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Hot Topics: The DuraSpace 
Community Webinar Series 
Series Eight: 
“Doing It: How Non-ARL Institutions 
are Managing Digi...
Welcome and Introductions 
Liz Bishoff, 
Partner, The Bishoff Group LLC 
Carissa Smith, 
Product Manager, DSpaceDirect & D...
Today’s webinar 
Doing It: Trends Toward Hosted Service 
Adoption and Implementation for Managing 
Digital Collections 
Re...
Survey Methodology 
• Literature search 
– Census of Institutional Repositories in the US: 
MIRACLE report—2007 
– Gieseck...
Methodology (cont’d) 
• Conducted March/April, 2014 
• Distribution: non-ARL academic libraries 
– Oberlin Group 
– Univer...
KEY QUESTIONS REGARDING IR/DRs 
Are non ARL academic libraries are involved in the 
management of institutional content ? ...
KEY QUESTIONS REGARDING 
PRESERVATION 
What is the Library’s commitment to digital 
preservation? 
What preservation servi...
Survey Respondents 
Hot Topics: DuraSpace Community November 12, 2014 Webinar Series
HOSTED SERVICES VS 
LOCALLY MANAGED 
SERVICES 
Hot Topics: DuraSpace Community November 12, 2014 Webinar Series
Which of the following services or software does your library use for its IR/DR? (Select all that 
apply.) 
Answer Options...
Hosted vs. Locally Managed 
• 73 (71.6%) of respondents use a 
hosted service offered by a vendor or 
consortia 
• 29 (28....
Hosted vs. Locally Managed 
Poll - Which service are you using to 
manage your digital collections? 
ContentDM 
ContentDM ...
Reasons for Hosted 
Poll – What are your reasons for using a 
hosted service(s)? 
Technical support 
University is moving ...
Decision factors 
• Content being managed 
• Requirements of the content 
• Restrictions due to the content 
• User functi...
Advantages: Local vs. Hosted 
• Locally managed 
– Possibly cheaper 
– “Complete” local control 
• Hosted 
– Easily scalab...
Disadvantages: Local vs. Hosted 
• Locally managed 
– Locked in to hardware choice 
– Expensive/difficult to scale storage...
Keep in Mind: Local 
• How do you enable content backups and 
preservation workflow/policies? 
• How do you provide geogra...
Keep in Mind: Hosted 
• How do you transfer content to the vendor? 
• How do you determine and implement a local 
“workflo...
POWRR White Paper1 
• IMLS funded research project Digital 
POWRR (Preserving digital Objects With 
Restricted Resources) ...
POWRR Findings 
• Veryyy brief summary: 
– Institutions with significantly limited resources: 
combination of local open s...
WHAT’S NEXT 
Hot Topics: DuraSpace Community November 12, 2014 Webinar Series
Join us for Webinar 3! 
Doing It: Real Life Experiences with Hosted 
Institutional/Digital Repository Services 
Thursday, ...
Questions and Comments 
- Thank You - 
Liz Bishoff, liz.bishoff@gmail.com 
Carissa Smith, csmith@duraspace.org 
Hot Topics...
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11.12.14 Slides: “Doing It: Trends Toward Hosted Service Adoption and Implementation for Managing Digital Collections”

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11.12.14 Slides: “Doing It: Trends Toward Hosted Service Adoption and Implementation for Managing Digital Collections”

