1. Theo Andrew, Edinburgh University Library Choosing Suitable Open-Source Repository Software Choosing Suitable Open Source Repository Software Theo Andrew SPARC IR Workshop 18 th -19 th November

2. Theo Andrew, Edinburgh University Library Choosing Suitable Open-Source Repository Software Talk Outline Common Open-Source Packages Generic Software Issues Specific Repository Software Issues Case study: ERA

3. Theo Andrew, Edinburgh University Library Choosing Suitable Open-Source Repository Software Common Popular Open-Source Packages DSpace (http://www.dspace.org/) –MIT, HP, DSpace Federation EPrints.org (http://www.eprints.org/) –University of Southampton Fedora (http://www.fedora.info/) –University of Virginia, Cornell Univeristy

4. Theo Andrew, Edinburgh University Library Choosing Suitable Open-Source Repository Software Support & Development Support from authors – Documentation essential, mailing lists etc. Continued development – Bug fixes, feature requests, minimal local development

5. Theo Andrew, Edinburgh University Library Choosing Suitable Open-Source Repository Software System Architecture Modular architecture –Easy to upgrade, develop and customise Appropriate programming languages Stable and appropriate database system –PostgreSQL (open-source), Oracle (proprietary) Easy to integrate into current web services –Templates and styles, using language standards (e.g. HTML/CSS, XML/XSLT)

6. Theo Andrew, Edinburgh University Library Choosing Suitable Open-Source Repository Software System Security Authentication methods –Most importantly: the one you use at your institution, with the option to insert your own Authorisation methods –Able to integrate into current institutional information systems such as staff, student or course lists Authenticate-able content –Provenance metadata, paper-trails, data checksums (e.g. MD5) Secure supporting systems –Well-known, open security systems and coherent standard architectures

7. Theo Andrew, Edinburgh University Library Choosing Suitable Open-Source Repository Software System Administration Coherent user administration –Different types of user and user groups Granular, distributable administration –Delegate areas of the system to different administrators Licensing System –Related to access policies, with separate submitter, institution and user licences, ideally with a time-dependent facility Access policies –Possible requirements: domain restrictions, time-dependent restrictions, partial restrictions

8. Theo Andrew, Edinburgh University Library Choosing Suitable Open-Source Repository Software Record Handling (1) Metadata Capture –What metadata do you need? Flexible, appropriate schema (e.g. Qualified DC, ETD-MS (E-Theses), MARC21) Customisable Submission System –Collects relevant metadata, and can be modified conditionally on the fly Ingest Methods –Standard submission, batch import, harvesting (e.g. OAI- PMH (metadata only)), customised insert using native API

9. Theo Andrew, Edinburgh University Library Choosing Suitable Open-Source Repository Software Record Handling (2) Extract Methods –Native viewing system, batch export, metadata cross-walk, harvest (e.g. OAI-PMH (metadata only)), customised extract using API Item Wrappers –Multiple files, multiple metadata records/schemas, internal structure mapping (e.g. METS, DIDL)

10. Theo Andrew, Edinburgh University Library Choosing Suitable Open-Source Repository Software Digital Preservation Persistent Identifiers –Some available systems: Handle, PURL, URN, DOI, ARK Migration –On Ingest (migrate submission to open format), or on request (preserve migration tool) Viewers –Tools to render the format are preserved Emulation –The original viewer is emulated in the new system

11. Theo Andrew, Edinburgh University Library Choosing Suitable Open-Source Repository Software Additional Functionality Coherent data structuring –An internal structure that can represent your institution in one or more overlaying schemas Native Browse –Hierarchical browsing, filtering by structure and metadata; aids indexing by search engines Native Search –Constrained search locations, using browse functionality to display results Full Text Indexing Public API (Application Programming Interface) –Creating Portal-like services within the institution

12. Theo Andrew, Edinburgh University Library Choosing Suitable Open-Source Repository Software T heses A live P lugin for I nstitutional R epositories Case Study: ERA

13. Theo Andrew, Edinburgh University Library Choosing Suitable Open-Source Repository Software Development BoxProduction Box Hardware: - Dell 1.3GHz PIII - Dell Poweredge 1750 - 2x 36Gb HDD- 3x73Gb RAID 5 - 2x36Gb Mirrored- 2x73Gb MirroredSoftware: - Red Hat 8- Red Hat Enterprise 3 - Apache 1.3- Tomcat 4.1.30 - Tomcat 4.0.6- Java 1.4.2 - Java 1.4.1- Postgres 7.4.2 - Postgres 7.3.2- DSpace 1.1.1 - DSpace 1.2- Tapir 0.3 - Tapir 0.3

14. Theo Andrew, Edinburgh University Library Choosing Suitable Open-Source Repository Software Metadata Capture Submit a Thesis or Dissertation Main Metadata Page Abstract & Keywords

15. Theo Andrew, Edinburgh University Library Choosing Suitable Open-Source Repository Software Multi-Part Licensing

16. Theo Andrew, Edinburgh University Library Choosing Suitable Open-Source Repository Software No systems yet deal with all issues Some good development work ongoing with the various packages Not all issues need to be solved: –To provide an Institutional Repository –For your institution Choose a package and get going! Summary

17. Theo Andrew, Edinburgh University Library Choosing Suitable Open-Source Repository Software www.era.lib.ed.ac.uk This work is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike License. Questions?