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Tapping Utah’s Scholarly
WorksCheryl Walters, Utah State University
Jeffrey Belliston, Brigham Young University
Allyson Mower, University of Utah
Utah Library Association ConferenceApril 24, 2009
Outline
• IRs -- what, who and why: Cheryl Walters• Nuts and bolts of IR platforms: Jeffrey Belliston• Workflow & copyright: Allyson Mower• IR Showcase
Institutional Repositories: what
are they?“…“…a set of services that a university offers… for the a set of services that a university offers… for the management and dissemination of digital materials management and dissemination of digital materials created by the institution and its community members.”created by the institution and its community members.”
“…“…a mature … institutional repository will contain the a mature … institutional repository will contain the intellectual works of faculty and students – both intellectual works of faculty and students – both research research and teaching materialsand teaching materials – and also documentation of the – and also documentation of the activities of the institution… records of activities of the institution… records of events and events and performance performance and of the ongoing intellectual life of the and of the ongoing intellectual life of the institution. It will also house institution. It will also house experimental and experimental and observational dataobservational data…”…”
Clifford Lynch, Clifford Lynch, Institutional Repositories: Essential Infrastructure Institutional Repositories: Essential Infrastructure for Scholarship in the Digital Agefor Scholarship in the Digital Age, , ARL: A Bimonthly ReportARL: A Bimonthly Report, no. , no. 226 (Feb. 2003)226 (Feb. 2003)
Research results•Articles•Research reports•Datasets•Images•Conference proceedings
Teaching & student work•Courseware•Theses & dissertations•Honors papers
University events & exhibits•Programs•Lectures•Video & audio
Books & other publications
Digitized archival & Special Collections materials
Collections of special interest to University
Journals•Online journals•Print archives
Awareness & accountability
•Annual reports•Newsletters
IRs contain:An endless variety of research, teaching, events, activities, & publications
Who uses IRs?
Researchers
Parents
Teachers
Students
Legislators
Industries
Prospective employers
You, me
Who & Why?
ResearchersResearchers• Authoritative, accessible, current & historical dataAuthoritative, accessible, current & historical data• Sharing, building on work of othersSharing, building on work of others
Prospective employersProspective employers• writing & research skills; expertise; academic achievementswriting & research skills; expertise; academic achievements
Students at all levelsStudents at all levels• Research for school projectsResearch for school projects• Preview scholarship at prospective universitiesPreview scholarship at prospective universities• Begin building professional e-portfolios Begin building professional e-portfolios
Graduate schoolsGraduate schools• What has a prospective student done at other schools?What has a prospective student done at other schools?• Attracting new studentsAttracting new students
Who & why?
Teachers, professors Teachers, professors •As users:As users:
•Class preparationClass preparation•Keeping up with knowledge in fieldKeeping up with knowledge in field•Reusing data, integrating into curriculumReusing data, integrating into curriculum•Sharing, building on work of othersSharing, building on work of others
•As contributors:As contributors:•Safe repository to store & share workSafe repository to store & share work•Stable, persistent URLsStable, persistent URLs•Save money & time by letting someone else Save money & time by letting someone else
provide provide handle migration & IT supporthandle migration & IT support
Who & why?
General public General public • Personal research on health, legal, other issues• Life-long learning• Use Open Courses for free• Be informed citizens
Government agencies, legislatorsGovernment agencies, legislators• Accountability for higher ed spending• Data to manage natural & governmental resources• Enable knowledgeable government
IR Services beyond the
obvious• Automatic usage reports to authors
• Link to other campus services:
• Faculty activity tracking tools like Digital MeasuresFaculty activity tracking tools like Digital Measures
• Grant project research, PubMed IDs & metadataGrant project research, PubMed IDs & metadata
• Host campus open coursesHost campus open courses
• Online journals publishing: manage submissions & peer
reviews• Events management (conferences, etc.)
• manage submitted papers• post proceedings
• Author rights assistance
• E-book publishing & on-demand printing
• Provide central archives for a discipline or specialty
IRs are dynamic & accessible-- Contents are easy to find & share
• IR items are findable via Google & Google ScholarIR items are findable via Google & Google Scholar
• IRs can share content or links with other IRs & IRs can share content or links with other IRs & databasesdatabases
• Listed in Open Access/OAI directories: OAISTER, Listed in Open Access/OAI directories: OAISTER, ROAR, OpenDoarROAR, OpenDoar
• Theses in Networked Database Library of Theses & Theses in Networked Database Library of Theses & Dissertations (NDLTD)Dissertations (NDLTD)
• Are a logical place to look Are a logical place to look
Platforms
• Seventy (70) different platforms are listed in Seventy (70) different platforms are listed in the software drop-down in OpenDOAR’s searchthe software drop-down in OpenDOAR’s search
• Some are actual software applications (e.g. Some are actual software applications (e.g.
