Getting Started with Institutional Repositories and Open Access


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Getting Started presentation for AMICAL 2012 conference.

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Getting Started with Institutional Repositories and Open Access

  1. 1. The Nuts & Bolts of Getting Started with Institutional Repositories & Open AccessAbby Clobridge AMICAL ConferenceDirector, Clobridge Consulting 4 April American University of Sharjah
  2. 2. Overview1) Agenda for Today2) Institutional Repositories & Open Access3) Interoperability4) Thinking about the future
  3. 3. Today’s AgendaPart 1: Strategic PlanningPart 2: Getting Content into RepositoriesPart 3: Emerging Themes in Scholarly Communication – Digital Curation, Metrics, Altmetrics
  4. 4. Approach for Today- Definitions and foundations (presentation)- Individual reflection – how can this beapplied within my institution/environment?- Discussions, brainstorming, reporting back- Afternoon break-out sessions- Questions, comments?- Twitter & Google+
  5. 5. Late 1990s/2000s – Turning point for libraries, the information ecosystem,scholarly communication, technology
  6. 6. The Information Lifecycle creatingSupport collecting for describing information. curating disseminating preserving
  7. 7. How do we access information? Who has access to information? What are the barriers to access? How do we define information today? How can we use, How can we How can we reuse, manipulate, ensure access harness ICT to interact with and work with to born-digital information in information and information in new ways? data? the future?2000s: How do we think about information and knowledge?
  8. 8. Institutional Repositories“In my view, a university-based institutionalrepository is a set of services that a university offersto the members of its community for themanagement and dissemination of digital materialscreated by the institution and its communitymembers.”- Cliff Lynch, 2003 ‘Institutional repositories: Essential infrastructure forscholarship in the digital age.’
  9. 9. IR ContentPre-prints & post-prints (peer-reviewed articles)Born-digital scholarshipEnhanced publicationsData setsElectronic Theses & DissertationsOpen Educational Resources (OERS)Grey literature – conference proceedings, technicalreportsArchival materials from the institution
  10. 10. Institutional Repositories“… It is most essentially an organizationalcommitment to the stewardship of these digitalmaterials, including long-term preservation whereappropriate, as well as organization and access ordistribution.”- Cliff Lynch, 2003 ‘Institutional repositories: Essential infrastructure forscholarship in the digital age.’
  11. 11. External to libraries Berlin Library initiated Declaration on Budapest Bethesda Open Access Open Access Statement to Knowledge Electronic Initiative on Open in the Sciences Digitization Theses & (2002) Access and of archival Dissertations Publishing Humanities collections (ETDs) (2003) (2003)Late 1990s – 2000s
  12. 12. Changing Scholarly Information Landscape• Demand for immediate, complete access to materials.• Support for new forms, new content types.• Continually-evolving landscape.• Uses ICT for redefinition of our work.• Usage data  measure value.
  13. 13. Open Access (OA)“Open-access (OA) literature isdigital, online, free of charge,and free of most copyright andlicensing restrictions. Whatmakes it possible is the internetand the consent of the authoror copyright-holder.”– Peter Suber, A Very BriefIntroduction to Open Access
  14. 14. Open AccessTwo kinds of free:1) Free cost – to consumers2) Free of usage restrictions, access limitations
  15. 15. Purpose of OATo use InformationCommunication Technology(ICT) to increase andenhancedissemination ofscholarship.
  16. 16. What does this mean?Through Open Access…- Increased access- Further, broader (global) dissemination- Impact of research increases- Increased visibility- Funding dollars have more impact
  17. 17. Two Methods for Open Access:1) Publish in an Open Access journal. [gold OA]2) Publish in any peer-reviewed journal and deposit refereed version in an Open Access repository. [green OA] Peer-review is critical for either method.
  18. 18. Over 2000 repositories registered. 2012 State of Open Access & Digital Repositories TodayDirectory of Open Access Repositories (OpenDOAR) – www.opendoar.orgRepository – Repository Maps –
  19. 19. Over 7000 journals registered. 2012 State of Open Access Journals TodayDirectory of Open Access Journals – DOAJ –
  20. 20. • OA Monographs Types of • Enhanced publications Repository • Linked data Content • Grey literature • ETDs • Digitized materials from archives & museums • Open Access repositories Types of • Open Educational Resources (OER) repositories / Repository learning object repositories Systems • Learning management systems / courseware • Digital asset management systems (DAMs) • Current Research Information Systems (CRIS) • ePortfolios2010s – Repository landscape continues to change
  21. 21. • Research funding agencies Stakeholders • Publishers • Researchers • National policy makers • NGOs National mandates? Denmark, Spain… UNESCO, European OECD, FAO, Commission – Broadband National Wellcome FP7 Open Commission Institutions of Health Trust Access Pilot2010s – Repository landscape continues to change
  22. 22. The real value of Open Access lies in the potential to aggregate researchoutputs, present information in different ways, and allow for new types ofdata extraction and analysis – all possible because of interoperability.
  23. 23. New IR Services, Challenges• Emphasis on curation services• Changing relationship with faculty &researchers, publishers• Organizational challenges are vast• Technical challenges are real• Continually evolving questions surroundingscholarly communication & publishing
  24. 24. Model ofTechnology Adoption 4. Redefinition 3. Modification Transformative Not Transformative 2. Augmentation 1. SubstitutionA Matrix Model for Designing and Assessing Network-Enhanced Courses R. Puentedura, Ph.D. 2003. Accessed 12/7/08.
  25. 25. René Magritte, "La Trahison des Images" ("The Treachery of Images") (1928-9) or"Ceci nest pas une pipe" ("This is not a pipe")Tim O’Reilly, O’Reilly Media – “We need new mental models.”
  26. 26. Guiding PrinciplesAlign the program with institutional and library strategic plans and initiatives.Each institution is different. Every institution has its own culture, needs, and priorities. Create a program that fits your institution at this particular point in time.
  27. 27. Guiding PrinciplesA repository is not a static entity. It should change over time.Keep it simple. The easiest, simplest solution is usually the best. Don’t overcomplicate processes.
  28. 28. Guiding PrinciplesDon’t let technology drive decisions. Use technology to streamline processes and solve problems, not drive policy decisions.Consider the repository to be a production environment. Invest time and effort in developing processes that will support the 80% of situations, not the exceptions.
  29. 29. Guiding PrinciplesDon’t make the repository about the library. The repository program should be designed to reflect the needs of the university as a whole.