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Search engine is the key to open the network knowledge and learning, access to knowledge and information tools. With the rapid development of network technology, search technology is improving, foreign search engine is widely known and used. Any search engine design, has a specific scope of database indexes, unique features and use, and the expected user base point. A search engine or a person can not satisfy everyone all of the search requirements. In some cases, such as literature surveys, thematic queries, investigative journalism and traceability, software and MP3 download address search, etc., people often need to use multiple search engines, search results, comparison and selection, and confirm each other. To solve the search engine landing one by one, and each search engine were repeatedly enter the same search request (search string) and other cumbersome operations, integrated search engine and meta search engines came into being.
TERMS OF REFERENCE INTEGRATED SEARCH CATALOG SERVICE FOR IABIN Country: International Executing Agency: General Secretariat of the Organization of American States (GS/OAS) Project: Building the Interamerican Biodiversity Information Network (IABIN) Duration of the consultancy: 3 Years Type of consultancy: Individual consultant 1. Background: The Inter-American Biodiversity Information Network (IABIN) was officially mandated at the Summit of the Americas on Sustainable Development, convened by the Organization of American States (OAS) in Santa Cruz de la Sierra, Bolivia, in December 1996. IABIN is an Internet-based forum for technical and scientific cooperation that seeks to promote greater coordination among Western Hemisphere countries in the collection, sharing, and use of biodiversity information relevant to decision-making and education, as well as supporting similar international initiatives such as the Global Biodiversity Information Facility (GBIF), Convention on Biological Diversity Clearing House Mechanism (CHM), etc. IABIN is composed of 5 Thematic Networks: • Species and Specimens Thematic Network • Ecosystems Thematic Network • Invasive Species Thematic Network • Pollinators Thematic Network • Protected Areas Thematic Network These thematic networks will be integrated with a Catalog System and Geo-Spatial Network. The integration and dissemination of biodiversity information will be achieved through leading-edge technologies available via the Internet and distributed databases that will feed the IABIN portal, www.iabin.net. 2. Justification IABIN has successfully formed partnerships within the Americas as its network has evolved. The network is now at the stages of beginning formal implementation through its significant support from numerous partners. These partnerships have laid the foundation for providing access to the tremendous amounts of biodiversity related data and information contained within its network. As IABIN is continuing to mature as a ToR_IABIN_Catalogue_v3.doc 1 network, the capabilities to provide seamless access to this vast amount of information are necessary and critical to its success. One of the significant areas where this function will occur is through the IABIN Catalog. Currently, IABIN information is held by multiple institutions, in varying formats, and is often available only within the country which has produced and maintains the information. The need for this information, when appropriate, to be available throughout the IABIN network to other participating countries and partners, is paramount to IABIN and its Thematic Networks succeeding as a network on a regional and global scale. A major function of the IABIN Catalog is to provide a “single” search and retrieval interface for IABIN metadata and other related content. To date, IABIN has been providing this function through a partnership with the U.S. Geological Survey National Biological Information Infrastructure (NBII). The NBII and IABIN have jointly worked to customize the NBII BioBot search tool to meet IABIN basic search and retrieval needs. Considerable work is needed to enhance the BioBot search tool to meet the needs of the IABIN Catalog and provide a gateway into IABIN Thematic network information. Currently, the NBII BioBot, shown below, has significant English based capabilities in terms of retrieval and the presentation of information. As a biodiversity-focused search engine, BioBot searches and retrieves biological resources from thousands of data providers by means of 1. Allowing users to enter search terms or phrases 2. Expanding this term or phrase via the NBII Thesaurus, which contains 15,000 English biodiversity-related terms and relationships 3. Retrieving results from structured (compliant with existing metadata standards) and unstructured (full-text) data and information sources 4. Presenting those results in an organized method for easy viewing and sorting Figure 1: User search interface (i.e., search for resources