1. October 2, 2003T-Space0

2. 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

3. 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

4. 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

5. 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

6. 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

7. 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

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

9. October 2, 2003T-Space8

10. 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

11. 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)

12. 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

13. 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

14. 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 )

15. 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)

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

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

18. 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

19. 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

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

21. 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

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

23. 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)

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

25. 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

26. October 2, 2003T-Space25 Google University Program http://services.google.com/univ_faq.htmlhttp://services.google.com/univ_faq.html on our test server

27. 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

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

29. 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

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

31. 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

32. 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

33. 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

34. 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

35. October 2, 2003T-Space34 Now – July, 2003 Application/ServiceCurrent20032004200520062007 Digital Library2.55.77.08.49.911.6 Electronic Journals2.810.113.618.023.530.4 Image Archive0.93.34.66.07.69.3 Institutional Repository0.01.12.33.65.06.5 Library System 1.41.72.02.32.62.9 Library/University Web0.40.50.60.70.91.0 Staff/Admin Files1.12.23.03.94.85.8 Text Archive0.20.40.60.81.01.2 UofT Press0.00.30.71.11.51.9 Web of Knowledge 0.0 1.3 1.5 1.7 2.0 2.3 TOTAL (Terabytes)9.326.635.946.558.772.9

36. October 2, 2003T-Space35 Original & Current

37. 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

38. 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

39. 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

40. October 2, 2003T-Space39 Submission Process Logon

41. October 2, 2003T-Space40 Submission Process Description

42. October 2, 2003T-Space41 Submission Process Description

43. October 2, 2003T-Space42 Submission Process Description

44. October 2, 2003T-Space43 Submission Process Upload

45. October 2, 2003T-Space44 Submission Process Verify

46. October 2, 2003T-Space45 Submission Process License

47. October 2, 2003T-Space46 Submission Process Complete

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

49. October 2, 2003T-Space48 Digital Rights Management Back to license and copyright issues for a moment Creative Commons – December, 2002 - suite of licences – Canadian version not ready yet “some rights reserved” http://creativecommons.org RoMEO – Rights Metadata for Open Archiving

50. 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: http://sourceforge.net/projects/dspace http://sourceforge.net/projects/dspace ”model pointing the way forward” Jointly developed by –MIT –Hewlett-Packard Labs with support of a Mellon grant

51. 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

52. 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

53. October 2, 2003T-Space52 URLs Institutional Repositories http://www.arl.org/newsltr/226/ir.html DSpace http://www.dspace.org MIT http://libraries.mit.edu/dspace UofT www.tspace.library.utoronto.ca (http://tspace.library.utoronto.ca:8080 – test system)http://tspace.library.utoronto.ca:8080

54. October 2, 2003T-Space53 Contacts Peter Clinton m.clinton@utoronto.ca 416-978-7649 Rea Devakos rea.devakos@utoronto.ca 416-978-2398 Kent Weaver kent.weaver@utoronto.ca 416-978-2953 Overall T-Space Service Establishing a Community; Implementation & Training; Metadata Consultation; Support Questions

55. October 2, 2003T-Space54 T-Space Staff Gabriela Mircea 416-946-0114 gabriela.mircea@utoronto.ca Frank Rotiroti 416-978-7572 frank.rotiroti@utoronto.ca Technical implementation, support and documentation IBM server and AIX support

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