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Stewarding Your Institution’s
Scholarly, Historical, and Cultural
                 Heritage (SHCH)

                      June 4, 2010
                      Kent Gerber
         Digital Library Manager,
                 Bethel University
 Harness and apply our institution’s
 internal knowledge assets
  • Broaden their reach
  • Extend their value
  • Actively steward them through the whole Digital
   Lifecycle
   Each College and University is a rich source of
    valuable intellectual content in digital and
    analog form.
    •   Theses & Dissertations
    •   Faculty Work
    •   Institutional & Departmental Publications
    •   Symposia
    •   Lectures and Community Events
    •   Art Galleries and Special Collections
    •   Teaching Resources
    •   Images for Teaching and Research
    •   Data Sets
 Facing   a digital dark age
  • Easier personal storage allowed anyone to save
   their materials but important objects are being
   lost to:
    Community member attrition
    Technological obsolescence
    Lost opportunities to share or contribute to the larger
     community – Collections in a silo
    Changing locations of important objects
    Short-term storage limits
 Striving   to accomplish our mission:
  • CCCU
     “To advance the cause of Christ-centered higher
      education and to help our institutions transform lives
      by faithfully relating scholarship and service to biblical
      truth.”
  • Bethel
     “prepares graduates to serve in strategic capacities to
      renew minds, live out biblical truth, transform culture,
      and advance the gospel.”
 Ifour intellectual objects are not widely
  available then we are not accomplishing
  our missions

 Forinstance, no CCCU institutions are in
  major registries of SHCH materials:
   • ROAR,
   • OpenDOAR,
   • WorldCat?
• WorldCat?




  • This could be available full-text and is the case
                                in many institutions
 Ifour mission is to steward the
  information resources of our community
  then we need to do better

 It   is crucial that we both:
   • Wisely and dependably steward our SHCH
     resources
   • Contribute them to the larger bodies of SHCH
     materials
 Not
    new themselves but new to smaller
 Master’s and Baccalaureate institutions

 InstitutionalRepositories
 Digital Asset Management
 Digitization



  • These three concepts contribute to the body of
    SHCH items in complementary and sometimes
    overlapping ways
“Services and infrastructure surrounding digital
  collections of the intellectual assets of an institution”

Service examples:
   Permanent, durable location
   More easily searched and discovered
   Access control
   Better context for materials held in the IR
   Able to measure use of materials for a variety of
    purposes (downloads/views)
 Subset   of Content Management
 Grew  out of broadcast and marketing
  industries
  • Digital Assets are more complex:
     Need descriptive metadata; especially non-text items i.e.
      audio, video, images
     Intended for reuse
     Rights must be managed

 Library Difference
   • Most items are meant to be shared
 Converting analog or physical items into
 a format that can be understood and used
 by computers

  • Large body of SHCH items that were never
   digital but are still important pieces for research

  • Some items are very fragile and unique
     need special treatment
     some items may end up as the only instance of the
      item.
 BothIT and Libraries steward digital
 information but there are some differences
 to note

  • Scholarly, Historical and Cultural Objects are meant
    to last a long time and are used in a wide variety of
    ways.
  • Some objects are the only of their kind and need
    special care and consideration
  • Priorities of sharing and protecting information
  • Standards for interoperability and discovery
 Subject   Repositories
  • Physics - Arxiv.org
  • Social Sciences - SSRN.com


 Rise
     of Knowledge Management in 90’s
 and maturity of Digital Asset
 Management led institutions of Higher
 Education to create their own
 Varies   by Institution but there are:

  • Five Core Features


  • Six Core Functions


 Notjust a storehouse of objects but a
 service
 Digital  Content
 Community driven & focused
 Institutionally supported
 Durable and permanent
 Accessible Content




                 Gibbons, 2004
 Material submission
 Metadata application
 Access Control
 Discovery support
 Distribution
 Preservation




                  Gibbons, 2004
Worldwide
United States – 100+ by 2007, over 200 now in 2010
 Must Understand the larger context
  • Require more context for scholarly purposes
  • Require more context for preservation purposes
  • Require more context in anticipation of
    distribution to broad location (global)
  • Requires more context for reuse
 Metadata!


