unesco institutional repository software comparison (guidelines)
TRANSCRIPT
-
8/13/2019 UNESCO Institutional Repository Software Comparison (Guidelines)
1/16
United NationsEducational, Scientific and
Cultural Organization
UNES
Inst it ut ional ReposInst it ut ional ReposSoftware omparisSoftware Compari
Text contribut
Jean Gabriel Bankier and Kenneth GleBEPRESS (http://www.bepress.
T y p e s e
t :
B a
l v i k a s
P r a
k a s a n
P v
t . L t d
. , N e w
D e
l h i
United NationsEducational, Scientific and
Cultural Organization
Open Access to Scientific Inform ationKnowledge Societies Division
7, place de FontenoyF-75352 Paris 07 SP FranceTel.: +33 (0) 1 45 68 43 65Mob: +33 (0) 6 52 82 99 69http://www.unesco.org/new/en/communication-and-information/access-to-knowledge/open-access-to-scientific-information/
-
8/13/2019 UNESCO Institutional Repository Software Comparison (Guidelines)
2/16
P ublished in 2014 by the U nited Nations Educational, Scientific and C ultural O rganization, 7,
place de Fontenoy, 75352 P aris 07 SP, France
U N ESC O 2014
T his publication is available in O pen A ccess under the A ttribution-ShareA like 3.0 IG O (C C -B Y -SA
3.0 IG O ) license ( ). By using the content of
this publication, the users accept to be bound by the terms of use of the U N ESC O O pen A ccess
R epository ( ).
T he designations employed and the presentation of material throughout this publication do not
imply the expression of any opinion whatsoever on the part of U N ESC O concerning the legal
statusof any country, terri tory, city or area or of its authorities, or concerni ng the delimitation of i ts
frontiers or boundaries.
T he ideas and opinions expressedin thi s publication are those of the authors; they are notnecessarily those of U N ESC O and do not commit the O rganization.
G raphic/ C over design :
Bal Vik as P rakashan Pvt. L td.
D elhi - 110093, IN D IA
Email : balvikasnews@ gmail.com
http:/ / creativecommons.org/ licenses/ by-sa/ 3.0/ igo/
http:/ / www.unesco.org/ open-access/ terms-use-ccbysa-en
http://creativecommons.org/licenses/by-sa/3.0/igo/http://www.unesco.org/open-access/terms-use-ccbysa-enhttp://www.unesco.org/open-access/terms-use-ccbysa-enhttp://creativecommons.org/licenses/by-sa/3.0/igo/ -
8/13/2019 UNESCO Institutional Repository Software Comparison (Guidelines)
3/16
Institutional R epositories were first developed as an online solution for collecting, preserving, and
disseminating the scholarship of universities, colleges, and other research institutions. T he
repository quickly evolved into a platform for libraries to publish and showcase the entire breadth
of an institution's scholarship including articles, books, theses, dissertations, and journals. A dded
support for images, video, audio, and other media has brought greater depth to repository
collections. Si nce 2000, a number of repository platforms have been developed, each with their
own set of benefits and technical criteria.
Initially it was believed that repositories had to be open source and locally installed. T he open
source platforms offered unlimited flexibility for developers to build custom features andcollections. H owever, over the past decade, the platforms have been enhanced to include many of
the features that would previously have required local customization. A dditionally, the potential
high cost of ongoing development and maintenance of locally-hosted software has led many
institutions to move to hosted options. T he fear of lock-in associated with specific solutions has
also faded due to the success of interoperability tools, such as O A I-P M H , available on each of the
platforms. IR managers, sometimes on their second or thi rd IR platform, can attest to the relative
ease with which one can move from one platform to another.
A ll of these changes put libraries exploring IR s for the first time in an enviable position. T he
products have richer feature sets, and all the major platforms are avai lable as a hosted service,
which arguably has a lower total cost of ownership and is less time-consuming than running an IR
locally. L ibrarians are now truly free to compare platforms by focusing on the critical features that
will address their needs and make their repositories successful. T his guide compares the features of
the major platforms and is intended to help libraries focus on which features will help facili tate the
success of their repository. T he comparison i s divided into eleven categories to help librarians
identify the features that are most important to building a successful institutional repository
program at their institution.
In f ras t ruc ture : Starting with the fundamental features of the repository platform s, the
Infrastructure section covers installation, hosting, and customer support options.
Front -end Des ign : T he reader-facing, front-end design reflects institutional branding as
well as how the reader interacts with the repository. Integrated front-ends, customizable
repository designs, and mobile-optimi zed pages help ensure a optimal browsing
experience.
