1. Susanne Dobratz, 26. March 2002, Rome, EU/NSF all Projects Concertation Meeting IST- 2001-320015 Susanne Dobratz Humboldt-University, Berlin, Germany Electronic Publishing Group University Library / Computing Centre dobratz@rz.hu-berlin.de

2. Susanne Dobratz, 26. March 2002, Rome, EU/NSF all Projects Concertation Meeting Contents Who is OA Forum for? Focus on issues and work done 1st OA Forum workshop: Creating an Open Archives forum in Europe

3. Susanne Dobratz, 26. March 2002, Rome, EU/NSF all Projects Concertation Meeting Partners European Union Information Society Technologies (IST) programm Accompanying measure Project start October, 1st, 2001 (2 years) Partners: –UKOLN, University of Bath –IEI-CNR, Pisa –Computing Centre of Humboldt-University, Berlin http://www.oaforum.org

4. Susanne Dobratz, 26. March 2002, Rome, EU/NSF all Projects Concertation Meeting Background UKOLN –various projects contexts of metadata and interoperability, cross searching –Renardus, Schemas, DESIRE I.E.I-CNR Pisa –CYCLADES project, DELOS –develop services on top of OAI specification Computing Centre of Humboldt-University –Dissertation Online, NDLTD –DINI Workshops on OAI

5. Susanne Dobratz, 26. March 2002, Rome, EU/NSF all Projects Concertation Meeting... Ask and answer questions... yet another OAI implementation project? It is a clustering activity Communities, new communities IST projects National initiatives It is a dissimination activity Share experiences on OA in general Investigation of usage: different paradigms Wide availability: globally Share developments: e.g. enable developing countries to get access to scientific and cultural heritage information

6. Susanne Dobratz, 26. March 2002, Rome, EU/NSF all Projects Concertation Meeting Participants… implementors of Open Archives Cultural heritage institutions Research organisations Public library sector Community organisations Publishers Commercial sector Educational sector As service providers E-print archives Aggregators Added value services As data providers Established metadata repositories New data providers Communities, New Communities

7. Susanne Dobratz, 26. March 2002, Rome, EU/NSF all Projects Concertation Meeting Benefits of a Forum Is a tool to reach communities What is happening in Europe raise awareness on and discuss main issues – Common terminology on digital repositories – Metadata / fulltext harvesting models – Users and communities needs – Advanced services Make (European) projects ready for action – Develop possible solutions – Establish business models

8. Susanne Dobratz, 26. March 2002, Rome, EU/NSF all Projects Concertation Meeting Project objectives Provide focus for dissemination Encourage collaborative development of software Support European liaison with OAI Exchange information ….. build community of interest

9. Susanne Dobratz, 26. March 2002, Rome, EU/NSF all Projects Concertation Meeting Open Archives Forum Forum for exchange of experience about all aspects of an Open Archive approach, including …

10. Susanne Dobratz, 26. March 2002, Rome, EU/NSF all Projects Concertation Meeting Explore business models Data providers co-operating to build network of service providers Metadata exchange between data and service providers Provision of added value services (metadata enhancement, auto classification, addition of OpenURLs)

11. Susanne Dobratz, 26. March 2002, Rome, EU/NSF all Projects Concertation Meeting Issues of ownership IPR and copyright impact on authors and publishers Ownership of metadata sharing metadata, metadata exchange and commercial agreement Long term digital sustainability digital resources, scholarly communication, metadata

12. Susanne Dobratz, 26. March 2002, Rome, EU/NSF all Projects Concertation Meeting Deployment of OAI technical framework Integration with other existing technologies RSS, Z39.50, Is unqualified Dublin Core sufficiently rich? Database management issues –Currency and update –Scaleability –De-duplication

13. Susanne Dobratz, 26. March 2002, Rome, EU/NSF all Projects Concertation Meeting Supporting Services Reaching agreements between data providers on –Metadata schemas –Approach to partitioning archives –Common harvesting agreements –Quality issues Added value services –Metadata enhancement –Software components (personalisation, OpenURL resolvers) Software suppliers –Archive management –Protocol gateways

