EThOS Reflections Sara Gould UKCoRR Members’ Meeting 27 January 2012
EThOS beginnings
Average Annual Demand = 10k Average Annual Demand = 140k To support HE through the transition from print to electronic and...
EThOS - Introduction
EThOS - Introduction
EThOS – snapshot of content
EThOS – snapshot of use
<ul><ul><li>First impressions: </li></ul></ul><ul><ul><li>Fantastic resource for researchers </li></ul></ul><ul><ul><li>Us...
<ul><ul><li>Institutional membership model </li></ul></ul>EThOS – what’s happened recently?
EThOS – new model
<ul><ul><li>Institutional membership model </li></ul></ul><ul><ul><li>Digitisation workflows </li></ul></ul><ul><ul><li>Te...
EThOS - Introduction
<ul><ul><li>Institutional membership model </li></ul></ul><ul><ul><li>Digitisation workflows </li></ul></ul><ul><ul><li>Te...
<ul><ul><li>2010 – new model emerged </li></ul></ul><ul><ul><li>Shared service between HE and BL </li></ul></ul><ul><ul><u...
<ul><ul><li>Technical development  </li></ul></ul><ul><ul><ul><li>De-bug </li></ul></ul></ul><ul><ul><ul><li>Linked IR con...
<ul><ul><ul><li>Raise visibility – marketing </li></ul></ul></ul><ul><ul><ul><li>Impact </li></ul></ul></ul><ul><ul><ul><l...
<ul><ul><ul><li>Period of stability – know where we’re going </li></ul></ul></ul><ul><ul><ul><li>Implement changes </li></...
 
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EThOS Reflections

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  • Not giving a history lesson, but just say happy birthday – 3 yrs old last week! 20 Jan 2009 – B.O. became president; EThOS launched. Shares its inauguration with good company 400,000 downloads
  • AA slide from Repository Support Project meeting at end of March last year. Less than one year, but look how focused on digitisation Ethos was then – quality of scans, microfiche. Have come a long way since then.
  • What do we know? Old record – No abstract, no URL link, old thesis ID number. Simply gives the record and options for ordering a copy. New record next – No PDF, but link to your repository copy, abstract. [Must get rid of red message, no need to digitise it].
  • What do we know? Old record – No abstract, no URL link, old thesis ID number New record– No PDF, but link to your repository copy, abstract. [Must get rid of red message, no need to digitise it]. We know nature of records are changing Linking is essential
  • Different scales – Records – since August last year, 250,000 – 300,000. Now almost 300,000. Theses – since Aug last year, 49,000 – 55,000. Now 55,000. Links – Since Jan 2009, 0 – 16,000. Now 14,000.
  • Obviously, as nature of the content changes, so might usage. Look at snapshot of way EThOS being used. Downloads – dropped at Xmas (normal?), ave 10,000 a month Digitisation orders – steady at around 600 a month Plus new registered users - 3000 a month Clickthroughs – just started measuring – too soon to say but inevitable rise – 2500 at the mo Too early to predict, but linking is key. Do we still need to hold the PDF if we have a link to your repository, not sure yet?
