Maryland Electronic Commerce Initiative

Michael O. Ball, Samer Faraj, Chris Hageman, Judy Olian, Venky Shankar, Robert H. Smith School of Business

Charles Lowry, Dean University Libraries and College of Library and Information Services

Don Riley, Chief Information Officer Office of Information Technology and Robert H. Smith School of Business

As a broad cross-section of the University of Maryland community increasingly engages in Internet-based research projects and Web-enhanced course offerings, it becomes clear that there is a need for a common set of fundamental computing capabilities: security, authentication and authorization services, the ability to handle a variety of sometimes-intense transaction streams, large-scale data management, real-time data analysis, group interactions and decision support. Cross-campus and multi-institutional research areas that require these capabilities include electronic commerce; data analysis, data mining and data warehousing; and virtual libraries and multimedia learning environments. The objective of this proposal is to develop a robust environment on which to base these and similar applications. Such an environment should provide efficiencies related to the provision of common services and encourage teaching and research synergies related to the common needs.

This proposal requests assistance from IBM in launching a University of Maryland initiative in electronic commerce that has distinguishing components:

- It would help "jump-start" the University in creating a secure electronic commerce infrastructure that would provide a model for higher education on creating a "commercial grade" infrastructure and environment to support web-based, secure electronic commerce: online registration, access to grades and other records, payments, protection of intellectual property, access control, work flow, etc.

- It would provide a commercial grade "living lab" for support of teaching and research, proof of concept; provide a showcase for EC solutions in support of higher education.

- It would provide a foundation for an important three-way partnership between the Office of Information Technology, IBM and other potential private sector partners, and other University of Maryland entities, especially academic units in innovative teaching, research and outreach programs.

- It would provide a significant showcase for the partnership outcomes, for both the University and for IBM just inside the Washington D.C. beltway.

- It would also provide a commercial grade, open systems platform to support existing and planned research and development partnerships with state and federal agencies, the private sector, and non-US entities. Current activities underway that serve as examples include NIST, NSA, USDA, NASA, FAA, Marriott, the United Nations Trade Efficiency Initiative (Global Trade Point Network), World Bank, and discussions with Industry Canada about a US-Canada pilot project in electronic commerce. The State of Maryland is providing some initial startup funding for the UN project, and is considering launching a state initiative on Information Assurance and Security.

- The University is also participating in the Internet2 project, and is currently working with Virginia Tech, George Washington, and Georgetown University to establish the Mid-Atlantic Crossroads for the Maryland-D.C.-Virginia area, and is talking with NSF and the federal Joint Engineering Team regarding establishing and operating the NGIX-East (interchange point on the East coast for the federal labs, vBNS, and Abilene networks).

This specific proposal is for support of an initial OIT-School of Business-Library-IBM partnership as the starting point. We believe that the IBM SP2 system is ideally suited for this purpose and propose to obtain an SP2 "starter kit" under the IBM SUR Program (SP2 frame with switch, several "silver" 2-way processor nodes, data storage, software, etc.) that would support:

- Campus-wide electronic commerce infrastructure: X.500 directory services, authentication/authorization, digital signatures, public key infrastructure (PKI);

- School of Business needs for robust server environment for teaching and research (several specific projects identified below); and

- Research and development by the University Libraries of digital library services (in partnership with Indiana U and Berkeley, NSF proposal) but with an outcome focused on transition to robust production services. Among the requirements are streaming video/audio, plus authentication/authorization and encryption to protect intellectual property and support licensing arrangements.

- Evolving regional, national and international projects and initiatives.

The University has committed to four specific projects that would immediately develop capabilities using the proposed system and infrastructure. Other projects that would make use of its capabilities are planned within a fairly short time horizon. The four projects are:

- Smith School of Business: On-Line Collection and Analysis of Consumer Preference and Behavior Information

- Smith School of Business: Support for Electronic Commerce Course Offerings

- Smith School of Business: WWW Based Performance Monitoring

- University Libraries: Web-Based Access to Library Resources

The SP2 system would be maintained by the Office of Information Technology (OIT) and would be made available to appropriate projects from across campus. The initial configuration can be viewed as a starting point that would provide a foundation for growth and enhancement over time as new applications were brought on board. The use of SP2 in this setting will provide a showcase for IBM capabilities and will support the development of research on SP2 application development and potential new SP2 features. The environment and applications we envision will leverage and showcase the robustness and power of the SP2 platform: High-performance, Security, Manageability, Reliability and Availability, and Scalability.

The infrastructure will provide a core set of services, such as Lotus Domino, DB2 and Oracle, to academic departments and research centers. For example, while one group may need web hosting for a high-traffic site provided by Lotus Domino, another may need DB2 to provide data mining and decision support capabilities. We note that the Robert H. Smith School of Business, which will provide two of the initial applications, has adopted Lotus Notes as its email, courseware and groupware environment. Access to server resources, in most cases, can be provided via already familiar means that are in widespread use across campus such as Novell NDS or Microsoft NT Domains.