14. Susanne Dobratz, 26. March 2002, Rome, EU/NSF all Projects Concertation Meeting What have we done so far...? Web based information source – Glossary – Databases – Overview on European OAI implementations Started Expert Reviews on particular issues Ready to launch an email discussion list for non-technical OAI issues Planned 1st Workshop Established a liason with OAI

15. Susanne Dobratz, 26. March 2002, Rome, EU/NSF all Projects Concertation Meeting

18. OAI Implementations in Europe Registered Data Provider (DP) Service Provider (SP) Sweden: 1 DP (Uppsala Univ) Italy: 2 SP (Cyclades, TORII) Belorussia: 1 DP (State Univ. Belorusia) France: DP (CCSD, Theses in Math, CNRS Physics) Netherlands: Elsevier Math. preprints

19. Susanne Dobratz, 26. March 2002, Rome, EU/NSF all Projects Concertation Meeting OAI Implementations in Europe Switzerland: CERN Austria: 1 DP (Vienna, Univ. of Economics) UK: DP/SP (Cogprints,Formations:Media studies, Univ. Nottingham, RDN, Edinburgh, Glasgow) Germany: 9 DP/ SP (DINI, PhysNet, Document Servers, BSZ Baden Württemberg)

20. Susanne Dobratz, 26. March 2002, Rome, EU/NSF all Projects Concertation Meeting OA Forum database Projects Services Tools Organisations Contacts More info than available at OAI Will be launched in preparation of the 1st workshop

21. Susanne Dobratz, 26. March 2002, Rome, EU/NSF all Projects Concertation Meeting

26. You Are Invited to PISA! 13./14. May, 2002 at IEI-CNR Creating a European Forum on Open Archives Activities Your contributions are welcome!! Please register within the next 2 weeks! Booking deadline: 19. April

27. Susanne Dobratz, 26. March 2002, Rome, EU/NSF all Projects Concertation Meeting Topics for Pisa Communities What communities can benefit from the open archive approach? Do incentives, technical and organizational challenges, etc. differ in different communities? Which communities are already implementing the Open Archive Initiative Metadata Harvesting Protocol or other solutions? What kinds of services are emerging?

28. Susanne Dobratz, 26. March 2002, Rome, EU/NSF all Projects Concertation Meeting Topics for Pisa Definition of the key vocabulary Can we agree on basic terminology? What are the main concepts that are used in the open archive everyday activity? Do these concepts differ for different communities? Are the definitions of these concepts clear? Can we jointly build a glossary.

29. Susanne Dobratz, 26. March 2002, Rome, EU/NSF all Projects Concertation Meeting Topics for Pisa Organizational Issues What lessons about organizational issues, both barriers to adoption and positive factors, can we learn from early adopters? Which are the business models adopted? Are there issues related to subject-based archives as opposed to institutional-based archives? Can organizations reach consensus on metadata formats?

30. Susanne Dobratz, 26. March 2002, Rome, EU/NSF all Projects Concertation Meeting Topics for Pisa Building services in an open archive environment What lessons have been learned by early- adopters of the open archives approach in the context of service provision? Do we need application profiles? Openess versus specificity: Can we extend openness to services? How can this be supported? Which kind of organizational and technical infrastructures are needed to facilitate this development?

31. Susanne Dobratz, 26. March 2002, Rome, EU/NSF all Projects Concertation Meeting

32. URLs Open Archives Initiative www.openarchives.org OAI Open Meeting, Staatsbibliothek zu Berlin http://www.cultivate-int.org/issue4/oai/ Cliff Lynch, Metadata harvesting and the Open Archives Initiative, ARL Bimonthly Report, No 217 www.arl.org/newsltr/217/ Michael Day, E-print Services and Long-term Access to the Record of Scholarly and Scientific Research www.ariadne.ac.uk /issue28/metadata/intro.html John MacColl Developing an agenda for institutional e- print archives www.ariadne.ac.uk /issue29/open-archives/intro.html

33. Susanne Dobratz, 26. March 2002, Rome, EU/NSF all Projects Concertation Meeting Thank You! Please contribute! –Information about your projects –Your implementation and usage experience http://www.oaforum.org –Leona Carpenter –Donatella Castelli –Susanne Dobratz