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ETD 2006 Quebec, June 7-10, 2006
EThOS project workpackages
• Project management
• Central host & search interface
• Harvesting data from institutions
• Retrospective digitisation
• IPR & permission
• Toolkit for institutions
• Business models
• Dissemination and advocacy
ETD 2006 Quebec, June 7-10, 2006
Susan Copeland (RGU)Siddhartha Shakya (RGU)Astrid Scott (Edinburgh)
Work Package 6(Toolkit for institutions)
Led by: The Robert Gordon University
ETD 2006 Quebec, June 7-10, 2006
Purpose of the toolkit
• To assist institutions to make theses available online
• To offer guidance on the alternative options for participating in EThOS
• To provide advice on the legal, cultural, technical, administrative and resource issues that need to be considered
Toolkit
ETD 2006 Quebec, June 7-10, 2006
Approach
• Generic approach adopted
• Allows flexibility to cover different circumstances– Repository – Participation
• Specific examples are given which can be adopted/adapted
Toolkit
ETD 2006 Quebec, June 7-10, 2006
Structure
A four step process:
• Step1. Culture Change
• Step2. Business Requirements
• Step3. Technical Implementation
• Step4. Training & Development
ETD 2006 Quebec, June 7-10, 2006
Step1. Culture Change
a. What are e-Theses?
b. What is ‘EThOS’?
c. Who benefits from e-Theses?
d. Acquiring content
e. What impact do e-Theses have?
f. Supporting literature
ETD 2006 Quebec, June 7-10, 2006
Step2. Business Requirements
a. Business Case
b. Legal Issues
c. Administrative Issues
d. Participation Options
e. Repository Options
f. Metadata
g. Prioritising Digitisation
ETD 2006 Quebec, June 7-10, 2006
a. Business Case
– The benefits
– The resources involved
– Creating and sustaining the service
Business case
Step2. Business Requirements
ETD 2006 Quebec, June 7-10, 2006
b. Legal Issues– IPR– Sample agreements and forms
c. Administrative Issues– Approaching committees – Sample regulations
Step2. Business Requirements
ETD 2006 Quebec, June 7-10, 2006
d. Participation Options
– Metadata and content
– Metadata only
EThOS
User
Theses metadata onlye-Theses
Microfilm theses
Paper theses
Step2. Business Requirements
ETD 2006 Quebec, June 7-10, 2006
e. Repository Options
– Use existing institutional (or consortium) repository
– Setup institutional (or consortium) repository
– Use central hub only
UKDoT, the Central Hub
Institutional repository (Option 1/2)
Consortium repository(Option 1/2)
User
Digital theses (Option 3)
Institutional repositories
Direct submission
Harvested by central Hub
Harvested by central Hub
Search and download e-theses
Step2. Business Requirements
ETD 2006 Quebec, June 7-10, 2006
f. Metadata– UK ETDqDC– Sample metadata
g. Prioritising Digitisation– Selection by date– Selection by subject– School/department– Level of use– Importance on campus
•Title•Author•Supervisor•Institution•Date•Type•…..
Step2. Business Requirements
ETD 2006 Quebec, June 7-10, 2006
Step3.Technical Implementation
a. Use existing institutional (or consortium) repository
– Additional setups if required
b. Setup institutional (or consortium) repository
– Available hardware and software – Best practice
c. Use central hub only– Direct submission to Central Hub
ETD 2006 Quebec, June 7-10, 2006
Step4. Training and Development
a. Training– For Library and I.T. Services staff – For Academic staff / supervisors – For Registry and admin staff – For Students
b. Future Developments– Marketing and ongoing advocacy work – Periodic upgrading of the service