Getting Started with Institutional Repositories and Open Access
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This document provides an overview and agenda for a conference on institutional repositories and open access. It discusses the history and purpose of institutional repositories and open access, including key definitions, events, and documents. It outlines the typical content in repositories and different repository systems. It also addresses stakeholders, challenges, and guiding principles for developing repository programs.
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Getting Started with Institutional Repositories and Open Access
- 1. The Nuts & Bolts of Getting Started with Institutional Repositories & Open Access Abby Clobridge AMICAL Conference Director, Clobridge Consulting 4 April 2012 aclobridge@clobridgeconsulting.com American University of Sharjah
- 2. Overview 1) Agenda for Today 2) Institutional Repositories & Open Access 3) Interoperability 4) Thinking about the future
- 3. Today’s Agenda Part 1: Strategic Planning Part 2: Getting Content into Repositories Part 3: Emerging Themes in Scholarly Communication – Digital Curation, Metrics, Altmetrics
- 4. Approach for Today - Definitions and foundations (presentation) - Individual reflection – how can this be applied within my institution/environment? - Discussions, brainstorming, reporting back - Afternoon break-out sessions - Questions, comments? - Twitter & Google+
- 5. Late 1990s/2000s – Turning point for libraries, the information ecosystem, scholarly communication, technology
- 6. The Information Lifecycle creating Support collecting for describing information. curating disseminating preserving
- 7. How do we access information? Who has access to information? What are the barriers to access? How do we define information today? How can we use, How can we How can we reuse, manipulate, ensure access harness ICT to interact with and work with to born-digital information in information and information in new ways? data? the future? 2000s: How do we think about information and knowledge?
- 8. Institutional Repositories “In my view, a university-based institutional repository is a set of services that a university offers to the members of its community for the management and dissemination of digital materials created by the institution and its community members.” - Cliff Lynch, 2003 ‘Institutional repositories: Essential infrastructure for scholarship in the digital age.’
- 9. IR Content Pre-prints & post-prints (peer-reviewed articles) Born-digital scholarship Enhanced publications Data sets Electronic Theses & Dissertations Open Educational Resources (OERS) Grey literature – conference proceedings, technical reports Archival materials from the institution
- 10. Institutional Repositories “… It is most essentially an organizational commitment to the stewardship of these digital materials, including long-term preservation where appropriate, as well as organization and access or distribution.” - Cliff Lynch, 2003 ‘Institutional repositories: Essential infrastructure for scholarship in the digital age.’
- 11. External to libraries Berlin Library initiated Declaration on Budapest Bethesda Open Access Open Access Statement to Knowledge Electronic Initiative on Open in the Sciences Digitization Theses & (2002) Access and of archival Dissertations Publishing Humanities collections (ETDs) (2003) (2003) Late 1990s – 2000s
- 12. Changing Scholarly Information Landscape • Demand for immediate, complete access to materials. • Support for new forms, new content types. • Continually-evolving landscape. • Uses ICT for redefinition of our work. • Usage data measure value.
- 13. Open Access (OA) “Open-access (OA) literature is digital, online, free of charge, and free of most copyright and licensing restrictions. What makes it possible is the internet and the consent of the author or copyright-holder.” – Peter Suber, A Very Brief Introduction to Open Access
- 14. Open Access Two kinds of free: 1) Free cost – to consumers 2) Free of usage restrictions, access limitations
- 15. Purpose of OA To use Information Communication Technology (ICT) to increase and enhance dissemination of scholarship.
- 16. What does this mean? Through Open Access… - Increased access - Further, broader (global) dissemination - Impact of research increases - Increased visibility - Funding dollars have more impact
- 17. Two Methods for Open Access: 1) Publish in an Open Access journal. [gold OA] 2) Publish in any peer-reviewed journal and deposit refereed version in an Open Access repository. [green OA] Peer-review is critical for either method.
- 18. Over 2000 repositories registered. 2012 State of Open Access & Digital Repositories Today Directory of Open Access Repositories (OpenDOAR) – www.opendoar.org Repository 66.org – Repository Maps – maps.repository66.org
- 19. Over 7000 journals registered. 2012 State of Open Access Journals Today Directory of Open Access Journals – DOAJ – www.doaj.org
- 20. • OA Monographs Types of • Enhanced publications Repository • Linked data Content • Grey literature • ETDs • Digitized materials from archives & museums • Open Access repositories Types of • Open Educational Resources (OER) repositories / Repository learning object repositories Systems • Learning management systems / courseware • Digital asset management systems (DAMs) • Current Research Information Systems (CRIS) • ePortfolios 2010s – Repository landscape continues to change
- 21. • Research funding agencies Stakeholders • Publishers • Researchers • National policy makers • NGOs National mandates? Denmark, Spain… UNESCO, European OECD, FAO, Commission – Broadband National Wellcome FP7 Open Commission Institutions of Health Trust Access Pilot 2010s – Repository landscape continues to change
- 22. The real value of Open Access lies in the potential to aggregate research outputs, present information in different ways, and allow for new types of data extraction and analysis – all possible because of interoperability.
- 23. New IR Services, Challenges • Emphasis on curation services • Changing relationship with faculty & researchers, publishers • Organizational challenges are vast • Technical challenges are real • Continually evolving questions surrounding scholarly communication & publishing
- 24. Model of Technology Adoption 4. Redefinition 3. Modification Transformative Not Transformative 2. Augmentation 1. Substitution A Matrix Model for Designing and Assessing Network-Enhanced Courses http://www.hippasus.com/resources/matrixmodel/puentedura_model.pdf Ruben R. Puentedura, Ph.D. 2003. Accessed 12/7/08.
- 25. René Magritte, "La Trahison des Images" ("The Treachery of Images") (1928-9) or "Ceci n'est pas une pipe" ("This is not a pipe") Tim O’Reilly, O’Reilly Media – “We need new mental models.”
- 26. Guiding Principles Align the program with institutional and library strategic plans and initiatives. Each institution is different. Every institution has its own culture, needs, and priorities. Create a program that fits your institution at this particular point in time.
- 27. Guiding Principles A repository is not a static entity. It should change over time. Keep it simple. The easiest, simplest solution is usually the best. Don’t overcomplicate processes.
- 28. Guiding Principles Don’t let technology drive decisions. Use technology to streamline processes and solve problems, not drive policy decisions. Consider the repository to be a production environment. Invest time and effort in developing processes that will support the 80% of situations, not the exceptions.
- 29. Guiding Principles Don’t make the repository about the library. The repository program should be designed to reflect the needs of the university as a whole.