1. Introduction to Implementing an Institutional Repository Delivered to Technical Services Staff Dr. John Archer Library University of Regina September 21, 2007 by Carol Hixson University Librarian, University of Regina http://www.uregina.ca/library/

2. 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 formal publications Not just for formal publications Not just for faculty Not just for faculty

3. Why do it? Change scholarly communication Change scholarly communication Response to a crisis Response to a crisis

4. 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

5. Scholarly communication crisis: responses 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.)

6. 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

7. Canadian Association of Research Libraries

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

9. Increase institutional visibility

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

12. Highlight individual achievement

14. 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

15. Improve access

19. 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

20. Make connections to other resources

21. 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

22. Preserve materials

24. 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

25. Increase collaboration

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 Preserve materials Preserve materials Increase collaboration Increase collaboration Promote research and scholarship Promote research and scholarship

27. Promote research and scholarship

29. Who will be involved?  Library staff  Campus information systems  Faculty and academic deans  Research institutes  Students  Campus central administration  Campus public relations  Campus publishers  Community partners/Sister institutions

30. 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?

31. How will you measure success?

32. Technical Issues  Technical expertise  Hardware and software  Metadata support  Interoperability  Version control and revision  User Interface  Digital preservation

33. Metadata support  Underlying metadata structure  Ease of modification  Global change capabilities  Controlled lists of terms

34. Interoperability What’s the objective?  Facilitate sharing based on common standards  Link digital archives around the world  Provide access to metadata – and files

35. Interoperability What’s the solution?  OAI-PMH  Consistent interface  Minimal implementation  XML representation of Dublin Core metadata set

36. OAI Registries

38. Metadata registry

39. Persistent identifiers

40. Policy issues Division of responsibilities and clarification of roles Structure, definition, and name of the archive Definition of communities, collections, and users Control of content Submission and withdrawal Metadata standards Institutional commitment Copyright, permission, and access Going it alone or multi-institutional

41. Structure: software implications Communities Communities Sub-communities Sub-communities Collections Collections Titles Titles Files Files

42. Structure: software implications

46. Sample community Academic department

47. Sample community Academic program

48. Sample community Administrative department

49. Sample sub-community

50. Types of collections Informational Informational Administrative Administrative Primary resources for research or study Primary resources for research or study From the faculty From the faculty From students From students Groups only or individuals also Groups only or individuals also Born digital or digitized Born digital or digitized

51. Informational collection Campus newsletter

52. Administrative collection Campus planning documents

53. Primary resources Statistical data sets

54. Primary resources Images

55. Society publication Scholarly journal

56. Academic collection Working papers

57. Faculty collection (individual) Personal collection of a professor

58. Sample sub-community Faculty communities

59. Student collection Papers for an honors class

60. Student collection Theses and dissertations

61. Type of content accepted

63. Metadata standards Based in Dublin Core or some other standard Based in Dublin Core or some other standard Determined by software limitations Determined by software limitations Mediated versus self-submission Mediated versus self-submission Controlled vocabulary issues Controlled vocabulary issues Whatever is necessary to find, organize, and display the files appropriately Whatever is necessary to find, organize, and display the files appropriately It’s not cataloging! It’s not cataloging!

64. Authors

65. Description Description

66. Appropriate level of metadata

67. Logical and useful presentation

68. Numbering

69. Numbering

70. Numbering: Dissociation