Content Management System alone is not
 sufficient!
 Scholarly
          Information is a niche
 according to the business world
 Software   Options
    Open source
     Dspace, Eprints, Fedora
    Proprietary
     Digital Commons, CONTENTdm
 Platform   Choice
  • Software features
  • IT Department Support for Customization and
   Software Upgrades
Open Source:

 Dspace (partnered with Fedora in the DuraSpace
 organizaiton)
 Fedora
 Eprints

Proprietary:

 Digital Commons by bepress
 CONTENTdm by OCLC
 DigiTool – by ExLibris (other ILS vendors have some
 modules like this)
 Link
     to Dspace visual diagram of system
 by Dynamic Diagrams

 “Visualizationshows how a repository is
 built from individual content files,
 organized into collections, and
 made accessible to researchers”.
 Storage   Space

  • Needed for preservation of digital materials


  • Permanent location for dependable reference
 Interoperability
   • Common Metadata Scheme – Dublin Core



           Joint effort between Computer Scientists and Librarians


  • Protocol for Sharing Between Systems – Open
   Archives Initiative

           Supported by the Andrew W. Mellon Foundation, the Coalition for
            Networked Information, the Digital Library Federation, and from
            the National Science Foundation (IIS-9817416 and IIS-0430906).
 Conceptual   Level for Systems
  • Open Archival Information System (OAIS)
     Developed by NASA
     Accepted as an ISO Standard in 2003
     Optimized for Preservation and Access
 At   the individual institution level:
  • Make sure that we are doing all the items on the
   cycle

  • Provide Digital Asset Management through an
   Institutional Repository

  • Establish a Digital Assets Committee

  • Follow the Standards

  • Share Cost and Maintenance Responsibilities
 At   the group level:

  • NITLE provides a shared repository
     The National Institute for Technology in Liberal
      Education (NITLE) helps liberal arts colleges and
      universities integrate inquiry, pedagogy, and
      technology. With more than 140 liberal arts
      institutions in its Network, NITLE works to enrich
      undergraduate education and strengthen the liberal
      arts tradition.
  • Doesn’t this sound familiar?
 Cross-campus  team is necessary to track
  and manage these assets.
 Typical team consists of members of


 Library,
 Information Technology,
 Instructional Technology,
 Web Services,
 Faculty
   Example from Yale University:
    ODAI is charged with:
developing a digital information management strategy
building digital collections and build technical infrastructure in a
  coordinated and collaborative manner across the entire campus.
Programs include the development and deployment of:
    large-scale digital asset management systems,
    long-term preservation repositories for Yale digital content in all formats,
    cross-collection search capabilities to enable discovery of collections
    hosted by numerous departments and many other innovative initiatives.
Recent Study in 2009 identified 50 Masters
 & Baccalaureate Institutions with an
 implementation
   Implemented (holds a variety of items and available on the
    Web)
    • Bethel University (MN) - CLIC
    • Calvin College
    • Northwestern College (MN) - CLIC
    • Olivet Nazarene University
    • Asbury Theological Seminary
    • Baylor University
    • Cedarville University through OHIOLink
    • Mount Vernon Nazarene University through OHIOLink
    not CCCU but of note: Hope College

  Planning?
Informal inquiry over listserv resulted in 10 institutions in the
   planning process
 Mostinstances in smaller institutions are
 provided by some group effort:

  • State Collaboration
  • Mission-oriented collaboration
     NITLE (Dspace)
     LASR (Dspace)
  • Regional Collaboration
     CLIC (Contentdm)
     HELIN (Digital Commons)
 Becauseof teaching focus probably have
 more student work than faculty work
 Fulfill   these needs that integrate with :

