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Building the
Liverpool
Research
Archive
David Clay
8th
March 2007
Why build a repository?
Our Approach
• Recommendation made to the Information
Services Committee by the University Librarian
• Approved funding for hardware, staff and other
miscellaneous costs
• Appointed an Institutional Repository Librarian to
manage the project
• E-Prints Services Professional Package
Our vision
• Open access to UoL research outputs
• Copyright and IPR issues addressed
• Long-term preservation of materials
• Standards compliant to ensure that the contents
of the repository are visible and discoverable
• E-Prints 3 software
“To provide a highly visible, high quality open
access collection of UoL Research Outputs”
Building the repository
• Initial build, tailoring and testing of the software
• Developing a marketing plan
• Developing a preservation strategy
• Metadata issues
• Staff Training
• Advocacy, Advocacy, Advocacy!!!
• Pilot Phase
• University wide roll out at the end of the pilot
phase
External Environment
• Funder mandates
– UK Research Councils
– Wellcome Trust
– International developments e.g. EU, the FRPAA
• Learned societies
• Publishers and copyright
• Research Assessment Exercise
Advocacy
• Academic Administrators
– League table position is important
– Capacity to attract good researchers
– Attracting research funding
• Academic Researchers
– Research reputation (determined by publications
record and rate)
– Cautious about changing the scholarly communication
process
– Attract research funding
Academic Administrators
• Objective:
– To develop support at the most senior levels in an
effort to encourage academics that this is a high
priority for academic administrators
• Promotion
– University Librarian advocate the importance of the IR
– Dialogue with Deans, Heads of Department and Heads
of Research Groups about the IR and open access
– Awareness raising about the benefits of open access
and of developments in scholarly communications
Academics as Depositors
• Objective
– Awareness raising about IR, highlighting the benefits to
them and addressing their concerns
• Promotion
– Meetings with departmental groups and interested
individuals
– Demonstrations of how IR works and other institutions
who have established IRs
– Awareness raising about the benefits of open access
and of developments in scholarly communications
Issues
• Copyright
• Appearance of the document in the IR and how it
reflects on the researcher
• Peer review
• Versioning
• Workload
– Academic & Research staff
– Administrative staff
• Integration with other University systems in order to
prevent duplication of both effort and data
Issues
Issues
Issues
E-Theses
• Recommendation made to Research Committee by
the University Librarian that “the University
research students to provide an electronic version
of their approved thesis for inclusion by the Library
in the University Repository”
• Approved subject to the development of a robust
embargo policy
• Assembling a working group to look at this and
other issues
Next steps
• To complete and evaluate the pilot and to build on
this to ensure a successful university wide roll out
• Look more closely at those departments who have
expressed concerns and refine our advocacy
accordingly
• To continue to develop our subject teams so that
they are aware of IR and open access issues and
can act as “champions”
• Develop a robust embargo policy and implement
the e-theses recommendations
Thank you
Questions?

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UoL IR Sherpa Roadshow

  • 2. Why build a repository?
  • 3. Our Approach • Recommendation made to the Information Services Committee by the University Librarian • Approved funding for hardware, staff and other miscellaneous costs • Appointed an Institutional Repository Librarian to manage the project • E-Prints Services Professional Package
  • 4. Our vision • Open access to UoL research outputs • Copyright and IPR issues addressed • Long-term preservation of materials • Standards compliant to ensure that the contents of the repository are visible and discoverable • E-Prints 3 software “To provide a highly visible, high quality open access collection of UoL Research Outputs”
  • 5. Building the repository • Initial build, tailoring and testing of the software • Developing a marketing plan • Developing a preservation strategy • Metadata issues • Staff Training • Advocacy, Advocacy, Advocacy!!! • Pilot Phase • University wide roll out at the end of the pilot phase
  • 6. External Environment • Funder mandates – UK Research Councils – Wellcome Trust – International developments e.g. EU, the FRPAA • Learned societies • Publishers and copyright • Research Assessment Exercise
  • 7. Advocacy • Academic Administrators – League table position is important – Capacity to attract good researchers – Attracting research funding • Academic Researchers – Research reputation (determined by publications record and rate) – Cautious about changing the scholarly communication process – Attract research funding
  • 8. Academic Administrators • Objective: – To develop support at the most senior levels in an effort to encourage academics that this is a high priority for academic administrators • Promotion – University Librarian advocate the importance of the IR – Dialogue with Deans, Heads of Department and Heads of Research Groups about the IR and open access – Awareness raising about the benefits of open access and of developments in scholarly communications
  • 9. Academics as Depositors • Objective – Awareness raising about IR, highlighting the benefits to them and addressing their concerns • Promotion – Meetings with departmental groups and interested individuals – Demonstrations of how IR works and other institutions who have established IRs – Awareness raising about the benefits of open access and of developments in scholarly communications
  • 10. Issues • Copyright • Appearance of the document in the IR and how it reflects on the researcher • Peer review • Versioning • Workload – Academic & Research staff – Administrative staff • Integration with other University systems in order to prevent duplication of both effort and data
  • 14. E-Theses • Recommendation made to Research Committee by the University Librarian that “the University research students to provide an electronic version of their approved thesis for inclusion by the Library in the University Repository” • Approved subject to the development of a robust embargo policy • Assembling a working group to look at this and other issues
  • 15. Next steps • To complete and evaluate the pilot and to build on this to ensure a successful university wide roll out • Look more closely at those departments who have expressed concerns and refine our advocacy accordingly • To continue to develop our subject teams so that they are aware of IR and open access issues and can act as “champions” • Develop a robust embargo policy and implement the e-theses recommendations

Editor's Notes

  1. With selected departments Evaluate the software and its configuration Evaluate the supporting documentation Explore integration with other University systems Embedding the IR into departmental/academic workflows
  2. Brian iddon
  3. Talk about the roles of these groups Academic Administrators – Provide high level support for the initiative Academic Researchers – Depositors – content providers. End-users – Use the system to find useful research