Documentum or Equella); others are Documentum or Equella); others are
programming languages (e.g. Cocoon or HTML)programming languages (e.g. Cocoon or HTML)
Platforms (continued)
Stats about the 70 platformsStats about the 70 platforms
The favoritesThe favorites• DSpace/Open Repository (410 installations)DSpace/Open Repository (410 installations)• EPrints (248 installations)EPrints (248 installations)• Bepress/Digital Commons (63 installations)Bepress/Digital Commons (63 installations)
OthersOthers• Fedora/FezFedora/Fez• OPUSOPUS• WildFireWildFire
Differences: Software Type
Open Source
DSpace/Open RepositoryDSpace/Open Repository
EPrintsEPrints
Fedora/FezFedora/Fez
Proprietary
Bepress/Digital CommonsBepress/Digital Commons
CONTENTdmCONTENTdm
Differences: Hosting
Commercially-Hosted
Open SourceOpen Source
Open RepositoryOpen Repository
ProprietaryProprietary
Bepress/Digital Bepress/Digital CommonsCommons
CONTENTdmCONTENTdm
Self-Hosted
Open SourceOpen Source
DSpaceDSpace
ProprietaryProprietary
CONTENTdmCONTENTdm
Pros/Cons:Open Source vs Proprietary
Open Source
ProsPros
Free …Free …
Code is openly availableCode is openly available
Dedicated user communityDedicated user community
ConsCons
… “… “like a puppy”like a puppy”
Governance structureGovernance structure
Base code controlBase code control
Proprietary
ProsPros
Somebody else managesSomebody else manages
Plug and playPlug and play
ConsCons
Up-front and Up-front and maintenance costsmaintenance costs
Market drives changesMarket drives changes
Pros/Cons:Commercial- vs Self-HostingCommercially-Hosted
ProsPros
No need for serversNo need for servers
Storage can grow Storage can grow incrementallyincrementally
Faster/easier initial setup and Faster/easier initial setup and upgradesupgrades
ConsCons
Less control of data and Less control of data and security parameterssecurity parameters
CostCost
Self-Hosted
ProsPros
Local control Local control
More control of functionalityMore control of functionality
CostCost
ConsCons
Greater expertise neededGreater expertise needed
Setup/upgrade issuesSetup/upgrade issues
Re-customizationRe-customization
BYU’s Move from DSpace to CONTENTdmHistoryHistory
• ““DSpace at BYU” repository launched in late 2003DSpace at BYU” repository launched in late 2003• Look and feel initially customizedLook and feel initially customized• Begun on “If you build it, they will comeBegun on “If you build it, they will come..??”” basis basis• No one in chargeNo one in charge
Benign neglectBenign neglect• Submissions puddle dried upSubmissions puddle dried up• Becomes un-customizedBecomes un-customized• Functionality issuesFunctionality issues
BYU’s Move from DSpace to CONTENTdm (cont.)Revival of IRRevival of IR
• Someone in chargeSomeone in charge• Learning curveLearning curve• Programming project to re-customize and address Programming project to re-customize and address
functionalityfunctionality
Eureka momentEureka moment• CONTENTdm already in place and functionalCONTENTdm already in place and functional• Significant advantages accruedSignificant advantages accrued
Sources of Information
• Repositories Support Project Repositories Support Project (http://www.rsp.ac.uk/index)(http://www.rsp.ac.uk/index)• March 2009 survey March 2009 survey
(http://www.rsp.ac.uk/software/surveyresults)(http://www.rsp.ac.uk/software/surveyresults)• Software list and helpful discussionSoftware list and helpful discussion
• Open Access Directory software list Open Access Directory software list (http://oad.simmons.edu/oadwiki/Free_and_(http://oad.simmons.edu/oadwiki/Free_and_open-source_repository_software)open-source_repository_software)
Workflow
Workflow will depend on what you collectWorkflow will depend on what you collect
published materialpublished material
journal article pre-prints, post-printsjournal article pre-prints, post-prints
booksbooks
unpublished material unpublished material
theses, dissertations, some multimediatheses, dissertations, some multimedia
public domain content public domain content
historical imageshistorical images
Workflow and Platforms
Many platforms have workflow built-in for addingMany platforms have workflow built-in for adding
pre-printspre-prints
public domain items public domain items
Most don’t have copyright permissions workflowMost don’t have copyright permissions workflow
except Fedora/Fezexcept Fedora/Fez
Collection Development Policy
CD policy can help you think through what you CD policy can help you think through what you want to collectwant to collect
purpose/missionpurpose/mission
selection responsibilitiesselection responsibilities
overview of the collection(s)overview of the collection(s)
E.g. U Scholar Works contains pre-prints, post-E.g. U Scholar Works contains pre-prints, post-prints, books, book chapters, presentations, prints, books, book chapters, presentations, posters, research reports, etc.posters, research reports, etc.