for “Brazil”) ToR_IABIN_Catalogue_v3.doc 2 Figure 2: Search Results presented in organized resource types (i.e., journals, maps, tools, etc.) BioBot’s thesaurus provides extensive functionality for users seeking to retrieve additional, English only, resources through the use of related, narrow, and broader terms. For instance, if a user provides a query term of “invasive species”, all relevant records that may or may not have the explicit term “invasive species” but contain “alien or non- native species” will also be returned. However, the multi-lingual aspects of retrieving and presenting information, to a variety of audiences require additional resources to implement. This will be accomplished through the following process: 1. A separate consultancy under the IABIN Catalog will develop multilingual content in IABIN’s official languages of Spanish and Portuguese to build upon the current BioBot Thesaurus, which contains 15,000 biodiversity-related English terms. All code developed in this process will be modular in nature so that additional languages and terminology may be added as required. 2. The thesaurus consultant will then provide the completed multilingual content for integration with the IABIN BioBot. 3. The IABIN BioBot consultant will perform the technical integration of the multilingual content. Additional details are explained in tasks below. The IABIN BioBot is envisioned to add these capabilities, as well as additional functionalities as defined in this ToR. ToR_IABIN_Catalogue_v3.doc 3 Figure 3: NBII Thesaurus, showing broader, narrower and related terms for “invasive species” The current NBII BioBot, which is also being used by IABIN, searches approximately 600,000 documents, datasets, publications, images, maps, and additional resource types. This information is primarily based on NBII scope, priorities, and partner contributions. This consultancy, to create the IABIN BioBot, will expand and focus the NBII BioBot for specific IABIN network priorities, relevant information to the Americas, and provide access to partner country data/information. 4. Scope of the consultancy The consultant will be responsible for technical guidance, software development, and technical support to the USGS NBII, IABIN Secretariat, and the IABIN TWG. To support this, considerable activities need to be undertaken within this agreement in terms of multi-lingual user interface creation, multi-lingual thesaurus integration, the ability to search on common species names in multiple languages, provide improved access to IABIN Focal Point and country resources, and the necessary process/systems to support the overall operation of the IABIN BioBot. 5. Objective Provide an integrated, customized, multi-lingual search tool for IABIN, to be termed “IABIN BioBot”, which will build upon data and information made available through IABIN’s Thematic Networks, the current NBII BioBot, and other sources. Specific Objectives: 1. Based on technical direction provided by the USGS NBII and the IABIN Secretariat staff, provide software customization of the NBII BioBot Search and Retrieval tools, in support of IABIN BioBot development. ToR_IABIN_Catalogue_v3.doc 4 6. Methodology Technical supervision and facilitation of this consultancy will be provided by the Technical Coordinator at USGS NBII, as the Coordinating Institution for the Catalog Service and the IABIN Secretariat staff. It is intended for this position to be located directly with the USGS NBII in Reston, Virginia, Denver, Colorado or Oak Ridge, Tennessee, depending on the highest qualified candidate selected. Relocation costs to Reston, Denver or Oak Ridge will not be paid by GS/OAS, and NBII, GS/OAS or IABIN will not assist any applicants to obtain work permits in the U.S. Office space needed by the consultant will be provided at either Reston, Denver or Oak Ridge, and NBII personnel proficient in the development and technical capacities of BioBot will be available to help familiarize the consultant with the existing BioBot search engine and provide any other needed support. 1. At the beginning of the contract, the consultant selected will need to spend approximately one week in Denver, Colorado to fully understand the current capabilities and technical aspects of the NBII BioBot and IABIN initiative. Travel costs for this period will not be absorbed by the consultant. 2. Following this initial period, various in-person meetings of the NBII and IABIN technical staff will occur to refine the overall work plan, review progress, and resolve any issues. 