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Library Philosophy and Practice Vol. 6, No. 1 (Fall 2003)

ISSN 1522-0222

Geo-referenced Digital Libraries: Experienced Problems of Purpose and Infrastructure

Ying Liu

Computing Science Department
University of Aberdeen
Kings College
Aberdeen, Scotland
 

Introduction

In a panel discussion at the 5th European Conference of Digital Libraries, Freeston (2001, p. 458) challenged, "what's holding up the development of geo-referenced DLs [digital libraries] in advancing beyond collections of digital maps?" Is it, he continued,

  1. an aspect of cognition (e.g., understanding the meaning and usefulness of geospatial searching, display, and evaluation);
  2. culture (e.g., established ways of doing things and identification of geospatial indexing solely with GIS),
  3. a type of technology (e.g., geospatial search functionality and representation of spatial location); or,
  4. funding (e.g., magnitude and availability of funding needed to geo-reference items and redesign systems)?

In the same year the Scottish Higher Education Funding Council (SHEFC) awarded £688,000 to Aberdeen Geo-referenced Digital Library Project (Aberdeen-ADL) in Scotland (SHEFC, 2001) leading us to collaborate withAlexandria Digital Library (ADL) in the US.

It has been two years since then and, what is now holding up development in Aberdeen-ADL project? Research collaboration in coping with the complexity in the development is critical. Indeed, it is known that projects are often based on key funding initiatives. Over the past ten years digital library (DL) programs have been actively pursued in the US and the UK. As Rusbridge (1998, p.1) explains, projects in the two countries have been very different:

[The US DL Initiative] has been mostly a large-scale computer science research programme. The participants aimed.to be innovative and free-thinking, leaving aside the constraints of existing practice. The results are exciting and extraordinarily interesting, but it is very hard to determine how many of these ideas might be effectively deployed in real life situations.

By contrast, the eLib program (funded by the UK's Joint Information Systems Committee [JISC]) characterized itself right from the start as "development" rather than research. JISC does not fund research in the same way the National Science Foundation (NSF) does (or, for example, the UK Research Councils do). Rather, the mission of the JISC is to stimulate and enable the cost effective exploitation of information systems and to provide a high quality national network infrastructure for the UK higher education and research councils communities.

Most recently, such discrepancies seem to remain pandemic. See, e.g.,Greenstein (2002) conducted a survey of the digital library biography in the US; The NSDL (2003) intends to grow into the world's largest digital library of science, technology, engineering, and mathematics resources and services for education. However, this paper is not going to address how to establish a unified framework on interest of more collaborations that many individual researchers have proved to be absolutely crucial, see, e.g., Peterson (2001), Parry (2003), Smiths (2000), Poland (2000), Bunker (1999),  to name just a few.

Rather, the author's experiences warrant great concern that a strategic need alone is insufficient justification to launch the project; We have the problem of purpose, as Levy (2000) and Williams (1988) would say, and a problem of infrastructural commitment and a plan that enables us to foresee a reasonable likelihood of resources to establish a scalable infrastructure, so the research can be continued.

We shall introduce the project in question in section 2. Before reporting the lessons learned, we shall explain a few infrastructural terms from the computing perspective in section 3. We shall then understand in section 4 that, ADL is essentially concerned with infrastructural problems and currently holds no content of the maps collected; Aberdeen ADL is based on strong research collaborations in areas of large databases and spatial image processing; We are concerned with the contents and their usages, but not the infrastructures, as infrastructures are not something we traditionally study. We shall also highlight our current and future work in section 5, and finally give conclusions in section 6.

Although it is rare to report a project negatively, reporting lessons from a failure should be encouraged, whether from an author's own efforts or observations, in just as reflective and honest a manner as we might report success. The author believes that as much as one wants to report and hear about success, the truth is that we also often learn more from our failures. Knowing what not to do, and how to spot the warning signs when things begin to go wrong, can be vital skills. Also, lessons from failure can provide greater opportunities for learning and extracting knowledge on failed experiences.

2. Background

In May 2000 SHEFC funded Aberdeen Digital Library Project (Aberdeen-ADL) for a strategy enabling us to collaborate with Alexandria Digital Library (ADL) and to investigate various issues surrounding the establishments of transferring digital library technologies from the US for collecting geo-referenced electronic items such as digital maps.

