Download - Strategies for Engaging Data Communities

Strategies for Engaging Data Communities

DigCCurr Professional InstituteJune 21-26, 2009 & January 6-7, 2010

Chapel Hill, North Carolina, USA

Helen Tibbo, Lead InstructorJune 22, 2009

DigCCurr Professional Institute

Evaluation of Digital Collection UseJune 25, 2009 / Nancy McGovern & Helen Tibbo 2

Today’s Discussion

• Digital Curation Lifecycle model.• Institutional repositories (IRs) as a venue for

data preservation.• Brief history of IR development. • Strategies for IR content collection and

community engagement.• Bringing digital curation into the picture.

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OAIS Functional Model



Digital Curation Lifecycle



Institutional Repository: Definition

• Institutional Repository– “… a university-based institutional repository is a set

of services that a university offers to the members of its community for the management and dissemination of digital materials created by the institution and its community members.”

Lynch, C. (2002). Institutional Repositories: Essential Infrastructure for Scholarship in the Digital Age. ARL Bimonthly Report 226. http://www.arl.org/newsltr/226/ir.html



Institutional Repository: Characteristics

• “Most essentially an organizational commitment to the stewardship of these digital materials, including long-term preservation where appropriate, as well as organization and access or distribution.”

• “While operational responsibility for these services may reasonably be situated in different organizational units at different universities, an effective IR of necessity represents a collaboration among librarians, information technologists, archives and records mangers, faculty…”

Lynch, C. (2002). Institutional Repositories: Essential Infrastructure for Scholarship in the Digital Age. ARL Bimonthly Report 226. http://www.arl.org/newsltr/226/ir.html



Institutional Repositories: Characteristics

• “At any given point in time, an IR will be supported by a set of information technologies, but a key part of the services that comprise an IR is the management of technological changes, and the migration of digital content from one set of technologies to the next as part of the organizational commitment to providing repository services.”

• “An IR is not simply a fixed set of software and hardware.”

– Lynch, C. (2002). Institutional Repositories: Essential Infrastructure for Scholarship in the Digital Age. ARL Bimonthly Report 226. http://www.arl.org/newsltr/226/ir.html



IR Landscape• CNI Survey (2005)

http://www.dlib.org/dlib/september05/lynch/09lynch.html– Surveyed 121 US PhD granting inst.; 81 four-year

liberal arts colleges• Responses from 97 (78.2% of PhD institutions; 50% overall)

– 40% report operational IR (20% of population)– 52% without IR in planning stages

• Responses from 35 (43.8%) of liberal arts inst.– 6% (2) report operational IR– 21% without IR in planning stages



IR Landscape, continued

• ARL Survey (Winter 2006) http://www.arl.org/bm~doc/spec292web.pdf – Surveyed 123 North American academic

institutions: 87 respondents (71%)– IR Planning and Deployment

• No Current IR Plans: 19 (22%)• IR Planning: 31 (35%)• Deployed Operational IR: 37 (43%)



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IR Landscape, continued• MIRACLE (Census, Fall 2006)

http://www.clir.org/pubs/reports/pub140/pub140.pdf

– Surveyed 2,147 North American academic institutions: 446 respondents (20.8% response rate)

– IR Planning, Piloting, and Deployment• No Current IR Plans: 236 (52.9%)• IR Planning Only: 92 (20.6%)• IR planning and Pilot Testing: 70 (15.7%)• Deployed Operational IR: 48 (10.8%)

Karen Markey, Soo Young Rieh, Beth St. Jean, Jihyun Kim, and Elizabeth Yakel, Census of Institutional Repositories in the United States: MIRACLE Project Research Findings (CLIR, Washington DC, 2007). http://www.clir.org/pubs/reports/pub140/pub140.pdf


Characterizing IR “Success”

• Deposits• End-Use• Scope• Size• $$$

• Human Resources• Collaboration• Services• Needs • And ….

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Repositories in Practice

• DSpace at MIT http://dspace.mit.edu/

• e-Prints Soton: University of Southampton's Research Repository http://eprints.soton.ac.uk

• Fedora: Tuft’s Digital Repository (TDR) Program http://dca.tufts.edu/tdr/faq



Directories of Open Access Repositories

• ROAR: Registry of Open Access Repositories.– http://roar.eprints.org/

• OpenDOAR: Directory of Open Access Repositories– http://www.opendoar.org/

• ROARMAP: Registry of Open Access Repository Material Archiving Policies– http://www.eprints.org/openaccess/policysignup/


Selecting Content

articles pre-prints post-prints manuscriptscourse content e-learning objects e-portfolios conference proceedings presentations theses monographs technical reports working papers dissertations datasets databases spreadsheets

university electronic records digital images audiomoving images exhibitions performances mapsinterview transcripts plans blueprints GIS data

software campus blogs newsletters emaillaboratory protocol web pages web sites

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IR Content Acquisition Approaches

• Self deposit• Assisted deposit• Recruited deposit• Mandates

– ROARMAP http://www.eprints.org/openaccess/policysignup/



Engagement

• You will need to engage a variety of stakeholders at various points in the digital content lifecycle:– Administrators/resource allocators– Content creators– Other information professionals– Content users



Engaging Resource Allocators

• High level administrators in the organization• Heads of other departments/services• Head of your own department/service• You need to talk about

– Value to the organization– Branding– Accountability– Visibility



Engaging Content Creators

• Set mission & goals for your repository.– Have elevator speech– Envision types of content and services– Be flexible

• Know your target audience.– Listen to them– Know what they value– Adjust your vision in terms of what is valuable to

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Envision Your Community• Envision your community broadly, for example

– Faculty– Researchers– Administrators– Students– Staff– The public

• Implement what is feasible over time• Look for providing value-added services



Engage Other Information Professionals

• Within your institution• External to your institution• In consortia• Internationally



Engage Content Users

• Often content providers• Teachers• Researchers• In-house• Statewide; nationwide; worldwide• Showing use adds value to material and

encourages deposit and funding• Understand the lifecycle for your materials from

creation to use and reuse



Engagement Strategies

• Develop an overall marketing plan and strategy for content recruitment and support

• Identify target audience(s) – start easy• Have a clear vision and elevator speech• Brand the repository• Promote, promote, promote• Have dedicated staff



Engagement Strategies

• Develop strategic vision for populating IR• Identify early adopters• When do you engage? • Plan to work with your content providers• Develop information you need to exchange

with content creators• Develop ingest surveys• Metadata generation workflow plan



More Considerations

• Targeted growth• Need for strong policy framework• Know what you can do for your community

and contributors



4Ps:Product, Price, Placement, Promotion

• From Marisa Ramirez and Michael Miller, Cal Poly Library:

• Know your product• Know how much it costs to contribute to your

repository• How will people find your repository?• How will you publicize your repository?



Bringing Digital Curation Into the Picture

• Need to intervene further upstream than has traditionally been the case with other library and archive efforts.

• Target those who are willing to participate.• Target those who can influence others to participate.• Target those whose materials will make a difference.• Value what is valued by the community.• Envision re-use and what that will require.• Build from success and tell success stories.
