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The ‘EThOS’ Toolkit

The ‘EThOS’ Toolkit. Dr. Susan Copeland (ETD 2006). EThOS. A UK project to produce an Electronic Theses Online Service. EThOS project workpackages. Project management Central host & search interface Harvesting data from institutions Retrospective digitisation IPR & permission

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The ‘EThOS’ Toolkit

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  1. The ‘EThOS’ Toolkit Dr. Susan Copeland (ETD 2006)

  2. EThOS A UK project to produce an Electronic Theses Online Service

  3. EThOS project workpackages • Project management • Central host & search interface • Harvesting data from institutions • Retrospective digitisation • IPR & permission • Toolkit for institutions • Business models • Dissemination and advocacy

  4. Work Package 6 (Toolkit for institutions) Led by: The Robert Gordon University Susan Copeland (RGU) Siddhartha Shakya (RGU) Astrid Scott (Edinburgh) s.copeland@rgu.ac.uk

  5. Toolkit Purpose of the toolkit • To assist institutions to make theses available online • To offer guidance on the alternative options for participating in EThOS • To provide advice on the legal, cultural, technical, administrative and resource issues that need to be considered

  6. Toolkit Approach • Generic approach adopted • Allows flexibility to cover different circumstances • Repository • Participation • Specific examples are given which can be adopted/adapted

  7. Structure A four step process: • Step1. Culture Change • Step2. Business Requirements • Step3. Technical Implementation • Step4. Training & Development

  8. Step1. Culture Change a. What are e-Theses? b. What is ‘EThOS’? c. Who benefits from e-Theses? d. Acquiring content e. What impact do e-Theses have? f. Supporting literature

  9. Step2. Business Requirements a. Business Case b. Legal Issues c. Administrative Issues d. Participation Options e. Repository Options f. Metadata g. Prioritising Digitisation

  10. Business case Step2. Business Requirements a. Business Case • The benefits • The resources involved • Creating and sustaining the service

  11. Step2. Business Requirements b. Legal Issues • IPR • Sample agreements and forms c. Administrative Issues • Approaching committees • Sample regulations

  12. Paper theses Microfilm theses e-Theses Theses metadata only EThOS User Step2. Business Requirements d. Participation Options • Metadata and content • Metadata only

  13. User Search and download e-theses UKDoT, the Central Hub Harvested by central Hub Harvested by central Hub Consortium repository (Option 1/2) Institutional repository (Option 1/2) Direct submission Institutional repositories Digital theses (Option 3) Step2. Business Requirements e. Repository Options • Use existing institutional (or consortium) repository • Setup institutional (or consortium) repository • Use central hub only

  14. Step2. Business Requirements • Title • Author • Supervisor • Institution • Date • Type • ….. f. Metadata • UK ETDqDC • Sample metadata g. Prioritising Digitisation • Selection by date • Selection by subject • School/department • Level of use • Importance on campus

  15. Step3.Technical Implementation • Use existing institutional (or consortium) repository • Additional setups if required • Setup institutional (or consortium) repository • Available hardware and software • Best practice • Use central hub only • Direct submission to Central Hub

  16. Step4. Training and Development • Training • For Library and I.T. Services staff • For Academic staff / supervisors • For Registry and admin staff • For Students • Future Developments • Marketing and ongoing advocacy work • Periodic upgrading of the service

  17. Thank you

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