Institutional Repository Capacity building project

Amsterdam, The Netherlands Overview Toolkit Framework Part 1 5 chapters Part 2 2 chapters Part 3 4 chapters Part 4 Communication Platform Forum Toolkit TM Who is Who - 28 reg. - 9 countries Training Modules Module 1 4 Lessons Module 2 6 Lessons Module 3 12 lessons Module 4 5 Lessons Module 5 6 Lessons

Amsterdam, The Netherlands (Five Chapters) IR Framework PART 1: UNDERSTANDING INSTITUTIONAL REPOSITORY AND THE PLANNING Understanding the key terminologies and concepts Institutional Repositories Digital Libraries Library Management System Preservation Harvesting Metadata Open Access Scholarly communication Commercial and Open source platform Further readings ( references & links ) Chapter One : Introduction

Amsterdam, The Netherlands IR Framework PART 1: UNDERSTANDING INSTITUTIONAL REPOSITORY AND THE PLANNING Visibility and Accessibility Research work Institution Researchers Preservation Cost effectiveness in managing institutional Knowledge Further readings ( references & links ) Chapter Two : Building a case for IR Chapter Three : Giving birth to IR Getting support for starting IR The need of person to champion IR initiatives The need of IR showcasing & demonstration The importance of securing early support Building IR taskforce Formulate strategy of acquiring contents for IR Further readings ( references & links )

Amsterdam, The Netherlands IR Framework PART 1: UNDERSTANDING INSTITUTIONAL REPOSITORY AND THE PLANNING Building the IR team Develop IR requirement list Gathering information on available hardware, skills & connectivity Putting together IR proposal Management approval/ buy-in Develop IR strategic plan – simple guiding document Make strategic choice: Commercial or Open Source Further readings ( references & links ) Chapter Four : Planning Process

Amsterdam, The Netherlands IR Framework PART 1: UNDERSTANDING INSTITUTIONAL REPOSITORY AND THE PLANNING IR Team organization Key functional positions Roles & Responsibilities Content acquisition guidelines Copyright management Source of information on copyright management Agreement between submitters and IR management team Web delivery guideline Metadata guideline Guideline on content format Administrative guidelines Content submission guidelines Document withdraw guidelines Further readings ( references & links ) Chapter Five : Policies, Licenses and Organization

Amsterdam, The Netherlands (Two Chapters) IR Framework PART 2: IMPLEMENTATION Commonly used open source platform DSPACE Installation instruction DSPACE features Dspace module( Under the bonnet ) Greenstone Key features Installation instruction Eprint Key features Installation instruction Maintenance of your IR Back up Maintenance Training for new IR team member Further readings ( references & links ) Chapter Six : Platforms, Enhancement and Maintenance

Amsterdam, The Netherlands IR Framework PART 2: IMPLEMENTATION Migration tools StoneD Harvesting tools Open Access standards – OAI-PMH Open Harvester Systems Persistence Identifiers Anti plagiarism Metadata – Dublin Core Document conversation to PDF/ A Further readings ( references & links ) Chapter Seven Enhancement

Amsterdam, The Netherlands (Three Chapters) IR Framework PART 3: PROMOTION AND MARKETING Within the institution Beyond the institution Chapter Seven: Promotion Chapter Eight: Register with Harvesters Chapter Nine: The role of consortia

Amsterdam, The Netherlands IR Framework PART 4: ADDITIONAL MATERIALS Case studies Live CDs – Step by step instruction manuals DSPACE ( Available ) Greenstone ( To be available ) Eprint ( Not available ) Virtual machines – Step by step instruction manuals

Amsterdam, The Netherlands Training Modules Duration: 2 hours. Delivery: Opening by leading qns from instructor/s on awareness of IR, then presentation and plenary discussion - Administrators - Academicians - Librarians - IT personnel Lessons MethodologyParticipants Duration: 2 hours. Delivery: Opening by leading qns from instructor/s on awareness of IR, then presentation and plenary discussion 1.1 Why IR? (List advantages) 1.2 Principle of OA 1.3 Selling idea to early adopters ( Approaches ) 1.4 Building a team Building a case for IR MODULE 1: BUILDING A CASE FOR IR Objectives: Participants are expected to have general knowledge of IR, Open access and aware of different ways of establishing IR.

Amsterdam, The Netherlands Planning IR 2.1 Choosing platform 2.2 Specify hardware and skills needed 2.3 IR content submission mechanism 2.4 Strategic Plan 2.5 Getting buy-in from management Duration: 4.5 hours. Delivery: Instructor at certain point have to divide participants based on skills, mix of presentations sessions, Q&A sessions and general Discussion - Administrators - Academicians - Librarians - IT personnel LessonsMethodologyParticipants MODULE 2: PLANNING Objectives: End of module, participants are expected to be able to form opinion of the platform they wish to implement, what they need for implementation ( Checklist) and how to achieve the objective.

Amsterdam, The Netherlands Implementation 3.1 Ubuntu installation & features 3.2 Installation of Dspace using LiveCD &/or Virtual machine 3.3 Implement workflow 3.4 Explore DSPACE features 3.5 Roles of IR manager 3.6 Making IR OA compliant 3.7 Understanding Anti - plagiarism tools 3.8 Explore Data migration tools 3.9 Enriching documents with metadata ( Dublin Core) 310 Creating PDF and Duration: 16 hours. Delivery: Two instructors ; Presentations and Practical sessions. - - Technical personnel - - Librarians LessonsMethodology Participants MODULE 3: IR IMPLEMENTATION Objectives: End of the course participants are expected to be able to install and operate DSPACE IR on Open Source environment

Amsterdam, The Netherlands Policy & Management 4.1 Strategies on obtaining IR content 4.2 Licenses & Copyright issues 4.3 IR back up policy 4.4 Procedures and support provision Duration: 3 hours. Delivery: Presentations, Q&A and group discussions sessions. - - Academicians - - Librarians - - IT personnel Lessons Methodology Participants MODULE 4: POLICIES & MANAGEMENT Objective: Participants expected to understand IR growth management issues related to copyright, procedures and support and sharing of resources among institutions

Amsterdam, The Netherlands LessonsMethodology Participants Outreach activities 5.1Promotion materials 5.2 Discoverability 5.3 Register with harvesters 5.4 Collaboration & Consortia approach Duration: 3 hours Delivery : Presentations, Q&A, General discussion - Administrators - Librarians - Academician MODULE 5: Outreach activities