Establishing an Institutional Repository continued

1
Establishing an Institutional Repository-
(continued)
November 8, 2005

• LITA Regional Institute

Susan Gibbons Asst. Dean, Public Services
Collection Development River Campus
Libraries University of Rochester sgibbons_at_library
.rochester.edu
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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

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Authentication

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

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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
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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 (Web
  Citation Index)

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Persistent Linking

• Can make digital storage changes without breaking
  links
• Critical for citations
• Can make URLs quite complex
• http//hdl.handle.net/1905/42

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Search Engine

• Robustness
• Indexed fields- full text?
• Browsing
• Relevancy
• Sorting
• Hit display

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Usage Statistics

• Dont 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
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Extensibility

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

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Available IR Systems

• Give guidance still do your homework!
• Alpha order of most common in U.S.

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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
• RSS feeds
• ETD automatically uploaded

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bepress/Digital Commons

• Technical White Paper available from Proquest
  website http//www.umi.com/proquest/digitalcommons
  /default.shtml
• ScholarlyCommons_at_Penn
• Researcher Page

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BioMed Centrals Open Repository

• Hosted DSpace
• Set-up branding
• Nightly back-ups
• Retain ownership
• Optional PDF conversation, XML markup, additional
  storage

• Hosted DSpace
• 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

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BioMed Centrals Open Repository

• Demo site available
• http//www.openrepository.com/demo/
• 7 pilot repository 1 full production (INSERM)

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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
• Full-text searching
• Hierarchical deposits

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CONTENTdm

• University of Utah
• University of New Orleans

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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

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DSpace

• Sites using DSpace
• Interface demo
• MIT DSpace
• RIT Digital Media Library
• System demo
• UR Research

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EPrints

• Stevan Harnad, University of Southampton
• Perl
• Linux, GNU and Solaris
• Open source, but service packages available

• Format neutral, but can restrict
• OAI compliant
• Internationalized
• Any metadata schema
• RSS output

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EPrints

• Demo version
• Sites using EPrints 2

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Fedora

• Cornell/Univ. of Virginia
• Open source- still being built
• VTLS Inc.- installation, hosting user
  interface
• Java
• Windows, Solaris, UNIX

• Format neutral
• Infrastructure, not interface
• OAI complaint
• Dublin Core / METS ingest export
• Versioning
• Working on IR user interface

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Fedora

• Fedora with VTLSs VITAL
• Arrow Project in Australia
• National Library of Estonia

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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

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Greenstone

• List of Greenstone repositories

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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
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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 Amsterdams Digital Academic
Repository
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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
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Documentum

• Commercial content management system
• Locally installed

• Web-based and client
• Internationalized
• Streaming server, thumbnails
• Format conversion
• Versioning document check-out
• Cadillac!

USCs Digital Archive
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DocuShare

• Commercial content management system
• Locally installed

• Web-based and client
• Thumbnails
• Versioning document check-out
• Lower-end system compared to Documentum

River Campus Libraries, University of Rochester
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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
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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!

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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

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BREAK!!!