October 2, 2003 T-Space 1

T-Space: DSpace Implementation at the University of Toronto

Rea Devakos and Kent WeaverUniversity of Toronto Library

Rea Devakos and Kent WeaverUniversity of Toronto Library

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Agenda

• T-Space – the short overview

• Institutional Repositories (IRs)

• T-Space – the longer overview

• DSpace/Federation (past, present and future)

• Conclusion

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T-Space Foundations

• Task Force on Library Automation Planning

• Provost’s Task Force on Academic Computing and New Media

• Six-year planning reviews – “Raising our Sights” and current review

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T-Space is

an institutional repository service that enables the

• Capture

• Description

• Distribution

• Preservation

of U of T’s digital research & teaching products

Communities

Library

T-SpacePartnership

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T-Space Communities

• Institutional administrative unit– Colleges, Departments, Faculties– Policy decisions– Who may contribute content– Who may access content– Workflow for submission of content

• Supply content & metadata• Determine identity / establish

framework• Grant right to preserve & distribute

content

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Implementation

• Pilot phase– Installation & configuration– Implementation details

• Communication & training plans• Policy decisions

– Early adopters have and still being recruited

– Now available for testing by early adopters– June – Live operation

• Production — November 2003

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Current communities

• G7/G8

• Iter

• KMDI

• MCIS

• OISE (Ontario Institute for Studies in Education)

• UTSC (University of Toronto at Scarborough)

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Institutional Repositories

• Part of the shift in scholarly communication– SPARC (Scholarly Publishing and Academic

Resources Coalition) initiative

• Institution-based or defined: visible, prestige

• Access to scholarly material in digital formats via the Web

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Institutional Repositories

• Cumulative and perpetual

• Open and interoperable

• Cross searching and listing critical – OAI (Open Archives Initiative)– OAI-PMH (Protocol for Metadata

Harvesting)

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Institutional Repositories

• “a digital archive of the intellectual product created by the faculty, research staff, and students of an institution and accessible to end users both within and outside of the institution, with few if any barriers to access.”

Rick Johnson, SPARC Enterprise Director

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Institutional Repositories

• “Type” - e.g., learning objects (Merlot, TILE), digital video or multimedia (Open Video Project)

• Subject - e.g. ArXiv, EconPapers

• Publishers – e.g. JSTOR

• Institutional

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Some other IR initiatives

• eprintsUK • Theses Alive! (UK)• UK’s FAIR (Focus on Access to

Institutional Resources)• Dutch ARNO & Dare• Ohio State U Knowledge Bank• Caltech digital collections• Fedora Project (Flexible Extensible Digital

Object and Repository Architecture)

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Institutional Repository Economy

• More references to LO economy than to an IR economy

– virtual LO economy

– commercial LO economy (royalties, payments, business models, e-learning marketplace)

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Basic Functions of T-Space

• Capture

• Description

• Distribution

• Preservation

of U of T’s digital research & teaching products

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Fundamentally same mission:

• Capture

• Description

• Distribution

• Preservation

• Collection Development &Acquisitions

• Cataloguing

• Circulation, OPAC& Web Services

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Basic Functions of T-Space

• Capture

• Description

• Distribution

• Preservation

▬ Content is provided by faculty & researchers

▬ Via simple web forms

▬ Digital research material in any format

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Basic Functions of T-Space

• Capture

• Description

• Distribution

• Preservation

▬ Metadata is provided by faculty & researchers

▬ IncludesDescriptive

informationTechnical

informationRights

management information

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Basic Functions of T-Space

• Capture

• Description

• Distribution

• Preservation

▬ Via secure web server

▬ Access control

▬ Persistent identifiers

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Basic Functions of T-Space

• Capture

• Description

• Distribution

• Preservation

▬ StorageLarge-scale

StableLong-termManaged

▬ File migration as technology changes

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Benefits

• University-wide content management

• Community and author control

• Institutional and group identity

• Uniform distribution

• Long term preservation

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Community & Access Control

• Submission process– Levels of permission– Workflow

• Submitter manages entire process• Submission → Review → Metadata → Approval

• Access control– World wide– Restricted to University (IP Control)

– Restricted to Community (Username/Password)

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User

Access to T-Space

T-SpaceInterface

LibraryCatalog

OtherT-Space

WebT-SpaceObject

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Other access – Google ?

Unlimited queries Deep crawls SiteSearch, with optional WebSearch Google will refresh its entire index

approximately every 30 days No advertising Traffic reports High level of customization Free

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Google

• University Program

• http://services.google.com/univ_faq.html

• on our test server

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Enhanced search capability

• implemented built-in full text search on test server - indexes pdf, doc, txt, htm, html, and xls

• integrated with the advanced search tool - adds new items to the index on the fly

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Documents & Files

• Document Types:

– Articles Technical Reports– Preprints Working Papers– Data Sets Presentations– Learning Objects Images– Conference Papers Sound

etc…

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Documents & Files• Document Types / Document Support:

– Supported – Non-proprietary formatsGIF XML

JPEG

MARC Postscript TIFF

– Known – Proprietary formatsExcel Mathematica

Photoshop

PowerPoint Word WordPerfect

– UnknownMIME Type: application/octet-stream

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The Details

• Organization of content

• Uniform framework

• Technical underpinnings

• Examples

• Who does what

• How they do it

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Organization of Content

T-Space

Contains communities, each with its own identityCommunity

Community

Contains collections that can have individual workflowsCollection

Collection

Contains itemsItem

Item

Contains filesFile

File

Bitstreams –Multiple Formats - Same ContentComplex Objects - Multiple Files

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• University identity• Common navigation• Group identity

– Identity & Description

– Navigation& Links

• Content

Uniform framework

University Identity

NavigationCommunityNavigation

& LinksCommunity Identity & Description

Searching

Content

RecentAdditions

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Technical Underpinnings

• Hardware– Server

• IBM P670

– Storage• “Please sir, I want more.”