  • “small but significant collections of locally valued
    information resources, will have the aggregated
    power to have an impact [on scholarly access and
    preservation]” (Rogers-Urbanek, 2008)

  • Best Example:
  • Codex Sianaticus
     http://codexsinaiticus.org/en/
 Dspace  @ MIT
 Digital Commons @ University of
  Nebraska-Lincoln
 CONTENTdm @ Claremont Colleges
  • Or Ball State

 Bethel University Digital Library
 Calvin College Hekman Digital Archive


 http://www.diigo.com/list/kgerber/
   Brantley, P. (2008, March/April). Architectures for collaboration: Roles and expectations
    for digital libraries. Educause Review, 43(2). Accessed May 28, 2010 from
    http://www.educause.edu/EDUCAUSE+Review/EDUCAUSEReviewMagazineVolume43/
    ArchitecturesforCollaborationR/162676
   Furlough, M. (2009). What we talk about when we talk about repositories. Reference &
    User Services Quarterly, 49(1), 18-32.
   Goodyear, M., & Fife, R. (2006, March/April). Institutional repositories: An opportunity for
    CIO campus impact. Educause Review 41(2). 10-11.
   Markey, K., St. Jean, B., Soo, Y. R., Yakel, E., & Kim, J. (2008). Institutional repositories: The
    experience of master's and baccalaureate institutions. Portal: Libraries & the Academy,
    8(2), 157-173.
   Rogers-Urbanek, J. (2008). Closing the repository gap at small institutions
   Sennema, G. (2004). Developing a digital archive with limited resources. OCLC Systems &
    Services, 20(2), 76-81. doi:10.1108/10650750410539086
   Soo, Y. R., Jean, B. S., Yakel, E., Markey, K., & Jihyun, K. (2008). Perceptions and experiences
    of staff in the planning and implementation of institutional repositories. Library Trends,
    57(2), 168-190.
   Walsh, T. R., & Hollister, C. V. (2009). Creating digital archive for students' research in a
    credit library course. Reference & User Services Quarterly, 48(4), 391-400.
   Xia, J., & Opperman, D. B. (2010). Current trends in institutional repositories for
    institutions offering master's and baccalaureate degrees. Serials Review, 36(1), 10-18.
    doi:DOI: 10.1016/j.serrev.2009.10.003

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Institutional repositories, digital asset management, and digitization

