1. ACRL New England Chapter Information Technology Interest Group Preservation and Conservation Interest Group March 18, 2005 Here Today, Here Tomorrow Issues Concerning Institutional Repositories Eliot Wilczek University Records Manager Digital Collections and Archives Tufts University

2. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Definition Clifford Lynch, “Institutional Repositories: Essential Infrastructure for Scholarship in the Digital Age,” ARL Bimonthly Report 226, February 2003 Set of Services Management Dissemination Digital Materials Stewardship

3. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Definition Ingest Maintain Preserve Deliver Set of Services Management Dissemination Digital Materials Stewardship

4. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Definition Establishment of Policies Execution of Procedures Set of Services Management Dissemination Digital Materials Stewardship

5. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Definition Search & Delivery Tools Deliver Meaningful & Functional Data/Objects/Records Access & Use Rights Set of Services Management Dissemination Digital Materials Stewardship

6. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Definition Digital Objects/Publications Data Records Set of Services Management Dissemination Digital Materials Stewardship

7. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Definition Institutional Commitment Long Term & Ongoing Defined Responsibilities Set of Services Management Dissemination Digital Materials Stewardship

8. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Definition Thorton Staples, “Building Communities of Practice to Support Digital Scholarship,” EDUCAUSE 2004 Repository v. Library

9. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Definition Output of Institution Regardless of Subject Repository v. Library

10. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Definition Subject Collections Repository v. Library

11. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Infrastructure Architecture Data/Objects/Records Policy Institution & People Application Definition Application Repository System (Narrow) Repository System (Broad) Elements of a Repository

12. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Issues Publication System Prepublication Service Active Workspace v. Inactive Repository Relationship to other Systems Repository Role

13. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Issues Intellectual Appraisal Contributors Function Scope of Holdings

14. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Issues Publications Research Data Records Scope of Holdings

15. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Issues Publications Singular Objects Informational Value Scope of Holdings

16. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Issues Complex/Multilayered Original/Derivative Data Tools Different Disciples Value Data Differently Scope of Holdings Research Data

17. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Issues Evidence of Action Context Structure Content Authenticity Scope of Holdings Records

18. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Issues Technical Appraisal Formats Scope of Holdings

19. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Issues Format Descriptive Metadata Technical Metadata Management Metadata Retention & Disposition Rights Metadata Use Rights Intellectual Property Creation

20. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Issues Institutional Commitment Preservation Byte stream Functional Meet Future Demand Sustainability

21. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Issues Discover Deliver Functional Objects Use Rights Who Secondary Use Delivery

22. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Issues Repository Role Collection Scope Creation Sustainability Delivery Service Level

23. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Issues Agreements What the Repository will Take What the Repository will Deliver Service Level

24. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Issues Level A Format Level B Format Level C Format Level 1 Metadata A1 Service Top level searching and access B1 ServiceC1 Service Level 2 Metadata A2 ServiceB2 ServiceC2 Service Level 3 Metadata A3 ServiceB3 ServiceC3 Service Good luck!

25. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Issues MIT Libraries “MIT DSpace Policies and Guidelines” libraries.mit.edu/dspace-mit/ mit/policies/ Service Level

26. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Issues Want Disseminate Work Area of Study Create own Metadata and Tools Data Greater Volume Greater Complexity Ownership & Intellectual Control Faculty/Researcher Participation

27. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Issues Not Want Repository Administration Difficult Submission Faculty/Researcher Participation

28. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Issues Repository Needs Easy Submission Accept their Metadata and Tools Control Access Low Administrative Burden Faculty/Researcher Participation

29. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Issues Nancy Fried Foster and Susan Gibbons, “Understanding Faculty to Improve Content Recruitment for Institutional Repositories,” D-Lib Magazine, January 2005 UCSB, Informatics Project www.library.ucsb.edu/informatics Faculty/Researcher Participation

30. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Approaches Determine Needs Institution Faculty/Researcher Envision Needs First Step Policies Repository System Collection Strategies

31. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Approaches Open Source v. Vendor Ready-to-Go v. Ready-to-Build All in One v. Architecture/Application Systems (Narrow)

32. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Approaches Open Society Institute, “A Guide to Institutional Repository Software,” 3 rd Edition August 2004 www.soros.org/openaccess/ software/ Systems (Narrow)

33. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Eliot Wilczek Tufts University Approaches Fedora www.fedora.info DSpace www.dspace.org Digital Commons il.proquest.com/umi/digitalcommons/ ContentDM www.oclc.org/contentdm Greenstone www.greenstone.org Eprints software.eprints.org DigiTool www.exlibrisgroup.com/digitool.htm Systems (Narrow)

34. Here Today, Here Tomorrow Institutional Repositories ACRL/NEC ITIG & P/CIG March 18, 2005 Thank you Eliot Wilczek University Records Manager Digital Collections and Archives Tufts University