Growing a repository infrastructure Balviar Notay, Programme Manager Twitter: b_notay

 Since 2002 – have grown repository infrastructure Exploratory Building Capacity Enhancement Rapid innovation Deposit, Text Mining Take-up and embedding Shared Services

Exploratory: - Focus on Access to Institutional Resources (FAIR)  To explore/exploit institutional and museum assets using OAI-PMH  14 projects looking at all types of content (images, grey literature, eTheses, research papers etc)  Theses Alive and Electronic Theses projects – exploration eventually led to Electronic Theses Online Service (EThOS), British Library. -Digital Repositories Programme  40 projects  OpenDOAR scoping project and Dealing with Data Scoping Study (UKOLN)

Building Capacity: Repositories and Preservation Programme - Start-Up Projects Infrastructure  33 projects  Facilitating institutions building their repository from scratch

Enhancement: Information Environment Programme – Repository Enhancement Projects  33 projects  seeing what services/tools could be built on top  Social Networking Extensions for ePrints (SNEEP)  Readiness for REF (R4R) plugins  ResearchRevealed Project

Rapid Innovation:  41 projects building on expertise and skills  Small, short term funding  Walking Through Time Project – mobile app

Automatic Metadata Generation and Text Mining:  6 projects  MERLIN project - – creating subject specific search interface for the LASSO aggregator  JISC Report: “Value ad Benefits of Text Mining”

Take-Up and embedding:  6 projects  Mirage 2011 project - Repository Enrichment from Archiving to Creation – Middlesex University

300 (approx) projects since 2002 £20m (approx) investment in infrastructure to support OA In alignment with UK strategy and policy drivers: The Houghton Report 2009 The DBIS Business and Innovation Strategy 2011 The UUK efficiencies report 2011 Finch Report 2012

Shared Services: Shared Infrastructure Projects “above campus” – SHERPA RoMEO, Juliet, Names, Pirus2, OARJ, PRONOM, DROID….. Funding from HEFCE to focus on Shared Services

Repositories and Curation shared Infrastructure Programme Aims:  Consolidation and building coherence (economies of scale and scope)  Efficiencies and effectiveness at local, national and where desirable at international levels  Enable ease of use of services  Sustainability and accountability

why:  Efficient and effective repository and curation infrastructure with key services - ensuring scholarly outputs are managed, shared and reused  Ensuring universities are able to contribute to more effective and efficient forms of scholarly communication and work towards open scholarship  Align our policies and shared infrastructure with Research Councils, Research Funders, and International initiatives to enable more efficient and effective workflows and ensure infrastructure supports developing the research profile for the UK  Provide value for money by building on previous investments (building on opportunities and successes in order to realise the investment made)

How:  Set up a production environment (works closely with the Innovation Zone) – UK RepositoryNet+ project (EDINA)  Scope and deliver repository and curation services via the production (working in partnership with others) - UK RepositoryNet+ project  Provide market research/ intelligence, quality assurance, business cases and sustainability planning - UK RepositoryNet+ project  Innovation Zone/Environment (UKOLN) – provide an incubator space for components  Rapid innovation projects via JISC Elevator  Oversight Group

RCSI Oversight Group Innovation Zone (UKOLN) Production Environment (RepNet) Evaluation Criteria Existing repository and curation shared services projects Productise Sustainable Services RI via JISC Elevator Supporting studies, projects etc Gateways

Functional specification for service environment – what is it that we need to achieve? e.g.  Providing awareness of what is available – Registries (to what end?/who for?  Depositing content in an appropriate location – Deposit tools, protocols  Enhancing the quality of what is held – IPR/copyright information resources, metadata generation, identifier services, authority files  Making use of what is held – Content aggregation and discovery services, authentication and authorisation  Analysing what is held and how it is used – Citation analysis, statistics aggregation, activity data  Protecting what is held over time – Preservation and curation services  Other potential hosts for the service?

Wave one service components  SHERPA RoMEO – look up service for publisher deposit licences  JULIET - look up service for funder policies  Institutional Repository Usage Statistics (IRUS)  Repository Junction Broker (RJB) – facilitates deposit to one to many locations.  Organisational and Repository Identification (ORI)  Open Access Repository Registry (ITT) Wave two service components (tbc) Data Driven Infrastructure: How can the services be run more efficiently and effectively through use of authority files, consistency of metadata, exposing of metadata for other services.

Related work/studies:  RIO project – technical guidance for repositories –community resource (Southampton and Key Perspectives)  RIO Extension – mapping the repository metadata requirements (Key Perspectives Ltd)  Knowledge Exchange (JISC, SURF, DEFF, DFG – Sustainability of Open Access Services (Alma Swan)  The ResearcherID task and finish group, recommendations for the UK HE sector on identifiers for researchers, including working with ORCID.  SWORD (deposit protocol) sustainability

Challenges:  Complicated landscape (political, technical, organisational etc….)  Financial (do more with less) - Institutions and JISC  Business models not easy to factor  New JISC?  Tight timelines – finish by March 2013

Thank You