Conten t Organiza t ion & Cont ro l : L ibrarians interested in how each platform
supports content, access controls, and repository structure will find relevant information
here.
l
l
l
Guide to Inst it ut ional Reposit ory SAcomparison of the five most widely adopted IRplatforms: Digital Commons, Dspace, Eprints, Fedora, and Islandora
-
8/13/2019 UNESCO Institutional Repository Software Comparison (Guidelines)
4/16
l
l
l
l
l
l
l
l
l
Content Discovery: Identifying the key features that increase the visibility of the
repository's content, C ontent D iscovery covers tools and options that help readers and
researchers discover scholarship.
Pub licat ion Tools: L ibrarians and editors evaluating publishing options will discover and
compare the necessary tools such as peer review, batch import, metadata options, and
editori al work flows to publish hi gh quality scholarship directly to the repository.
Repor t ing : P roviding feedback to administrators, editors, authors, and stakeholders is a
crucial aspect of a successful repository program. T his category outlines the reports
available on each platform
Multimedia: A modern feature of the repository, M ultimedia compares how each
platform manages images, video, and streaming services that add greater depth to
collections.
Social Features and Notif icat ions: B uilding on discoverabili ty and search engine
optimization, the social features of the repository provide a modern approach to engaging
readers by providing tools to follow, share, and bookmark scholarship in the repository.
Interoperabi l i ty: B eginning with O pen A rchives Ini tiative Protocol for M etadata
H arvesting (O A I-PM H ), the repository was built with dissemination in mind. T he
Interoperability category exami nes how each platform integrates with discovery services,
researcher profiles, and other repositories hosted on the same platform.
Authent icat ion: A lthough the majori ty of repository content is open access, institutional
login credentials remain an important aspect of how readers and researchers access
content across campus systems and the repository.
Accessibility: T he abili ty to offer access to those with varying abiliti es and disabili ties is afundamental feature of the repository. V PAT statements and section 508 compliance
show how each repository platform offers access to as many readers and researchers as
possible.
Preserva t ion : From L O C K SS-compliance to format migration, the preservation
category examines how each of the repository offerings preserves and maintains
repository content.
In f ras t ruc ture
Each of the platforms has its own unique features and technical criteria for developing and
supporting a repository program. T he Infrastructure section covers the basic attributes of eachrepository offering.
H osted, cloud-based solutions first became an opti on in 2005. Si nce then, cloud-based products
and services have become common service solutions across the internet, and other repository
developers have begun offering hosted options for their platforms. H osted solutions allow for
automatic system upgrades, as well as consistent platform versions across the community.
A dditionally, new features are immediately available without the need for local installation and
plugins. H osted solutions also free repository administrators and librarians to focus on the content,
-
8/13/2019 UNESCO Institutional Repository Software Comparison (Guidelines)
5/16
Front -end De s ign
From a front-end, reader-facing standpoint, repository administrators want to guarantee that the
repository has a modern design that accurately reflects the branding and organizational structure
of their institution. T he abili ty to customize repository and publication designs provides the
scholarship with an official look and feel and k eeps branding consistent across the institution's
digital domains. M obile-optimized designs and H T M L 5 web pages help the growing number of
mobile researchers easily access content hosted in the repository. T he flexibility of a repository
rather than managing platform i nstallation and upgrades. A nother crucial component for success
is the level of support available for the platform. A ll the platforms offer community support;
however, a dedicated customer support team can increase the success of a repository. C onsulting,
training, and troubleshooti ng are common services for hosted platforms.
Community support
6.x-13.1.x and7.x-1.1
Infrastructure
Hosted Solution Yes
Yes
Yes
Yes
Yes
Customer support:
Email, phone,resource, andcommunity support
-
Proprietary
7.6
Yes
Yes
Yes
Yes
Yes
Limited
Community support
Yes
Open Source
3.2
Yes
Yes
Yes
Yes
Simple DublinCore only
Yes
Community support
Yes
Open Source
3.3.11
Yes
Yes
Yes
Yes
Yes
Limited
Community support
Yes
Yes
Open Source
3.6.2
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Open Source
Yes
Yes
Yes Yes
Locally InstalledSoftware Solution
CustomerSupport/Community Support
Flexible RepositoryStructure
Simple and QualifiedDublinCore Metadata
CustomizableMetadata
Open Source/
ProprietaryAutomaticSystemUpgrades
Current StablePlatformVersion
AdministratorConfigurations
Supports StandardUser Roles
Digital Commons Dspace EPrints Fedora Islandora
-
8/13/2019 UNESCO Institutional Repository Software Comparison (Guidelines)
6/16
structure will dictate how easily the repository reflects the departmental structure of an institution
as well as how readers and researchers access content.
