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Table Of Contents

Chapter 1: Building an Institutional Repository
Introduction
How to Use this Material
Learning from others
Case studies
For further research
What is an Institutional Repository?
Increasing momentum
How do People Use Institutional Repositories?
Reference
Major Steps in Building an Institutional Repository
Most Common Challenges
How Do I Get Started?
If you have already started building a repository…
Key References
See institutional repositories in action
Next step
Chapter 2: Planning Your Institutional Repository Service
Who should read this section?
Early-phase services
Services already underway
Developing Your Service Model
How do you define what your service offers?
Creating Your Service Definition
Institutional Repository Services
Free vs. Fee-Based Services
Ways of Organizing Content
Examples of Institutional Repository Service Definitions
Assembling a Team
Conducting a Needs Assessment Survey
Creating a Service Plan
Time Planning
Staffing
User Support and Technology Roles
Running a Pilot or Early Adopter Programme
Enlisting Content Communities
Selection criteria
Finding a strong internal coordinator
Marketing Your Institutional Repository Service
Potential Audiences
Administration
External audiences
Marketing Ideas
Using a Top-Down Approach
Using a Bottom-Up Approach
Raising Awareness at the University
Keeping in Touch with Content Communities
Adding Content to the Service
Enlisting Academic Participation
Marketing
Technology
Collaboration
Intellectual Property/Policies
Promoting Your Service on Campus
Examples
Training and User Support
Service Planning References
General references
Directories of Institutional Repositories
Information on How to Enlist Faculty Participation
First Hand Accounts of Building an Institutional Repository
Service Planning Workbook Sections
Detailed Project Planning Steps
Work Sheet: Institutional Repository Services – Free or Fee-Based
Reminder: Use a Phased Approach
Work Sheet: Service Model Definition
Tracking Staff and Skills
Locating Staff to Provide Skills Needed for the Service
Sample Job Descriptions
Sample Job Description: User Support Manager
Responsibilities
Additional responsibilities
Qualifications
Additional qualifications
Other experience desired
Sample Job Description: Information Systems and Technology Manager
Work Sheet: Identifying Early Adopters
Project Planning: Sample Academic Survey
Sample Needs Assessment Questions
Project Planning: Lessons Learned
Management
Content Acquisition
Marketing: Lessons Learned
Getting the Word Out
Recruiting Content Collections/Communities
Getting Content Submitted
Top Selling Points for Signing Up Early Adopters
Marketing: Sample Communications Plan
Sample Communications Plan
Institutional Repository Launch Events and Activities
Potential Uses
Components of an Institutional Repository System
Choosing a Software Platform
Basic Technical Building Blocks of an Institutional Repository
Product Features to Consider
Technology Product Models
Technical Issues Once a Service is Running
Implementation Steps
Cost Considerations
Technology cost considerations
Planning for the Long Term
Digital preservation strategies
Learning more about digital preservation
Institutional Repository Software Providers
Technology References
General technology references
Surveys and Comparison of Software Systems
Digital Preservation
Work Sheet: Requirements Document for IR Software Systems
Product Distribution
Programming and Customisation
File Formats Accepted
Technical Features
Metadata Standards
Interoperability
System Administration
System Configuration/Constraints
Technical Support
Technical Documentation
Additional Factors to Consider
Reference Sites
Institutional Repository Software Platforms
Resource
Archimede
bepress
CDSware (CERN Document Server Software)
CONTENTdm™
DSpace
EPrints
Fedora
Availability
Features
Technical support
Example sites
Greenstone
Open Repository
Caveat
If you are in the early stages of an IR project…
If your IR project is underway already…
Outline: Legal and Regulatory Environment
Copyright and Content Licensing
Content Licences
Creative Commons Licence
Copyright Guidelines for Scholars
Recent Legislation
Recent Copyright Changes
Copyright Resources
Legal Deposit
Legal Deposit Resources
Freedom of Information Act
Freedom of Information Resources
Confer with Your University’s Copyright Officer
Policy Guidelines for Institutional Repositories
q Forming a Policy Advisory Group
Creating Policies for Your Service
Forming a Policy Advisory Group
The Policy Group’s Role
Makeup of the Group
Policy Issues to Consider
Policy Checklist
Assessing Your University’s Existing Policies
Technology Implications of Policy Decisions
Revisit Ongoing Policy Issues
Memorandum of Understanding for an Institutional Repository
Policy Work Sheet
Content and Collection Policies
Defining Collections
Content Guidelines
Submission Procedures
Intellectual Property Rights (IPR)
Metadata
User and Privacy Policies
Additional Service Policies
Preservation Formats
Withdrawal of Items
General
Paid Access
Backup and Recovery
Government Resources
UK Links
EU Links
US Links
Intellectual Property Rights
Recent Publications
IPR Guides
Rights Management
Copyright, Licensing and Preservation for Scholarship
Getting Started
Strategies for Building an Institutional Repository
No Easy Answers
Each Unique Service Has Unique Costs
Cost by Activities
How Technology Choices Impact Costs
Example: Contracting for Software and Services
Additional Considerations
§ Loss of customisation
Library Visibility
Loss of Customisation
Exit Strategy
Benefits to Developing a Repository On-Site
Budget Inputs
Budget Impact
Example: Types of Costs
Budgeting Over Time
Cost Outlook
Work Sheet: Separating Costs by Activity Categories
Work Sheet: Tracking Revenue for Services
Work Sheet: Budgeting for an Institutional Repository
Key Questions for Cost Modelling
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