digital repositories rachel heery ukoln university of bath [email protected] herda-sw annual...
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Digital repositories
Rachel HeeryUKOLNUniversity of Bath
[email protected]://www.ukoln.ac.uk/
HERDA-SW Annual Conference, 9-10 November 2006, Torquay
UKOLN is supported by:
http://www.ukoln.ac.uk/ukoln/staff/r.heery/presentations.html
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Summary
• Repositories context• UK repository landscape• Benefits• Implementation: first stages
AIMS:
to provide background information to support deployment in the SW Region
to encourage exchange of experience and expertise
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What is a repository?
• Essentially ‘a collection of digital objects’, a keep-safe
• Typically containing research papers (learning materials, data)
• What makes repositories distinctive from other collections of digital objects such as directories, catalogues, databases?
• How does repository software differ from a content management system? From a digital library system? • What is difference between depositing in a repository and linking from a personal web page?
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Characteristics of a repository
• content is deposited in a repository, whether by the content creator, owner or third party• manages content as well as metadata• offers at least a minimum set of basic services e.g. put, get, search, access control• must be sustainable and trusted, well-supported and well-managed• many repositories support open access and are distinguished by
• providing open access to content • providing open access to its metadata for
harvesting by third parties
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Lots of flavours
Typology … what type of repository?
• Content type (research papers, learning materials, e-theses, images … )
• Coverage (institutional, subject … )• Function (open access, preservation … )• Policy (peer review content only, open
deposit … )• Infrastructure (centralised, federated … )
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Why? What are drivers?
• Effective management of institutional assetsprovide added value servicesenable effective interfaces between systems
• Open accessincreased impactavailability and visibility good value in return for public funding
• Serials crisis• Enhanced scholarly communication
linking data to research papers to learning materials
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Relevant JISC Activities
Current:Digital Repositories Programme 2005-7, ~£3mCapital Programme: Repositories and Preservation April 2006-March 2009, ~£18m
In parallel:eLearning programmes
• JORUMeInfrastructureUsers and InnovationRecords managementScholarly Communication GroupDigital Curation Centre
In past: Focus on Access to Institutional Resources (FAIR) 2003-5
Now: Calls for projects – April 2006 . September 2006 . April 2007
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JISC Vision
To establish a network of digital resources and services, in order to significantly improve content use and curation for education and research.--------------------------------------------------------------Digital Repositories: develop repositories for universities and colleges.Digital Preservation: distributed environment for digital preservation, in which services, roles and responsibilities are scoped and defined.Discovery to Delivery: searching across UK repositories and the agreement of standards for searching and semantic interoperability.Tools and Innovation: develop and pilot innovative approaches to repository use and digital preservation through the development of new software and tools. Shared Infrastructure: services such as user profiling services, digital rights management, registries, identifier services, terminology and preservation services.
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Repositories as an Infrastructure Layer
Com
mon
Ser
vice
s
Middleware (access management and shared infrastructure m2m services)Network
Repositories ( content )
Co
mm
on
Ser
vice
sLearning Research Admin
Do
mai
n S
pec
ific
Ser
vice
s
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Intended impact
• Better access to and management of intellectual outputs
• Increased capability within the sector to manage these assets for education and research
• Infrastructure that will support the sector into the future
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JISC call April 2006: funding decisions Repositories Support ProjectIntute SearchProspero Interim Repository
ProjectsTools and innovation Discovery to delivery and interoperability
ReportsRequirements for shared infrastructure services Terminology services and technologiesLinking UK Repositories – what communities need, technical and organisational models
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Questions
• What is deployment of repositories in SW region?
• How can better visibility of research add value to industry? Re-use of learning materials?
• Can regional bodies support repository deployment?
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UK repository landscape
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Where are we now? UK perspective
• Institutional repositories in approximately 50 HE • Most content is research papers• about 50% reasonably well populated• handful of consortium initiatives I.e. White Rose (and Scotland and
Wales in development)
• Research (subject-based) cross institution 11• eJournals 6• e-Theses 2• Other 11
• National learning resources repository: JORUM
See http://archives.eprints.org/
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http://www.opendoar.org/
OpenDoar
Directory of Open Access Repositories
Quality-assured listing of open access repositories around the world
Includes details of available policies
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http://archives.eprints.org/
Registry of Open Access Repositories (ROAR)
Enables analysis of repositories by country, software platform, organisational type
Includes growth graphs
Complements ROARMAP tracking growth of institutional self-archiving policies
http://www.eprints.org/
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JORUM national repository for learning materials
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Research Councils UK updated position statement on access to research outputs, June 30 2006
• Encouraging deposit of articles published in journals and conference proceedings
• Devolving power of mandate to individual RCs
• Initiating further consultation
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International initiativesDRIVER: Networking European Scientific Repositories. An international partnership to build a large-scale public infrastructure for
research information across Europe.