ADL is a well known system, a product out of the six digital library projects funded by NSF, DARPA, and NASA in 1995. Its collection and services focus on geographical information: maps, images, geo-referenced data sets with text, and other information sources with links to geographic locations. Now ADL has been evolved to be ADEPT (Alexandria Digital Earth Prototype) by the second phase of the development (from 1999 to 2004) expanding ADL-usabilities into new fields, e.g., classroom based geo-referencing e-learning applications.

In Aberdeen Scotland wide collaborations with our Scottish research partners have been established in areas of dynamic visualization, archiving methods, and landscape image processing based on our leading research in very large databases. The overall research strategy is the focus for establishing significant international collaboration between Aberdeen/(Scotland) and Santa Barbra (California) in the creation and standardization of geo-referenced information sources and services on the Web. We have brought the generous support of SUN Microsystems, who, through a combination of a 50% contribution on top of a 30% academic discount, have effectively offered almost £1M worth of hardware-the terabyte machine at not much more than a third of the standard price. But why this strategic vision just described is having difficulties to launch the project as it was originally proposed? To explain this, we need to review a few technical terms so as to put this argument in the right context.

3. Definition of Terms

3.1. Digital library

In respect to the flow of information attributable to knowledge (Dretske,1981), the aim to develop a digital library system (Chen, 1998) is not different from the purpose of having a system of traditional library (Kemp, 1976):

  1. both make a provision of information to users by collecting items;
  2. both are the means for human communication by organizing the collected items;
  3. both depend for their very existence on the needs for the communication of knowledge in a social community;

The two, however, clearly distinguish themselves by completely different technology origins-one consists of foremost printed matters with printing technology in origin; While the other is composed of foremost items existing only in digital forms in an origin of a computing technology.

For convenience of our discussion, we regard the common set of purposes as library appearances.

A digital library is an organization of digital items providing online services exchanging something knowledgeable about the items for a community.

A digital library is a network of computer based systems in library appearances; how institutional it appears to be depends on what we want it to be. Currently most of recent advances in digital libraries mimic traditional library appearances which have provided many new opportunities as well as problems in information science research (Harter, 1997, Collier, 1997, Campbell, 2000, Keller, 2001, LIBER, 2002), such as research in organizing digitized and archived materials to preserve our cultural experiences, knowledge and treasures that we often find in art galleries, libraries, or museums, or digital publications through gateways, repositories, etc..

But, while collecting a huge amount of observational data revealing the knowledge in subjects of earth sciences, space sciences, the environment, biology, medicine, etc which are either generated today, or have been accumulated over the past centuries, we also are in great need for a network of organizations; Do we not call them digital libraries?

3.2 Digital items-they have various technology origins and information orientations

Digital items live on computing environments, are much less structured, and can have different technological origins and informational orientations for their own existence.

A digital map is such an item. Its technological origin can be from a digitalized board, a satellite, a scanner, a sensor, a data model or a combination of them. Its informational orientation is much broader than that of a printed map.

A printed map's generation is a process of transforming the real world into a map that is considered as the cartographical conceptualization and visualization of reality. It is also known as cartographical abstraction. It is the physical reality of our world compressed in a symbolic way. Because of the nature of printing technology, a printed map has its artistic characters-what is abstracted on a map is like a caricature in which certain features are emphasized and others are not. For example, roads maps present themselves differently from city maps.

Similarly, a digitalized map is a geo-referenced item only in a digital form; It is full of digital artifacts of bounding rectangles and complex chains of coordinates representing complex footprints of maps, datasets, and environmental diagrams; It is computing system dependent. Because of this, a whole range of possibilities have been added to inter-operate a digital map with images, geo-data sets, hyperlinked documents, numerical models, videos, audios, and/or CAD drawings, to overall to enrich new information embedded in a digital map which can therefore be retrieved visually via the maps. We recognized that this new information orientation being augmented to digital maps is fundamentally challenging the way we organize the maps by means of computing.

3.3. Geo-referenced digital library

Geo-references are defined by positions with respect to an origin in latitude and longitude angles. Point locations on the Earth and other bodies are described with such a spatial reference system.

A geo-referenced digital library is a system organizing the Earth referenced electronic items with its online services for communities.

