1. Establishing an Institutional Repository- (continued) LITA Regional Institute August 5, 2005 Susan Gibbons Asst. Dean, Public Services & Collection Development River Campus Libraries University of Rochester sgibbons@library.rochester.edu

2. Part 3 Features & Functions Available IR Systems

3. Features & Functions  Generate a checklist  Ranking of importance  Compare against available IR systems

4. Open Source vs. Commercial  Open Source Software is free Customizable Requires self- reliance Can lack documentation Easier integration  Commercial Customer support Hosting Out of and changes business Cost controls

5. Format Types  Format neutral  Limited formats  Admin controlled format restrictions  Automatic format conversion  Balance user desires with preservation

6. Deposit Structure  Multi-file deposits  Interaction between files  Sequential or batch uploading  Ordering of files  URL reference to file or deposit

7. Versioning  Strong desire of faculty  Completed documents only  Replace or accompany  URL reference to single version or all  Alert to new version

8. Access Control  Important to faculty- though more in theory  Can be quite complex- ETD example  Controlled at file, deposit, collection or repository level  Who can designate access level  IP, department, group of colleagues, individuals

9. User Interface  Ease of use  Usability tested  Familiar metaphors  Branding/Customization To what level  Consistency (template) vs. personalization

10. Authentication  Integrate with pre-existing campus authentication- too much work otherwise  Off-site access if IP controlled  Certificate, LDAP, Shibboleth

11. Gatekeepers  Editors Metadata, quality, format control Censorship Delegate to student  Administrator Permission, collection set-up Classes of administrators is ideal

12. Compatibility  Skill sets Programming language, platform  Infrastructure Firewalls, authentication, backup, SAN

13. Clients vs. Web-Based  Clients More robust Desktop integration Limited to desktop Installation & upgrades  Web-Based Ubiquitous Nothing to push to desktops Limited functionality Common for user interface to be web-based, but admin. interface to require a client

14. Metadata & Protocols  Metadata Standard or unique Modifiable or hard coded Compatibility with existing metadata Available crosswalks  Protocols Federated searching (Z39.50) OAI protocol for metadata harvesting

15. Persistent Linking  Can make digital storage changes without breaking links  Critical for citations  Can make URLs quite complex http://hdl.handle.net/1905/42

16. Search Engine  Robustness  Indexed fields- full text?  Browsing  Relevancy  Sorting  Hit display

17. Usage Statistics  Don’t underestimate importance Assessment Persuasion  Integrate into interface?  How easy to extract and interpret

18. http://repositories.cdlib.org/escholarship/

19. https://urresearch.rochester.edu/index.jsp

20. Extensibility  Stand-alone or interacting with other systems?  Sit software on top, such as Luna Imaging  Degree of modularity; web-services; table structure manipulation

21. Available IR Systems  Alphabetical order  Give guidance– still do your homework

22. Archimede  Laval University Library, Quebec  Open source  Java  Linux and Windows  Full-text searching  Internationalized  Text-focused  Dublin Core  OAI complaint  Forthcoming- automatic controlled vocabulary Laval University Repository

23. ARNO  Academic Research in the Netherlands Online  Open source  Perl  Linux or Solaris  No end-user interface  A repository as well as harvester of others  OAI compliant  Dublin Core, but can transform into others University of Amsterdam’s Digital Academic Repository

24. bepress/Digital Commons  University of California, Berkeley  Hosted commercial (Proquest)  $8K-$50K flat fee based on size  $4-$5K license fee w/ variable rate per deposit  Format neutral  Automatic Word to PDF conversion  Template-driven interface  OAI compliant  Upload controlled vocabularies  Usage Stats – monthly emails to authors ScholarlyCommons@Penn

25. BioMed Central’s Open Repository  Hosted DSpace  Set-up & branding  Nightly back-ups  Retain ownership  Optional PDF conversation, CML markup, additional storage  Standard- separate community (5GB) $9,000/ $4,500/year  Silver- Separate community/sub- communities (10GB) $14,400 / $6,300/year  Gold- separate DSpace (50GB) $27,000/ $9,000/year INSERM

26. CDSware  CERN Document Server Software  Open Source/ technical support for fee optional  PHP/Python  Linux and Unix  OAI compliant  MARC 21  Format conversion  Bib records & documents  Searchable references; reverse citations CERN Document Server

27. CONTENTdm  Commercial software, distributed by OCLC  $7K-$40K depending on # of items  $1-$6K annual fee  On-site training available  Format neutral  OAI compliant  Dublin Core metadata  Z39.50 compatible  Automatic inclusion in WorldCat  Acquisitions client Dickinson College

28. Documentum  Commercial content management system  Locally installed  Web-based and client  Internationalized  Streaming server, thumbnails  Format conversion  Versioning; document check-out  Cadillac! USC’s Digital Archive

29. DocuShare  Commercial content management system  Locally installed  Web-based and client  Thumbnails  Versioning; document check-out  Lower-end system compared to Documentum Bob Hawke Prime Ministerial Digital Library

30. DSpace  MIT Libraries/Hewlett Packard  Open source  Java  Unix  Format neutral, definable format support  Communities/Sub- communities  OAI compliant  Thumbnails  Creative Commons license  Dublin Core metadata/ METS export tool  Full-text searching MIT DSpace RIT Digital Media Library

31. EPrints  Stevan Harnad, University of Southampton  Perl  Linux, GNU and Solaris  Format neutral, but can restrict  OAI compliant  Internationalized  Any metadata schema  RSS output CalTech CODA

32. Fedora  Cornell/Univ. of Virginia  Open source  VTLS Inc.- installation & hosting  Java  Windows, Solaris, UNIX  Format neutral  Infrastructure, not interface  OAI complaint  Dublin Core / METS ingest & export  Versioning ARROW

33. Greenstone  Open source  Multi-lingual (25 languages)  Windows, UNIX & Mac OS-X  Easy to install  Many text & multimedia formats  OAI compliant  METS exporting & importing  Batch importing  Customizable metadata Russian Federation East Timor Collection

34. I-Tor  Netherlands Institute for Scientific Information Services  Open source  Java  Linux  Repository & metadata harvester of distributed repositories  Metadata schema neutral  OAI compliant European Visual Archive

35. Also available… MyCoRe  University of Essen  Open source  Java  Windows, Linux, Solaris  Distributed repository searching  OAI compliant  Streaming support  German documentation! OPUS  University of Stuttgart  Open source  PDF  Dublin core  Popular in Germany  German documentation!

36. Also available… E-Doc Server  Max Planck Society, Germany  Open source  Perl, Linux  OAI compliant  OpenURL  Versioning DigiTool  ExLibris  Commercial system  Locally hosted  “professorial” interface

37. BREAK!!!