  • 1. Stewarding Your Institution’s Scholarly, Historical, and Cultural Heritage (SHCH) June 4, 2010 Kent Gerber Digital Library Manager, Bethel University
  • 2.  Harness and apply our institution’s internal knowledge assets • Broaden their reach • Extend their value • Actively steward them through the whole Digital Lifecycle
  • 3. Each College and University is a rich source of valuable intellectual content in digital and analog form. • Theses & Dissertations • Faculty Work • Institutional & Departmental Publications • Symposia • Lectures and Community Events • Art Galleries and Special Collections • Teaching Resources • Images for Teaching and Research • Data Sets
  • 4.  Facing a digital dark age • Easier personal storage allowed anyone to save their materials but important objects are being lost to:  Community member attrition  Technological obsolescence  Lost opportunities to share or contribute to the larger community – Collections in a silo  Changing locations of important objects  Short-term storage limits
  • 5.  Striving to accomplish our mission: • CCCU  “To advance the cause of Christ-centered higher education and to help our institutions transform lives by faithfully relating scholarship and service to biblical truth.” • Bethel  “prepares graduates to serve in strategic capacities to renew minds, live out biblical truth, transform culture, and advance the gospel.”
  • 6.  Ifour intellectual objects are not widely available then we are not accomplishing our missions  Forinstance, no CCCU institutions are in major registries of SHCH materials: • ROAR, • OpenDOAR, • WorldCat?
  • 7. • WorldCat? • This could be available full-text and is the case in many institutions
  • 8.  Ifour mission is to steward the information resources of our community then we need to do better  It is crucial that we both: • Wisely and dependably steward our SHCH resources • Contribute them to the larger bodies of SHCH materials
  • 9.  Not new themselves but new to smaller Master’s and Baccalaureate institutions  InstitutionalRepositories  Digital Asset Management  Digitization • These three concepts contribute to the body of SHCH items in complementary and sometimes overlapping ways
  • 10. “Services and infrastructure surrounding digital collections of the intellectual assets of an institution” Service examples:  Permanent, durable location  More easily searched and discovered  Access control  Better context for materials held in the IR  Able to measure use of materials for a variety of purposes (downloads/views)
  • 11.  Subset of Content Management  Grew out of broadcast and marketing industries • Digital Assets are more complex:  Need descriptive metadata; especially non-text items i.e. audio, video, images  Intended for reuse  Rights must be managed  Library Difference • Most items are meant to be shared
  • 12.  Converting analog or physical items into a format that can be understood and used by computers • Large body of SHCH items that were never digital but are still important pieces for research • Some items are very fragile and unique  need special treatment  some items may end up as the only instance of the item.
  • 13.  BothIT and Libraries steward digital information but there are some differences to note • Scholarly, Historical and Cultural Objects are meant to last a long time and are used in a wide variety of ways. • Some objects are the only of their kind and need special care and consideration • Priorities of sharing and protecting information • Standards for interoperability and discovery
  • 14.  Subject Repositories • Physics - Arxiv.org • Social Sciences - SSRN.com  Rise of Knowledge Management in 90’s and maturity of Digital Asset Management led institutions of Higher Education to create their own
  • 15.  Varies by Institution but there are: • Five Core Features • Six Core Functions  Notjust a storehouse of objects but a service
  • 16.  Digital Content  Community driven & focused  Institutionally supported  Durable and permanent  Accessible Content Gibbons, 2004
  • 17.  Material submission  Metadata application  Access Control  Discovery support  Distribution  Preservation Gibbons, 2004
  • 19. United States – 100+ by 2007, over 200 now in 2010
  • 20.  Must Understand the larger context • Require more context for scholarly purposes • Require more context for preservation purposes • Require more context in anticipation of distribution to broad location (global) • Requires more context for reuse  Metadata! Content Management System alone is not sufficient!
  • 21.  Scholarly Information is a niche according to the business world
  • 22.  Software Options  Open source  Dspace, Eprints, Fedora  Proprietary  Digital Commons, CONTENTdm
  • 23.  Platform Choice • Software features • IT Department Support for Customization and Software Upgrades
  • 24. Open Source: Dspace (partnered with Fedora in the DuraSpace organizaiton) Fedora Eprints Proprietary: Digital Commons by bepress CONTENTdm by OCLC DigiTool – by ExLibris (other ILS vendors have some modules like this)
  • 25.  Link to Dspace visual diagram of system by Dynamic Diagrams  “Visualizationshows how a repository is built from individual content files, organized into collections, and made accessible to researchers”.
