DuraSpace Plenary session at the Open Respositories 2014 conference in Helsinki, Finland. Presented by Jonathan Markow, Chief Strategy Officer, on June 12, 2014. The Plenary session also included overview/roadmap talks on both DSpace and Fedora. These slides are also available: * DSpace Overview: http://www.slideshare.net/DuraSpace/duraspace-plenary-dspace-overview-at-or14 * Fedora Overview: http://www.slideshare.net/DuraSpace/3-david-or2014-duraspaceplenaryfedora20140612

1. OR2014 Plenary
Helsinki * OR2014
Jonathan Markow
Chief Strategy Officer
Tim Donohue
DSpace Technical Lead
David Wilcox
Fedora Product Manager

2. Agenda
3:45pm Congress Hall: DuraSpace Update
4:15pm Congress Hall: DSpace Overview
4:30pm Congress Hall: Fedora Overview
4:45pm Room Change
5:00pm Congress Hall: “The Future of Dspace”
5:00pm Rm 302/303 (upstairs): Fedora Steering
Group Panel

3. “DuraSpace is an independent 501(c)(3) not-for-
profit organization providing leadership and
innovation for open technologies that promote
durable, persistent access to digital data. We
collaborate with academic, scientific, cultural,
and technology communities by supporting
projects and creating services to help ensure
that current and future generations have access
to our collective digital heritage.”

4. DuraSpace Team
Tim Donohue
DSpace Tech Lead
Valorie Hollister
Community Programs
Michele Kimpton
Chief Executive Officer
Jonathan Markow
Chief Strategy Officer
Bill Branan
DuraCloud Tech Lead
Carissa Smith
DuraCloud/DSpaceDirect
Carol Minton Morris
Marketing/Comm
Andrew Woods
Fedora Tech Lead
David Wilcox
Fedora Product Manager
Layne Johnson
VIVO Project Director

5. How is DuraSpace organized?
Education
ServicesProjects
Funded through community
membership & RSP program
Funded through
service revenue & grants

6. …Last year we needed to
debunk some myths
• DuraSpace has teams of developers working on
DSpace and Fedora
• DuraSpace is still funded by the Moore foundation
and others
• “My sponsorship dollars are funding Duracloud?!”

7. We needed to increase the
level of contribution and
engagement for both
projects to ensure long
term success

8. Happy to report
• 70% increase in funding to
DSpace/Fedora projects in 2013,
$708,870
• Community Governance is being
established for all projects
• DuraSpace continues to make
progress in building a sustainable
model for the organization

9. Our community is global
Continued adoption around the world, particularly developing Countries
26%
25%
23%
10%
7%
4%
4% 1%
North America
Western Europe
Asia
South America
Eastern Europe
Australia/New Zealand
Africa
Middle East

10. Sponsors By Geography
(DSpace/Fedora)
76%
6%
9%
3%
6%
USA
Canada
UK
Western Europe
Aust/NZ

11. Organizational Goals for 2014
• Successful rollout of membership
• Increased engagement from the community
through project governance
• Improved transparency through governance
and communications
• Track revenue and costs by project/service
• Participation in National and International
initiatives that strategically relate to our
mission
• Continued growth of cloud services

12. Fedora 2014 goals
• Establish community governance
model
• Test, validate and deliver Fedora 4.0
• Put dedicated Prod Mgr in place
• Attract enough funding and developers
to support the work
• Create and implement a roadmap that
meets the needs of the community

13. DSpace 2014 goals
• Engaged, inclusive governance
• Develop roadmap that meets the
diverse needs of the community,
yet offers “out of the box”
functionality
• Get adequate funding to move
forward and hire a Prod Mgr
• Plot a technology path to support
the vision

14. VIVO 2014 goals
• Broader community engagement
• Increase funding
• Increase installed base
• Implement aggregated search
services
• Recruit service providers to assist
with implementations

15. • Significantly reduced pricing for storage
• Continue to develop new features, particularly
focused on preservation and easy content uploads
– Released Archive-It back-up service
– Integrated with DSpaceDirect
• Continue to work with strategic partners on providing
end-to-end solutions for ingest, access, archiving,
and preservation
– Digital Preservation Network, Chronopolis, others
• Beginning plans for DuraCloud offering in Europe

16. • Launched service publicly in March
• Subscription plans based on customer’s storage needs
and optional add-ons
• Direct integration with DuraCloud
– The only complete hosted repository and
preservation software suite
– Provides ongoing full preservation of repository
content
– Ensures easy retrievals/restores for accidental
deletes
• Current customers include the National Endowment for
the Humanities, the American Library Association,
Bennington College, and Northern Kentucky University
• Info sessions: dspacedirect.org/register

17. The ecosystem and
DuraSpace
DuraSpace’s strategic value includes
advocating for our OSS projects and
services within the larger ecosystem

18. Increasing ownership and
participation through Membership
and Governance

19. Why Membership?
• Membership is consistent with our move
towards participatory governance
• Increase community support
– For many institutions, “Sponsorship” is a
no-no! (Implies charitable contribution)
– More institutions are budgeted for
memberships; fewer for sponsorships

20. Goals
• Consistent models across projects with
room for customization
• Keep administrative costs low
• Roll out membership while governance
evolves
• Easy transition for current sponsors
• Appeal to new members with benefits
and opportunities for participation
• Honor commitment, action, and merit!

21. Two Levels of Benefits
• Institutions receive DuraSpace benefits
associated with their membership level.
• If they choose to support a specific
project(s) with their membership fees,
they also receive project-specific
governance benefits appropriate to their
level of commitment.

22. Highlights
• Four levels ($2500 - $20,000+)
• Inclusive of developing nations ($250)
• New discounted training benefit
• Discount on cloud services
• All members eligible to vote for one at-
large DuraSpace board director
• Each project may nominate
representative to serve on board
• We offer DuraSpace-level benefits;
steering groups agree on project
governance benefits

23. Project Governance Template
Project Members –
Submit requests, requirements,
recommendations; offer feedback and
other input
Leadership Group
Approves priorities, budget,
strategic direction
Steering Group
Oversees project
operations, provides
strategic guidance
Product
Manager
Tech
Lead
DuraSpace
Org
WG
WG
WG
Working
Groups
Tech
Team
Committers
Contributors

24. Rule of Thumb
• Projects are encouraged to lean towards
inclusiveness

25. Become a Member!