1. 1 www.arl.org/sparc 1 Scholarly Publishing & Academic Resources Coalition an initiative of the Association of Research Libraries Institutional Repository Software Overview Open Access Scholarly Communication Workshop Vilnius, Lithuania February 21-22, 2005 Raym Crow SPARC Consulting Group

2. 2 www.arl.org/sparc 2 What We’ll Cover Overview of repository software systems Why systems were developed Functionality offered Implementation issues

3. 3 www.arl.org/sparc 3 Goal & Criteria for OSI Guide Goal— Speed review of systems Allow focus on non-technical issues Criteria— Comply with OAI metadata harvesting protocols Available publicly via open source license

4. 4 www.arl.org/sparc 4 Systems Covered ArchimedeCanadaNew ARNONetherlands6 CDSwareEurope & US7 DSpaceWorldwide15 full EprintsWorldwide145+ FedoraWorldwide20 full i-TorNetherlands30 MPG eDocsGermanyNew MyCoRe Germany/Sweden 10 OPUSGermany37

5. 5 www.arl.org/sparc 5 Development Motivations Support self-archiving Serve specific institution types Academic research institutions Research institutes Support existing digital resources

6. 6 www.arl.org/sparc 6 System Functionality Interoperability Comply with OAI to facilitate discovery OAIster, ARC & other search services Global network of repositories Metadata Support basic & extended schemes Support import & export Provide for review & quality control

7. 7 www.arl.org/sparc 7 System Functionality Content Types Preprints, postprints, ETDs, curriculum support materials, conference proceedings, software code, musical scores, other faculty work performance Content inclusion a policy issue All files types, including streaming media

8. 8 www.arl.org/sparc 8 System Functionality Content Submission Process Certification management outside system Organized around research communities Support collections and/or communities Submission roles, stages & permissions

9. 9 www.arl.org/sparc 9 System Functionality User registration & authentication Multiple user types Universal & restricted access Access by user type, collection & object

10. 10 www.arl.org/sparc 10 System Functionality User Interfaces Customizable End-user personalization Multiple languages

11. 11 www.arl.org/sparc 11 System Functionality Search & retrieval Search full text Search metadata Boolean searching Sorting Indexed by Google, Yahoo

12. 12 www.arl.org/sparc 12 System Functionality Digital preservation Support organizational strategy Persistent document identification Preservation metadata Object history/version control

13. 13 www.arl.org/sparc 13 Implementation Issues Few barriers to system implementation No exotic equipment Use existing staff expertise User groups & community support Multiple hurdles for content recruitment Inertia of existing practice Need to demonstrate author benefits Social engineering & outreach

14. 14 www.arl.org/sparc 14 OSI Guide Available — OSI Guide to Institutional Repository Software Available at: http://soros.org/openaccess/software/