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

  • 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. 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. 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. 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. 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. 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. 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. Survey Respondents Hot Topics: DuraSpace Community November 12, 2014 Webinar Series
  • 9. HOSTED SERVICES VS LOCALLY MANAGED SERVICES Hot Topics: DuraSpace Community November 12, 2014 Webinar Series
  • 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. WHAT’S NEXT Hot Topics: DuraSpace Community November 12, 2014 Webinar Series
  • 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. 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

Editor's Notes

  1. Literature search—the CLIR sponsored Census of Institutional Repositories in the United States, led by Karen Markey of the University of Michigan which provided the baseline list of benefits of an IR along with the future features. The report also found that few if any non-ARL libraries had implemented a repository Nykanen in 2011 used the Census as the base of her study and surveyed a specific group of non-ARL libraries, again finding limited uptake on repositories. What as interesting in her study was she found that non-ARL libraries were using the repositories for undergraduate research. I combined the benefits of both these studies as well as other surveys to create this 2014 survey
  2. Unlike the 2007 study which was quantitative research this is market research, however it is the largest survey result of this community to date.
  3. We identified the following questions for the study. Are non ARL academic libraries are involved in the management of institutional content including faculty and student created content, library created/acquired content; and if the repository is locally managed or hosted; Responders’ perceptions about the benefits of an institutional repository/digital repository (IR/DR); Current services used by responders to support their IR/DR initiatives; Responders’ future needs and plans for IR/DR services and software; Define Information Technology staffing used to support IR/DR;
  4. Based on the benefits statements in the 2007 Census, we also asked questions regarding digital preservation
  5. Key questions were asked of 145 institutions across all types of academic libraries including two and four year colleges, masters and doctorate granting universities. Largest number of respondents were from 4 year degree awarding colleges, with an equl number of responses from masters and doctorate granting institutions. We had a 18 community college respondents.