Current geographical information systems (GIS) handle large amounts of geographical data stored usually in relational databases. Database vendors developed special database plug-ins in order to make retrieval of geographical data more efficient. Basically, they implement spatial indexing techniques aimed at speeding-up spatial query processing. This approach is suitable for those spatial queries, which select items in certain user-defined areas. As online transaction processing systems evolved into online analytical processing systems for supporting more complicated analytical tasks, similar evolution can be expected in the context of geographical information analytical processing. However, a spatial database research online with the analytical processes is not a digital library; It needs to be integrated into the technical infrastructure for library appearances mentioned at the beginning. What are these technical infrastructures?

3.4. Digital library infrastructures

Infrastructure seems to be singularly boring as an object for scientists to study (Star, 2002),. It is often referred to as a list of technical specifications, black boxes, places, wires, plugs, roads, bridges, stations, etc. Infrastructuring is usually seen as an engineering work to establish public services and utilities for social communities. Roads, railways, bridges, pipe lines, electricity, etc. are instances of social infrastructures. Because of the world's technical sound, people now use the term infrastructure to refer to any substructure or underlying structure of systems-most notably the information superhighway-the global information and communication infrastructure of networks that include the Internet, WWW, telephone networks, cable or satellite communication networks. This is the backbone infrastructure for a digital library-the web-driven and network centric electronic infrastructure. Not all backbone infrastructural elements directly attribute to a digital library, but some of them need to be systematically studied at early stage in the research and development. Web service is such a component. A digital library also needs other basic infrastructures: semantics infrastructure, protection infrastructure, preservation infrastructure, user infrastructure, and collaboration infrastructure, see, e.g., (Chen 1998, pp 97-183), which we shall study elsewhere.

3.5. Web service components

Web services are the latest software components and technologies designed to bring us online for "what we need, when we need it via any device we choose and access." With a web service, you run or interact with your application without the application at your machine. This calls for us to make more infrastructural effort. Indeed, to provide Web services for geo-referenced digital libraries, we have more sophisticated end-users and therefore need a set of more dedicated Web services. But for now, let us look at another two simpler services that are sufficient enough for our illustrating purpose (Queue, 2003).

Table 1. IBM phone book web service 

Service Definition

To bring the phone book service the Web, IBM prototypes their ideas in terms of two service categories.

 

Data-centric services are request-driven wrappers for the relational databases. This type of service would typically be implemented as a servlet and/or Enterprise JavaBean (EJB) in a J2EE environment, which maps names to phone numbers and provides get and set operations for accessing the data.

 

Process-oriented services perform complex operations which are network-requests that span or exist outside of individual user requests.

 

Value-added servicesare running from retrieving the phone number to searching for extraterrestrial information. For example, through a phone number of a local restaurant to all the possible other entertaining programs around.

Main Infrastructural Components

Web Servers, Clients, Relational databases, JavaScripts, API-clients, JavaSccripted Objects, TCP/IP, HTTP, XML, SOAP.

 

Infrastructural Dependencies

 

Client-Server model, general purpose databases, hosting stores, additional owner stores, analytical engines, application logics.

 

The two scenarios listed in Table 1 & 2. show how an infrastructure determines the scalability of a given application. A common set of facilities provided by each service provides a significant degree of difference in our research focus on a resource, and therefore distracts us from our research mission and methodology.

In the IBM case, the classic client-server-DB approach is suitable to well structured data services; While the Sun case is asking for standards and open services-more platform portability vs. front-end and back-end couplings, more inter-operations between applications vs. databases mediation, more resource transformation engines vs. data-bits transaction servers.

Table 2. Sun Microsystems cost-effective web service 

Service Definition

Services on demand. The Brazilian National Healthcare System has developed a java-based solution to 20,000 clinics serving over 12 million patients. These applications run E10K servers using sophisticated Java-based security implementation. Information is fed through a hierarchy of regional servers from hospitals, clinics, and pharmacies. Every patient-clinician interaction is recorded in the system, including X-rays, EKGs, endoscopic video exams and prescription information. Physicians have access to all patient information via patient medical ID card which will be replaced by JavaCard.

 

Coordinated-Negotiated services. Services that cross preserved data providers, long term solution evolution and equipment lines. Much data is streamed directly from instruments.

