The Open Archives Initiative in Practice:

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The Open Archives Initiative in Practice: escholarship@uq Chris Taylor Manager, Information Access Service University of Queensland Library 8th October 2004 University of Queensland Library 1

Overview APSR Australian Partnership for Sustainable Repositories Business models escholarship@uq OAI Open Archives Initiative OAI-compliant open source software 8th October 2004 University of Queensland Library 2

Australian Partnership for Sustainable Repositories www.apsr.edu.au 3-year DEST and partner funded project Mission - to act as a centre of excellence for the sustainable management of scholarly assets in digital format Partners Australian National University (lead site) University of Queensland University of Sydney Australian Partnership for Advanced Computing National Library of Australia 8th October 2004 University of Queensland Library 3

APSR program Develop best practices amongst scholarly digital repositories in Australia Develop a demonstrator program Establish a Sustainable Digital Collections Centre Develop international linkages 8th October 2004 University of Queensland Library 4

Sustainability More than preservation It is a business What are the business-related issues that will determine long-term viability? Getting researchers to self-archive is a major challenge escholarship@uq will examine some of the issues and test some of the solutions 8th October 2004 University of Queensland Library 5

Business models your place or mine Central repository Centralised creation, storage and indexing of metadata Centralised content storage Gateway Distributed metadata creation + centralised storage and indexing Distributed content storage Or a combination of the above 8th October 2004 University of Queensland Library 6

escholarship@uq - a cunning plan? Option 1 researchers submit digital objects and metadata via eprints@uq Option 2 - researchers store the digital objects locally, with the Library harvesting the metadata escholarship@uq is the primary resource discovery mechanism for both Develop techniques for assessing impact of the gateway locally Use favourable impact to encourage greater contributions to the gateway 8th October 2004 University of Queensland Library 7

Open Archives Initiative www.openarchives.org Develops interoperability standards to facilitate the efficient dissemination of content Protocol for Metadata Harvesting (OAI-PMH) Harvesting XML-formatted metadata Machine to machine Series of messages between service providers and data providers 8th October 2004 University of Queensland Library 8

Data provider A repository that supports OAI-PMH as a means of exposing metadata Dublin Core is the minimum standard for the metadata A unique identifier unambiguously identifies an item within a repository An item can have more than one record 8th October 2004 University of Queensland Library 9

Service provider Issues requests to data providers using a harvester A client application that is configured to automatically and periodically issue OAI-PMH requests for metadata 8th October 2004 University of Queensland Library 10

In a nutshell DP makes its metadata available for harvesting SP harvests from DP to build a gateway 8th October 2004 University of Queensland Library 11

Harvesting in action Selective harvesting By time e.g. new and amended records since last harvest By sets e.g. by subject, genre Deletions Dependent on Quality of the harvester Configuration of the data provider 8th October 2004 University of Queensland Library 12

Software Open source Available for free and can be modified, upgraded and redistributed Some IT expertise required Can be a trap for young players! What is available OAI www.openarchives.org/service/listproviders.html Open Society Institute www.soros.org/openaccess/software/ 8th October 2004 University of Queensland Library 13

Realities of Open Source Software Discovering what is available Confusion regarding data provider and service provider Platform requirements Functionality Realities of installation and configuration Light-on for documentation 8th October 2004 University of Queensland Library 14

APSR to the rescue! Documented 16 data provider and service provider packages Includes Location Platform Service provider and/or data provider Self-archiving/editor Content management Simple search Advanced search Record display Browsing Other features www.library.uq.edu.au/escholarship 8th October 2004 University of Queensland Library 15

The next step Test a number of service provider packages Keystone Public Knowledge Project CDSware CWIS Report on our experiences 8th October 2004 University of Queensland Library 16

Construct escholarship@uq Select and implement a SP package Harvest metadata from UQ OAI-PMH compliant repositories Identify and capture non-oai compliant repository metadata Standardise and upgrade the metadata Improve subject access 8th October 2004 University of Queensland Library 17

8th October 2004 University of Queensland Library 18

8th October 2004 University of Queensland Library 19