Conten t O rgan iza t ion & Cont ro l
Since the institutional repository platform was developed, the focus on open access scholarship
has been an integral part of an IR program. While most institutions encourage open access
content across the repository, the need for access controls for specific content remains an
important aspect of the repository. T he platforms offer varying levels of pre-built and customizableaccess control ranging from embargo for ET D s to IP -access for campus-only content, user access,
and subscription management.
P ublications types available for administrators will dictate how content is organized and displayed
within a repository. With simple repository structures, collections or series of papers are used to
represent an entire department's scholarship. T his structure works well for small collections of pre-
or post-print articles, but becomes cumbersome for collections with a vari ety of content such as
conference proceedings, journal articles, ET D s, images, and books. M any of the platforms have
introduced dedicated or add-on publication types so that the original publication, such as a journal,
conference, or image gallery, can be represented as a publication in the repository. T he
representation of publications within the repository allows for meaningful, contextual navigationof scholarship and gives the repository greater depth.
A long with publication types, the ability to manage the display of articles withi n a publication i s a
key component of the repository. A flexible document structure allows articles to be organi zed in a
meaningful manner. Support for customizable metadata on the article page, supplemental arti cle
files such as datasets and media, P D F viewers, and custom cover page stamping provide
researchers with a contextual view of the content and how it relates the repository and institution.
Front-end Design
Integrated Front-end
Full-service Front-end Design
CustomizableRepository Design
CustomizablePublication Design
Mobile-optimizedDesign
HTML5 Web pages
Yes
Yes
Yes: Journals an Conferences
Yes
Yes
Yes
-
Yes
-
-
-
-
Yes
Yes
Yes
-
-
-
Yes
Yes
-
-
-
-
Yes
Yes
-
-
-
-
Digital Commons Dspace EPrints Fedora Islandora
-
8/13/2019 UNESCO Institutional Repository Software Comparison (Guidelines)
7/16
Content Organization&Control
Yes: IP range, user,and customizableXACML
Yes
Yes
Yes
Yes
Add-on servicesavailable
Add-on servicesavailable
Add-on servicesavailable
PDF previewhoverover available
PDF Viewer onArticle Page
Supplemental/Additional ArticleFiles
CustomCover PageStamping
CreativeCommonslicense
Yes Yes Yes Yes Yes
Yes
-
Yes
CustomizableMetadata OnArticle Pages
Open AccessPublishing
Access Controls
PublicationSubscriptionManagement
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes: IP range, user,and domain name
Yes
Yes
Yes
Yes
Yes
-
-
-
-
-
-
-
-
Add-on servicesavailable
Yes: CustomizableXACML
Yes
Yes
Yes
Yes
Yes
-
-
-
-
-
-
-
-
Add-on servicesavailable
Yes
Yes
Yes
-
-
-
Yes
Yes
-
-
-
-
-
-
Yes: IP range anduser
Yes
Yes
Yes
Yes
-
-
-
-
-
-
-
Yes: User andrequest a copy
Digital Commons Dspace EPrints Fedora Islandora
Auto-lift EmbargoSupport
CommunityPublication
Series/CollectionPublication
Conference andEvent Publication
Flexible DocumentOrganization
Journal Publication
ETDPublication
Book Publication
Image Gallery
Supports StandardFile Types (PDF,MSWord, RTF, etc.)
Yes
Yes
- -Add-on servicesavailable
Add-on servicesavailable
-
8/13/2019 UNESCO Institutional Repository Software Comparison (Guidelines)
8/16
Conten t Discovery
A s the variety of content in the repository has grown beyond pre- and post-print arti cles, the
discovery features within the repository have expanded to offer modern web features for readers
and researchers. Features such as advanced and faceted search tools, full text indexing, graphical
navigation, customizable browse opti ons, and geolocation allow researchers to more easily
browse content within the repository and have made the institutional repository a destination
rather than a storage place for articles.
D issemination beyond the repository is a key component of an IR platform. Success of a
repository program is based on how readers and researchers access the scholarship. Starti ng with
O pen A rchives Ini tiative Protocol for M etadata H arvesting (O A I-PM H ) repositories focused on
interoperability to guarantee integration with campus discovery services. A s search engines
became the foundational discovery tool of the internet, optimi zing the repository and its content
for search engines became an important focus for hosted and software repository solutions. With
optimi zation across major search engines, and specialized search engines like G oogle Scholar,repository content greatly improves in visibility and reaches a much wider researcher base.
