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Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State
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Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

Dec 22, 2015

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Page 1: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

Current Developments in Peer-to-Peer

Mark Luker, EDUCAUSE Bruce Block, RIAASamuel Haldeman, Penn State Eric G. Ferrin, Penn State

Page 2: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

P2P File Sharing and Online Music Services

Technology Task Force

Joint Committee of Higher Education and the Entertainment Industry

Page 3: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

Joint CommitteeGraham Spanier, President, Pennsylvania State University John L. Hennessy, President, Stanford University Charles Phelps, Provost, University of Rochester Dorothy K. Robinson, Vice President and General Counsel, Yale University Molly Corbett Broad, President, University of North Carolina Cary Sherman, President, Recording Industry Association of America Jack Valenti, President and CEO, Motion Picture Association of America Roger Ames, Chairman and CEO, Warner Music Group Sherry Lansing, Chairman, Paramount Pictures Matthew T. Gerson, Senior VP, Government Relations, Vivendi-Universal Irwin Robinson, Chairman, National Music Publishers Association Chairman and CEO,

Famous Music

Three Task Forces in• Legal issues and legislation• Education• Technology

Page 4: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

Technology Task Force

• Charge – Educate the community on the technology issues and options related to the illegal distribution of content using P2P

• Activities• RFI #1 – Controlling illegal file sharing • RFI #2 – Legal, online content services• Share information from pilot projects

Page 5: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

RFI #1

• Charge – Document the range of available products and services for the control of illegal file sharing using P2P

• RFI organized by 11 criteria

• 19 responses

• Reviewed and documented by committees

Page 6: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

Criteria

• Network architecture• Scalability• Protocol identification• Granularity of protocols• Content identification• Examination of network packets or file content• Distribution systems• Resilience of the technology to countermeasures• Testing and installed base• Competitive approaches• Third-party components

Page 7: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

www.educause.edu/issues/rfi

Page 8: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

Wide range of proposals

• Restrict bandwidth by location, time, …• Restrict bandwidth by application• Filter “announcements” of available content• Filter copyrighted songs and movies• Detect songs and movies on disk • Detect applications on disk• Monitor all activity on PC• Automate processing of “cease and desist”

Page 9: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

Institutional Choices

• Choice of application is up to institutions• Culture and environment• Business considerations• Individual agreements with vendors• Pilot projects

• In conjunction with efforts in• Education• Ethics• Law

Page 10: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

Present Implementations

• Recent surveys• 66+% shape bandwidth

• Location, application, time, …• “Top talkers”

• 89% use policy and education• 100% comply with DMCA notices

• “Homegrown” implementations• Block “announcements” of available content• Prohibit servers in residence halls

Page 11: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

Technology Challenges

• Hard to discriminate violations of law

• Very large numbers of cases

• Technology (and policy) issues of privacy

• Arms race

• Solutions will require education and policy in addition to technology!

Page 12: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

Long Term Solutions?

• Legal, online content• New services• New business models• Disruptive innovations

• RFI #2

• www.educause.edu/issues/rfi

Page 13: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

Napster/Penn State Initiative

Samuel Haldeman

Pennsylvania State University

Page 14: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.
Page 15: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

What was needed

• In addition to education and enforcement we also provided a viable, acceptable, legitimate alternative.– Viable: Was it robust enough?– Acceptable: Did it have the features and service

students have come to expect– Legitimate: Was it legal, was it fair?

Page 16: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

The Napster Service

• Superior song content and access

• Simple to learn, use, and navigate

• Tremendous features and amenities

• Community-like design

• Adopted Shibboleth Technology

Page 17: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

First Five Hours

• Over 4,200 students registered for service

• Over 10,000 hits to napster.psu.edu

• 51,000 songs streamed

• 42,000 songs downloaded

• Fewer than 10 errors/complaints

Page 18: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

Since January 12th

• 7,500 registered users– 64% of University Park Students– 49% of non-University Park students

• Averaging more than 100,000 songs streamed or downloaded per day

• Fewer than 100 errors or complaints

Page 19: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

Input from napster.psu.edu

• 41 total suggestions/complaints/questions– 6 complained about OS availability– 4 suggestions to make it available to alumni– 6 questions about registration– 12 questions regarding the policy– 13 other (include bandwidth limitations,

interest from other schools, etc.)

Page 20: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

Input from focus groups

• Nice user interface: simple to learn, navigate, and use

• Plenty of features and amenities– Appreciate streaming and downloading, radio

• Not enough popular artists– Have to pay for newer albums/tracks

• Not compatible with Mac OS, Windows ‘98 & ME, and Linux

Page 21: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

Positives Reactions

• Students want to use the service

• Simple, easy to use

• Features and amenities make a difference

• “Sharing” is not necessarily important

• Legal approaches can work– Students are anxious, excited, optimistic

Page 22: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

Negatives Reactions

• Not all students can have access

• Not all students can use the service

• Newer tracks and albums have to be bought

• Partnerships seem more like sell-outs

Page 23: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

What we can learn

• Circumventing or revolting against the system isn’t what students want

• OS availability and content are two biggest complaints

• Access NOT ownership

• Biggest motivating factor: cost– Plain and simple, if it’s free it’s better

Page 24: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

Action

• What should be done, and by whom?– Is it our responsibility?

• It might be, but in any case we can…– Emphasize to the computer industry that standards

would help– Emphasize to artists and labels music can and should be

distributed legally electronically– Promote legal, legitimate file sharing on campus– Investigate services that may work for your campus– Enforce the DMCA and university policy

Page 25: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

Success?

• Never guaranteed– Failure is.

• How can we measure the success?– Analytically?– Subjectively?– Ever?

