1. ETD 2006 Quebec City June 7, 2006 Required Open Access to ETDs: Technical, Logistical, and Philosophical Implications University of Waterloo Electronic Thesis Project http://www.lib.uwaterloo.ca/ETD/ETD2006/

2. Presentation Outline Required Electronic Submission and Open Access Christine Jewell, Electronic Thesis Project Chair cjewell@library.uwaterloo.ca Regulations, Operations, Communication, Collaboration Lynn Judge Director, Graduate Studies Academic Services ljudge@admmail.uwaterloo.ca Software, Courses and Support Issues Lisa Tomalty-Crans, Information Systems & Technology (IST) ltomalty@ist.uwaterloo.ca System Specifications William Oldfield, Networked Information Research Associate wroldfie@library.uwaterloo.ca wroldfie@library.uwaterloo.ca

3. Required Electronic Submission Project motivated by the promise of increased access to the rich content Electronic thesis submission became an option for graduating students in 1999 By 2006, nearly 50% opt to submit electronically All thesis submissions must be electronic, beginning O ctober 2006

4. Required Open Access Strong communication channels essential to recognize and address issues All electronically submitted theses are open access Applications for permission to temporarily restrict circulation are considered Usually in cases where a patent is pending Benefits of open access for authors and researchers Enhance reputation of university Promote career and publication potential of author Advance of scholarly communication

5. Regulations and Operations Academic Regulations Degree requirement Changing from voluntary to required submission On-line Thesis Regulations GSO Operations Administration of theses operations Review process Request to restrict circulation of thesis Transmission of theses

6. Communication and Collaboration Communications On-line newsletter Information sessions Collaboration Academic regulations Changing technology

7. Software Issues Thesis Creation Microsoft Word (the University of Waterloo has a site license for this product) LaTeX on most (if not all) Unix systems on campus Converting To PDF LaTeX and Macintosh Windows applications Adobe Acrobat Professional

8. Courses Theses using Microsoft Word Theses using LaTeX Equations using Microsoft Equation (with Microsoft Word) On-Line Thesis Submissions These courses are taught regularly and are also offered on a 'special request' basis

9. Support Web Sites  Main page for preparing Electronic Thesis: http://ist.uwaterloo.ca/ew/ethesis/ethesis.html http://ist.uwaterloo.ca/ew/ethesis/ethesis.html  Course notes at: http://ist.uwaterloo.ca/ew/saw-instructional.htmlhttp://ist.uwaterloo.ca/ew/saw-instructional.html  Enhanced thesis information: http://ist.uwaterloo.ca/ew/ethesis/enhanced.html http://ist.uwaterloo.ca/ew/ethesis/enhanced.html  LaTeX notes: http://ist.uwaterloo.ca/ew/ethesis/latex.htmlhttp://ist.uwaterloo.ca/ew/ethesis/latex.html  Word notes: http://ist.uwaterloo.ca/ew/thesis/ThesisCourse/WordTheses.html http://ist.uwaterloo.ca/ew/thesis/ThesisCourse/WordTheses.html  Word tips for electronic thesis: http://ist.uwaterloo.ca/ew/ethesis/wordtips.html http://ist.uwaterloo.ca/ew/ethesis/wordtips.html  A Microsoft Word template is available http://ist.uwaterloo.ca/ew/thesis/templates/uwthesis_word.dot http://ist.uwaterloo.ca/ew/thesis/templates/uwthesis_word.dot  Images in your thesis: http://ist.uwaterloo.ca/ew/ethesis/images.html and http://ist.uwaterloo.ca/ew/ethesis/pastein.htmlhttp://ist.uwaterloo.ca/ew/ethesis/images.htmlhttp://ist.uwaterloo.ca/ew/ethesis/pastein.html  Special characters in your abstract: http://ist.uwaterloo.ca/ew/ethesis/specchar.html http://ist.uwaterloo.ca/ew/ethesis/specchar.html  Creating your PDF file: http://ist.uwaterloo.ca/ew/ethesis/createpdf.htmlhttp://ist.uwaterloo.ca/ew/ethesis/createpdf.html  On-Line Thesis Submissions: http://ist.uwaterloo.ca/ew/ethesis/uploading.html http://ist.uwaterloo.ca/ew/ethesis/uploading.html

10. System Specifications Functional specifications Technical specifications Metadata creation and thesis submission

11. Public Access Local database Database of abstract records ETD server Dissemination of metadata OAI (Open Archives Initiative)

12. Web Sites University of Waterloo, Ontario, Canada http://www.uwaterloo.ca/ http://www.uwaterloo.ca/ University of Waterloo E-thesis Project http://www.lib.uwaterloo.ca/ETD/ http://www.lib.uwaterloo.ca/ETD/ Project Reports and Presentations http://www.lib.uwaterloo.ca/ETD/reports.html http://www.lib.uwaterloo.ca/ETD/reports.html Submitting Your Thesis Online course offered by IST http://ist.uwaterloo.ca/ew/ethesis/ethesis.html http://ist.uwaterloo.ca/ew/ethesis/ethesis.html Electronic Thesis Submissions regulations are available from the Graduate Studies Office Electronic Thesis Submissions regulations