Transcript An Institutional Repository for the University of Pretoria

An Institutional Repository
for the University of Pretoria
Ina Smith
DSpace Platform Manager
University of Pretoria
20 May 2005
DITCHE Conference & Workshop
Nelson Mandela Metropolitan University
Institutional Repository
• Set of services
• Management & dissemination of digital
materials
• Organisational commitment
• Stewardship
• Long-term preservation
• Organisation, access, distribution
Approaches
• Digitally born resources
• Digitisation
“Champions”
•
•
•
•
Africana & Special Collections
Architecture
Scholarly Publications
Veterinary Science
Evaluation of software
•
•
•
•
•
•
•
•
•
EPrints
Greenstone
DSpace
Fedora
MyCoRe
CDSware
ARNO
Innopac Millennium
WebCT
Why Open Source?
•
•
•
•
•
Promote collaboration
Promote knowledge sharing
Benefit all – not only the vendor
Belongs to all – lots of support
No marketing
Why Open Source?
•
•
•
•
•
Flexible
Openness and creative thinking
Open for scrutiny
Searchable & retrievable via the WWW
Used by institutions with minimal
resources
• Uses world standards and open standards
Why DSpace?
• MIT & Hewlett Packard
• Archiving & permanent (long-term)
preservation
• Easy retrieval
• Scalability
• Supports full text
• Good separation of data and metadata
• Supports OAI
Why DSpace?
•
•
•
•
•
•
•
•
Availability of code
Integration into portal
Well defined workflow
Lucene Search Engine
Taxonomic Structure
UP IT Architecture
Open source
GAP Authentication
DSpace Architecture
Three layers with components
– Storage layer: Physical storage of
metadata and content
– Business logic layer: Manage content,
e-people, authorisation, workflow
– Application layer: Communicate with
outside, e.g. Web User Interface,
Metadata Harvesting
National & International DSpace Support
•
•
•
•
•
Informative & active web-site
100+ instances running
Active mailing lists
Enthusiastic community of developers
DSpace wiki – sense of community,
visibility
DSpace Open Source Software License
• Open Software License V. 2.1
http://www.opensource.org/licenses/osl
2.1.php
• Open Source Initiative (OSI)
http://www.opensource.org/index.php
“ a non-profit corporation dedicated to managing and
promoting the Open Source Definition for the good of the
community, specifically through the OSI Certified Open
Source Software certification mark and program. “
DSpace for Digital Archiving
•
•
•
•
•
•
Institutional Repositories
Learning Object Repositories
E-theses
Electronic Records Management
Digital Preservation
Publications
System Requirements
•
•
•
•
•
Linux
Sun Java Compiler
Tomcat (Java servlet engine)
Ant Java build tool: generate .jar or .war files
PostgreSQL (Relational Database
Management System)
• Mail Server
About DSpace
• DSpace Stable 1.2.2 May 2005
• Version.major.minor
• Minor releases: bug fixes, no migration of
data
• Major releases: changes to database,
migration needed
• Versions: restructuring of architecture,
significant data migration
Default Look & Feel
UPSpace Look & Feel
Information Model
Top-level Community
(e.g. Faculty)
Sub-Community
(e.g. Department)
Collections
(e.g. Pretoriana, Freedom Struggle)
Top-level
Communities
Top-level
Community
Collections within
Top-level
Community
Items in DSpace
•
•
•
•
•
•
Articles (preprints & postprints)
Technical reports
Working papers
Conference reports
E-theses
E-books
Items in DSpace
•
•
•
•
•
•
Datasets: statistical, geospatial, etc.
Images: visual, scientific, etc.
