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http://www.sherpa.ac.uk/
Current Challenges for Institutional Repository Administrators
UC&RG, University of Derby, May 2007
Peter MillingtonSHERPA Technical Development Officer
SHERPA, University of [email protected]
http://www.sherpa.ac.uk/
Introduction
• Who are SHERPA?
• The Open Access landscape
• OA-IR Administrator Concerns
• Services & support from SHERPA projects
• Conclusions
Slides online at:
SHERPA Homepage > Presentations
http://www.sherpa.ac.uk/
Who are SHERPA?
• SHERPA Project (2002-2005)– Securing a Hybrid Environment for Research Preservation and
Access– Setting up IRs with partners institutions (7 rising to 23)
• SHERPA (2006-)– Now ongoing project based team– Broader portfolio of projects– Funded by JISC, CURL, OSI, SPARC Europe, Wellcome Trust
• Work activities include– Assisting in set up & develop of institutional repositories– Investigating related issues, disseminating experience & advice– All projects relate to scholarly publishing & Open Access
http://www.sherpa.ac.uk/
Who are SHERPA?
• Core team – Based at University of Nottingham, UK– Principal project concerns– Overlapping portfolio of experience
• Focus on supporting IR development– Across UK & Europe
• Partner Officers based at UK Universities– 33 institutions in active partnership– New affiliates in process of joining
http://www.sherpa.ac.uk/
Exeter (Affiliate)
http://www.sherpa.ac.uk/
SHERPA Continuation
• Partnership decided to keep working together– Diverse membership means a good testing ground
• Individual institutions following own projects• Have a variety of partner benefits
– Email list & Update service & website– Partner meetings & internal professional networking
• Managed transition from single funded project to working across multiple funding streams
• Developed a portfolio of projects
http://www.sherpa.ac.uk/
SHERPA Activity• SHERPA/RoMEO, JULIET
– Authors’ rights, IPR & funding mandates
• OpenDOAR, Intute Repository Search– Discovery & search services
• SHERPA DP, PROSPERO/Depot– Preservation & long term access
• DRIVER, SHERPA Plus & Repositories Support Project– Repository development & administrator support
• Contributing to– EThOS, Copyright Knowledge Bank, Institutional Repository
Statistics, DART-Europe, RIOJA
http://www.sherpa.ac.uk/
SHERPA Today
• Respected voice in OA development• International reputation• SPARC Europe 2007 Award for Outstanding
Achievements in Scholarly Communication winners
• Focus for bids and proposals for new work• Requests for collaboration & source of
information and advice• Provides services seen as “vital to OA
infrastructure”
http://www.sherpa.ac.uk/
Open Access Landscape
• Open Access - definitions
• Open Access Journals
• Open Access Repositories
• Data Providers and Service Providers
• Repository networks
• Less of a niche activity
http://www.sherpa.ac.uk/
OA Repositories Worldwide
http://www.sherpa.ac.uk/
Publishing & Repositories
Author writes paper
Submits to journal
Paper refereed
Revised by author
Author submits final version
Published in journal
Deposit in open access repositoryPreprint
Post
prin
t
Conference papers
Learning Objects
Theses
Research Data, images, information etc
Pos
tprin
t
http://www.sherpa.ac.uk/
Repository Contents
• Preprints• Postprints• Datasets• Learning objects• Videos• Sound files
• Theses• Dissertations• Royalty publications• Conference papers• Technical reports• Grey literature
Linkage between these objects
http://www.sherpa.ac.uk/
OA Repository Types
http://www.sherpa.ac.uk/
Institutional Repositories
• Digital collections that preserve and provide access to the intellectual output of an institution.– Raym Crow The case for institutional repositories: a
SPARC position paper. 2002
• Contents freely available to all– No subscription or restrictions to readership
• Encourage wider use of open access information assets
• May contain a variety of digital objects – e-prints, theses, e-learning objects, datasets etc
http://www.sherpa.ac.uk/
Why Institutional?
• The OAI-PMH allows a single gateway to search and access many repositories– Institutional storage and support– Subject-based portals or views– Subject-based classification and search
• Practical reasons– Use institutional infrastructure– Integration into work-flows and systems – Support is close to academic users and contributors– Longevity concerns over some SRs
http://www.sherpa.ac.uk/
The Role of Advocacy
• A successful repository requires cultural change– An advocacy campaign is an effective tool– Tone and content varied by target audience– A core message & ethos is essential
• Build informed awareness of OA issues– Neglecting advocacy will result in repository decline
• No hard and fast rules– What has worked well for some might work others
• The right level of engagement is crucial– E.g. Selling technical minutiae to senior management
http://www.sherpa.ac.uk/
7 (& a bit) Advocacy Pillars
1. Set Achievable Targets2. Discipline & Community3. Educate & Clarify4. Seize the Moment5. Allies & Comparators6. Enable Effective Deposition7. Achieve Quick Wins7.5…Challenges
http://www.sherpa.ac.uk/
Identifying Current Concerns?
