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Falling into Apotheosis: Effective advocacy for achieving institutional repository success

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A workshop prepared for the CILIP Umbrella 2007 Conference (June). Undelivered due to ill health.

A workshop prepared for the CILIP Umbrella 2007 Conference (June). Undelivered due to ill health.

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    • 1. Falling into Apotheosis Effective advocacy for achieving institutional repository success Breakout Session Umbrella 2007 Gareth J Johnson SHERPA Repository Development Officer SHERPA/RSP, University of Nottingham [email_address]
    • 2. Apotheosis?!?
    • 3. SHERPA
      • SHERPA Project (2002-2005)
        • Setting up IRs with partners institutions (7 rising to 23)
      • SHERPA (2006-)
        • Now ongoing project based team
        • Broader portfolio of projects
        • Funded by JISC, CURL, OSI, SPARK Europe, Wellcome
      • Respected voice in OA development
        • SPARC Europe 2007 Award for Outstanding Achievements in Scholarly Communication
      • Focus for bids and proposals for new work
      • Provides services seen as “ vital to OA infrastructure ”
    • 4. RSP
      • Expanding SHERPA’s ethos nationally
        • 2.5 year JISC funded project
      • Support
        • Site visits & enquiry service
        • Technical & operational advice
      • Outreach & training
        • 2006 summer school
        • 2007 summer schools (Wales & Scotland)
        • Briefing papers & guides
        • Roadshow & conferences planned
      http://www.rsp.ac.uk
    • 5. Why is Advocacy Key?
      • To embed & enable your repository successfully
        • Cultural change must be achieved
        • Funding, staffing, ethos and policies must be agreed
      • One of the most effective tools is advocacy
        • Getting the right message to the right people
        • Tone and content varied by target audience
      • SHERPA Partner Experience
        • Focussed on advocacy successes & challenges
        • Each institution has unique approaches & landscape
    • 6. Why Institutional Repositories?
      • They have greater longevity
        • JISC model favours them
        • Emerging standard model
      • Subject repositories more at risk in the long term
        • From projects ending or individuals losing ability to support
        • Some subject repositories being adopted by institutions
      • IRs allow easier management of intellectual assets
        • Allows co-ordained approach to capture, storage and retrieval
        • Practically local advice, training and support available
      • Provide readily reusable material & information
        • Generates informative metrics
        • Metrics being used for internal promotion in some institutions
    • 7. Repository Types
    • 8. Advocacy Basics
      • An informed awareness must be built
        • A core message & ethos is essential
        • Neglecting advocacy will result in repository decline
      • Real cultural change is a crucial achievable
        • Need real engagement from and with academics
        • But takes an uncertain amount of time and effort
      • Be prepared for knock-backs
        • The right level of engagement is crucial
        • Advocacy fatigue
      • The slightest barriers are enough to stymie
        • Technological, awareness, temporal…
        • High expectations for short timescale
    • 9. 7 (& a bit) Advocacy Pillars
      • Set Achievable Targets
      • Discipline & Community
      • Educate & Clarify
      • Seize the Moment
      • Allies & Comparators
      • Enable Effective Deposition
      • Achieve Quick Wins
      • 7.5…Challenges
    • 10. Engaging with Advocacy
      • Intellectual & emotional engagement
        • Reasons why OA & self-archiving is important, useful, vital etc.
        • Addressing the bottom What’s in it for me? Line
      • Advocacy strategy blends
        • Top down (mandates, steering groups)
        • Bottom up ( hearts & minds, graduates)
        • Champions (laureates, media darlings)
        • Serendipitous (scatter-gun, ad hoc)
    • 11. Today’s Challenge
      • Advocacy looks easy, but success can be elusive
        • Understanding stakeholder mindsets
        • Appreciating the global dimension
        • Adapting for the unique environment
        • Avoiding repetition of errors
    • 12. Hands-on Part 1
      • Understanding the environment
      • Resources
        • Information packs
        • Role studies
      • Task 1
        • Your role’s concerns with OA?
        • Your role’s reactions to funding mandates?
        • Feedback in ~15 minutes
    • 13. Hands-on Part 2
      • Advocacy campaigns
      • Resources & personal experience
      • Task 2
        • The role of the library in OA advoacy
        • The major obstacles you face
        • Core message
      • Share experiences in ~20 mins
    • 14. Conclusions
    • 15. Gareth J Johnson SHERPA Repository Development Officer SHERPA, University of Nottingham [email_address] 0115-84-67544