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Fostering Multi-stakeholders
Partnership to Meet ETD Lifecycle
Management Challenges
Presented by Stephen Eisenhauer
2013 DLF Forum
November 4-6, 2013
Austin, Texas
Fostering Multi-stakeholders
Partnership to Meeting ETD Lifecycle
Management Challenges
Presented by Stephen Eisenhauer
2013 DLF Forum
November 4-6, 2013
Austin, Texas
Project Overview
⬝ Lifecycle Management of ETDs
⬝ IMLS National Leadership Grant, 2011-2014
⬝ Project Members:
Project Objective

“To promote best curatorial practices and to
increase the capacity of academic libraries to
reliably preserve ETDs*”
*(ETDs = Electronic Theses and Dissertations)
The Problem
⬝ Institutions are tasked with addressing the
entire life-cycle of ETDs, ensuring that
papers acquired from students will be
available to future researchers
⬝ Many lack the necessary resources and
infrastructure
Our Response
⬝ Guidance documents
⬝ Research into software
⬝ Educational materials
Guidance Documents
Experts in eight areas have written briefings based
on personal research and experiences:
✓ Program design
✓ Record keeping
✓ Implementation
roles/responsibilities
✓ Metadata and
Lifecycle Events

✓ Copyright issues
✓ Cost estimation and
planning
✓ Formats and migration
scenarios
✓ Usage metrics and
demonstrating value
Lifecycle Management Software
We have investigated and documented
software solutions fulfilling various needs,
including:
⬝
⬝
⬝
⬝
⬝

ETD Submission and Management
Format Validation
Virus Scanning
Preservation Recordkeeping
Institutional Repositories
Educational Materials
Our members developed an educational
workshop for institutions to use during ETD
program bootstrapping.
Project Status
⬝ Guidance Documents
⬝ Under community review through Dec. 31st
⬝ Launching in January 2014
⬝ Lifecycle Management Tools
⬝ Available for community testing
in January 2014

⬝ Educational Workshop
⬝ CC-licensed and available for re-use
in January 2014
More Information
Homepage: metaarchive.org/projects/imls
Wiki:
metaarchive.org/imls
Contacts:
⬝ Dr. Martin Halbert, P.I.
⬝ Katherine Skinner, Co-P.I.
⬝ Matt Schultz, Project Manager

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DLF 2013: IMLS ETD Project Snapshot

  • 1. Fostering Multi-stakeholders Partnership to Meet ETD Lifecycle Management Challenges Presented by Stephen Eisenhauer 2013 DLF Forum November 4-6, 2013 Austin, Texas
  • 2. Fostering Multi-stakeholders Partnership to Meeting ETD Lifecycle Management Challenges Presented by Stephen Eisenhauer 2013 DLF Forum November 4-6, 2013 Austin, Texas
  • 3. Project Overview ⬝ Lifecycle Management of ETDs ⬝ IMLS National Leadership Grant, 2011-2014 ⬝ Project Members:
  • 4. Project Objective “To promote best curatorial practices and to increase the capacity of academic libraries to reliably preserve ETDs*” *(ETDs = Electronic Theses and Dissertations)
  • 5. The Problem ⬝ Institutions are tasked with addressing the entire life-cycle of ETDs, ensuring that papers acquired from students will be available to future researchers ⬝ Many lack the necessary resources and infrastructure
  • 6. Our Response ⬝ Guidance documents ⬝ Research into software ⬝ Educational materials
  • 7. Guidance Documents Experts in eight areas have written briefings based on personal research and experiences: ✓ Program design ✓ Record keeping ✓ Implementation roles/responsibilities ✓ Metadata and Lifecycle Events ✓ Copyright issues ✓ Cost estimation and planning ✓ Formats and migration scenarios ✓ Usage metrics and demonstrating value
  • 8. Lifecycle Management Software We have investigated and documented software solutions fulfilling various needs, including: ⬝ ⬝ ⬝ ⬝ ⬝ ETD Submission and Management Format Validation Virus Scanning Preservation Recordkeeping Institutional Repositories
  • 9. Educational Materials Our members developed an educational workshop for institutions to use during ETD program bootstrapping.
  • 10. Project Status ⬝ Guidance Documents ⬝ Under community review through Dec. 31st ⬝ Launching in January 2014 ⬝ Lifecycle Management Tools ⬝ Available for community testing in January 2014 ⬝ Educational Workshop ⬝ CC-licensed and available for re-use in January 2014
  • 11. More Information Homepage: metaarchive.org/projects/imls Wiki: metaarchive.org/imls Contacts: ⬝ Dr. Martin Halbert, P.I. ⬝ Katherine Skinner, Co-P.I. ⬝ Matt Schultz, Project Manager