How to and Next steps
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The document outlines a workshop presentation by Iryna Kuchma on starting institutional repositories and open access journals, emphasizing the necessary steps for implementation, including software evaluation and community engagement. It also reports on the Nigerian stakeholders' workshop noting the need for strategic national action on open access and recommendations for enhancing awareness and support for such initiatives. Additionally, the Brisbane Declaration advocates for free access to publicly funded research and the establishment of digital repositories in Australian universities to promote open access.
![How to Activity 3. Register an IR e-mail address, e.g. kwela [ @]kcn.unima.mw Owner: IR manager. 4. Conduct a needs analysis & compile a needs analysis report. 5. Evaluate available software and decide on which software to use. 6. Join existing mailing lists. 7. Start thinking of a name for the IR.](https://image.slidesharecdn.com/how-to-and-next-steps-ethiopia-1231709128994875-1/85/How-to-and-Next-steps-5-320.jpg)
![Thank you ! Questions ? Iryna Kuchma iryna.kuchma[at]eifl.net; www. eifl .net The presentation is licensed with Creative Commons Attribution 3.0 License](https://image.slidesharecdn.com/how-to-and-next-steps-ethiopia-1231709128994875-1/85/How-to-and-Next-steps-37-320.jpg)
How to and Next steps
- 1. How to and Next steps Iryna Kuchma, eIFL Open Access Program Manager, eIFL.net Presented at t he workshop “ Open Access: How to improve accessibility, visibility and impact of your research outputs”, December 22, 2008, Addis Ababa University, Ethiopia
- 2. About How to start your institutional repository. How to launch an Open Access journal or convert a print journal to Open Access journal. Next steps: Discussion on the national strategy on developing Open Access projects in Ethiopia
- 3. How to Proposed checklist for the implementation of an Institutional Repository Developed by the Department of Library Services in the University of Pretoria, South Africa Assumptions: Management has approved the implementation of an IR (Proposal). A server is in place to host the IR. An IR Manager (project leader) has been identified to manage the project – and will have to do most of the work initially.
- 4. How to Activity 1. Assign a project leader (IR Manager), and identify members to form part of the implementation team (e.g. external consultant, copyright officer, metadata specialist/ head cataloguer, digitization specialist, 2-3 subject librarians, IT etc.). 2. Identify 1 to 4 champions to work with initially. Involve them in your meetings and make them part of the implementation team.
- 5. How to Activity 3. Register an IR e-mail address, e.g. kwela [ @]kcn.unima.mw Owner: IR manager. 4. Conduct a needs analysis & compile a needs analysis report. 5. Evaluate available software and decide on which software to use. 6. Join existing mailing lists. 7. Start thinking of a name for the IR.
- 6. How to Activity 8. Decide on how communities and collections will be structured within the IR. 9. Discuss licensing & copyright issues with the legal department . 10. Compile a business plan & present to management. 11. Register project with IT & and establish a service level agreement.
- 7. How to Activity 12. Register a handle with CNRI. Forward info to IT. 13. Incorporate IR as part of role description for cataloguers & subject librarians. 14. Start working on IR policy, and continue to document all important decisions taken. Also address service definition, open access, copyright, preservation, metadata standards, digitization, selection criteria etc.
- 8. How to Activity 15. Identify members which will participate in the evaluation, and present a training session on how to use the software. 16. IT deploys software on developmental server , implementation team and other role players evaluate, and IR manager forward evaluation report containing requests for changes (e.g. to submission form) to IT Unit.
- 9. How to Activity 17. IT deploys software on developmental server for the second time, implementation team and other role players evaluate, and IR manager forward evaluation report containing requests for changes to IT Unit. It could be necessary that the deployment on the developmental server has to be tested for a third time.
- 10. How to Activity 18. IT deploys software on quality assurance server , implementation team and other role players evaluate, and IR manager forward evaluation report containing requests for changes to IT Unit. It could be necessary that the deployment on the quality assurance server has to be tested for a second time.
- 11. How to Activity 19. IT deploys software on production server , implementation team and other role players evaluate, and IR manager forward evaluation report containing requests for changes to IT Unit. Keep on testing until software is flawless. 20. Create Communities & Collections for champions, and populate in order to demonstrate to library staff and community.