University of Utah IR Workflow
General copyright guidelines
Post-print journal articles and non-fiction books Post-print journal articles and non-fiction books published after 1923, will probably require published after 1923, will probably require permission from the publisherpermission from the publisher
Theses, dissertations, original creative works, Theses, dissertations, original creative works, will probably require permission from the author will probably require permission from the author
Download U-SKIS to help track your permissions Download U-SKIS to help track your permissions process http://u-skis.sourceforge.netprocess http://u-skis.sourceforge.net
Quick overview
Copyright protects the creator and his/her original Copyright protects the creator and his/her original worksworks
Legal rightLegal right
Automatically securedAutomatically secured
Fixed in tangible mediumFixed in tangible medium
Creator is the ownerCreator is the owner
except work-for-hireexcept work-for-hire
Rights can be transferred in whole or in partRights can be transferred in whole or in part
What are these rights?
Copyright owners have exclusive rights toCopyright owners have exclusive rights to
Reproduce a workReproduce a work
Prepare derivative worksPrepare derivative works
Distribute copies of a workDistribute copies of a work
Perform a work publiclyPerform a work publicly
Display a work publiclyDisplay a work publicly
How long do they last?
Life of the author + 70 yearsLife of the author + 70 years
95 years if work-for-hire95 years if work-for-hire
The public domainThe public domain
Generally any work created before 1923Generally any work created before 1923
Some works created after 1923 may be in public Some works created after 1923 may be in public domain domain
see http://librarycopyright.net/digitalslider/see http://librarycopyright.net/digitalslider/
Exemptions
Fair Use DoctrineFair Use Doctrine
First Sale DoctrineFirst Sale Doctrine
Educational Fair UseEducational Fair Use
TEACH ActTEACH Act
Library and Archives Library and Archives
Libraries & Archives
Not an infringement for a library to make one copy Not an infringement for a library to make one copy of a published work and up to three copies of an of a published work and up to three copies of an unpublished workunpublished work
Needs to currently be in the collectionNeeds to currently be in the collection
Can’t be for commercial gainCan’t be for commercial gain
Access must be restricted to the campusAccess must be restricted to the campus
Section 108 Section 108
http://www.copyright.gov/title17/92chap1.html#108http://www.copyright.gov/title17/92chap1.html#108
Examples from Utah’s IRsU of UU of U
Health Sciences Theses & Dissertations (http://uspace.utah.edu/etds)Health Sciences Theses & Dissertations (http://uspace.utah.edu/etds)
Mario Capecchi’s research (http://content.lib.utah.edu/ir/authos)Mario Capecchi’s research (http://content.lib.utah.edu/ir/authos)
Pharmacology images in collaboration with dept & publisher Pharmacology images in collaboration with dept & publisher (http://uspace.utah.edu/colleges)(http://uspace.utah.edu/colleges)
BYUBYU
Historical Costume CollectionHistorical Costume Collection
HerbariumHerbarium
USUUSU
Selected Works Faculty Web Pages: Selected Works Faculty Web Pages:
http://digitalcommons.usu.edu/sw_gallery.htmlhttp://digitalcommons.usu.edu/sw_gallery.html
CoursewareCourseware
http://ocw.usu.edu/Anthropology/Anthropology_of_Religionhttp://ocw.usu.edu/Anthropology/Anthropology_of_Religion
• Scholarly articles, presentations• Awards• Areas of Expertise• Vitas
Selected Works: Faculty web pages
• Research projects• Email List• Links• RSS feedbacks
USU OpenCourseWare
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