nrf national electronic theses and dissertations project 5 november 2007 netd skills requirements:...
TRANSCRIPT
NRF National Electronic Theses and Dissertations Project5 November 2007
NETD skills requirements: the bottom line
Dr Dale PetersDISA
Digital Innovation South Africa
NRF National Electronic Theses and Dissertations Project5 November 2007
DISA Background
• Pilot feasibility study • Themed repository• Technological advancement• Skills development • Digital curation • Open source, open access, local
content
NRF National Electronic Theses and Dissertations Project5 November 2007
NRF National Electronic Theses and Dissertations Project5 November 2007
Discussion Framework
• Operationalisation of NETD project• National project implementation• Institutional ETD project• Skills requirements
NRF National Electronic Theses and Dissertations Project5 November 2007
NETD
Institutional repository (Option 1)
Consortium repository(Option 3)
User
Digital theses (Option 2)Institutional repositories
Direct submission
Harvested by central Hub
Harvested by central Hub
Search and download e-theses
COPELAND, S (2006) The EThoS toolkit. ETD Workshop, Quebec 2006
NRF National Electronic Theses and Dissertations Project5 November 2007
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,
NRF National Electronic Theses and Dissertations Project5 November 2007
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.
NRF National Electronic Theses and Dissertations Project5 November 2007
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
NRF National Electronic Theses and Dissertations Project5 November 2007
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
NRF National Electronic Theses and Dissertations Project5 November 2007
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
NRF National Electronic Theses and Dissertations Project5 November 2007
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
NRF National Electronic Theses and Dissertations Project5 November 2007
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
NRF National Electronic Theses and Dissertations Project5 November 2007
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
NRF National Electronic Theses and Dissertations Project5 November 2007
NETD Implementation
• Strategic objectives in establishment of a national digital library comprising ETD
• Inter-institutional co-operation• Adopt common standards• Advocacy within user community
– National– Institutional
• Implement software tools • Establish collaborative workflow processes
NRF National Electronic Theses and Dissertations Project5 November 2007
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
NRF National Electronic Theses and Dissertations Project5 November 2007
Institutional Planning Objectives
• Level 1 : Goal of the ETD
• Level 2 : Purpose
• Level 3: Specific objectives
• Level 4: Activities
NRF National Electronic Theses and Dissertations Project5 November 2007
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
NRF National Electronic Theses and Dissertations Project5 November 2007
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.
NRF National Electronic Theses and Dissertations Project5 November 2007
Planning summary
Objectives Important assumptions
Criteria/Indicators
Source of Info
Goal
Purpose
Specific Objectives
Activities Resources: People, Finance; Information, Specific Skills ; Equipment
NRF National Electronic Theses and Dissertations Project5 November 2007
Activities for ETD Plan
• Policy formation• Advocacy• Project Implementation
NRF National Electronic Theses and Dissertations Project5 November 2007
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
NRF National Electronic Theses and Dissertations Project5 November 2007
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?
NRF National Electronic Theses and Dissertations Project5 November 2007
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?
NRF National Electronic Theses and Dissertations Project5 November 2007
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?
NRF National Electronic Theses and Dissertations Project5 November 2007
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?
NRF National Electronic Theses and Dissertations Project5 November 2007
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?
NRF National Electronic Theses and Dissertations Project5 November 2007
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?
NRF National Electronic Theses and Dissertations Project5 November 2007
NRF National Electronic Theses and Dissertations Project5 November 2007
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?
NRF National Electronic Theses and Dissertations Project5 November 2007
NRF National Electronic Theses and Dissertations Project5 November 2007
ETD Project Activities
Paper
• Production• Submission• Preservation
ETD
• Production • Conversion• Submission• Conversion …?• Dissemination • Digital Curation
NRF National Electronic Theses and Dissertations Project5 November 2007
Structural complexity
Video animations
AudioSpreadsheets
Databases
Gaming simulations Virtual reality
ETD’s
NRF National Electronic Theses and Dissertations Project5 November 2007
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
NRF National Electronic Theses and Dissertations Project5 November 2007
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
NRF National Electronic Theses and Dissertations Project5 November 2007
Conversion
• Convert e-version to XML and PDF/A formats• Compare with original
– Formatting errors
• Store paper preservation copy• Send copy PDF to NETD
NRF National Electronic Theses and Dissertations Project5 November 2007
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
NRF National Electronic Theses and Dissertations Project5 November 2007
Supported submission
• KEWL thesis authoring module• Technical model to limit manual processing• Stylesheets to convert to PDF and XML• Tag and upload final version
NRF National Electronic Theses and Dissertations Project5 November 2007
PARK, E., ZOU, Z. & McKNIGHT, D. (2007) Program: electronic library and information systems Vol 41(1). ( www.emeraldinsight.com/0033-0337.htm)
NRF National Electronic Theses and Dissertations Project5 November 2007
PARK, E., ZOU, Z. & McKNIGHT, D. (2007) Program: electronic library and information systems Vol 41(1). ( www.emeraldinsight.com/0033-0337.htm)
NRF National Electronic Theses and Dissertations Project5 November 2007
Digital curation
NRF National Electronic Theses and Dissertations Project5 November 2007
Create PDF
Scanned as image Scanned as PDF
NRF National Electronic Theses and Dissertations Project5 November 2007
Secure PDF/ a
NRF National Electronic Theses and Dissertations Project5 November 2007
NRF National Electronic Theses and Dissertations Project5 November 2007
Submission requirements
• Guidelines• E-Formats• Binding• Non-exclusive distribution license• Definition of “degree completion”
NRF National Electronic Theses and Dissertations Project5 November 2007
Supporting a Research Repository Information InfrastructureWoute Klapwijk
Stellenbosch Symposium, 3 November 2006
Securing IP rights
Level Metadata Authors Projects Theses Publications Datasets
L0
L1
L2
L3
L4
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
NRF National Electronic Theses and Dissertations Project5 November 2007
Summary of Activities
NRF National Electronic Theses and Dissertations Project5 November 2007
NETD meets Institutional ETD
NRF National Electronic Theses and Dissertations Project5 November 2007
ETD project team
• Digital collections librarian• ETD manager• Web developer and programmer• Digital scanning manager• Library technical systems co-ordinator
NRF National Electronic Theses and Dissertations Project5 November 2007
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
NRF National Electronic Theses and Dissertations Project5 November 2007
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 …./
NRF National Electronic Theses and Dissertations Project5 November 2007
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.
NRF National Electronic Theses and Dissertations Project5 November 2007
NRF National Electronic Theses and Dissertations Project5 November 2007
Resources
NRF National Electronic Theses and Dissertations Project5 November 2007
NRF National Electronic Theses and Dissertations Project5 November 2007
NRF National Electronic Theses and Dissertations Project5 November 2007
NDLTD encourages Standards
• Documents, – PDF, XML, SGML, HTML,– LaTex, multimedia…
• Metadata: MARC, DC– ETDMS (TheMs)
• Databases: workflow, citations• Protocols: federated search, Z39.50, OAI
NRF National Electronic Theses and Dissertations Project5 November 2007
Attribution-NonCommercial-ShareAlike 2.0 South AfricaYou are free:•to copy, distribute, display, and perform the work •to make derivative works Under the following conditions:
Attribution. You must attribute the work in the manner specified by the author or licensor.
Noncommercial. You may not use this work for commercial purposes.
Share Alike. If you alter, transform, or build upon this work, you may distribute the resulting work only under a license identical to this one.
•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.