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Setting up Institutional Repositories -Hardware, Software, Policies and Personnel Abednego Corletey.

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Presentation on theme: "Setting up Institutional Repositories -Hardware, Software, Policies and Personnel Abednego Corletey."— Presentation transcript:

1 Setting up Institutional Repositories -Hardware, Software, Policies and Personnel Abednego Corletey

2 Requirements Software Hardware Policies Personnel

3 Services available Do it yourself Standard packages External Hosting

4 Do it yourself Advantages – Customized to fit well – Total control of program – Software can always be modified Disadvantages – Qualified staff to design and maintain services – Staff turnover (IT) and problems of upgrades – Long term maintenance – Cost of hardware and its maintenance

5 Standard Packages Advantages – Ready made solutions – Other functionalities that might be useful for you – Support from community of users and IT geeks – Long term maintenance Disadvantages – Updates may require customizing /re-setup – No control over where upgrades may end up – Cost of hardware and its maintenance – Staff training and retention

6 Hosted Services Advantages – Ready made solution only needs data input – Regular upgrades with little input from you – Very minimal staff commitment – Probably easiest and fastest to setup – May contain more functionalities – Cost of Equipment and its maintenance out Disadvantages – No control over improvements – Security concerns

7 Software concerns Functionality mostly dependent on purpose of software designers – User friendly interface – Import/export different data formats – File formats for data storage – Describe content and share content / metadata – Interoperability with and /or integration with other software platforms in inst/org – Issues of harvesting.

8 Software concerns …contd 1 Support staff ( technical and others ) Size of organization Quantum of estimated data output Data security needs of inst/org – e.g. patents, copyrights. Auxiliary software – e.g. doc2pdf converters, irfanview, acrobat reader, etc

9 Hardware Concerns Interface with software – functionalities requirement – Software requirements Technical Support Cost of maintenance Quantum of data input Size and format of individual articles Server space – physical storage Storage capacity

10 Hardware concerns …contd Network availability and reliability Power supply and appropriate back-up Offsite back-up hardware – External hard disc – Extra servers

11 Recommended Minimum Requirement An IR server P4 512MB RAM 1Ghz processor 200GB HDD for storage, Linux OS (preferable) or windows XP Support for fault tolerant operation Good Network

12 Policy Concerns Submission -What qualifies for input type of information formats User groups/communities Who qualifies to input - submitters Workflows Who gives final OK – editors Preservation and withdrawal How long will inputs be kept

13 Policies …contd Metadata standards Final and most important requirement – Institutional Commitment – Must be documented for continuity after change in leadership.

14 Personnel Expertise – Information specialist/metadata specialist – IT staff – Other support staff Salaries Staff training and retention

15 Suggested IR Team Composition IR Manager (doubles as User Support Manager) IR IT Manager (ability to programme) Collection Administrators Information Specialists Reviewers/Editors Subject Experts Metadata Editors/Cataloguers Copyright Experts Digitization specialist

16 Conclusion All things having been said assess your needs and Finances Staff strength Target group and Make a decision

17 Standard packages available Atira - PURE - At research institutions, PURE handles the full process from self-archiving over storage to statistical reporting and automated e- publishing. Atira - PURE CDS Invenio - CDS Invenio is a suite of applications which provides the framework and tools for building and managing an integrated digital library system CDS Invenio DoKS - DoKS (Document and Knowledge Sharing application) is a digital library tool that makes it easy to publish, store, share and find documents online DoKS DSpace - DSpace an open-source solution for accessing, managing and preserving scholarly works DSpace EPrints - EPrints is a flexible platform for building repositories of research literature, scientific data, student theses EPrints

18 Standard packages …contd ETD-db - Allows the input and management of files and metadata related to a collection of electronic theses and dissertations ETD-db Fedora Commons - Fedora Commons provides sustainable technologies to create, manage, publish, share and preserve digital content Fedora Commons FEZ - Fez is an open source project to produce and maintain a highly flexible web interface to Fedora for any Library or Institution FEZ Greenstone - Greenstone is a suite of software based on Fedora for building and distributing digital library collections. Greenstone Muradora - Muradora is a web front-end for the Fedora repository Muradora MyCoRe - MyCoRe is an Open Source project for the development of Repositories, Digital Library and archive solutions MyCoRe

19 External Hosting services Digital Commons BE Press - Digital Commons helps institutions collect, showcase, and preserve scholarly output Digital Commons BE Press EPrints Services - The EPrints Services team offers a complete range of advice and consultancy to support institutions who have adopted, or who are looking to adopt, the EPrints solution EPrints Services ExLibris DigiTool - DigiTool enables academic libraries and library consortia to manage and provide access to digital resources ExLibris DigiTool Intrallect - intraLibrary is a web-based repository for managing digital objects Intrallect

20 External Hosting services …contd Open Repository - Open Repository is a service from BioMed Central to build, launch, host and maintain institutional repositories for organisations Open Repository - A commercial public repository with facilities to maintain publications lists (with optional full texts) for individuals, groups, departments, or organisations VTLS VITAL - VITAL is an institutional repository solution designed for universities, libraries, museums, archives and information centers, built on Fedora VTLS VITAL OCLC - CONTENTdm - CONTENTdm is a single software solution that handles the storage, management and delivery of your librarys digital collections to the Web OCLC - CONTENTdm

21 A Comparison of software usage

22 Resources to consult Project RoMEO (Rights MEtadata for Open archiving) arch/romeo/index.html Setting up repositories The case for institutional repositories: A SPARC position paper. Release 1.0, 2002.

23 Resources …contd SPARC institutional repository checklist & resource guide. Release 1.0, November 2002. Open Society Institute. A guide to institutional repository software. 2nd Edition. January 2004. Open Archives Initiative (OAI).

24 End of Presentation Thank you Questions ?

25 UP IR staff 1.Amelia Breytenbach - Metadata Specialist 2.Leonard Daniels - IR IS & T Manager (incl. Programmer) 3.Hettie Groenewald - 4.Ria Groenewald - Digitization Specialist 5.Retha Kruidenier - 6.Jacob Mothutsi - Copyright Specialist 7.Dr Heila Pienaar - Deputy Director: eInformation Strategy & eResearch Enablement 8.Ina Smith - IR Manager (incl. User Support Manager) 9.Christelle Steyn - 10.Erica van der Westhuizen - 11. BackBack

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