Clients will be able to interface at the application level. For example, a research center that wishes to design an Oracle database would only need to know database design and how to use the client tools, such as Designer 2000, rather than needing to maintain the Oracle server. This will allow researchers to concentrate on content rather than infrastructure.

Below we list the four initial projects to be brought up using the SP2 system. The first two relate to the broad set of efforts within the area of electronic commerce in the Smith School of Business. The third project supports NEXTOR, which is a center jointly housed in the Smith School and the Clark School of Engineering. The fourth project involves the College of Library and Information Services. Within approximately a one-year time frame, other applications would be developed on the SP2. Of particular note regarding future developments within the Smith School, are a project by the Marketing Department on electronic auctions and plans by the Finance Department to develop a virtual trading environment.

1. On-Line Collection and Analysis of Consumer Preference and Behavior Information

Organizations involved in e-commerce need a better understanding of their online customers to be able to formulate sound business strategies, and in particular, good marketing strategies. Toward this end, they are interested in analyzing customer preferences and behavior on the Internet. Unlike the offline medium, the online medium offers an excellent opportunity to query prospects and customers and to understand their preferences, needs, and responses to new products and marketing activities, on a real time basis. The Smith School of Business plans to launch and maintain a e-commerce research web site that is capable of collecting and analyzing data online from the visitors to the web sites of member organizations. Member organizations will have a link in their web site to this e-commerce research web site. They will direct their visitors to participate in one of many ongoing research projects conducted by the Smith School of Business faculty. To motivate visitors to participate, member organizations will provide incentives (e.g., frequent stay bonus points from Marriott). Member companies will also provide some funding for the research and will receive managerially relevant reports on cutting-edge e-commerce research. The research will provide ideas on future enabling technologies for advancing e-commerce that could potentially benefit IBM. Already, companies such as Marriott International and Thompson Publishers have indicated their desire to be member organizations of the e-commerce center. We hope to be the pioneering school in doing this type of research.

2. Support for Electronic Commerce Course Offerings

In the Fall of 1998, the Smith School launched a high visibility electronic commerce concentration (as well as one in telecommunications and software engineering). Most of the courses constituting the concentration require the use of a sophisticated electronic commerce computing infrastructure. We propose to build these capabilities on top of the proposed SP2 system. The planned environment would allow students to become familiar with a complete electronic commerce solution including technologies such as Secure Electronic Transaction (SET), Electronic Data Interchange (EDI), and public key infrastructure (PKI) which they would not get if the infrastructure was not in place. Further, the students would acquire the skills that would allow them to assess the complex components that underlie the emerging electronic commerce world. They would gain an understanding of important issues such as electronic commerce solution planning, functional design, prototype/solution development, infrastructure assessment, net security, authentication, and the economics of electronic commerce. At the Smith School, we expect a significant percentage of both graduate and undergraduate students to be interested in electronic commerce courses and concentrations. Thus, a solid infrastructure is a necessity in order to support the teaching requirements. The Smith School has already committed hardware, software and personnel resources to this effort.

3. WWW Based Performance Monitoring

NEXTOR, the National Center of Excellence in Aviation Operations Research, is a consortium of four universities, the University of Maryland, MIT, the University of California, Berkeley and VPI. NEXTOR is pursuing several research projects at the University of Maryland in conjunction with the joint airline/FAA Collaborative Decision Making (CDM) Project. In particular, NEXTOR recently completed a benefits analysis of CDM and is embarking on an effort to put in place mechanisms for collecting data related to CDM and for computing associated performance metrics. To implement CDM-based ground delay programs, the airlines and the FAA exchange information via an intra-net, the AOCnet (Airline Operations Centers network). For the performance monitoring architecture envisioned, data related to ground delay programs would be collected in real-time via the AOCnet. This data would be used to continuously update the value of performance metrics. The values of the metrics would be made available to appropriate parties via the WWW. The appropriate dissemination of this performance information would require the use of advanced security features. In particular, certain information would be made available to the general public, while some would only be available to members of the CDM working-group and finally, certain airline-specific performance information would only be available to the appropriate airline. The required computing environment should have a large data store, including archiving capabilities, be capable of handling intense real-time traffic/transaction streams and support advanced security, authorization and authentication features. Funding from the FAA and NEXTOR industry partners is already committed to support this effort. In addition, NEXTOR industry partner, Metron, has committed to provide development support.

