Resources

Useful reading for repository managers

Introduction

• [pdf] What are Institutional Repositories? A Briefing Paper written by Alma Swan for OASIS
• [pdf] Institutional Repositories: Business Issues for Institutional Managers. A Briefing Paper written by Alma Swan for OASIS
• [pdf] Institutional Repositories for Research Management and Assessment. A Briefing Paper written by Wendy White, University of Southampton Library, and edited by Alma Swan for OASIS
• [pdf] Institutional Repositories, Tout de Suit. Written by Charles W.Bailey, Jr.

Setting up and running open access repositories

• JISC infoNet ‑ Introduction to the Digital Repositories infoKit. Guide to setting up and running digital repositories; management issues; overview of the benefits
• Repositories Support Project. Support materials concentrate on four broad themes:
  • Technical: software selection and installation, technologies, metadata, interoperability
  • Organisational: staffing, business requirements and incentives, copyright clearance and digital rights management
  • Repository management: policies, workflows, archiving and preservation
  • Advocacy: advocating to different stakeholders and advising on advocacy within institutions
• IR Wiki, developed by Stellenbosch University SUNScholar repository team:
• Repository Management:
  • Introduction to Institutional Repositories
  • Planning your Institutional Repository
  • Marketing your Institutional Repository
  • Asset management: preservation; embargo; statistics; indexes; submissions; presentation; harverster; export/import; daily admin; authenticity
  • Open access
  • Copyright
  • Digitisation
  • Metadata
  • Web analytics
• Repository administration:
  • DSpace
  • Capacity planning
  • Disaster recovery
  • User management
  • Internet security
  • Handle Server
• A DRIVER’s Guide to European Repositories: Five studies of important Digital Repository related issues and good practices. Eds. K. Weenink, L. Waaijers and K. van Godtsenhoven, Amsterdam: Amsterdam University Press. http://dare.uva.nl/aup/nl/record/260224.
• [pdf] SPARC Institutional Repository Checklist & Resource Guide prepared by Raym Crow, SPARC Senior Consultant
• Creating an Institutional Repository: LEADIRS Workbook
• [pdf] Repository Staff and Skills Set written by Mary L. Robinson, SHERPA European Development Officer
• [pdf] DRIVER Guidelines 2.0: Guidelines for Repository Managers and Administrators on how to expose digital scientific resources using OAI-PMH and Dublin Core Metadata, creating interoperability by homogenising the repository output.
• [pdf] http://www.driver-support.eu/documents/DRIVER_Guidelines_v2_Final_2008-11-13.pdf
• The DRIVER Guidelines v2.0 have been translated into Japanese by DRF
  http://www.driver-support.eu/documents/DRIVER_Guidelines_v2_japanese.pdf
• The DRIVER Guidelines v2.0 have been translated into Portuguese by DRIVER
  partner the Universidade do Minho
  http://www.driver-support.eu/documents/DRIVER_Guidelines_v2_Final__PT.pdf
• The DRIVER Guidelines v2.0 have been translated into Spanish by RECOLECTA
  http://www.driver-support.eu/documents/DRIVER_2_1_Guidelines_Spanish.pdf
• Free and open-source repository software:
  http://oad.simmons.edu/oadwiki/Free_and_open-source_repository_software

Registration with the service providers

• Open Archives Initiative: http://www.openarchives.org/
  Data Provider Validation and Registration: http://www.openarchives.org/Register/ValidateSite
• Registry of Open Access Repositories (ROAR): http://roar.eprints.org/
• Directory of Open Access Repositories (OpenDOAR): http://www.opendoar.org/
• OAIster: http://www.oclc.org/oaister/
• Getting started: http://www.oclc.org/gateway/gettingstarted/default.htm
• Best practise for National IR websites: http://www.driver-repository.eu/component/
  option,com_jdownloads/Itemid,83/task,view.download/cid,52/
  This report for Best Practice in National Institutional Repository (IR) websites describes the evolution of a static but informative repository website into a more interactive repository portal. The central case study is the Belgian DRIVER website, but other national portals from DRIVER-affiliated partners are also included in this report. By reporting on best, but also worst practices, this report serves to help countries with a scattered or incomplete repository landscape to take charge and gather the repository managers into a community via a repository portal.
• International Repositories Infrastructure wiki: https://repinf.pbworks.com/w/page/13779415/FrontPage

Copyright clearance and digital rights management

• [pdf] Copyright and authors’ rights: A Briefing Paper written by Kevin L. Smith, J.D. & David R. Hansen, J.D., Duke University for OASIS
• [html] Advocacy ‘Know Your Rights’ Toolkit aimed at institutional repositories administrators and all those who act as advocates of open access and self-archiving
• Copyright Toolbox  to assist authors and publishers to achieve a balance between granting maximum access to a journal article and financial compensation for the publication by the publisher of this article. This copyright toolbox is a result of SURF and the JISC funded research and activities and based upon the Zwolle conferences on Copyright management in higher education and the RoMEO research.
• SPARC Author Addendum to secure your rights as the author of a journal article
• [php] Managing IPR in Digital Learning Materials: A Development Pack for Institutional Repositories. This institutional development pack is part of the outcomes of the work of the TrustDR project (Trust in Digital Repositories) funded by the JISC.
• Science Commons Scholar’s Copyright Project

Advocacy: advocating to different stakeholders, introducing open access policies and mandates

• Making the case for open access: OASIS Guide: [pdf] http://www.openoasis.org/images/stories/
  guides/making_the_case_for_open_access_for_librarians.pdf
• [pdf] Open Doors and Open Minds: What faculty authors can do to ensure open access to their work through their institution: A SPARC / Science Commons White Paper
• Open Access Scholarly Information Sourcebook (OASIS) by Alma Swan and Leslie Chan
  OASIS aims to provide an authoritative ‘sourcebook’ on open access, covering the concept, principles, advantages, approaches and means to achieving it. The site highlights developments and initiatives from around the world, with links to diverse additional resources and case studies.
  Target audience: researchers; librarians at research libraries; repository managers/technical support staff (and would-be repository managers); administrators (and policymakers); research funders; students, general public.
• Greater Reach for Your Research: Resources for Authors developed by Canadian Association of Research Libraries in English and French languages.
  [html] http://www.carl-abrc.ca/projects/author/author-e.html
• Institutional Repository Bibliography, ed. by Charles W. Bailey: http://www.digital-scholarship.org/irb/