ETD 2006 Quebec, June 7-10, 2006 The ‘EThOS’ Toolkit Dr. Susan Copeland (ETD 2006)

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ETD 2006 Quebec, June 7-10, 2006 The ‘EThOS’ Toolkit Dr. Susan Copeland (ETD 2006)

ETD 2006 Quebec, June 7-10, 2006 EThOS A UK project to produce an Electronic Theses Online Service

ETD 2006 Quebec, June 7-10, 2006 EThOS project workpackages Project management Central host & search interface Harvesting data from institutions Retrospective digitisation IPR & permission Toolkit for institutions Business models Dissemination and advocacy

ETD 2006 Quebec, June 7-10, 2006 Susan Copeland (RGU) Siddhartha Shakya (RGU) Astrid Scott (Edinburgh) Work Package 6 (Toolkit for institutions) Led by: The Robert Gordon University

ETD 2006 Quebec, June 7-10, 2006 Purpose of the toolkit To assist institutions to make theses available online To offer guidance on the alternative options for participating in EThOS To provide advice on the legal, cultural, technical, administrative and resource issues that need to be considered Toolkit

ETD 2006 Quebec, June 7-10, 2006 Approach Generic approach adopted Allows flexibility to cover different circumstances –Repository –Participation Specific examples are given which can be adopted/adapted Toolkit

ETD 2006 Quebec, June 7-10, 2006 Structure A four step process: Step1. Culture Change Step2. Business Requirements Step3. Technical Implementation Step4. Training & Development

ETD 2006 Quebec, June 7-10, 2006 Step1. Culture Change a. What are e-Theses? b. What is ‘EThOS’? c. Who benefits from e-Theses? d. Acquiring content e. What impact do e-Theses have? f. Supporting literature

ETD 2006 Quebec, June 7-10, 2006 Step2. Business Requirements a. Business Case b. Legal Issues c. Administrative Issues d. Participation Options e. Repository Options f. Metadata g. Prioritising Digitisation

ETD 2006 Quebec, June 7-10, 2006 a. Business Case –The benefits –The resources involved –Creating and sustaining the service Business case Step2. Business Requirements

ETD 2006 Quebec, June 7-10, 2006 b. Legal Issues –IPR –Sample agreements and forms c. Administrative Issues –Approaching committees –Sample regulations Step2. Business Requirements

ETD 2006 Quebec, June 7-10, 2006 d. Participation Options –Metadata and content –Metadata only EThOS User Theses metadata only e-Theses Microfilm theses Paper theses Step2. Business Requirements

ETD 2006 Quebec, June 7-10, 2006 e. Repository Options –Use existing institutional (or consortium) repository –Setup institutional (or consortium) repository –Use central hub only UKDoT, the Central Hub Institutional repository (Option 1/2) Consortium repository (Option 1/2) User Digital theses (Option 3) Institutional repositories Direct submission Harvested by central Hub Search and download e-theses Step2. Business Requirements

ETD 2006 Quebec, June 7-10, 2006 f. Metadata –UK ETDqDC –Sample metadata g. Prioritising Digitisation –Selection by date –Selection by subject –School/department –Level of use –Importance on campus Title Author Supervisor Institution Date Type ….. Step2. Business Requirements

ETD 2006 Quebec, June 7-10, 2006 Step3.Technical Implementation a.Use existing institutional (or consortium) repository –Additional setups if required b.Setup institutional (or consortium) repository –Available hardware and software –Best practice c.Use central hub only –Direct submission to Central Hub

ETD 2006 Quebec, June 7-10, 2006 Step4. Training and Development a.Training –For Library and I.T. Services staff –For Academic staff / supervisors –For Registry and admin staff –For Students b.Future Developments –Marketing and ongoing advocacy work –Periodic upgrading of the service

ETD 2006 Quebec, June 7-10, 2006 Thank you