1. Peter Millington SHERPA Technical Development Officer University of Nottingham, England Policy Tool Digital Repositories: Dealing with the Digital Deluge, 5-6June 2007, Manchester FOR DUMMIES® is a registered trademark of Wiley Publishing, Inc.

2. OpenDOAR Policy Tool Define your repositorys policies –according to best current practice Add a Policies page to an EPrints.org archive –in 6 easy steps Add policies to your EPrints.org OAI-PMH config –also in 6 easy steps

3. Policy Tool Outline Launch Page –http://opendoar.org/tools/en/policies.phphttp://opendoar.org/tools/en/policies.php Main Page –Display of generated policies –Buttons for adding/editing individual policies –Output and customisation options Individual Policy Forms –Existing OAI policy displayed where available –Radio buttons, checkboxes, picklists, pop-up boxes –Minimum options – achieving OA goals but restricted –Optimum options – refinements for more use or better quality Output Options –Plain text or HTML source code for the repositorys web –Source code for EPrints static pages and/or configuration file

10. Further Output Options

11. Add a Policies Web page to EPrints Define your policies using the OpenDOAR tool Select the EPrints 2 (or 3) output option OK Copy-and-paste source code to text editor Save as.xpage file - e.g. policies.xpage Add a link to the new page –E.g. in index.xpage or information.xpage –Policies can be viewed on our Policies page. Run bin/generate_static archive_name –Creates corresponding HTML page - e.g. policies.html V.3 recipe: http://www.opendoar.org/tools/en/policies.php http://www.opendoar.org/tools/en/policies.php

15. Add Policies to EPrints OAI Config Recipe for both V.2 and V.3 Define your policies using the OpenDOAR tool Display using EPrints Config Source option Open the EPrints OAI config file in a text editor –V2. - ArchiveOAIConfig.pm –V3. - oai.pl Find section Information for "Identify" responses Replace the existing contents of the block –Copy-and-paste the source code from the Policy Tool output Save, and.. –Ideally restart Apache web server –Or run bin/force_config_reload archive_name Test: http://eprints.domain.ac.uk/perl/oai2?verb=Identify

17. Result – OAI-PMH Identify Request

18. Live Examples Policy Tool –Policy Tool Start Page http://www.opendoar.org/tools/index.html –An OpenDOAR-generated EPrints Policies web page http://eprints.nottingham.ac.uk/policies.html –OpenDOAR-generated EPrints OAI-PMH Identify output http://eprints.nottingham.ac.uk/perl/oai2?verb=Identify