Falling into Apotheosis Effective advocacy for achieving institutional repository success   Breakout Session  Umbrella 200...
Apotheosis?!?
SHERPA <ul><li>SHERPA Project (2002-2005) </li></ul><ul><ul><li>Setting up IRs with partners institutions (7 rising to 23)...
RSP <ul><li>Expanding SHERPA’s ethos nationally </li></ul><ul><ul><li>2.5 year JISC funded project </li></ul></ul><ul><li>...
Why is Advocacy Key? <ul><li>To embed & enable your repository successfully </li></ul><ul><ul><li>Cultural change must be ...
Why Institutional Repositories? <ul><li>They have greater longevity </li></ul><ul><ul><li>JISC model favours them </li></u...
Repository Types
Advocacy Basics <ul><li>An informed awareness must be built </li></ul><ul><ul><li>A core message & ethos is essential </li...
7 (& a bit) Advocacy Pillars <ul><li>Set Achievable Targets </li></ul><ul><li>Discipline & Community </li></ul><ul><li>Edu...
Engaging with Advocacy <ul><li>Intellectual & emotional engagement </li></ul><ul><ul><li>Reasons why OA & self-archiving i...
Today’s Challenge <ul><li>Advocacy looks easy, but success can be elusive </li></ul><ul><ul><li>Understanding stakeholder ...
Hands-on Part 1 <ul><li>Understanding the environment </li></ul><ul><li>Resources </li></ul><ul><ul><li>Information packs ...
Hands-on Part 2 <ul><li>Advocacy campaigns </li></ul><ul><li>Resources & personal experience </li></ul><ul><li>Task 2 </li...
Conclusions
Gareth J Johnson SHERPA Repository Development Officer SHERPA, University of Nottingham [email_address] 0115-84-67544
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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.

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  • Falling into Apotheosis: Effective advocacy for achieving institutional repository success

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