Main Infrastructural Components

Business systems, Web servers, Application Servers, Browsers, Portals, Browser Clients, Workstations, laptops, Cell Phones, PDAs, Repositories, XML/SOAP, RDF, J2EE, Servers( XML, JAX-RPC, JAXM, JAXB, JAXP), JDBC, JMS, JAXR, DB Servers.

JAX-RPCprogramming with SOAP

JAXM Message orient middleware, using JMS

JAXP Process the low-level contents of an XML

JAXR Access the UDI or ebXML registry to advertise or discover a service

JDBSjava database access APIs

 

Infrastructural Dependencies

Packaged Service Creation Tools With Standard Protocols: JavaCard, Jini, JXTA, other Grid Third Parties

4. Lessons Learned

The complexity of the digital library stems not only at the heart of classifying digital items that we intend to collect, but also at the core of system functions-discovering, distributing, indexing, cataloguing, storing, retrieving, etc, and furthermore, at layers of social and technical communication infrastructures and at tiers of distributed software architectures. Also the infrastructures enable us to adapt to new technologies, new methods and new standards once they become available as well as accommodate potential research partners once they are identified. Otherwise software developments cannot be continued.

There are three types of lessons learned in launching the present project: 1) technical infrastructure lessons, 2) research methodological lessons, 3) project managerial lessons.

4.1 Technical infrastructural lessons

As we have very briefly introduced in the previous section, a geo-referenced digital library is typically a large collection of geo-referenced items organized and maintained in digital formats within complex Web based service infrastructures, so an end-user can access and explore the items. ADL has proved to be very intensive in terms of finance, human resources, and technology investment.

ADL has three successive versions:

  1. a rapid prototype system comprising a relational database of map and imagery metadata, accessed through a desktop GIS (geographic information system, Frew, 1995).
  2. a Web prototype system which replaced the stand-alone GIS with an HTTP server, generating an HTML forms-based user interface accessible via Web (Frew, 1997).
  3. ADL integrated system which extended the HTTP server into full-fledged middleware, supporting HTTP interfaces to multiple clients, and collections to multiple HTTP catalog databases (Frew, 1999).

Now ADL requires substantial modifications (Janee, 2002). The problems are described by the following three categories, S-Category, O-category, and I-Category in Table1, 2 & 3 respectively.

Furthermore, the infrastructure does not address holding content at all. Here it is a belief that S-Tags-Semantics-Problem in Table 3 is not entirely responsible for holding content, because more problems described in Table 2 & 3 are significantly inter-related to the holding function too.

Table 3. S-Category

 

S-Category: a service layer is completely missing (S)

 

S-Tags-Problem

 

ADL services are too simplistic. Indeed, a search is one "shot" followed by a stream of result back; a query is limited to the capacity of what one XML protocol tags, because of the next problem.

 

 

S-Tags-Semantics-Problem

 

 

 

The semantics of all the metadata are both unknown and unknowable to ADL system.

 

Table 4. O-category

 

O-Category: no inter-operations between content holding resources (O)

 

O-Metadata-Content-Problem

 

Metadata are formulated after the contents are identified by URLs, thus, (see below)

 

 

S-Metadata-Content--O-Finding-Problem

 

 

Servicing the content behind those URLs is out of the question.

 

 

Table 5. I-Category

 

I-Category: no integration with other tools and services (I)

 

I-External-S-Plug-in-O-Problem

 

ADL' s single, monolithic components support no inter-operation with other tools and services. There is no metadata standard adaptation, no service layer, and therefore no component to be plugged either in or out.

 

4.2. Research Methodological Lessons

A lack of system analysis and infrastructure has clearly created the following barriers confronting the potential research and development:

  1. a barrier between an individual research interest and how to reconcile it with digital library research issues;
  2. a barrier between individual technical competence and adaptability to other emerging digital library technologies.

This strategy of technology transfer has been taken simultaneously with the ADL fast prototyping approach at UCSB (University of California at Santa Barbara). The entire Aberdeen-ADL development has been regarded as a choice of programming language, method, and/or technique; Little has been done to treat system infrastructure as an object to study and develop.

Datasets

Digital libraries have to cope with online-raw data which are semi-structured and file based. Specifically, geo-referenced electronic data are formatted datasets, file-based and operated instrumentally. The evolution of a geo-referenced scientific data archive has to cope with raw datasets usually acquired or systematically derived from a scientific simulation, modeling environment, or data instruments. In addition to textual information, which has been the primary focus of digital libraries until now, raw scientific data collections should be emphasized as well, for a more direct impact on scientific experimentation (i.e., technology origins introduced in section 3.2.).

