1. Institutional Repository Planning at UNC-Chapel Hill UNC System Records Officers Meeting General Administration November 13, 2006

2. How did it get started? January 2005 convocation January 2005 convocation Report recommended establishment of institutional repository Report recommended establishment of institutional repository Two committees established – Digital Curation/Institutional Repository Committee (DC/IRC) and Scholarly Communications Committee (SCC) Two committees established – Digital Curation/Institutional Repository Committee (DC/IRC) and Scholarly Communications Committee (SCC)

3. DC/IRC Membership Representation from eleven university departments – University Libraries, Health Sciences Library, School of Information and Library Science (SILS), Information Technology Services (ITS), Renaissance Computing Institute (RENCI), Romance Languages, Art, Anthropology, UNC Press, Kenan-Flagler School of Business, ibiblio.org Representation from eleven university departments – University Libraries, Health Sciences Library, School of Information and Library Science (SILS), Information Technology Services (ITS), Renaissance Computing Institute (RENCI), Romance Languages, Art, Anthropology, UNC Press, Kenan-Flagler School of Business, ibiblio.org

4. Library staff on committee Janis Holder, University Archivist Janis Holder, University Archivist Caroline Walters, University Records Manager Caroline Walters, University Records Manager Andy Hart, Library Preservation Officer Andy Hart, Library Preservation Officer Natasha Smith, Head of Documenting the American South Natasha Smith, Head of Documenting the American South Tim Shearer, Will Owen, Jill Sexton – Library Systems Office Tim Shearer, Will Owen, Jill Sexton – Library Systems Office

5. We have a WIKI! http://bioivlab.ils.unc.edu/sandbox/UNCIR_Co mmittee/index.php/ http://bioivlab.ils.unc.edu/sandbox/UNCIR_Co mmittee/index.php/ http://bioivlab.ils.unc.edu/sandbox/UNCIR_Co mmittee/index.php/ http://bioivlab.ils.unc.edu/sandbox/UNCIR_Co mmittee/index.php/ Includes planning documents, links to articles, meeting minutes, membership roster, etc. Includes planning documents, links to articles, meeting minutes, membership roster, etc. Committee members log in to edit pages or make comments, but most is open to the public Committee members log in to edit pages or make comments, but most is open to the public

6. Our charge from the Provost: Develop a feasible plan that will both serve UNC- Chapel Hill’s digital curation needs and will place the university in the forefront of such efforts in the Triangle, nationally, and internationally; Develop a feasible plan that will both serve UNC- Chapel Hill’s digital curation needs and will place the university in the forefront of such efforts in the Triangle, nationally, and internationally; Design a pilot IR and digital preservation program in partnership with ITS, the University Libraries, and SILS that will support ongoing research; Design a pilot IR and digital preservation program in partnership with ITS, the University Libraries, and SILS that will support ongoing research; Develop policies, procedures, and long-term digital preservation strategies to benefit the entire campus. This will include strategies to educate the campus community. Develop policies, procedures, and long-term digital preservation strategies to benefit the entire campus. This will include strategies to educate the campus community.

7. Our work so far: Developed subcommittees based on the Audit Instrument Checklist for the Certification of Trusted Digital Repositories developed by RLG/NARA task force Developed subcommittees based on the Audit Instrument Checklist for the Certification of Trusted Digital Repositories developed by RLG/NARA task force 4 basic categories: Governance, Technologies and Technical Infrastructure, Community and Digital Assets, Repository Management 4 basic categories: Governance, Technologies and Technical Infrastructure, Community and Digital Assets, Repository Management We added 5 th : Guidance, Training and Engagement We added 5 th : Guidance, Training and Engagement

8. Speakers brought to campus: Thornton Staples, Director of Digital Library Research and Development at the University of Virginia (Fedora) Thornton Staples, Director of Digital Library Research and Development at the University of Virginia (Fedora) Sayeed Choudhury, Associate Director for Library Digital Programs and Hodson Director of the Digital Knowledge Center at Johns Hopkins (repository analysis project) Sayeed Choudhury, Associate Director for Library Digital Programs and Hodson Director of the Digital Knowledge Center at Johns Hopkins (repository analysis project) Gary King and Micah Altman, Harvard-MIT Data Center’s Henry A. Murray Research Archives Gary King and Micah Altman, Harvard-MIT Data Center’s Henry A. Murray Research Archives Reagan Moore, San Diego Supercomputer Center (SRB) Reagan Moore, San Diego Supercomputer Center (SRB)

9. Staffing/management developments: 3 positions proposed: Project Manager, Metadata/User Support Specialist, Principal Programmer/System Administrator 3 positions proposed: Project Manager, Metadata/User Support Specialist, Principal Programmer/System Administrator Carolina Digital Library development Carolina Digital Library development AUL for Special Collections/Director of Wilson Library (Rich Szary) AUL for Special Collections/Director of Wilson Library (Rich Szary) Head of Carolina Digital Library (???) Head of Carolina Digital Library (???)

10. Software/programming activities: SRB (Storage Resource Broker) version 3.4.2 – an integrated solution that includes interfaces to wide variety of storage systems, user tools, etc. SRB (Storage Resource Broker) version 3.4.2 – an integrated solution that includes interfaces to wide variety of storage systems, user tools, etc. DSpace version 1.4 – open-source digital repository system, supports capture, storage, indexing, and distribution of digital objects DSpace version 1.4 – open-source digital repository system, supports capture, storage, indexing, and distribution of digital objects Fedora version 2.1.1 – open-source flexible service- oriented architecture for managing and delivering digital content Fedora version 2.1.1 – open-source flexible service- oriented architecture for managing and delivering digital content

11. What’s going in the pilot IR? Finding Aids – xml file format Finding Aids – xml file format Electronic Theses – attachments, interface with existing system a challenge Electronic Theses – attachments, interface with existing system a challenge DocSouth – small set of DocSouth files DocSouth – small set of DocSouth files Campus websites – Chancellor, Provost, Faculty Governance, BOT, SILS, Med School, Music Dept., SFC, Grad School, GA (testing Heretrix) Campus websites – Chancellor, Provost, Faculty Governance, BOT, SILS, Med School, Music Dept., SFC, Grad School, GA (testing Heretrix) Minds of Carolina – small set of faculty CVs w/corresponding documentation Minds of Carolina – small set of faculty CVs w/corresponding documentation Research Labs of Archaeology – specimen catalog, Town Creek Indian Mound digital collection Research Labs of Archaeology – specimen catalog, Town Creek Indian Mound digital collection Odum Institute – existing Odum digital repository (research data) Odum Institute – existing Odum digital repository (research data)

12. Documentation drafted so far: Mission Statement and Governance Policy Mission Statement and Governance Policy Community Deposit Agreement Community Deposit Agreement Infrastructure Planning Group work plan Infrastructure Planning Group work plan Service Definition Service Definition Added 2 additional working groups: Infrastructure Planning Group and Ingest Working Group Added 2 additional working groups: Infrastructure Planning Group and Ingest Working Group

13. Questions? Helen Tibbo, Chair DC/IRC tibbo@email.unc.edu Janis Holder, University Archivist holderj@email.unc.edu