  • I started working with E in late June last year, First impressions Fantastic resource for researchers – 10,000 downloads by researchers across the world – will soar once open to Google. Very impressive EThOSnet project to build critical mass of digital content, meeting the aim to “support institutions in transition from print to e”. Having new e-content coming on stream plus ‘old stuff’ all in one place with option to digitise in response to demand is really great (USP) Rather challenging user experience – downloads into your basket A focus on digitisation and ‘supply of an ‘item’ to users. Not surprising as it came out of the old ‘British Thesis service”, ie DSC. Metadata had some interesting features – institution names, titles in capitals etc Now: Repositories are complicated, and EThOS even more so – because it does so much – too much? – Holds records and full-text Harvests in and enables harvest out Speaks to different repository softwares Supports end-user financial transactions Automatic upload of digitised content (Soon) speaks to Primo catalogue
  • Delivered membership model (more of that in a mo – next slide NOW)
  • Delivered membership model (more of that in a mo) Reviewed digitisation workflows – redefined the costs, what counts as “BL digitisation” and what counts as “EThOS workflow” - Revised the pricing so we now have differentiated charging for member/non-members Developer finally appointed in Dec. Requirements list of 100+ lines. From tiny (remember my email on login), to medium (ensure linked IR-held theses count as “full-text” on search), to very big (improving the harvester to be able to re-harvest data)
  • Delivered membership model (more of that in a mo) Reviewed digitisation workflows – redefined the costs, what counts as “BL digitisation” and what counts as “EThOS workflow” - Revised the pricing so we now have differentiated charging for member/non-members Developer finally appointed in Dec. Requirements list of 100+ lines. From tiny (remember my email on login), to medium (ensure linked IR-held theses count as “full-text” on search), to very big (improving the harvester to be able to re-harvest data) BL’s metadata team now involved – great. Batch upgrade of 40,000 records, soon to be returned to EThOS – authors, corrections, de-dups, abstracts Links with cataloguers – more abstracts, Dewey, key-terms (Members take priority) Opening up metadata to 3 rd parties Advise on other areas – embargo information, research sponsor, HUSID, Names project
  • Change functionality so linked items are discoverable as ‘full-text’ in the same way as PDF attachments.
  • Membership model, digitisation, developer – and … BL’s metadata team now involved – great. Batch upgrade of 40,000 records, soon to be returned to EThOS – authors, corrections, de-dups, abstracts Links with cataloguers – more abstracts, Dewey, key-terms (Members take priority) Opening up metadata to 3 rd parties Advise on other areas – embargo information, research sponsor, HUSID, Names project
  • 2010 – Victim of its success, overwhelmed by demand for digitisation. Also BL could not continue to commit resource to develop it to such an extent to deliver all requirements, especially as digitisation was supporting EThOS delivery (as this declined, so did resource for EThOS) Consultation – EThOS Future Models workshop (senior – JISC, RLUK, Sconul); survey on digi; technical workshop (Dart, Jisc, HEIs and BL) New model emerged – Shared service – development advised by HE; governed by EThOS Board; move the focus to e-theses and away from digitisation. To cover development and changes - Membership contribution. Membership – take-up has been great, confirms support &amp; commitment to EThOS. 80% participants signed up. In this room - ??% - you know if that’s you! I am aware that EThOS needs to show progress now. Benefits so far – differential digi rates; catalogue enhancements (will be visible soon); stats; Possible future – your views – TPs / digi end-user ordering / harvesting full-text /anything else?
  • Phase 1 – Stabilise (next 3 months) Sort out IR linking, order messages, FT searches. Harvester. Metadata – doing this now. Allow catalogue records to be added, starting with BL catalogue. Embed membership model – esp dis-benefits. Plagiarism
  • Phase 2 – Enhance and consult (rest of 2012) Development phase – but development alongside consultation – prove the value AND establish what next. Marketing Impact, case studies Stats – JISC MU, Open data. Members’ area Metadata review – embargo, sponsor body, Husid – external devts eg OpenAire (EU) Preservation
  • Phase 3 – Stable period (Jan 2013 onwards) Conclude recommendations &amp; implement Tie in with membership model – Nov 2012 = second year of model – aware we need to earn your confidence Drive costs down – customer enquiries/development costs/cataloguing Know more clearly what the future looks like.
  • Thank you. Questions.
  • EThOS Reflections

    1. 1. EThOS Reflections Sara Gould UKCoRR Members’ Meeting 27 January 2012
    2. 2. EThOS beginnings
    3. 3. Average Annual Demand = 10k Average Annual Demand = 140k To support HE through the transition from print to electronic and to expand available content via digitisation
    4. 4. EThOS - Introduction
    5. 5. EThOS - Introduction
    6. 6. EThOS – snapshot of content
    7. 7. EThOS – snapshot of use
    8. 8. <ul><ul><li>First impressions: </li></ul></ul><ul><ul><li>Fantastic resource for researchers </li></ul></ul><ul><ul><li>User experience </li></ul></ul><ul><ul><li>Focus on ‘supply’ of items and digitisation </li></ul></ul><ul><ul><li>Metadata </li></ul></ul><ul><ul><li>Now: </li></ul></ul><ul><ul><li>Repositories are complex and evolving </li></ul></ul><ul><ul><li>EThOS is very complicated </li></ul></ul>EThOS – First impressions
    9. 9. <ul><ul><li>Institutional membership model </li></ul></ul>EThOS – what’s happened recently?
