October 2, 2003T-Space0

T-Space: DSpace Implementation at the University of Toronto Rea Devakos and Kent Weaver University of Toronto Library Rea Devakos and Kent Weaver University of Toronto Library

October 2, 2003T-Space2 Agenda T-Space – the short overview Institutional Repositories (IRs) T-Space – the longer overview DSpace/Federation (past, present and future) Conclusion

October 2, 2003T-Space3 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

October 2, 2003T-Space4 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-Space Partnership

October 2, 2003T-Space5 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

October 2, 2003T-Space6 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

October 2, 2003T-Space7 Current communities G7/G8 Iter KMDI MCIS OISE (Ontario Institute for Studies in Education) UTSC (University of Toronto at Scarborough)

October 2, 2003T-Space8

October 2, 2003T-Space9 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

October 2, 2003T-Space10 Institutional Repositories Cumulative and perpetual Open and interoperable Cross searching and listing critical – OAI (Open Archives Initiative) –OAI-PMH (Protocol for Metadata Harvesting)

October 2, 2003T-Space11 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

October 2, 2003T-Space12 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

October 2, 2003T-Space13 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 )

October 2, 2003T-Space14 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)

October 2, 2003T-Space15 Basic Functions of T-Space Capture Description Distribution Preservation of U of T’s digital research & teaching products

October 2, 2003T-Space16 Fundamentally same mission: Capture Description Distribution Preservation Collection Development & Acquisitions Cataloguing Circulation, OPAC & Web Services

October 2, 2003T-Space17 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

October 2, 2003T-Space18 Basic Functions of T-Space Capture Description Distribution Preservation ▬ Metadata is provided by faculty & researchers ▬ Includes  Descriptive information  Technical information  Rights management information

October 2, 2003T-Space19 Basic Functions of T-Space Capture Description Distribution Preservation ▬ Via secure web server ▬ Access control ▬ Persistent identifiers

October 2, 2003T-Space20 Basic Functions of T-Space Capture Description Distribution Preservation ▬ Storage Large-scale Stable Long-term Managed ▬ File migration as technology changes

October 2, 2003T-Space21 Benefits University-wide content management Community and author control Institutional and group identity Uniform distribution Long term preservation

October 2, 2003T-Space22 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)

October 2, 2003T-Space23 User Access to T-Space T-Space Interface Library Catalog Other T-Space Web T-Space Object

October 2, 2003T-Space24 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

October 2, 2003T-Space25 Google University Program on our test server

October 2, 2003T-Space26 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

October 2, 2003T-Space27 Documents & Files Document Types: –ArticlesTechnical Reports –PreprintsWorking Papers –Data SetsPresentations –Learning ObjectsImages –Conference PapersSound etc…

October 2, 2003T-Space28 Documents & Files Document Types / Document Support: –Supported– Non-proprietary formats GIF XML JPEG MARC Postscript TIFF –Known– Proprietary formats Excel Mathematica Photoshop PowerPoint Word WordPerfect –Unknown MIME Type: application/octet-stream

October 2, 2003T-Space29 The Details Organization of content Uniform framework Technical underpinnings Examples Who does what How they do it

October 2, 2003T-Space30 Organization of Content T-Space Contains communities, each with its own identity Community Contains collections that can have individual workflows Collection Contains items Item Contains files File Bitstreams – Multiple Formats- Same Content Complex Objects- Multiple Files

October 2, 2003T-Space31 University identity Common navigation Group identity –Identity & Description –Navigation & Links Content Uniform framework University Identity Navigation Community Navigation & Links Community Identity & Description Searching Content Recent Additions

October 2, 2003T-Space32 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

October 2, 2003T-Space33 Then - December, 2000 Anticipated growth: Current3,506 GB 00/014,813 GB 01/025,553 GB 02/036,335 GB 03/047,166 GB 04/058,055 GB

October 2, 2003T-Space34 Now – July, 2003 Application/ServiceCurrent Digital Library Electronic Journals Image Archive Institutional Repository Library System Library/University Web Staff/Admin Files Text Archive UofT Press Web of Knowledge TOTAL (Terabytes)

October 2, 2003T-Space35 Original & Current

October 2, 2003T-Space36 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

October 2, 2003T-Space37 Who does what – Community Defines –Identity of Community –Scope of collections –Workflow –Access Submits content Provides metadata Retains copyright Grants right to preserve & distribute

October 2, 2003T-Space38 T-Space Service Who does what – Library Distribution –Searchable Database –Community Portal Preserves content Provides –Community support –Infrastructure –Institutional framework Director, ITS Operations Support Advisory Committee Chief Librarian User Support Information Specialists Communities

October 2, 2003T-Space39 Submission Process Logon

October 2, 2003T-Space40 Submission Process Description

October 2, 2003T-Space41 Submission Process Description

October 2, 2003T-Space42 Submission Process Description

October 2, 2003T-Space43 Submission Process Upload

October 2, 2003T-Space44 Submission Process Verify

October 2, 2003T-Space45 Submission Process License

October 2, 2003T-Space46 Submission Process Complete

October 2, 2003T-Space47 Submission Process Submitted item in T-Space

October 2, 2003T-Space48 Digital Rights Management Back to license and copyright issues for a moment Creative Commons – December, suite of licences – Canadian version not ready yet “some rights reserved” RoMEO – Rights Metadata for Open Archiving

October 2, 2003T-Space49 DSpace Two years of development – beta testing – officially released as open source software November 4, 2002 Been 2,500+ downloads from SourceForge: ”model pointing the way forward” Jointly developed by –MIT –Hewlett-Packard Labs with support of a Mellon grant

October 2, 2003T-Space50 DSpace Federation How will DSpace evolve? Will and how will IRs co-operate? DSpace Federation Columbia U Cornell U Ohio State U Washington U U of Rochester Cambridge (UK) Toronto (Canada) MIT

October 2, 2003T-Space51 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

October 2, 2003T-Space52 URLs Institutional Repositories DSpace MIT UofT ( – test system)

October 2, 2003T-Space53 Contacts Peter Clinton Rea Devakos Kent Weaver Overall T-Space Service Establishing a Community; Implementation & Training; Metadata Consultation; Support Questions

October 2, 2003T-Space54 T-Space Staff Gabriela Mircea Frank Rotiroti Technical implementation, support and documentation IBM server and AIX support

October 2, 2003T-Space55 Thank you. Are there any Questions?