Simulation models

Not only scientific data, but the scientific processes themselves should become part of digital libraries. In particular, simulation models should be stored in digital Libraries and become available through them, either as a commodity or as a service. Scientists should be able to compose these in meaning scientific workflows, feed them with appropriate data, and run the corresponding experiments, all as part of interacting with a digital library. Thus, the entire spectrum of scientific discovery, from initial conception of ideas, to experimental exploration, to publication of the final results will be served through digital libraries (i.e., information orientations introduced in section 3.2). Combinations of text, video, audio, images, structured data, and other forms Digital libraries should become able to manage all available forms of information in an integrated fashion to support the needs of their users. So far, much effort has been put into building mono-media digital libraries (text, video and audio). In the near future significant effort should be devoted to building truly multi-media digital libraries as very few of the on-going projects deal with this issue.

4.3. Project Managerial Lessons

Make a reasonable commitment.

A reasonable commitment must be made to conduct some necessary project processes. In 1998, JISC projects were asking to be concentrated at the near-market, i.e., practical application end of the spectrum; But even now in 2003, Sun Microsystems, one of market leaders in digital libraries for educational applications published its white paper, where 54 questions are raised with regard to digital library developments, and the first one is, "Do You Really Want to Do This?" (SUN, 2003).

How well technological innovations are adopted or adapted is not a just matter of downloading a copy of a software package and making it run on our machine; It also depends on how well the technologies fit our established academic environment enabling us to undertake the further research. Following all the necessary processes in launching a project, we often need to re-infrastructure it when there is clear evidence showing that either the plan originally made has become too complex to pursue or a vision for digital library cannot be shared via research collaborations. In any specific cases, a commitment can be shown by discussing the emerging problems openly with project members or making a report to provoke more discussions even if something has to be reported negatively.

Make an alternative plan.

A project is often managed in a technical, political and financial environment that is less desirable than when the project was designed. This is because the structures in which universities exist are often very fluid. Questions must be asked: "Why all of this interest and activity? Did an urgent research and development problem lead to large amounts of grant funding? Did the availability of grant funding create opportunities for a new research ear? Did successful research lead to practical developments? Did practical problems lead to research on solutions? Is digital library research and practice a definable area of interest, or has 'digital library' merely become an umbrella term for a wide array of information and technology projects?" (Borgman,1999).

An alternative plan must be made to cohere the existing research competence with whatever resources are available. Such a plan should show that some challenges, issues or tensions have been identified, so to provoke more research interests that would stimulate the strategic initiatives for which the project has been funded.

5. Future Work

5.1. Current main objectives

The main objective is to establish the basic file-based interoperations among several infrastructural components such as a meta-data standard, a Web server, an application server, a service middleware, a protocol, a portal, a remote client and a peer computer. This is to be accomplished by

  1. networking programming tools and networking technologies currently available
  2. a user scenario and use-case
  3. sampled files obtained in form of an image, text, and geographical information dataset;
  4. necessary operations on the files including file indexing, content heading, file directory based collecting, file naming, and file cross referencing.

The experiment will pay particular attentions on the following two impacts:

  1. standards: choosing commonly used tools and following already established meta-computing standards;
  2. components inter-operation: selecting and configuring generic infrastructural components based on meta-computing technologies to establish essential electronic file based inter-operation.

5.2. Focuses 

Other impacts will eventually be considered. They are:

  1. On specialization: archiving a particular type of geo-referenced electronic items by understanding the relevance of the data to science and engineering, e.g., a problem solving environment where processes of scientific modeling, policy scenarios simulation and environmental decision processes have to be integrated; 
  2. On data modeling: treating geo-referenced electronic items as electronic complex objects-semi-structured data with multiple file based system operations, vs. relational-structured with embedded object-oriented methods; 
  3. On user interfaces integration: to develop application awareness into user personalization of the archived data usages;
  4. On service creation and provisioning: developing service logic, i.e., a sequence of steps that combine navigate-able components running within an infrastructure. 