- 12. How to Activity 21. Register IR with international harvesters, search engines, have it listed on web pages etc. 22. Start developing a marketing ppt (which can be customized for specific subject areas), marketing pamphlets, training material, online help e.g. copyright clearance process. 23. Introduce IR to Library Management. 24. Introduce IR to Library Steering Committee. 25. Introduce IR to library staff.
- 13. How to Activity 26. Provide training to subject librarians (Collection Administrators). 27. Provide training to Submitters (appoint students etc if necessary funds are available). 28. Provide training to cataloguers (Metadata Editors). 29. Identify back-up persons for each role in IR. 30. Register all persons involved on the mailing list.
- 14. How to Activity 31. Establish the following (will replace initial implementation team): - - IR Steering Committee - - IR Policy Advisory Group - - IR User Group 32. Introduce IR to rest of community e.g. departments, individuals, etc. Also host open sessions over lunch hour, use organizational newsletters, present at conferences, road shows etc. Negotiate for submitters.
- 15. How to Activity 33. Invite all to register new collections. Communicate procedure on e.g. IR home page. 34. Frequently communicate with IR team, e.g. via e-mail, monthly newsletter, etc. Frequently communicate statistics. 35. Launch IR when ready … Invite principal, vice-principals, heads of faculties & departments, other major role players, etc.
- 16. How to Activity 36. Budget each year and plan for the following year. Keep monitoring server capacity, stay updated through mailing lists & reading articles, attending conferences etc.
- 29. Nigeria COMMUNIQUE OF THE INTERNATIONAL WORKSHOP ON OPEN ACCESS REPOSITORIES –NEW MODEL FOR SCHOLARLY COMMUNICATION HELD AT THE A.B.U., ZARIA. NIGERIA, APRIL 28.29, 2008
- 30. Nigeria Stakeholders at the workshop observed with serious concern that: 1. Open Access Institutional Repositories are now globally accepted as one of the best model for scholarly communication. 2. Only few countries in Africa have embraced the project. 3. Nigeria with 92 Universities and several other Research Institutes, there is only one pilot Institutional repository (IR) in Ahmadu Bello University, Zaria Nigeria.
- 31. Nigeria 4. The Open Access Repositories (OAR) has enormous benefits to the country, research scientists, scholars and information users in general. 5. Despite the benefits of open access/Institutional repositories, there is a very low level of awareness even among Authors, publishers and other stakeholders in Nigeria.
- 32. Nigeria In view of the above mentioned observations, the following recommendations are made: 1. The Federal Government should develop a strategic plan of action on open access repositories and open access journals with an activity timeline. 2. The Federal Government to setup a National Coordinating Committee for Open Access Repositories and open access journals in Nigeria. 3. Stakeholders should be sensitized on the need to support open access and Institutional repositories (IR) and open access journals.
- 33. Nigeria 4. Favourable policies should be formulated at different levels on open access repositories and open access journals in Nigeria. 5. Stakeholders should be trained and retrained on open access repositories and modality for the implementation of open access journals. 6. Stakeholders should be encouraged to source and make available funds for the open access repository projects and open access journals.
- 34. Brisbane Declaration Following the conference on Open Access and Research held in September in Australia, and hosted by Queensland University of Technology, the following statement was developed and has the endorsement of over sixty participants . Preamble The participants recognise Open Access as a strategic enabling activity, on which research and inquiry will rely at international, national, university, group and individual levels.
- 35. Brisbane Declaration Strategies Therefore the participants resolve the following as a summary of the basic strategies that Australia must adopt: 1 Every citizen should have free open access to publicly funded research, data and knowledge. 2 Every Australian university should have access to a digital repository to store its research outputs for this purpose.
- 36. Brisbane Declaration Strategies 3 As a minimum, this repository should contain all materials reported in the Higher Education Research Data Collection (HERDC). 4 The deposit of materials should take place as soon as possible, and in the case of published research articles should be of the author’s final draft at the time of acceptance so as to maximize open access to the material. Brisbane, September, 2008
- 37. Thank you ! Questions ? Iryna Kuchma iryna.kuchma[at]eifl.net; www. eifl .net The presentation is licensed with Creative Commons Attribution 3.0 License