Difference between revisions of "SUNScholar/Practical guidelines for starting an institutional repository (IR)"

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"''There is nothing more difficult to plan, more doubtful of success, nor more dangerous to manage than the creation of a new system. For the initiator has the enmity of all who would profit by the preservation of the old system and merely lukewarm defenders in those who would gain by the new one.'' " ~ Machiavelli
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''"There is nothing more difficult to plan, more doubtful of success, nor more dangerous to manage than the creation of a new system.<br>For the initiator has the enmity of all who would profit by the preservation of the old system and merely lukewarm defenders in those who would gain by the new one."''<br> ~ Machiavelli ~
 
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===Introduction===
 
===Introduction===
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These guidelines are targeted at developing nation academic institutions world wide, who want to start an online '''[[SUNScholar/Open_Access|open access]]''' research repository archive and who want to '''[[SUNScholar/Capacity_Building|build long term support capacity]]''' for [[SUNScholar/Operational_Guide|'''open scholarship publishing practice''']]. The focus during development of the '''[[SUNScholar/Open System|open system]]''' has been long term research repository '''[[SUNScholar/Repository Preservation|preservation]]''' and '''[[SUNScholar/Open System|interoperability]]''' on the internet using the '''[[SUNScholar/Self-Hosting_Value_Proposition|self-hosting value proposition]]'''.
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These '''[[SUNScholar/Audit|guidelines]]''' are targeted at developing nation academic institutions world wide, who want to '''[[SUNScholar/Checklist|start]]''' an online '''[[SUNScholar/Open_Access|open access]]''' research repository archive and who want to '''[[SUNScholar/Capacity_Building|build long term support capacity]]''' for [[SUNScholar/Operational_Guide|'''open scholarship publishing practice''']].
 
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  <font color="red">'''WATCH THIS VIDEO'''</font>
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  <font color="red">'''Please view the EIFL webinar before beginning:<br>'''</font> http://eifl.net/resources/good-practices-setting-dspace-repositories
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<font color="red">'''Please watch the following video as an introduction... only 15 minutes!'''</font>
  
 
<html5media width="560" height="315">File:Em-advance-science-oa.mp4</html5media>
 
<html5media width="560" height="315">File:Em-advance-science-oa.mp4</html5media>
 
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===12 steps to an accredited open access research repository archive===
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After reading '''[http://wiki.lib.sun.ac.za/index.php?title=Special%3APrefixIndex&prefix=SUNScholar&namespace=0 all of the steps]''' below and then taking time to slowly and carefully '''[[SUNScholar/Guidelines/Step_5|install a test prototype system]]''' on some spare or old/retired server hardware, it should be possible, with the knowledge and experience gained, to derive a '''[[SUNScholar/Checklist|business plan/model]]''' to solicit funding or prepare a fairly comprehensive '''[[SUNScholar/Budget|initial capital expenditure foundation budget]]''' and then a '''[[SUNScholar/Release Schedule|production implementation plan/schedule]]''' for long term support and management.
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===12 steps to an [[SUNScholar/Audit|accredited]] open access research repository archive===
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The '''[[SUNScholar/Release Schedule|focus]]''' during development of the '''[[SUNScholar/Open System|open system]]''' has been long term research repository '''[[SUNScholar/Repository Preservation|preservation]]''' and '''[[SUNScholar/Interoperability|interoperability]]''' on the '''[[SUNScholar/Citations|internet]]''' using the '''[[SUNScholar/Self-Hosting_Value_Proposition|self-hosting value proposition]]'''.
  
 
  [[SUNScholar/Guidelines/Step 1|Step 01]] - Open Access Policy, Repository Preservation and Audit
 
  [[SUNScholar/Guidelines/Step 1|Step 01]] - Open Access Policy, Repository Preservation and Audit
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  [[SUNScholar/Guidelines/Step 9|Step 09]] - Repository Self-Help and News
 
  [[SUNScholar/Guidelines/Step 9|Step 09]] - Repository Self-Help and News
 
  [[SUNScholar/Guidelines/Step 10|Step 10]] - Engage Research Partners
 
  [[SUNScholar/Guidelines/Step 10|Step 10]] - Engage Research Partners
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  [[SUNScholar/Guidelines/Step 11|Step 11]] - Continuous System Improvement and Maintenance (Preserve forever)
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  [[SUNScholar/Guidelines/Step 11|Step 11]] - Continuous System Maintenance and Improvement (Preserve forever)
 
  [[SUNScholar/Repository Information|Step 12]] - Repository Support and Management Help
 
  [[SUNScholar/Repository Information|Step 12]] - Repository Support and Management Help
  
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===Latest information for systems using [http://dspace.org DSpace] with an [http://www.ubuntu.com Ubuntu] based server===
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===Latest information for [[List_of_Repository_Software|DSpace]] on top of an open source [[SUNScholar/DSpace/Why_Ubuntu_Server|Ubuntu]] server===
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<font color="red">'''Use the online wiki when doing test/development/production/backup system installations because the wiki has the latest information. See the links below.'''</font>
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[[SUNScholar/Operational_Guide|OPERATIONS]]
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  [[SUNScholar/DSpace|INSTALLATION]]
 
  [[SUNScholar/DSpace|INSTALLATION]]
 
  [[SUNScholar/Customisation|CUSTOMISATION]]
 
  [[SUNScholar/Customisation|CUSTOMISATION]]
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[[SUNScholar/Operational_Guide|OPERATIONS]]
 
 
  [[SUNScholar/Digitisation|DIGITISATION]]
 
  [[SUNScholar/Digitisation|DIGITISATION]]
 
  [[SUNScholar/System_Admin|SYSTEM ADMINISTRATION]]
 
  [[SUNScholar/System_Admin|SYSTEM ADMINISTRATION]]
  
 
====Convenient Shortened Web Links====
 
====Convenient Shortened Web Links====
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Please use the following shortened links when referencing this guide in academic literature or on other web sites.<br>''PS: It is also easy to remember should you want to do an online presentation using this guide, to promote/solicit institutional support.''
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Please use the following shortened links when referencing this guide in academic literature or on other web sites.
 
