1. Implementing an Institutional Repository Pre-Conference 16 th North Carolina Serials Conference March 29, 2007 by Carol Hixson University Librarian, University of Regina http://www.uregina.ca/library/https://scholarsbank.uoregon.edu/dspace/handle/1794/

2. Contact information Carol Hixson University Librarian University of Regina Regina, Saskatchewan Carol.Hixson@uregina.ca (306) 585-4132

3. John Archer Library University of Regina

4. Overview Part I: Rationale and planning (20 min.) Part I: Rationale and planning (20 min.) Part II: Technical issues (20 min.) Part II: Technical issues (20 min.) Part III: Resource issues (20 min.) Part III: Resource issues (20 min.) Questions (15 min.) Questions (15 min.) Part IV: Policy issues (60 min.) Part IV: Policy issues (60 min.) Questions (15 min.) Questions (15 min.) Part V: Marketing and promotion (60 min) Part V: Marketing and promotion (60 min) Discussion (15 min.) Discussion (15 min.)

5. Implementing an Institutional Repository: Part I 16 th North Carolina Serials Conference March 29, 2007 Rationale and Planning

6. Rationale and planning Why do it? Why do it? What’s your timeline? What’s your timeline? Who will be involved? Who will be involved? How will you measure success? How will you measure success? How flexible is your vision? How flexible is your vision? Who will pay? Who will pay?

7. Definition Digital collections capturing and preserving the intellectual output of a single or multi-group community Digital collections capturing and preserving the intellectual output of a single or multi-group community Set of services for the management and dissemination of digital materials Set of services for the management and dissemination of digital materials Not just for universities! Not just for universities! Not just for formal publications Not just for formal publications Not just for faculty Not just for faculty

8. Why do it? Change scholarly communication Change scholarly communication

9. Scholarly communication crisis Prices rising faster than inflation Prices rising faster than inflation Movement from paper to electronic Movement from paper to electronic New pricing and access models for electronic content New pricing and access models for electronic content Scholarly output increasing Scholarly output increasing Libraries able to provide access to smaller percentage of total scholarly output Libraries able to provide access to smaller percentage of total scholarly output

10. Scholarly communication crisis: solutions Serials cancellations Serials cancellations Campus discussions on scholarly communication Campus discussions on scholarly communication Consortial purchases Consortial purchases Broader sharing of collections Broader sharing of collections Cataloging of e-journals Cataloging of e-journals Promotion of open-access journals Promotion of open-access journals New management tools (SFX, ERM, etc.) New management tools (SFX, ERM, etc.)

11. Change scholarly communication How to do this? How to do this? IRs and Open Access IRs and Open Access Open access: allows all members of society to freely access relevant cultural and scientific achievements, in particular by encouraging the free (online) availability of such information Open access: allows all members of society to freely access relevant cultural and scientific achievements, in particular by encouraging the free (online) availability of such information

12. Berlin Declaration on Open Access http://www.zim.mpg.de/openaccess-berlin/berlindeclaration.html

13. SPARC

14. ACRL Scholarly Communication Initiatives ACRL Scholarly Communication Initiatives

15. Canadian Association of Research Libraries

16. Why do it? Change scholarly communication Change scholarly communication Increase institutional visibility Increase institutional visibility

17. Increase institutional visibility

18. Why do it? Change scholarly communication Change scholarly communication Increase institutional visibility Increase institutional visibility Highlight individual achievement Highlight individual achievement

19. Highlight individual achievement

20. Why do it? Change scholarly communication Change scholarly communication Increase institutional visibility Increase institutional visibility Highlight individual achievement Highlight individual achievement Improve access Improve access

21. Improve access

24. Improve access http://grants.nih.gov/grants/policy/data_sharing/

25. Improve access http://www.cihr-irsc.gc.ca/e/32326.html

26. Why do it? Change scholarly communication Change scholarly communication Increase institutional visibility Increase institutional visibility Highlight individual achievement Highlight individual achievement Improve access Improve access Make connections to other resources Make connections to other resources

27. Make connections to other resources

29. Why do it? Change scholarly communication Change scholarly communication Increase institutional visibility Increase institutional visibility Highlight individual achievement Highlight individual achievement Improve access Improve access Make connections to other resources Make connections to other resources Preserve materials Preserve materials

30. Preserve materials

32. Why do it? Change scholarly communication Change scholarly communication Increase institutional visibility Increase institutional visibility Highlight individual achievement Highlight individual achievement Improve access Improve access Make connections to other resources Make connections to other resources Preserve materials Preserve materials Increase collaboration Increase collaboration

33. Increase collaboration

34. Why do it? Change scholarly communication Change scholarly communication Increase institutional visibility Increase institutional visibility Highlight individual achievement Highlight individual achievement Improve access Improve access Make connections to other resources Make connections to other resources Preserve materials Preserve materials Increase collaboration Increase collaboration Promote research and scholarship Promote research and scholarship

35. Promote research and scholarship

37. What’s your timeline?  Are there external pressures? When do you want to go public? When do you want to go public? How long do you have to plan? How long do you have to plan? Are you in this for the long haul? Are you in this for the long haul?

38. Who will be involved?  Library staff  Campus/institutional information systems  Faculty and academic deans  Research institutes  Campus/central administration  Campus/governmental public relations

39. Who will be involved?  Campus/community publishers  Community partners/Sister institutions  Professional marketers  Academic or commercial publishers  Students/general public

40. Who will be involved?

41. How will you measure success? Numbers of items collected? Numbers of items collected? Use of materials? Use of materials? Income generated from it? Income generated from it? Numbers of participants? Numbers of participants? User studies or surveys? User studies or surveys? Integration with other resources or sites? Integration with other resources or sites?

42. How will you measure success?

43. How flexible is your vision? Target group Target group Selection and evaluation of content Selection and evaluation of content Criteria for submission Criteria for submission Model for submission Model for submission Subsidiary services Subsidiary services Long-term preservation and access Long-term preservation and access

44. Who will pay? Up-front money Up-front money Software and licensing Software and licensing System setup, support, and maintenance System setup, support, and maintenance Staffing Staffing