  • 26.  Storage Space • Needed for preservation of digital materials • Permanent location for dependable reference
  • 27.  Interoperability • Common Metadata Scheme – Dublin Core  Joint effort between Computer Scientists and Librarians • Protocol for Sharing Between Systems – Open Archives Initiative  Supported by the Andrew W. Mellon Foundation, the Coalition for Networked Information, the Digital Library Federation, and from the National Science Foundation (IIS-9817416 and IIS-0430906).
  • 28.  Conceptual Level for Systems • Open Archival Information System (OAIS)  Developed by NASA  Accepted as an ISO Standard in 2003  Optimized for Preservation and Access
  • 29.
  • 30.  At the individual institution level: • Make sure that we are doing all the items on the cycle • Provide Digital Asset Management through an Institutional Repository • Establish a Digital Assets Committee • Follow the Standards • Share Cost and Maintenance Responsibilities
  • 31.  At the group level: • NITLE provides a shared repository  The National Institute for Technology in Liberal Education (NITLE) helps liberal arts colleges and universities integrate inquiry, pedagogy, and technology. With more than 140 liberal arts institutions in its Network, NITLE works to enrich undergraduate education and strengthen the liberal arts tradition. • Doesn’t this sound familiar?
  • 32.  Cross-campus team is necessary to track and manage these assets.  Typical team consists of members of Library, Information Technology, Instructional Technology, Web Services, Faculty
  • 33. Example from Yale University: ODAI is charged with: developing a digital information management strategy building digital collections and build technical infrastructure in a coordinated and collaborative manner across the entire campus. Programs include the development and deployment of: large-scale digital asset management systems, long-term preservation repositories for Yale digital content in all formats, cross-collection search capabilities to enable discovery of collections hosted by numerous departments and many other innovative initiatives.
  • 34. Recent Study in 2009 identified 50 Masters & Baccalaureate Institutions with an implementation
  • 35. Implemented (holds a variety of items and available on the Web) • Bethel University (MN) - CLIC • Calvin College • Northwestern College (MN) - CLIC • Olivet Nazarene University • Asbury Theological Seminary • Baylor University • Cedarville University through OHIOLink • Mount Vernon Nazarene University through OHIOLink not CCCU but of note: Hope College  Planning? Informal inquiry over listserv resulted in 10 institutions in the planning process
  • 36.  Mostinstances in smaller institutions are provided by some group effort: • State Collaboration • Mission-oriented collaboration  NITLE (Dspace)  LASR (Dspace) • Regional Collaboration  CLIC (Contentdm)  HELIN (Digital Commons)
  • 37.  Becauseof teaching focus probably have more student work than faculty work
  • 38.  Fulfill these needs that integrate with : • “small but significant collections of locally valued information resources, will have the aggregated power to have an impact [on scholarly access and preservation]” (Rogers-Urbanek, 2008) • Best Example: • Codex Sianaticus  http://codexsinaiticus.org/en/
  • 39.  Dspace @ MIT  Digital Commons @ University of Nebraska-Lincoln  CONTENTdm @ Claremont Colleges • Or Ball State  Bethel University Digital Library  Calvin College Hekman Digital Archive  http://www.diigo.com/list/kgerber/
  • 40. Brantley, P. (2008, March/April). Architectures for collaboration: Roles and expectations for digital libraries. Educause Review, 43(2). Accessed May 28, 2010 from http://www.educause.edu/EDUCAUSE+Review/EDUCAUSEReviewMagazineVolume43/ ArchitecturesforCollaborationR/162676  Furlough, M. (2009). What we talk about when we talk about repositories. Reference & User Services Quarterly, 49(1), 18-32.  Goodyear, M., & Fife, R. (2006, March/April). Institutional repositories: An opportunity for CIO campus impact. Educause Review 41(2). 10-11.  Markey, K., St. Jean, B., Soo, Y. R., Yakel, E., & Kim, J. (2008). Institutional repositories: The experience of master's and baccalaureate institutions. Portal: Libraries & the Academy, 8(2), 157-173.  Rogers-Urbanek, J. (2008). Closing the repository gap at small institutions  Sennema, G. (2004). Developing a digital archive with limited resources. OCLC Systems & Services, 20(2), 76-81. doi:10.1108/10650750410539086  Soo, Y. R., Jean, B. S., Yakel, E., Markey, K., & Jihyun, K. (2008). Perceptions and experiences of staff in the planning and implementation of institutional repositories. Library Trends, 57(2), 168-190.  Walsh, T. R., & Hollister, C. V. (2009). Creating digital archive for students' research in a credit library course. Reference & User Services Quarterly, 48(4), 391-400.  Xia, J., & Opperman, D. B. (2010). Current trends in institutional repositories for institutions offering master's and baccalaureate degrees. Serials Review, 36(1), 10-18. doi:DOI: 10.1016/j.serrev.2009.10.003