4. Web-Based Access to Library Resources

The University of Maryland Libraries provides access through its growing IT facilities to a broad array of electronic information. Databases range from the bibliographic and full text to numeric and graphical. The hundreds of databases, which the University Libraries mediate on behalf of the campus, are acquired by licensing and subscription arrangement, by local development and, at times, free through special agreements. It is the plan of the Libraries to present these resources through its "one-stop-shopping" Website facility and to develop a consistent interface. However, one of the most serious obstacles is the lack of campus wide robust cross-domain authentication and authorization services. Such services are particularly important to planned library activities. For example, the Libraries will be providing access to licensed electronic information to non-university customers. This will require Internet tracking and billing capabilities as well as the authentication, authorization, and encryption services proposed. Without outside support for these capabilities, the Libraries Information Technology Division would have to build such services within the Libraries IT environment. Ideally, the Libraries would use a central service, which would free its limited resources to concentrate on the library-specific issues, including how to best use such services. Thus, the planned SP2 platform with the associated OIT support should enable the fast development of innovative library access services.

In addition, the University Libraries have embarked on the creation of a local "virtual library" environment using in particular digital and electronic resources unique to Special Collections held in three departments of the Libraries. There are two dimensions to this workÑboth research and development that will lead to production systems supporting basic services. Among these projects are the following:

* Development and implementation of digital access to thousands of hours of recorded music, performance video and specialized disciplinary material such as dance notation using the IBM DL Software and Video Charger as the core technology. This work has been closely coordinated with the University of Indiana, the lead institution in a joint NSF DLI-2 proposal along with Maryland and UC Berkeley. Whether or not, the NSF proposal is funded, the University of Maryland Libraries will proceed with the implementation of a multi-media environment to support the Performing Arts Library which will open as part of the new Maryland Center for the Performing Arts.

* The Library of American Broadcasting is working closely with Professor Douglas Oard to build a testbed of at least 1000 hours of digitized voice recording from the analog (magnetic) files of our collections. This testbed will be used by Professor Oard to advance the IBM voice recognition technologies. The Libraries will receive benefit by creating preservation standard analog copies and digital versions for use. In addition, the voice recognition technologies will allow the Libraries to begin creating advanced retrieval and transcription capabilities to support leading edge access to historical broadcast collections. The SUR grants to the University of Maryland have enabled this project significantly. The Libraries continue to make investments in the human resources of the project, adding one FTE staff and a graduate assistant this year.

* Based on this work, to support the basic services of the Libraries Non-Print Media department, we will also investigate the implementation of streaming video and audio campus wide using IBM DL Software and the "Video Charger" as well as other currently available technology. The Non-Print Media Department has tens of thousands of hours of locally and commercially created video and audio recordings. It also works closely with the Library of American Broadcasting on joint multi-media projects. When this work is released to production, it will support the real-time conversion of audio and video materials for classroom and research uses and their distribution across the campus network. There will be an added benefit of preservation quality analog and digital records from this conversion. IBM has been a partner in developing the UniversityÕs campus network and ATM applications necessary to create the "bandwidth" needed for multi-media use in the classroom and dorm room.

Benefits to IBM

Our intent is to make the SP2 and the associated projects a showcase for advanced electronic commerce applications and research. As such we feel the benefits to IBM will be substantial. First of all, the capabilities of this IBM technology will be prominently displayed. Moreover, the usefulness the SP2 will be demonstrated relative to a broad range of applications. From our own perspective, we are quite excited about the research that can be carried out within this setting. The results of this research should lead to innovative approaches to using the SP2 technology and also, should provide the basis for new SP2 features and services. We think it is particularly significant that a diverse set of applications is planned. Devising common solutions for these applications has the potential for generating particularly innovative concepts. This proposal has the added advantage of being able to leverage key public and private sector partners and the unique proximity of the College Park Campus to Washington, D.C., and federal laboratories.

Key contacts within IBM would include Stu Feldman, Director of the IBM Institute for Advanced Commerce, Mark Greene, VP of Internet Payment and Certification, IBM Internet Division, and Sean Rush, General Manager, Higher Education. Stu Feldman will be visiting the College Park Campus on October 7 to meet with the project participants and discuss areas of mutual interest. Venkatesh Shankar contacts at IBM are Anant Jingran and Sunil Noronha, IBM Watson Center. Support for the Performing Arts Library joint-NSF proposal comes from Michael L. James, Manager of Internet Strategy, Internet Division. In addition, the NSF proposal is based on earlier work with IBM Digital Library and its Variations project at the Indiana University School of Music (http://www.software.ibm.com/is/dig-lib/variations/), which continues to break new ground in higher education. Support for the work of the Library of American Broadcasting and Professor Oard comes from Salim Roukos, Thomas J. Watson Research Center.

System Configuration
SP2 Matrix
6 processors
12 Windows 98 workstations
High capacity data store
Data archiving capabilities
AIX operating system
DB2
Lotus Domino
E-business (including directory services, PKI ) software
Hardware and software to support the DL project.
Directory Services and ECommerce

 

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