5.3. Development

Treating storage as an abstract entity with networked services Here a storage system is treated not as a physical device, but as an abstract entity whose behavior can be defined in terms of its ability to store and retrieve file-based electronic objects defined above. This includes meta-data in databases, files in file systems, and files in archives. Various instantiations of a storage service will differ according to their naming conventions and the range of requests that they support. For example, one might support personalizing mechanisms, another might not; According to their internal behaviors, a dumb storage system might simply put files on the first available disk, while a smart storage system might use techniques and stripe files for high performance on observed access patterns.

Storage usages can differ according to their physical architecture, e.g., disk farm vs. hierarchical storage system, in respect to a role in a digital library. For example, fast temporary online storage may be more suitable than archival storage. Storage usages can also differ according to the local policies that govern who is allowed to use them and what file allocation policies are at local storages. For example, an "exclusive" storage service might guarantee that files are only created or deleted; Space is reserved only as a result of external requests; While in the case of a "shared" resource these guarantees might not be held, but a storage system must guarantee that files are not deleted while in use.

In digital libraries, all resources are not ephemeral. The issue of long-term persistence for digital libraries is being addressed by the Persistent Archive community. Digital libraries also are concerned with the management of digital items while they are being manipulated and circulated as electronic objects. The associated time scales are measured in years (archives), weeks (disk storage), and hours (network caches), so are the length of some electronic application objects. 

Basic Networked Storage Functions

Within the context of Aberdeen-ADL it is important to reach consensus on a small set of "standard" storage system behaviors, with each standard behavior being characterized by a set of required and optional capabilities. Regardless of the type of storage system, we can establish some basic capabilities that any storage system should have. These required functions are: 

  1. store, retrieve, and delete named sequences of file based electronic objects (i.e., files or objects). 
  2. report on basic characteristics of the storage system, such as total storage capacity and available space. Additionally, 
  3. reserve space for a file.
  4. reserve disk bandwidth (guaranteed transfer rate).
  5. support for parallel transfer. 
  6. report on more detailed attributes such as supported transfer rate, latency for file access (on average or for a specific file), etc.

Basic Networked Storage Behavior

From the above, we can identify three specific storage system behaviors.

Disk based storage:

Its behavior captures traditional file based systems. The systems are characterized by hierarchical file namespace, and essentially constant latency for file access. In addition to this, the following additional optional behaviors also exist: 

  1. fine-grained quotas (i.e., available space may be larger then the largest file a specific user may be able to store).
  2. co-located compute resources (i.e., this storage element may support "local" access mechanisms, such as Unix read/write operations).

Temporary storage:

Its behavior is similar to that of a disk based storage, with the exception of a local operational policy that does not guarantee longevity of its data. Scratch storage and network based storage element (data caches) fall into this category. The behaviors are expected to: 

  1. guarantee that files are not deleted while a transfer is in progress.
  2. trigger and accept hints about desired data lifetimes (e.g. pinning).

Archival storage:

The behavior of this kind of storage is an online archival storage system that provides secure remote access to large amounts of data, while also providing higher longevity for its data. Files may or may not be named by hierarchal storage system. Specialized optional behaviors for these storage systems include: 

  1. request staging to reduce latency for access to specific files; 
  2. aggregate electronic objects into some form of container to facilitate manipulation of millions or billions of complex objects. 

A request for a data object will require staging of the associated container to a disk cache.

6. Conclusions

A strategic collaboration alone is insufficient justification to launch a geo-referenced digital library project, in particular when one's resources are incompatible to its collaborative counterparts. It may be very difficult to organize and coordinate members' research interests, face various organizational issues or have institutional support received from the item-collections or practitioners. But a lack of research commitment and essential technical infrastructure is the real problem in the multi-disciplinary research and collaboration.

Digital libraries have to cope with online-raw data which are semi-structured and file based. Geo-referenced electronic data are formatted datasets and file-based in system operation. The evolution of a geo-referenced scientific data archive has to cope with raw datasets usually acquired or systematically derived from a scientific simulation or modeling environment. A considerable degree of infrastructural transparency between computing system components and their integration with users' workplaces is required.

The research in geo-referenced digital libraries cannot begin with a choice of computing languages, methods, approaches or techniques. We need to question the library appearances, what and how the infrastructural models, computing abstraction, programming tools, or networking strategies will grant us the desired scalability for a given application.

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