3. On-line meetings, via web-based video conferences and Skype will also be held to support project activities. It is expected that, at certain times throughout this consultancy, there will be periods where the consultant will be awaiting related IABIN products that will be necessary for further progress on this effort. For this reason, it is anticipated that a full-time resource will not be required to support this effort. By utilizing a part-time consultancy, the funds available can be used to support system modifications as the overall products are being implemented within the IABIN network. For instance, system and user interface reviews can be performed by IABIN partners while the consultant is not directly charging to the project. The consultant selected will provide a work plan where activities, tasks and time needed to produce these deliverables will be identified. This will be produced in collaboration with the Technical Coordinator at NBII and the IABIN Secretariat, and will provide further details on scheduling, in order to maximize the resources available and ensure completion in a timely manner. Contract administration and payments will be performed by GS/OAS, assuming acceptance of products by USGS NBII and IABIN Secretariat. ToR_IABIN_Catalogue_v3.doc 5 4. Products to be generated The products that are to be generated through this consultancy are: Product 1: Multilingual IABIN BioBot Search Tool including software code, on-line help, and technical documentation (English only). Product 2: Integration of the multi-lingual Thesaurus capabilities into the IABIN BioBot. Product 3: Software code/scripts for delivering relevant, subsetted IABIN BioBot results on Focal Points, Thematic Networks, country and other websites Special considerations for the products: The products and tools developed under this consultancy must be compatible with and build upon existing BioBot capabilities, technologies, and standards. This is to insure compatibility, effective use of limited IABIN resources, and continue the success of the BioBot Search tool in meeting IABIN partner and user needs. 5. Tasks General tasks to be undertaken during all years of the consultancy: 1: Prepare a work plan of activities to be carried out under the consultancy (within one month of initial contract signing, and by October 30 in subsequent years). 2: Provide ongoing status reports related to deliverables and participate in coordination meetings with the CI and IABIN Secretariat. 3: Participate in IABIN Technical Working Group meetings as it relates to the IABIN BioBot. No travel costs will be absorbed by the consultant to attend these meetings. Tasks to be carried out by the consultant are identified below by the year in which they will be completed The tasks to be carried out by the consultant for Year 1 are: 4. Modify existing NBII BioBot Search user interface and results interface to include: a. Multiple languages (English, Spanish, Portuguese) b. IABIN banner, footer, disclaimer, and other relevant style guidelines c. Results in all three languages through the use of organized folders. An initial prototype design of this structure is displayed below (with results for the search term “Brazil”): ToR_IABIN_Catalogue_v3.doc 6 Figure 3: Example of folders displaying search results. Java code exists for this initial prototype. 5. Search IABIN Thematic Network sites + “main” IABIN site. This includes the development of: a. Search box script on all pages for IABIN TNs. 6. Modify existing NBII BioBot Thesaurus function by providing the software capability within the IABIN BioBot to support the use of an IABIN-specific Thesaurus. This includes the integration of Thesaurus content developed by the IABIN Thesaurus Consultant. It is anticipated that this task will begin three months following the award of the Thesaurus Consultancy. 7. Develop software code/scripts for delivering relevant, subsetted IABIN BioBot results on Focal Points, Thematic Networks, country and other websites. This will be distributed free of charge to all IABIN partners. 8. Develop technical documentation in English on system configuration, modifications, and IABIN BioBot components. 9. Integrate an online help function to assist users in using the IABIN BioBot and answer FAQs. This will be required to be in English, Spanish and Portuguese. 10. Provide maintenance and technical support for the IABIN BioBot search interface, and various components. Year 2: 11. Develop software code to expand user search terms for: a. Common species names In 3 languages (English, Spanish and Portuguese), via existing Web Services from ITIS, Species 2000 and the Catalogue of Life. i. For example, if a user were to search for “shrimp”, the IABIN BioBot would return results for “shrimp”, “camarón” and ToR_IABIN_Catalogue_v3.doc 7 “camarão” in a user-defined view. This capability will be available for all species for which multilingual taxonomic data exists in ITIS, Species 2000, the Catalogue of Life or other multilingual taxonomic authorities. b. Common phrases (ie. Publication-publicaciones-publicação) to aid searching in 3 languages. This control list will be provided by the Catalog CI. 12. Develop advanced search interface based on the requirements provided by the CI for the Catalog, including search by IABIN TN: a. Ecosystem b. Invasives c. Pollinators d. Protected Areas e. Species f. Specimens g. Combination of All 13. Participate in usability testing of advanced User Interface and implement results based on CI guidance. 