Transcript Thinking about institutional repositories … RONDAC meeting, OCLC, 29 Oct 2003 Earlier versions of this presentation were given at the Nelinet Summit on Institutional.

Thinking about institutional
repositories …
RONDAC meeting, OCLC, 29 Oct 2003
Earlier versions of this presentation were given at the Nelinet Summit
on Institutional Repositories, Scarboro, MA, 30 September 2003, and
at the
Research Libraries Advisory Committee Meeting, OCLC, 15 September 2003
(with thanks to Joe Branin, Mackenzie Smith and Joyce Ogburn,
who bear no responsibility for how I have used their material!!
Informed also by RLAC and NELINET discussions.)
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what we are doing?
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Exploratory activity
– Knowledge bank
– NELINET
– Dspace
Digital collections and preservation services
– Content management and archiving tools and services
Research activities
– Extending DSpace
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OAI support
SRU/SRW
Registry creation
– OAI-PMH implementations
– Harvesting thesis and dissertation metadata
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overview
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Introduction
Research and learning
Responses
Example ... Dspace and knowledge bank
Issues
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Although institutional repositories are still evolving and
taking on differing manifestations in specific institutions,
they can be defined in general as systems and service
models designed to collect, organize, store, share, and
preserve an institution’s digital information or knowledge
assets worthy of such investment.
In support
of and
This may, of course, sound very much
like a library,
in many cases an institution’s library
shouldand
and is taking
research
responsibility for developing and operating such a digital
learning
repository.
But while the mission of an institutional repository
coincides nicely with that of a library, the technical
infrastructure and the types of material collected in such
a repository present new challenges and extended
responsibilities for the traditional library.
Joe Branin, Ohio State University
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attributes
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Institutional
– Local
– Third-party (example of OhioLink)
Educational and scholarly materials
Managed
Organizational persistence
Open and interoperable?
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DSpace
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Captures
– Digital research material in any formats directly from creators
(e.g. faculty)
Describes
– Descriptive, technical, rights metadata
– Persistent identifiers
Distributes
– Searches metadata
– Delivers via Web, with necessary access control
Preserves
– Large-scale, stable, managed long-term storage
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dspace
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As of September 2003
– ~5,000 downloads
– > 120 evaluating/implementing
– > 5 production (Netherlands, Hong Kong, Germany, US)
Emerging interests:
– Research materials
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Data sets
Technical reports
Working papers
– Growing interest in learning materials
– ‘publishing’ issues with eprints
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but note …
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Early days: leadership coming from a small number of
institutions
Much tentative exploration and discussion
Institutional repository a part of a very diffuse set of
activities which support changing patterns of research and
learning.
No precise referent: used differently in different
conversations, so …
… clarify terms in any conversation!
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overview
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Introduction
Research and learning
Responses
Examples … Dspace and knowledge bank
Issues
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Jim Gray, various presentations, http://research.microsoft.com/~gray/
science
Science projects are data publishers. The scale
and complexity of current and future science
data changes the nature of the publication
process. Publication is becoming a major project
component. At a minimum, a project must
preserve the ephemeral data it gathers.
Jim Gray (Microsoft research), et al
Online Scientific Data Curation, Publication, and Archiving
http://research.microsoft.com/research/pubs/view.aspx?msr_tr_id=MSR-TR-2002-74
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http://skyserver.pha.jhu.edu/DR1/en/
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the humanities
“The digital scholarship initiative* will bring (or at least help to
bring) focus to an emerging need and opportunity to many
scholars on campus who have been struggling individually with
attempting to articulate and elucidate this area of study. Both
the opportunity and challenges are enormous for making
significant contributions in scholarship previously impossible
without digital technology.”
Quoted in Ogburn, Joyce
SPARC Forum – Scholarly Communication Advocacy on Campus
ALA Annual Meeting Toronto 2003
June 21, 2003
*New models of academic support. An initiative of the University of Washington Libraries supported by the Andrew
W Mellon Foundation
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http://www.lib.washington.edu/digitalscholar/projects.html
learning materials, courseware
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Digital assets
‘Learning objects’
Content packages
E-portfolio
Increase in number of courses which use
Courses
course management systems
Carnegie Mellon University*
Denison University*
[i] * Information Technology and Libraries, June 2003 (p. 80).
* personal communication, Scott Siddal
Change
2000
2002
150
567
378%
25
150
600%
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oclc taskforce on elearning
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Diffusion of information skills
and use through
the learning
process
Life cycle management
of learning materials
Systems interaction
between library and
learning management
systems
Picture courtesy Dan Rehak,
Carnegie Mellon University
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Universities will provide open access to their digital
assets, including
elevation of these assets into global access platforms;
develop digital asset holdings in line with their strategic
interests;
and foster and sponsor national and global communities
that will be built around education, research, and research
training.
Robin Stanton, Australian National University
In: Emerging visions for access in the Twenty-first Century library.