Page 26: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.
Page 27: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

The edge of the network is the new frontier

•It is personal•It is social•It is nomadic•It is connected…

Page 28: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

The edge of the network is the new frontier

•It is personal•It is social•It is nomadic•It is connected… … and disconnected

Page 29: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

Agenda

• LionShare background

• Provide an overview of LionShare

• Discuss Current/Future Efforts

Page 30: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

LionShare Origins

• Visual Image User Study (VIUS)• Hosted in University Libraries at Penn State• A two-year user study sponsored by Mellon

Foundation• Looking at how fac/staff/students use digital

images in teaching, research and service• Several prototypes identified

– Peer-to-Peer was identified as one possible solution - LionShare prototype

Page 31: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

VIUS Identified These Problems

• Need for tools to manage personal collections

• Rapid movement from analog to digital

• Difficulty in finding appropriate resources

• Difficulty merging public/private collections

• Need for faculty/student/dept’s to manage large collections

• Need for copyright and access control

Page 32: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

Why Use P2P for LionShare?

• Encourages collaboration– Student, faculty members and departments

• Helps manage the digital media explosion– Digital consumer devices

• Provides common organizational structure– Metadata and standards

• Flexible and Scalable– Customizable for different needs

Page 33: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

LionShare Uses

• Media organization (offline use)

• Publish personal media collections

• Person-to-person collaboration

• Group projects

• Departmental collaboration

• Formation of user communities

• Publication of academic collections

Page 34: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

LionShare Design Goals

• Media management

• Simple, intuitive interface

• User-defined sharing

• Authenticated access to the network

• Standard descriptive metadata structure

• Leverage Open Source

Page 35: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

LionShare Architecture

• Based on Limewire Open Source project

• Modified version of the Gnutella protocol– P2P + Client/Server Architecture– Decentralized + Centralized Topology

• Integrated Authentication with Kerberos

Page 36: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

LionShare Architecture

• LionShare adds the concept of a PeerServer

PeerServer• Local aggregator• Adds persistence to P2P• Can function as gateway • Web interface

Page 37: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

LionShare PrinciplesThe Three A’s

• Authentication– Kerberos

• Authorization– Access Control

• Accountability– Non-anonymous network

• Userid associated with shared files• Activity logging

Page 38: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

LionShare Topology

• Private P2P Network• Hybrid topology (P2P+Client/Server)

– PeerServers• Users can publish metadata and/or files to a server

to remain shared on the P2P network even though the user is not connected to the network

– PeerServer Uses• Off-line sharing• Remote backup• WWW publication possibilities

Page 39: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

Peer Peer

Institution“A”

P2PNetworks

LionShare Conceptual Design

Page 40: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

LionShare Conceptual Design

PeerServer

Peer Peer

Institution“A”

P2PNetworks

Page 41: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

LionShare Conceptual Design

PeerServer

Peer Peer

Institution“A”

AuthenticationService

P2PNetworks

Page 42: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

Current Development Status

• Accomplishments to date– Basic architectural design complete– LionShare App Alpha Release

• MIT Kerberos compatibility• XML schemas for learning object description• Protocol customization

– LionShare PeerServer prototype• Alpha pre-release

– Mellon development grant just awarded

Page 43: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

Future Development Plans

• Hardening the LionShare Application

• Re-engineering the PeerServer

• Federation of the LionShare protocol– Shibboleth-like implementation

• Connecting to Fixed Repositories– IMS DRI Spec/OKI OSIDs– Access to Large Collections

Page 44: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

LionShare Conceptual Design

PeerServer

Peer Peer

Institution“A”

AuthenticationService

P2PNetworks

Page 45: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

LionShare Conceptual Design

PeerServer

Peer Peer

InstitutionalBoundary

PeerServer

Peer Peer

Institution“A”

Institution“B”

AuthenticationService

AuthenticationService

P2PNetworks Trust fa

bric[Shibboleth-like]

Page 46: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.
Page 47: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

LionShare Conceptual Design

PeerServer

Peer Peer

InstitutionalBoundary

PeerServer

Peer Peer

Institution“A”

Institution“B”

AuthenticationService

AuthenticationService

P2PNetworks Trust fa

bric[Shibboleth-like]

Page 48: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

LionShare Conceptual Design

PeerServer

Peer Peer

InstitutionalBoundary

PeerServer

Peer Peer

Institution“A”

Institution“B”

AuthenticationService

AuthenticationService

P2PNetworks Trust fa

bric[Shibboleth-like]

OSIDTranslator

Gateway

Gateway

FixedRepository

(Merlot, Careo, EdNA)

Page 49: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.
Page 50: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

Future P2P Directions

• NomadicP2P networks– wireless hand-helds P2P networks– Personal Learning Management Systems

• Personal ePortfolio Management Systems

• Personal Back-up Solution

• Distributed Academic Resource Systems

• Security and encryption

• End-to-end diagnostics

Page 51: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

Co-development Effort

• Open Source Project

• Partnering to develop these ideas

• Some clearly out of scope for current effort

• Website will develop some of these ideas

• Informal community approach

Page 52: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

LionShare Team

• Penn State University

• Internet 2 Middleware and P2P WGs

• eduSource Canada/Simon Fraser U.

• MIT - Open Knowledge Initiative (OKI)

• And others– Dartmouth, Florida, Georgia Tech…

Page 53: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.

Contact

• Interim LionShare website:– http://lionshare.its.psu.edu

• Mike Halm [email protected]

• Alex Valentine [email protected]

Page 54: Current Developments in Peer-to-Peer Mark Luker, EDUCAUSE Bruce Block, RIAA Samuel Haldeman, Penn State Eric G. Ferrin, Penn State.