ARROW will test software solutions to support institutional digital repositories funded by the Department of Education, Science and Training
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DAREnet launched in 2004 to demonstrate the network of the local collections of digital documentation held by all the Dutch universities. DAREnet is unique. No other nation in the world offers such easy access to its complete academic research output in digital form.
http://www.darenet.nl/
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Scholarship today? OA landscape
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Repository ecology
Institutional Repository
Departmentalrepository
Authoring tool
Subject repositories
Institutional research system
Data Centres
Learned society repositories
Laboratory repository
Experimental machine
Aggregators:
OAIster, Google
Regional, national
Text mining tools
Terminology services
Research council repositories
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Questions: Inter-working systems
Explore requirements and experience …..
• Connecting systems within the institution
• Connecting with regional, national, international systems
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Benefits
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Benefits to HE institutions
Contributes to strategic objectives
- making research outputs visible- supporting effective teaching and learning- curation and re-use of data
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Benefits of repository
• Increase visibility of research (showcase)• Increase research impact, see work on citation analysis • Provide access to research to region (industry, government, cultural heritage institutions)• Curate content that is not widely available, sometimes known as ‘grey literature’• Increase the potential reuse of learning and teaching materials previously locked away in Virtual Learning Environments• Add value e.g. provide CVs, name authority, OpenURLs• Offer better curation than websites, greater security and preservation of various kinds of digital materials• Enable deposit of pre-prints in fast moving subjects such as electronics, computing
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Benefits contd
• Repository software can also provide additional services such as hits / downloads on papers and citation analyses• Has been used at departmental / subject level as this seems a more natural way for Researchers to share information (i.e. based on subject)• Increase the usage of content in your institution• Allow all published work that has been publicly funded to be available to everyone
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Enhancing scholarly communications
• increase visibility of research outputs for internal and external audiences (showcase)• preserve outputs for future reference• increase research impact through open access • put in place infrastructure for future open access mandate from research funders•
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Questions: Realising benefits
• Barriers?
• Benefits for whom? Different stakeholder groups…
• Short term? Long term?
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First steps to implementation
• Agree strategic match• prioritise potential repository
deployment• co-ordinate deployment
• Address organisational issues• appoint lead (project leader)• establish communication channels
between active initiatives• ensure technical expertise in place
• Exploit available support
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Repository interactions
repositoryRepository
VLE
Authoring tools
Name authority service
Institutional research system
Automated classification service
Packaging tool
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Key issues for institutions
• Articulate purpose and benefits of repository• How does repository complement and/or better the current system for recording academic output• Define responsibilities – particularly implementation and management• Consider cost benefit and cost allocation• Define policies • Training• Be aware of legal issues• Advocacy……
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Exploit existing support
• SHERPA• eprints.org• Research Support Project• User groups• Regional forum?
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Key resources for institutions: tools
The ESPIDA model: an effective strategic model for the preservation and disposal of institutional assets - http://www.gla.ac.uk/espida/model_download.shtml
Managing Digital Assets in Tertiary Education (MANDATE) toolkit - http://www.jwheatley.ac.uk/mandate/Toolkit/index.htm
Electronic Theses Online Service (ETHOS) Toolkit - http://ethostoolkit.rgu.ac.uk/
OpenDOAR Policies Tool: helps administrators to formulate and/or present their repository's policies - http://www.opendoar.org/tools/en/policies.php
SHERPA sample deposit licenses - http://www.sherpa.ac.uk/documents/D4-2_Report_on_a_deposit_licence_for_E-prints.pdf
SHERPA RoMEO: Publisher's Copyright Listings - http://www.sherpa.ac.uk/romeo.php
SHERPA DP Preservation services (in development) - http://ahds.ac.uk/about/projects/sherpa-dp/
SHERPA advocacy guidance - http://www.sherpa.ac.uk/guidance/index.html
Digital Repositories Wiki - http://www.ukoln.ac.uk/repositories/digirep/index/JISC_Digital_Repository_Wiki
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Key resources for institutions: documents
Technical Evaluation of selected Open Source Repository Solutions v1.3 Maxwell -https://eduforge.org/docman/view.php/131/1062/Repository%20Evaluation%20Document.pdf
A Guide to Institutional Repository software, Open Society Institute - http://www.soros.org/openaccess/pdf/OSI_Guide_to_IR_Software_v3.pdf
The Value Proposition in Institutional Repositories, Blythe & Ohachra - http://www.vtls.com/Products/New-Horizons-Article.pdf
Choosing software for an institutional repository DeRidder - http://diglib.lib.utk.edu/dlc/ir_software.pdf
Focus on Access to Institutional Reposiytories (FAIR) synthesis website - http://www.jisc.ac.uk/fair_synthesisintro.html
the Case for Institutional Repositories: A SPARC position paper - http://www.arl.org/sparc/IR/IR_Final_Release_102.pdf
Digital Repositories Review Heery & Anderson http://www.jisc.ac.uk/uploaded_documents/digital-repositories-review-2005.pdf
JISC Briefing paper: Digital Repositories - http://www.jisc.ac.uk/uploaded_documents/HE_repositories_briefing_paper_2005.pdf
JISC Briefing paper: Open Access –
http://www.jisc.ac.uk/uploaded_documents/JISC-BP-OpenAccess-v1-final.pdf