• SHERPA Roadshow– Toured UK visiting 10 locations– Expanded on SHERPA Partnership experiences– Moving from awareness to practicalities
• Snap shot of the current UK OAR scene– Examined challenges faced by repository
administrators– Outcomes feeding into UKCoRR– UKCoRR workshops exploring themes further
http://www.sherpa.ac.uk/
Advocacy & Outreach, 4.5%
Audience, 4.5%
Case Studies, 18.2%
Copyright & IPR, 22.7%
Professional Networks, 6.1%
Digital Preservation, 3.0%
National & International Developments, 13.6%
Policies & Workflow, 10.6%
Technical & Software, 16.7%
Concerns Post-Roadshow
Sample Jan-Apr 07, n=124
http://www.sherpa.ac.uk/
Concerns
• IPR & Copyright– Staying legal and comprehensible
• Technical & software issues– Not just implementation but development
• Policies & workflow– Who does the work & effective approaches
• Isolation & support– Training needs, mutual support & best
practice
http://www.sherpa.ac.uk/
OA Repository Software
http://www.sherpa.ac.uk/
Practicalities, Services & Support
• SHERPA Website– Past presentations & advocacy advice– Partner generated materials– Guidance for authors on various issues– Guidance for repository administrators– Partners & Affiliates services
• DRIVER Support & RSP sites– Also offering & developing reusable materials
http://www.sherpa.ac.uk/
Practicalities, Services & Support
• OpenDOAR– Quality assured survey & service– Search for repositories & browse by criteria– Variety of output formats
• Information on repositories includes– OAI-PMH URLs for m2m use– Contact emails, address and tel of administrators– Descriptive reviews of each site– Standardised policies for 5 key aspects
http://www.sherpa.ac.uk/
http://www.sherpa.ac.uk/
OpenDOAR Tools
• OpenDOAR search– Powered by Google Custom Search Engine– Unlocks research in repositories
• Repository policy generator– Use standardised format to define policies– Aids impact & visibility of deposited research
• Email Distribution service– Community enhancement aid
• Application Programmers Interface (API)– m2m allowing external running of queries
http://www.sherpa.ac.uk/
Practicalities, Services & Support
• SHERPA/RoMEO– Based on work at Loughborough (2003)– Author retained rights in plain English– Quality assured by publishers– Incorporating specific journal variations (soon)– Controlled descriptive vocabulary
• International reuse of data– Site available in regional languages– A lobbying tool locally, nationally & globally
http://www.sherpa.ac.uk/
http://www.sherpa.ac.uk/
SHERPA/RoMEO• Highlights publisher’s archiving policies
– 279 currently listed
Green(36%)
Can archive both pre & post-prints
Blue(26%)
Can archive post-print only
Yellow(11%)
Can archive pre-print only
White(27%)
Archiving not formally supported
• Quality assured by contacting publishers• Prohibitive restrictions reduce colour level
Figures accurate as of May 2007
http://www.sherpa.ac.uk/
RoMEO Challenges
• No information online– Publisher reluctance or uncertainty
• Conflicting information– Differing sets of guidelines– Poorly phrased guidance– Unclear boundaries for learned societies using
publishers
• Changes to publisher permissions– Full time job keep site & data current
• Prototype API available for data reuse
http://www.sherpa.ac.uk/
JULIET
• Implications of funding mandates– Highlights 3 key areas– International in focus
• 22 current funders listed– Quality assured through links with funders– Uses controlled vocabulary– Links to full policies wherever possible
• SHERPA/RoMEO links to JULIET data– For additional clarity where conflicting policies exist
http://www.sherpa.ac.uk/
JULIET
http://www.sherpa.ac.uk/
From Advocacy to Support
• New phase for the UK HE community• Repositories Support Project
– 2.5 year JISC funded across England and Wales– Providing training, mentoring, advice & enquiry
resolution– Particular support for JISC start-up & enhancement
funded institutions
• UKCoRR– Professional society for repository workers– Focus on practical issues and real solutions– Inaugural meeting 21st May University of Nottingham
http://www.sherpa.ac.uk/
Conclusion
• There are many concerns for repository administrators
• The global scholarly communication debate is not an easy one to engage in isolation
• SHERPA services and projects exist to support the OA movement in the UK
http://www.sherpa.ac.uk/
Peter Millington
SHERPA Technical Development OfficerSHERPA, University of Nottingham
0115-84-68481
http://www.sherpa.ac.uk/
Sites of Interest
• http://www.sherpa.ac.uk/
• http://www.opendoar.org/
• http://www.sherpa.ac.uk/romeo/
• http://www.sherpa.ac.uk/update/
• http://www.sherpa.ac.uk/juliet/
• http://www.driver-support.eu/
• http://www.doaj.org/