Audio files
Video files
Learning objects
Reformatted digital library collections
An Item in DSpace
•
•
•
•
•
Metadata
Files (Bitstreams) with digital content
Many formats are accepted
Largest file 500 MB video (Infosys)
File formats e.g. xml, tiff, jpeg, wav, mov,
qt
Thumbnails
Roles in DSpace
•
•
•
•
•
•
DSpace Administrator
Collection Administrators
Submitters
Reviewers
Metadata Editors
Approvers
Permission policies in DSpace
• Set permission policies for various
collections (read, remove, add, write)
• E-person can be removed from Collection
• Items in Collections can only be viewed by
authenticated persons
Workflow
Submit
Reject
Accept
Edit Metadata
Commit
DSpace
Submission
•
•
•
•
Default Submission Interface
Community/ Collection Specific Interface
Mandatory fields: Title, Language
Distributed input
About Metadata
• Descriptive information about an object or
resource
• E.g. title, subjects, keywords, author/s,
date
Metadata in DSpace
•
•
•
•
Qualified DC Metadata
15 Elements + Qualifiers
Edit DC Registry
Add / delete elements/qualifiers (not
recommended)
• Mandatory / Optional fields
Harvesting Metadata
• OAISTER
• Search Engines e.g. Google
Bitstreams
• Bitstream Registry
Persistent Identifiers
•
•
•
•
CNRI Handle System
Valid citations
Unique handle for each item
E.g. http://hdl.handle.net/1849/171
1849 = Naming authority assigned by handle system to e.g. UP
171 = Unique local name assigned to an item in the repository
Lucene Search Engine
• Simple, high performance, powerful search
engine
• Open source
• Features
– Boolean searches
– Phrase and proximity searching
– Relevancy ranking
– Field searching
– Advanced and basic search
– Browse by Community/Collection, Author, Title,
Date
Managing the Project
http://www.ais.up.ac.za/edu/dspace
Evaluation
Proposal
Needs Analysis
Evaluation
Design
Development
Implementation
Evaluation
•
•
•
•
•
DSpace on UPDev
DSpace on UP Q&A
DSpace on Portal Server
Evaluation Instrument Program Usability
Evaluation Instrument Design
Reflection & Communication
• DSpace Listserve [email protected]
• DSpace web
www.ais.up.ac.za/edu/dspace
• Update documents & policies
• Meetings
• Community of Practice
Marketing
•
•
•
•
•
•
•
•
•
Meetings
UP Library Community
Faculties & Departments
UP Dept. of Marketing
UPSpace E-Newsletter
New staff orientation program
Online brochure
Statistics to Faculties
Support from UP Management
Training
• Information Specialists
• Cataloguers
• End-users
User Support
• Help landline 8/5
• Online help 24/7
– Viewlets e.g. Macromedia Captivate, PPT, Open
Office
•
•
•
•
Tutorial
User policy
Pamphlet
E-mail [email protected]
Policy Issues
•
•
•
•
•
•
•
•
Submission
Communities and Collections
Responsibilities & rights
Licensing, copyright, privacy, intellectual
property
Preservation support
Withdrawals
Workflow
System back-up and availability
Copyright, Rights & Licensing
•
•
•
•
•
•
•
License stored with each item
Submitter “Grants License”
Default DSpace License
Community/ Collection License
Copyright note when creating Community
DC Element Rights
DSpace StyleSheet: © University of
Pretoria
IT Support & Back-up
•
•
•
•
Dept. of Information Technology
Back-up report
DSpace
Master .tiff images
Limitations
• Limited resources e.g. scanner
• Java expertise
The way forward …
•
•
•
•
•
•
•
•
Federated Search Engine
Emerging IR software
Long-term budget
Migration of digital objects
Repository size
Bandwidth
Collaboration e.g. DISA
Collaboration between institutions
The way forward …
• Register with
– Open Archives Institute
– DSpace Wiki
– OAISTER
Conclusions
• Great “digital” libraries will last
• Comfortable with change, open source
• Traditional library activities
Curator ship
Collection Development
Quality Assurance etc.
The WWW can be a library …
Success …
“Courage to explore
Knowledge to exceed
Technology to excel”
Thank you!
[email protected]
Tel.: +27 12 420 3082
Many thanks to TENET for this opportunity!