14. Develop the capability to allow users to download search results for further processing. 15. Assist Coordinating Institutions of IABIN’s Thematic Networks to develop the processes and scripts to allow TNs to expose data to IABIN BioBot. This includes developing methods for Tapir, XML, and Web Service based content provided from IABIN TNs. 16. Provide maintenance and technical support for the IABIN BioBot search interface, and various components. Year 3: 17. Develop software code to expand user search terms for: a. Multilingual Gazetteer (a geographical dictionary containing information on the geographical makeup of a country, region or continent, the social statistics and physical features, such as mountains, waterways, or roads) including: ii. Search places (3 Lang.) iii. UNIV, Natural Park. PA, NGO iv. View Results on Map (the CI is developing a prototype application to allow this) 18. Provide maintenance and technical support for the IABIN BioBot search interface, and various components. 6. Selection Criteria An individual consultant will be chosen through a competitive process based on the consultant’s qualifications and the criteria established below. The selection will be carried out by the Technical Coordinator at USGS NBII, the IABIN Secretariat, and GS/OAS. ToR_IABIN_Catalogue_v3.doc 8 The consultant shall be fluent in English, written and spoken. Knowledge of Spanish is desired. The criteria that will be used for selection are the following: • Experience o At least 5 years experience in Java programming (Java Server Faces) o At least 5 years experience in the use of xml o CVS experience o Extensive work with Microsoft SQL server o Web service experience of both exposing and consuming services o Knowledge of portal products for delivering national and international biological data and information o Plumtree/BEA portal experience (Desired) • Academic background. o BS degree in computer science (programming) o JSR168 portlet development experience (Desired) o Object Relational Mapping (Hibernate) (Desired) • Others. o Ability to work with others by both sharing code and sharing expertise. The consultant should be eligible to work in the United States or hold a valid working authorization. The USGS or GS/OAS will not process any working authorization. This position does not include re-location costs. 7. Period of the consultancy This consultancy has a period of up to three years, depending on the successful delivery of the products established for Year One of the contract. The first period will begin on the date of signature of the contract. This position should include some travel, which will be funded by OAS separately from this contract. 8. Copyrights The consultant shall not have any title, patent, or other proprietary rights in any document or software developed with funds provided by GS/OAS under this consultancy. All such rights shall lie with GS/OAS. The Consultant shall deliver such documents and software to the GS/OAS at the end of the consultancy. All work shall comply with the IABIN access to information and intellectual property regulation found on www.iabin.net. 9. Payments and delivery of Products Maximum compensation for the contract is US150,000.00. The initial year of the contract will not exceed $74,500, with year two not to exceed $50,500 and year three not to exceed $25,000 in payments. The payments for the first year will be according to the following schedule and successful completion of the tasks outlined above. ToR_IABIN_Catalogue_v3.doc 9 1. Upon completion and approval by the CI and IABIN Secretariat of a work plan, and summary report of their training with the USGS/NBII for the consultancy, the consultant will receive an initial payment of $10,000 2. Upon completion of a software development methodology plan and approval of this plan by the CI and IABIN Secretariat, the consultant will receive a second payment of $12,350. 3. Upon delivery of an approved Alpha version of the IABIN BioBot to the CI, IABIN Secretariat and IABIN IT TWG, the consultant will receive a third payment of $22,350. 4. Upon delivery of the publicly available IABIN BioBot, including completion of all above defined tasks for year 1 and delivery of all products for year 1 and upon approval of the CI, IABIN Secretariat and IABIN IT TWG, the consultant will receive the final payment of $29,800. 13. Restrictions World Bank procurement processes and guidelines are applicable to this award and consultancy agreement. 14. Contact Candidates interested in this consultancy will send his/her resume in English to: Richard Huber at GS/OAS, email@example.com, with copy to Mike Frame, U.S. Geological Survey/NBII, firstname.lastname@example.org, and Boris Ramirez, IABIN Technical Secretariat, email@example.com, before Thursday, February 1st ,2007. ToR_IABIN_Catalogue_v3.doc 10
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