division, regardless of the area type or Local Council.  The option to select the main and additional HERs was therefore removed, with the validating body set at Historic Environment Division for all Northern Irish records.

The ‘Site Coordinates’ aspect of the form also needed to be altered substantially from the other countries, being the only country that does not fall under the OSGB coordinate system.  Rather than having multiple options to allow users to enter Lat/Long and/or OSGB coordinates here, the default was set to Latitude and Longitude.  The functionality which automatically converts the coordinates from OSGB to Lat/Long upon saving was also completely removed in the Northern Irish forms.

Project Archives

This section required the smallest change, with the field heading ‘Archive recipient’ being changed to ‘Archive location’ in all headings and drop-down list defaults.

Finishing touches

Once the main areas of the form were completed and functioning correctly, the rest of the form needed to be checked for country-specific references, right down to the help text, such as that used for the bibliographic information, these were changed to incorporate Northern Irish examples.

The Northern Ireland additions have now been transferred to the live version of the form and are ready for testing.

Time for an update: OASIS redevelopment

Tim Evans March 2018

It’s been nearly a year since this blog was last updated, and I’ve become aware that many people are interested in what’s happened over that period, and indeed what is happening with the HERALD project overall.

For those blissfully unaware, HERALD is the overarching title for the project that is actively redeveloping the OASIS system. For background, please do have a look at the revitalised HERALD wiki pages.

Chainless Cycle Co. Jorck’s Passage. Cycler uden Kæde | Fischer, Paul ; Vilh. Søborgs Eftfs. Etabl. Image from Europeana. CC0 1.0 Universal

Well, a great deal has happened! In the first instance there have been significant staffing changes and reshuffles here at the ADS. Over the winter, one of our Developers (Lei Xia) moved on to a fantastic job with  University of York IT Services. Lei was one of the key brains behind the new ADS Library, and his last few months were spent finishing the final tasks and processes for that system. With Lei moving on, we’ve looked around for a new Java Developer to take over as a designated ‘OASIS Developer’ to work with our existing Development team. It turns our that despite casting a wide net, the answer was very close to home and in February Jo Gilham (previously the  HERALD Project Manager) successfully interviewed for the post.

Those reading this will probably be aware of Jo through the scoping work she did as part of  Stage 1, and it was Jo that wrote the final Functional Specification for the new OASIS system that was signed off by HE and HES in July 2017. Not many people know this, but Jo comes from a technical background and in recent years has begun programming in Java, so she’s ideally based to take on  this challenge.

Despite this quick turnover, losing an experienced member of staff has not been ideal and has led to a delay in the expected delivery of the project. In truth, this delay has also been exacerbated by the need to finish work on the previously mentioned ADS Library, which has proved to be an extremely large and complex piece of work that has consistently thrown up problems that could not have been predicted at the outset. Significant delay on HERALD has thus been inevitable.

With support from Historic England, we’ve thus gone back to the original plan, identified which pieces of work may require additional resources (one of the positives of the Library was that we learnt alot more about the complexities of particular tasks), and come up with a new time frame for the OASIS redevelopment. I’ve created a project timeline on the HERALD wiki pages for easy reference, but to summarise we are now looking at completion of the Beta format of new OASIS in March 2020. Although that seems a long way off, in terms of development time this is still relatively short, so for the new/old HERALD team it’s full steam ahead.

On a final note, one of the issues that was raised recently was the need for increased communications regarding HERALD, especially in the build up to the public release of the Beta after March 2020. We’ve come up with a broad strategy of ways to accomplish this, of which you’ll see a great deal of in the immediate future, including:

  • the HERALD wiki pages and this blog will be kept up to date, and act as a constant guide to what’s happening and a reference resource with accessible reports and other publicity materials
  • you’ll also see me (Tim) out and about as much as possible at conferences, workshops and meetings
  • production of a great deal of paper-based literature about HERALD
  • new electronic publicity material which can be reproduced by non-ADS individuals if required
  • a greater presence on ADS and partner social media

I hope this does not seem like an overkill, or a saturation of the landscape! The desired effect is instead to try and make as many people aware of how the redevelopment is going, how they can participate and feedback  on testing and establishing training needs.

The redevelopment of OASIS is a once-in-a-generation opportunity to create an excellent resource that plays a core part of Historic England’s HIAS, and a system that will work optimally for everyone involved. The communications side of this work will focus on making the existing community aware of this, and how their specific concerns and issues with the old system are being addressed. It’s also an opportunity to engage those who previously have not used OASIS, or have thought that OASIS is not suitable for their work.

So please, do keep up to date with this blog, and related social media channels such as

  • https://twitter.com/oasis_data
  • https://twitter.com/ADS_Update

For those of you who prefer face-to-face chats, please have a look at the upcoming events to see where members of the HERALD team will be in attendance. If you have any questions about the project or require any information that is not available on the main HERALD wiki then please email the team.

 

 

 

 

 

 

New date for ScARF Workshop: OASIS & HERALD – 26th June

Most archaeologists working in Scotland (and the wider UK) will know about OASIS. OASIS is currently undergoing redevelopment and part of that process involves trying to realise a long held ambition to better integrate museums into the process.

As part of ScARF’s Museums Project, ScARF will be hosting a small workshop to try and bring together those working in Scotland with OASIS (especially those in a *museums/archives* and archaeology setting) to learn more about OASIS and plans for its development.

The workshop will now be held on the 26th June 2017 from 11.30am in the conference room of the National Museums Scotland. Attendance is free and will be on a first come, first served basis as places are limited.

Jo Gilham (HERALD Project Manager) at the Archaeology Data Service and Peter McKeague (Spatial Information Manager, Historic Environment Scotland) will be on hand to answer questions and to let those who will be (or could be) using HERALD know more about how the redevelopment might affect their work. Paula Milburn (Discovery and Excavation Scotland editor) will also be on hand to answer questions and provide a Scottish perspective.

If you work with OASIS at the moment or are involved with the deposition of archaeological archives in Scotland and want to know more, then this is the workshop for you! We especially encourage those working in museums and archaeology who might use OASIS to come along.

If you wish to apply for a place at this workshop, or to find out more, then please email emma@socantscot.org as soon as possible.