– Backup• Robotic tape system• Local, remote on-site & off-site storage• Files migrated as technology changes

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Then - December, 2000

Anticipated growth:• Current 3,506 GB• 00/01 4,813 GB• 01/02 5,553 GB• 02/03 6,335 GB• 03/04 7,166 GB• 04/05 8,055 GB 0

1,000

2,000

3,000

4,000

5,000

6,000

7,000

8,000

9,000

Meg

abyt

es

Current 00/01 01/02 02/03 03/04 04/05

Projected

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Now – July, 2003

Application/Service Current 2003 2004 2005 2006 2007

Digital Library 2.5 5.7 7.0 8.4 9.9 11.6Electronic Journals 2.8 10.1 13.6 18.0 23.5 30.4Image Archive 0.9 3.3 4.6 6.0 7.6 9.3Institutional Repository 0.0 1.1 2.3 3.6 5.0 6.5Library System 1.4 1.7 2.0 2.3 2.6 2.9Library/University Web 0.4 0.5 0.6 0.7 0.9 1.0Staff/Admin Files 1.1 2.2 3.0 3.9 4.8 5.8Text Archive 0.2 0.4 0.6 0.8 1.0 1.2UofT Press 0.0 0.3 0.7 1.1 1.5 1.9Web of Knowledge 0.0 1.3 1.5 1.7 2.0 2.3

TOTAL (Terabytes) 9.3 26.6 35.9 46.5 58.7 72.9

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Original & Current

RFP 1

RFP 2

0

10

20

30

40

50

60

70

80

99/00 00/01 01/02 02/03 03/04 04/05 05/06 06/07 07/08

Tera

byte

s

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Technical Underpinnings

• Software– Based on MIT’s DSpace– Open Source (PostgreSQL, Tomcat, Java) – OAIS (Open Archival Information System)

Compliant

• Metadata– Qualified Dublin Core

• Persistent URLs– CNRI (Corporation for National Research Initiatives)

Handle server

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Who does what – Community

• Defines– Identity of Community– Scope of collections– Workflow– Access

• Submits content• Provides metadata• Retains copyright• Grants right to preserve & distribute

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T-Space Service

Who does what – Library

• Distribution – Searchable Database– Community Portal

• Preserves content

• Provides– Community support– Infrastructure– Institutional framework

Director, ITS

OperationsSupport

AdvisoryCommittee

Chief Librarian

UserSupport

InformationSpecialists

Communities

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Submission Process

Logon

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Submission Process

Description

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Submission ProcessDescription

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Submission ProcessDescription

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Submission ProcessUpload

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Submission ProcessVerify

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Submission ProcessLicense

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Submission Process

Complete

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Submission Process

Submitted item in T-Space

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Digital Rights Management

• Back to license and copyright issues for a moment

• Creative Commons – December, 2002 - suite of licences – Canadian version not ready yet

• “some rights reserved”• http://creativecommons.org

• RoMEO – Rights Metadata for Open Archiving

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DSpace

• Two years of development – beta testing – officially released as open source software November 4, 2002

• Been 2,500+ downloads from SourceForge: http://sourceforge.net/projects/dspace

• ”model pointing the way forward”• Jointly developed by

– MIT – Hewlett-Packard Labs

with support of a Mellon grant

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DSpace Federation

• How will DSpace evolve?

• Will and how will IRs co-operate?

• DSpace FederationColumbia U Cornell U

Ohio State U Washington U

U of Rochester

Cambridge (UK) Toronto (Canada)

MIT

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The Federation

• Multi-institutional federated services

• Policy, service and business issues

• Future development and new capabilities of DSpace

• Policy Workshop at MIT before end of 2003

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URLs• Institutional Repositories

http://www.arl.org/newsltr/226/ir.html

• DSpacehttp://www.dspace.org

• MIThttp://libraries.mit.edu/dspace

• UofTwww.tspace.library.utoronto.ca(http://tspace.library.utoronto.ca:8080 – test system)

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Contacts

Peter Clintonm.clinton@utoronto.ca416-978-7649

Rea Devakosrea.devakos@utoronto.ca416-978-2398

Kent Weaverkent.weaver@utoronto.ca416-978-2953

Overall T-Space Service

Establishing a Community;

Implementation & Training;

Metadata Consultation;

Support Questions

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T-Space Staff

Gabriela Mircea

416-946-0114

gabriela.mircea@utoronto.ca

Frank Rotiroti

416-978-7572

frank.rotiroti@utoronto.ca

Technical implementation, support and documentation

IBM server and AIX support

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Thank you.

Are there any Questions?