Washington: CLIR, 2003.
http://www.clir.org/pubs/abstract/pub119abst.html
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flows of …
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E-prints
Technical Reports
Working Papers
Conference Papers
E-theses
Datasets
– e.g. statistical, geospatial,
scientific
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Images
– visual, scientific, etc.
Audio files
Video files
Learning Objects
Digitized library collections
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part of a larger picture
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Research and learning
behaviors changing in digital
environment
– New support needs
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Scholarly communication
– Open access
– Use of digital resources
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overview
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Introduction
Research and learning
Responses
Examples … Dspace and knowledge bank
Issues
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library and faculty
Our institutions of higher education have overlooked an
opportunity to support our most innovative and creative
faculty for at least a decade now, to the detriment of both the
faculty members and the institutions themselves.
Cliff Lynch, http://www.arl.org/newsltr/226/ir.html
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what is institutional interest in
institutional asset management?
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Reputation management
– Interesting interaction between
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Established scholarly authority to contribute to discipline
Managed university approach to asset and reputation
management
Curatorial responsibility to the ‘intellectual record’
Enrich the discourse of scholarly communication
– Surface rich resources
– New opportunities for access, analysis, re-use
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what is library interest?
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Mission
– Research and learning behaviors are changing …
– … the major challenge for the library is to find ways of
continuing to create value within the research and learning
process (discuss)
– Commitment
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Long time frames
Practice
– Large-scale collection management
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Assessment/collection policies
preservation
– Metadata
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overview
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Introduction
Research and learning
Responses
Examples … Dspace and knowledge bank
Issues
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DSpace is…
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An open source technology platform
A service model for open access and/or digital archiving
A platform for building an Institutional Repository
A (proposed) federation of digital repositories across multiple
academic research institutions
A production service of the MIT Libraries to its local research
community
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business plan
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Written by business consultants
– Finance and economics
– IT product development
Built cost models for running DSpace
Developed revenue options
– Core services (free)
– Premium services (for-fee)
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digital preservation
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MIT’s commitment levels
– Known/supported
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TIFF, SGML/XML, AIFF,
PDF
– Known/unsupported
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Microsoft Word, PowerPoint
(common)
Lotus 1-2-3, Visicalc,
WordPerfect (less common)
– Unknown/unsupported
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Preservation activity
– Supported
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Migration for texts, images,
audio, etc.
Emulation for software,
multimedia?
– Unsupported
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Bit preservation at minimum
Batch migration where
possible
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Commercial
conversion services
One-of-a-kind software
program
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communities
Communities
DSpace system
Archival Storage
DEPARTMENTS
LABS
CENTERS
PROGRAMS
Submission Workflow
SCHOOLS
Metadata (Database)
Search/Browse
Web User Interface
SCHOOL
DEPARTMENT
LAB
CENTER
Collection
Users
Item
Item
Item
Item
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Knowledge bank
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At the Ohio State University, for example, the Knowledge Bank
project places its institutional repository in the larger context of a
multifaceted knowledge management program.
– The university library’s traditional focus on collecting, storing, and
preserving published scholarly material is related and extended to
new responsibilities for handling unpublished digital assets such as
working papers, research databases, and multimedia course
material.
– Administrative and academic computing’s responsibilities for data
warehousing, teaching technology, and course management systems
also are related to the institutional repository through the Knowledge
Bank project.
– And other knowledge management activities such as the
development of expertise directories and information policies for
rights and privacy are viewed as related parts of an overall
knowledge management program.
Joe Branin, Ohio State University
OCLC
overview
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Introduction
Research and learning
Responses
Examples … Dspace and knowledge bank
Issues
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challenges
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Mission and scope
Sustainability
– Institutional
– Financial
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Tiered services?
Engagement with faculty
– Valuing and trusting an institutional archive
– Myriad disciplines with different cultures
– Copyright/IP policies
– Different materials with different needs
Platform and integration
Digital Preservation
Distribution of responsibilities
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OCLC and network roles?
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Community building and
consensus making
Education
Consulting
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Secure storage/archive
Host
– particular types of materials
Software
Harvesting
Metadata services
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software
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Open source specialized
– Dspace
– Eprints.org
Open source general
– Fedora
– Greenstone
– I-TOR
– CERN document server
software
– MyCoRe
– OAICat (no repository)
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Commercial
– BePress
– iii
– Many repository vendors
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reading
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Crow, Raym. The Case for
Institutional Repositories: A
SPARC Position Paper. The
Scholarly Publishing and
Academic Resources
Coalition: Washington, D.C.,
2002.
Lynch, Clifford A. Institutional
repositories: essential
infrastructure for scholarship
in the digital age. ARL: A
Bimonthly Report on Research
Library Issues and Actions
from ARL, CNI, and SPARC
2003, 226, (February), 3.
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Rogers, Sally A. Developing an
institutional knowledge bank
at Ohio State University: from
concept to action plan. portal:
Libraries and the Academy
2003, 3 (1), 125-136.
Smith, Abby. New-Model
Scholarship: How Will It
Survive? Council on Library
and Information Resources:
Washington, DC, 2003, 3.
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