nrf national electronic theses and dissertations project 5 november 2007 netd skills requirements:...

NRF National Electronic Theses and Dissertations Project5 November 2007

NETD skills requirements: the bottom line

Dr Dale PetersDISA

Digital Innovation South Africa

DISA Background

• Pilot feasibility study • Themed repository• Technological advancement• Skills development • Digital curation • Open source, open access, local

content

Discussion Framework

• Operationalisation of NETD project• National project implementation• Institutional ETD project• Skills requirements

Institutional repository (Option 1)

Consortium repository(Option 3)

Digital theses (Option 2)Institutional repositories

Direct submission

Harvested by central Hub

Search and download e-theses

COPELAND, S (2006) The EThoS toolkit. ETD Workshop, Quebec 2006

OAI Philosophy..

• Self-archiving = mediated submission mechanism

• Long-term storage system = archive• Open interface = harvesting mechanism• Data provider + service provider• Start with “gray literature”

– e-prints/pre-prints, reports, dissertations,

Open Access to Research

• Full text online• Research workshops to prepare students for

online submission• Questions of copyright and fair use • Aim to prepare graduate students for future roles

as tutors, researchers, authors, and instructors.

NETD Implementation

• Strategic objectives in establishment of a national digital library comprising ETD

• Inter-institutional co-operation• Adopt common standards• Advocacy within user community• Systems infrastructure• Establish collaborative and distributed workflow

processes

NETD Implementation

• Strategic objectives of a digital library comprising ETD

• Inter-institutional co-operation• Adopt common standards• Advocacy within user community

– National– Institutional

• Implement software tools • Establish workflow processes

NETD Implementation

• Implement software tools • Establish workflow processes

NETD Implementation • Strategic objectives of a digital library comprising ETD• Inter-institutional co-operation• Adopt common standards

– National metadata

standard for ETD– Guidelines for capture and QA– Systems infrastructure

• Advocacy within user community– National

NETD Implementation

• Inter-institutional co-operation• Adopt common standards• Advocacy within user

community– National– Institutional

• Implement software tools

NETD Implementation

• Implement software tools

NETD Implementation

• Strategic objectives in establishment of a national digital library comprising ETD

• Implement software tools • Establish collaborative workflow processes

National Implementation Plan

• National metadata repository– MoA with institutions – Policies – Systems infrastructure– National metadata standard for ETD– Guidelines for capture and QA

• Staffing– Programmer– Systems administrator– Metadata librarian

Institutional Planning Objectives

• Level 1 : Goal of the ETD

• Level 2 : Purpose

• Level 3: Specific objectives

• Level 4: Activities

Institutional Planning Objectives

• Level 1 : Goal of the ETD - NETD vision; Contribution to future situation;

Empowerment of target community; Identify other stakeholders

- Level 2 : Purpose- Direct contribution to overall goal

- Level 3: Specific objectives- Results to be achieved; Strategies to use

- Level 4: Activities

Four areas of planning

• Area 1 : Setting objectives; • Area 2 : Agree on assumptions about conditions

that must exist but are outside your control; • Area 3 : Agree on criteria or indicators for

evaluating your success; and • Area 4 : Agree on where, how and from whom

you will get the information you need to evaluate.

Planning summary

Objectives Important assumptions

Criteria/Indicators

Source of Info

Purpose

Specific Objectives

Activities Resources: People, Finance; Information, Specific Skills ; Equipment

Activities for ETD Plan

• Policy formation• Advocacy• Project Implementation

ETD Policy

• E-Research policy – Consultation with University stakeholder groups

• Draft the aims of the ETD• Define content

– Metadata– Full text

• Determine supported file formats • Copyright policies

– Plagiarism– Open Access

• Responsibilities of ETD Manager & other workflow areas• Metadata standard

Advocacy : How to get the word out?

• What need are you fulfilling?• To whom will you disseminate?• Are there others who can help you?• Where will you disseminate your project?• What media will you use to disseminate?• How will you cover the costs?