    10. 10. EThOS – new model
    11. 11. <ul><ul><li>Institutional membership model </li></ul></ul><ul><ul><li>Digitisation workflows </li></ul></ul><ul><ul><li>Technical development </li></ul></ul><ul><ul><ul><ul><li>Dec 2011 start </li></ul></ul></ul></ul><ul><ul><ul><ul><li>EThOS Admin – manage membership </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Digitisation funds management </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Transfer of records between EThOS and Primo </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Harvesting </li></ul></ul></ul></ul>EThOS – what’s happened recently?
    12. 12. EThOS - Introduction
    13. 13. <ul><ul><li>Institutional membership model </li></ul></ul><ul><ul><li>Digitisation workflows </li></ul></ul><ul><ul><li>Technical development </li></ul></ul><ul><ul><li>Metadata </li></ul></ul><ul><ul><ul><ul><li>Experts </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Batch upgrades </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Third party services </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Embargoes, sponsors, metadata projects </li></ul></ul></ul></ul>EThOS – what’s happened recently?
    14. 14. <ul><ul><li>2010 – new model emerged </li></ul></ul><ul><ul><li>Shared service between HE and BL </li></ul></ul><ul><ul><ul><ul><li>Focus on e- </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Digitisation remains but now only one strand </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Respond to HE needs </li></ul></ul></ul></ul><ul><ul><li>EThOS Governing Board </li></ul></ul><ul><ul><ul><ul><li>JISC, RLUK, Sconul, BL, RCUK, UKCGE, Cranfield, DART, AHUA - and UKCoRR </li></ul></ul></ul></ul><ul><ul><li>Membership contribution </li></ul></ul><ul><ul><ul><ul><li>JISC-banded </li></ul></ul></ul></ul><ul><ul><ul><ul><li>November 2011 start </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Member benefits </li></ul></ul></ul></ul>EThOS new membership business model
    15. 15. <ul><ul><li>Technical development </li></ul></ul><ul><ul><ul><li>De-bug </li></ul></ul></ul><ul><ul><ul><li>Linked IR content </li></ul></ul></ul><ul><ul><ul><li>Remove the basket for downloads </li></ul></ul></ul><ul><ul><ul><li>Allow libraries to order on behalf of students </li></ul></ul></ul><ul><ul><ul><li>Metadata exposure </li></ul></ul></ul><ul><ul><ul><li>Resource discovery services </li></ul></ul></ul><ul><ul><ul><li>Google </li></ul></ul></ul><ul><ul><ul><li>Catalogue records </li></ul></ul></ul><ul><ul><li>Harvester and downloader </li></ul></ul><ul><ul><li>Embed membership model </li></ul></ul><ul><ul><li>Plagiarism protection </li></ul></ul>Future thinking – 1, Stabilise
    16. 16. <ul><ul><ul><li>Raise visibility – marketing </li></ul></ul></ul><ul><ul><ul><li>Impact </li></ul></ul></ul><ul><ul><ul><li>Statistics </li></ul></ul></ul><ul><ul><ul><li>Search function </li></ul></ul></ul><ul><ul><ul><li>Metadata review </li></ul></ul></ul><ul><ul><ul><li>Preservation </li></ul></ul></ul>Future thinking - 2, Enhance and consult Enhance and consult <ul><ul><li>Consult with members: </li></ul></ul><ul><ul><li>Survey, roadshows? </li></ul></ul><ul><ul><li>External environment </li></ul></ul><ul><ul><li>Repository managers, library managers, document supply </li></ul></ul><ul><ul><li>Recommendations to Board </li></ul></ul>
    17. 17. <ul><ul><ul><li>Period of stability – know where we’re going </li></ul></ul></ul><ul><ul><ul><li>Implement changes </li></ul></ul></ul><ul><ul><ul><li>Drive costs down </li></ul></ul></ul><ul><ul><ul><li>Long-term strategy from 2013 </li></ul></ul></ul>Future thinking – 3, Fit for purpose

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