  '''http://bit.ly/goodir'''
 
  '''http://bit.ly/goodir'''
  
 
  '''http://bit.ly/garpir'''
 
  '''http://bit.ly/garpir'''
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===[[SUNScholar/References|References]]===
 
===[[SUNScholar/References|References]]===
 
*Click on the heading above to view a full list of references.
 
*Click on the heading above to view a full list of references.
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*https://en.wikipedia.org/wiki/Institutional_repository
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*[[Media:BRTF_Final_Report.pdf|2010 - NSF - ENSURING LONG TERM ACCESS TO DIGITAL INFORMATION]]
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*In addition [http://lists.lib.sun.ac.za/pipermail/irtalk click here], to view the IRTalk mailing list archive that provided further insight for the guide.
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*[[Media:Managing_Digital_Collections.pdf|2010 - NRF - SOUTH AFRICA - MANAGING DIGITAL COLLECTIONS]]
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*Please also refer to: http://currentcites.org
 
 
*[http://web.lib.sun.ac.za/digital-collection 2007 - NISO - A FRAMEWORK OF GUIDANCE FOR BUILDING GOOD DIGITAL COLLECTIONS - VIEW ONLINE]
 
*[http://web.lib.sun.ac.za/digital-collection 2007 - NISO - A FRAMEWORK OF GUIDANCE FOR BUILDING GOOD DIGITAL COLLECTIONS - VIEW ONLINE]
 
*[[Media:Oclc-digital-preservation-policy.pdf|2006 - OCLC - DIGITAL PRESERVATION POLICY]]
 
*[[Media:Oclc-digital-preservation-policy.pdf|2006 - OCLC - DIGITAL PRESERVATION POLICY]]
 
*[[Media:Arl-br-226.pdf|2003 - ARL - CLIFFORD LYNCH - INSTITUTIONAL REPOSITORIES: ESSENTIAL INFRASTRUCTURE FOR SCHOLARSHIP IN THE DIGITAL AGE]]
 
*[[Media:Arl-br-226.pdf|2003 - ARL - CLIFFORD LYNCH - INSTITUTIONAL REPOSITORIES: ESSENTIAL INFRASTRUCTURE FOR SCHOLARSHIP IN THE DIGITAL AGE]]
 
*[[Media:Sparc-ir-checklist.pdf|2002 - SPARC - INSTITUTIONAL REPOSITORY CHECKLIST AND RESOURCE GUIDE]]
 
*[[Media:Sparc-ir-checklist.pdf|2002 - SPARC - INSTITUTIONAL REPOSITORY CHECKLIST AND RESOURCE GUIDE]]
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*[[Media:Tdr-oclc.pdf|2002 - RLG OCLC - TRUSTED DIGITAL REPOSITORIES]]
 
*[[Media:A-subversive-proposal.pdf|1994 - HARNARD - A SUBVERSIVE PROPOSAL]]
 
*[[Media:A-subversive-proposal.pdf|1994 - HARNARD - A SUBVERSIVE PROPOSAL]]
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*https://en.wikipedia.org/wiki/Institutional_repository
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*In addition [http://lists.lib.sun.ac.za/pipermail/irtalk click here], to view the IRTalk mailing list archive that provided further insight for the guide.
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*Please also refer to: http://currentcites.org
 
__NOTOC__
 
__NOTOC__
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[[Category:Help]]

Latest revision as of 12:34, 27 August 2016

"There is nothing more difficult to plan, more doubtful of success, nor more dangerous to manage than the creation of a new system.
For the initiator has the enmity of all who would profit by the preservation of the old system and merely lukewarm defenders in those who would gain by the new one."
~ Machiavelli ~

Introduction

These guidelines are targeted at developing nation academic institutions world wide, who want to start an online open access research repository archive and who want to build long term support capacity for open scholarship publishing practice. 

Please view the EIFL webinar before beginning:
 http://eifl.net/resources/good-practices-setting-dspace-repositories

Please watch the following video as an introduction... only 15 minutes!

12 steps to an accredited open access research repository archive

The focus during development of the open system has been long term research repository preservation and interoperability on the internet using the self-hosting value proposition. 

Step 01 - Open Access Policy, Repository Preservation and Audit
Step 02 - Marketing Friendly (Vanity URL), Persistent URL and Preservable Digital Objects
Step 03 - Employ Repository Management Personnel
Step 04 - Build Repository IT Infrastructure
Step 05 - Install DSpace Repository Software
Step 06 - Repository System Backup & Monitoring
Step 07 - Repository Launch and Registration with Harvesters
Step 08 - Capture Research Records and Submit Research Items
Step 09 - Repository Self-Help and News
Step 10 - Engage Research Partners
Step 11 - Continuous System Maintenance and Improvement (Preserve forever)
Step 12 - Repository Support and Management Help

Latest information for DSpace on top of an open source Ubuntu server

OPERATIONS
INSTALLATION
CUSTOMISATION
DIGITISATION
SYSTEM ADMINISTRATION

Convenient Shortened Web Links

Please use the following shortened links when referencing this guide in academic literature or on other web sites. 

http://bit.ly/goodir

http://bit.ly/garpir

References

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