• What need are you fulfilling?• To whom will you disseminate?• Are there others who can help you?• Where will you disseminate your project?

• What media will you use to disseminate?

ETD Project Activities

• Production• Submission• Preservation

• Production • Conversion• Submission• Conversion …?• Dissemination • Digital Curation

Structural complexity

Video animations

AudioSpreadsheets

Databases

Gaming simulations Virtual reality

ETD’s

Interactive games

Movies

Virtual realityBRADLEY, K. (2007) Electronic theses and dissertations:what, why, how and who for the ne(x)t generation… ETD Workshop , March 2007. p.18

Production

• Authoring tools : – Microsoft Word, WordPerfect, LaTeX– Shockwave Flash, Final Cut Pro, Avid Liquid

• Supported file formats• Conversion processing

– PDF– XML

• TEI: Text Encoding Initiative

• Comparison : structural integrity

Conversion

• Convert e-version to XML and PDF/A formats• Compare with original

– Formatting errors

• Store paper preservation copy• Send copy PDF to NETD

Tracking electronic submission

• Submit to supervisor– Designated authoring tools

• Examination and revision• Final submission paper copies

– to Faculty Office

• Electronic version submit online– to Banner/ ITS/ Library interface– Compare with paper copy– Preserve author’s intentions

Supported submission

• KEWL thesis authoring module• Technical model to limit manual processing• Stylesheets to convert to PDF and XML• Tag and upload final version

PARK, E., ZOU, Z. & McKNIGHT, D. (2007) Program: electronic library and information systems Vol 41(1). ( www.emeraldinsight.com/0033-0337.htm)

Digital curation

Create PDF

Scanned as image Scanned as PDF

Secure PDF/ a

Submission requirements

• Guidelines• E-Formats• Binding• Non-exclusive distribution license• Definition of “degree completion”

Supporting a Research Repository Information InfrastructureWoute Klapwijk

Stellenbosch Symposium, 3 November 2006

Securing IP rights

Level Metadata Authors Projects Theses Publications Datasets

No Access

Access

To be confirmed

View if it is owner

Permissions according to levels of access rights(extracted from the CIB Use Cases)

L0=Author, creatorL1= SupervisorL2= Research teamL3= FunderL4= Public

Summary of Activities

NETD meets Institutional ETD

ETD project team

• Digital collections librarian• ETD manager• Web developer and programmer• Digital scanning manager• Library technical systems co-ordinator

Skills Development• NETD objective to share limited expertise

• Training programmes: – Digital conversion techniques– International standards and guidelines– Metadata capture – Web publishing – Intellectual property management– Project management

• Distributed workflow in remote capture sites

• Guidelines, manuals, standards

Skills requirements

• Creation and use of PDF and PDF/A for preserving digital theses and dissertations.

• PDF supports for XML for ensuring reliable presentation of documents

• Different XML languages and formatting tools• TEI to embed content in XML structure • How to create personalized documents using

XML and SVG (scalable vector graphics) for presentation within the PDF format …./

More skills…

• Security features and universal interoperability that have earned ISO endorsement of PDF as an open standard for electronic documentation.

• PDF conversion of Web pages and other electronic content to digital versions that have a small footprint yet retain the look of the original.

• How to use PDF as an “electronic envelope” for storing other file formats within a PDF container.

• PDF/XML to embed XML data in PDF for reliable archiving, sharing, viewing.

Resources

NDLTD encourages Standards

• Documents, – PDF, XML, SGML, HTML,– LaTex, multimedia…

• Metadata: MARC, DC– ETDMS (TheMs)

• Databases: workflow, citations• Protocols: federated search, Z39.50, OAI

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•For any reuse or distribution, you must make clear to others the license terms of this work. •Any of these conditions can be waived if you get permission from the copyright holder.

Your fair use and other rights are in no way affected by the above.

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