  1. 1. Hot Topics: The DuraSpace Community Webinar Series Series Eight: “Doing It: How Non-ARL Institutions are Managing Digital Collections ” Curated by Liz Bishoff, Partner, The Bishoff Group LLC November 12, 2014 Hot Topics: DuraSpace Community Webinar Series
  2. 2. Welcome and Introductions Liz Bishoff, Partner, The Bishoff Group LLC Carissa Smith, Product Manager, DSpaceDirect & DuraCloud, DuraSpace November 12, 2014 Hot Topics: DuraSpace Community Webinar Series
  3. 3. Today’s webinar Doing It: Trends Toward Hosted Service Adoption and Implementation for Managing Digital Collections Review the reasons why hosted services were selected and which hosted services are currently used. Explore opportunities for hosted digital preservation strategies based on the needs identified in the survey. Hot Topics: DuraSpace Community Webinar Series November 12, 2014
  4. 4. Survey Methodology • Literature search – Census of Institutional Repositories in the US: MIRACLE report—2007 – Giesecke, Joan. ‘Institutional Repositories: Keys to Success,’ Journal of Library Administration, Oct. 4, 2011. – Nykanen, Melissa. ‘Institutional Repositories at Small Institutions in America: Some Current Trends,’ Journal of Electronic Resources Librarianship, March 18, 2011 Hot Topics: DuraSpace Community November 12, 2014 Webinar Series
  5. 5. Methodology (cont’d) • Conducted March/April, 2014 • Distribution: non-ARL academic libraries – Oberlin Group – University Libraries Group – ACRL listservs • 145 responses Hot Topics: DuraSpace Community November 12, 2014 Webinar Series
  6. 6. KEY QUESTIONS REGARDING IR/DRs Are non ARL academic libraries are involved in the management of institutional content ? What are the benefits of an institutional repository/digital repository (IR/DR)? What software/services used to support their IR/DR initiatives? What are the future needs and plans for IR/DR services and software? What Information Technology staffing is used to support IR/DR? Hot Topics: DuraSpace Community November 12, 2014 Webinar Series
  7. 7. KEY QUESTIONS REGARDING PRESERVATION What is the Library’s commitment to digital preservation? What preservation services are Library’s using and/or are investigating? What prevents them from implementing a preservation program? How do Libraries learn about IR/DR software and services? Hot Topics: DuraSpace Community November 12, 2014 Webinar Series
  8. 8. Survey Respondents Hot Topics: DuraSpace Community November 12, 2014 Webinar Series
  9. 9. HOSTED SERVICES VS LOCALLY MANAGED SERVICES Hot Topics: DuraSpace Community November 12, 2014 Webinar Series
  10. 10. Which of the following services or software does your library use for its IR/DR? (Select all that apply.) Answer Options Response Percent Response Count Hot Topics: DuraSpace Community Webinar Series Digital Commons/BePress 38.2% 39 CONTENTdm hosted 34.3% 35 DSpace 20.6% 21 Other (please describe) 18.6% 19 CONTENTdm locally managed 14.7% 15 Islandora 7.8% 8 DigitTool (ExLibris) 2.9% 3 Fedora 2.9% 3 DSpaceDirect (hosted DSpace) 2.0% 2 Hydra 1.0% 1 ContentPro (Innovative Interfaces) 0.0% 0 E-Prints 0.0% 0 November 12, 2014
  11. 11. Hosted vs. Locally Managed • 73 (71.6%) of respondents use a hosted service offered by a vendor or consortia • 29 (28.4%) are locally managed • Hosted services: Digital Commons BePress and OCLC’s ContentDM • Locally managed: DSpace, ContentDM Hot Topics: DuraSpace Community November 12, 2014 Webinar Series
  12. 12. Hosted vs. Locally Managed Poll - Which service are you using to manage your digital collections? ContentDM ContentDM hosted Digital Commons BePress DSpace locally managed DSpaceDirect Fedora Islandora Other Hot Topics: DuraSpace Community November 12, 2014 Webinar Series
  13. 13. Reasons for Hosted Poll – What are your reasons for using a hosted service(s)? Technical support University is moving to hosted services It’s a better workflow Digital preservation component Cost Other Hot Topics: DuraSpace Community November 12, 2014 Webinar Series
  14. 14. Decision factors • Content being managed • Requirements of the content • Restrictions due to the content • User functionality • Technical philosophy (move to hosted) • Technical support • Customer support • Preservation functionality • Cost Hot Topics: DuraSpace Community November 12, 2014 Webinar Series
  15. 15. Advantages: Local vs. Hosted • Locally managed – Possibly cheaper – “Complete” local control • Hosted – Easily scalable – Pay as you go/use – Higher availability of services to run over content – Limited technical expertise required Hot Topics: DuraSpace Community November 12, 2014 Webinar Series
  16. 16. Disadvantages: Local vs. Hosted • Locally managed – Locked in to hardware choice – Expensive/difficult to scale storage up/down – Tech experience • Hosted – Unknown changes at any time to: • Pricing for storage • Services offered • Location of storage • Service level agreement Hot Topics: DuraSpace Community November 12, 2014 Webinar Series
  17. 17. Keep in Mind: Local • How do you enable content backups and preservation workflow/policies? • How do you provide geographic distribution of content? • How do you ensure all copies are kept synchronized? • How do you enable quick retrieval and restoration of some/all of your content in event of data loss/recovery scenarios? • How do you ensure the health of all copies on an ongoing basis? Hot Topics: DuraSpace Community November 12, 2014 Webinar Series
  18. 18. Keep in Mind: Hosted • How do you transfer content to the vendor? • How do you determine and implement a local “workflow to the vendor’s system”? • How and what preparations need to take place in order for content/collections to be ready for transfer to the vendor? • Proprietary formats? • Ease of migrating content to local option in future? • Penalties for content download/retrieval? • Fees for early termination of contract? Hot Topics: DuraSpace Community November 12, 2014 Webinar Series
  19. 19. POWRR White Paper1 • IMLS funded research project Digital POWRR (Preserving digital Objects With Restricted Resources) • Created tool grid of open source and vendor options • Assessed on a spectrum: ingest, processing, access, storage, maintenance • Recommendations based on institution size, capacity, staresources 1. http://commons.lib.niu.edu/handle/10843/13610 Hot Topics: DuraSpace Community Webinar Series November 12, 2014
  20. 20. POWRR Findings • Veryyy brief summary: – Institutions with significantly limited resources: combination of local open source tools for processing content and free hosted service for storage – Institutions with some financial resources but limited staff resources: hosted service or membership organization like MetaArchive – Institutions with some staff resources but limited financial resources: local open source tools for processing with a hosted service for storage – Institutions with both resources: likely an all-in-one hosted service or membership service is attractive Hot Topics: DuraSpace Community November 12, 2014 Webinar Series
  21. 21. WHAT’S NEXT Hot Topics: DuraSpace Community November 12, 2014 Webinar Series
  22. 22. Join us for Webinar 3! Doing It: Real Life Experiences with Hosted Institutional/Digital Repository Services Thursday, January 22, 2015 11:00am-12:00pm ET Contribute your viewpoint to the survey results & join the discussion Hot Topics: DuraSpace Community November 12, 2014 Webinar Series
  23. 23. Questions and Comments - Thank You - Liz Bishoff, liz.bishoff@gmail.com Carissa Smith, csmith@duraspace.org Hot Topics: DuraSpace Community November 12, 2014 Webinar Series

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