1. Institutional Repositories in the UK Where are we and where are we going? Bill Hubbard, SHERPA Manager, University of Nottingham

2. Lantern waste

3. The start of the journey... Open Access Budapest Open Access Initiative An old tradition and a new technology have converged to make possible an unprecedented public good... –http://www.soros.org/openaccess/read.shtml Lofty principals - can we climb this far?

4. Why? Because its there? Open access benefits –for authors –for researchers –for research processes –for institutions –for research funders –for public Offers a sustainable basis for the future Some people have gone there and seen it working

5. The Open Access landscape Open Access - definitions –Open Access Journals –Open Access Repositories Data Providers and Service Providers –Global repository network to underpin adoption –Author-led and innovative services to support use Stakeholders –authors, researchers, institutions, funders, learned societies, public, publishers...

6. The route

7. The route: institutional repositories The OAI-PMH allows a single gateway to search and access many repositories –subject-based portals or views –subject-based classification and search –institutional storage and support Practical reasons –use institutional infrastructure –integration into work-flows and systems –support is close to academic users and contributors

9. SHERPA Partners –University of Nottingham –University of Birmingham –University of Bristol –University of Cambridge –University of Durham –University of Edinburgh –University of Glasgow –London LEAP Consortium –University of Newcastle –University of Oxford –White Rose Partnership –The British Library –AHDS London LEAP Consortium –Birkbeck College –Goldsmiths College –Imperial College –Institute of Cancer Research –Kings College –LSE –Royal Holloway –Queen Mary –SOAS –School of Pharmacy (SoP) – UCL White Rose Partnership –University of Leeds –University of Sheffield –University of York Affiliates –Trinity College Dublin –Cranfield University –University of Exeter –University of Leicester –University of Liverpool –Sheffield Hallam University –University of St Andrews –CCLRC

10. Projects and Services SHERPA Partnership SHERPA Plus SHERPA DP, DP2 RoMEO JULIET OpenDOAR UKCoRR Repositories Support Project DRIVER The Depot Intute Repository Search DART-Europe ETHOS

11. Russell & 1994 Groups University of Bath Birkbeck University of Birmingham University of Bristol University of Cambridge Cardiff University University of Durham University of East Anglia University of Edinburgh University of Essex University of Exeter University of Glasgow Goldsmiths University of Reading Royal Holloway University of St Andrews University of Sheffield SOAS University of Southampton University of Surrey University of Sussex University of Warwick UCL University of York Imperial College King's College London Lancaster University University of Leeds University of Leicester University of Liverpool Loughborough University LSE University of Manchester University of Newcastle University of Nottingham University of Oxford Queen Mary Queens University

12. Repositories by Continent

13. European Repositories

14. Repository Types

15. Where we have gone so far JISC FAIR programme, and many others... GNU eprints, TARDIS, DAEDALUS, EThOS, VERSIONS, Repository Bridge, DRIVER, et al Overseas and international initiatives Advocacy and engagement Policy development Growth of OA Community Conferences galore!

16. Joining the party Institutional mandates Funding mandates –RCUK –Wellcome Trust –Arthritis Research Campaign and more Parliamentary Select Committee Report European Commission –'Study on the Economic and Technical Evolution of the Scientific Publication Markets of Europe –Petition - 22,000 signatures NIH Mandate

17. Path graphic

18. Looking back down the path Process of setting up repositories is ok Systems works - put things in and get them out Copyright was not the unbridgeable crevasse we feared... Achieved regional, national, international support OA academic approval at over 80% but...

19. The difficulties A good case is not enough The way across Copyright Crevasse was too narrow for authors comfort The view from Base Camp was hard to shake –subject basis, quality control, plagiarism Reluctance to leave well-trodden paths The Search party didnt turn up The view from here is still too restricted Authors want sherpas to carry the load

20. How far to the summit graphic

21. How far to the summit? Need high percentage ingest - how high? Need authors to save their critical versions - how do we achieve this? Need clear messages of support and facilities to all academics - how do we reach them? Need sherpas to take the load, or strong leadership to get authors to take responsibility Need clear development paths for everyone to follow

22. Obstacles graphic

23. Obstacles & tricky conditions Embargoes Double-charge access becoming embedded Crevasse of Copyright is still unsettling Loss of focus within repositories Metadata-only entries cloud the view Author engagement cf approval

24. Assistance SHERPA - www.sherpa.ac.uk/update RoMEO - www.sherpa.ac.uk/romeo JULIET - www.sherpa.ac.uk/juliet OpenDOAR - www.opendoar.org and ~/search RSP - www.rsp.ac.uk The Depot - depot.edina.ac.uk Intute Repository Search - irs.ukoln.ac.uk BASE - digital.ub.uni-bielefeld.de/index.php DRIVER - www.driver-support.eu UKCoRR - www.ukcorr.org

25. Next stage Search teams are forging up the slopes Mandates will help us along - support them –be aware of scale and schedule –engage research support offices –clear services for academics Assistance is available Development paths becoming clearer...

26. Development path - ingest Research papers - published Conference papers Book chapters eTheses Research data Learning and teaching materials Grey literature

27. Development path - use Access –exposure –publication lists –shop-windows –integration with information environment Open Access Re-use support –data-mining –evidence-based work Overlay journals Citation services –integration with library provision –research management –research audit

29. Halfway up... Lengthy climb But if we had asked how long it would take... Paths do appear unexpectedly Other social forces also at work Beginning to see the view

31. bill.hubbard@nottingham.ac.uk Funders Projects