Content Discovery
Integrated SearchEngine
Advanced Searchwith Facets
Full Text SearchIndexing
GraphicalNavigation of content
Geolocation Tools
Search EngineOptimization
Indexed in GoogleScholar
DOI and PersistentURLs
Browse Options
Yes
Yes
Yes
Image, icon,geolocation, andDisciplineWheelnavigation
Yes
Yes
Yes
-
Yes
Yes
Yes
Image and icon
Yes
Yes
Yes
Add-on servicesavailable
Yes
Yes
Yes: Integration withGoogle Maps
Yes
Yes
Yes: Persistent URLand DOI
-
-
-
Yes: PersistentIdentifiers
Add-on servicesavailable
Add-on servicesavailable
Add-on servicesavailable
Yes: PersistentIdentifiers
-
Limited
Yes
Yes: Handle System
Yes: Google Mapsexport
Yes
Yes
Yes: DOI
discipline, community,publication, publicationyear, document type,author, andinstitution
collections andsearch facets
collections andsearch facets
communities &collections,publication date,author, title, subject,and document type
department, subject,year
Image
-
Digital Commons Dspace EPrints Fedora Islandora
-
8/13/2019 UNESCO Institutional Repository Software Comparison (Guidelines)
9/16
Pub licat ion Tools
T he success of open access scholarship and institutional repositories has allowed the library to take
an active role in publishing. With dedicated and add-on publications, the repository has the abili ty
to represent journals, conferences, and galleries within the repository. Edi tors equipped with
dedicated publication tools have the ability to manage scholarship from submission to final
publication.
Flexible editorial work flows allow editors to adapt to each publication's needs. C ustomizable
submit forms and metadata guarantee that the publication will capture all the necessary
informati on for each submission. Integrated peer-review tools allow editors to manage and assign
reviews and mak e final editori al decisions. Edi tor and reviewer noti fications increase the efficiency
of the peer review process by automatically notifying editors and reviewers when actions have
been made or need to be taken. Finally, the automatic conversion of full text fi les to P D F, along
with cover page stamping, will provide high quality full texts for editors, reviewers, and readers.
A dditional batch publication tools also play an important role by offering tools for revision,
collection, and bringing back content, such as past journal issues, to the repository. A s repositoriesmove publications online that were hosted on another platform or were previously print-only,
batch import allows editors to import and publish a large amount of back content quickly.
Si mi larly, batch revision tools allow editors to quickly make metadata or full-text changes to a large
number of records. A fter publication, auto-collection tools allow editors to host the article in
multiple publications without having to publish multiple times.
Link ResolverIntegration
Citation Export
Yes
Yes: Zotero, Endnote,and RefWorks
Yes
Yes: COinSsupport
Add-on servicesavailable
Yes: COinSsupport
Yes
Yes: COinSsupport
Yes
Yes: BibTeX, refer,Endnote, andadditional
bibliographymanagers
Publication Tools
Integrated PeerReviewTools
Role-based JournalEditor Permissions
Flexible PublishingWorkflows
CustomizableSubmit Forms
Yes
Yes
Yes
Yes
-
-
Yes
Yes
-
-
Yes
Yes
-
-
Limited
Yes
-
-
Yes
Yes
Digital Commons Dspace EPrints Fedora Islandora
-
8/13/2019 UNESCO Institutional Repository Software Comparison (Guidelines)
10/16
Repor t ing
T he modern repository offers highly discoverable content across discovery services and search
engines. Engaging, browsable user interfaces have made the repository a destination rather than a
holding pen for articles. While these improvements have improved traffic and visibility of the
repository, the need for reporting tools to provide feedback to administrators, editors, authors,
and repository stak eholders remains a crucial aspect of proving a successful repository program.
R eports for publication metadata, usage and downloads, and G oogle A nalytics integration come
in a variety of pre-built or customizable formats across the repository platforms. A uthor reports
offer a k ey feedback loop that allows authors to see the impact and usage statistics of their work ,
providing incentive to upload more of their scholarship to the repository. Stakeholder reports
provide excellent repository usage statistics to those helping fund or promote the repository on the
campus.
Auto-Conversion of Full text files to PDF
Retain Metadata andFull Text Revisions
Batch Revision
Batch Revision
Batch Import
Yes
Yes
Yes
Yes
Yes: XML andMicrosoft Excelimport tools
-
-
-
Yes
Yes: XML import
-
-
-
Yes
Yes
-
-
Yes: Bibliographicimport tool andsimple archiveformat
Yes
-
-
-
-
Yes
Yes: BibTeX, XMLand additionalplugins available
Reporting
Editor Reports
Usage/Download
ReportsStakeholder Reports
Author Reports
Google AnalyticsIntegration
Yes
Yes
Yes
Yes
Yes
Add-on servicesavailable
Add-on services
availableAdd-on servicesavailable
-
-
Add-on servicesavailable
Yes
-
Add-on servicesavailable
Yes
Add-on servicesavailable
Yes
-
-
Add-on servicesavailable
Add-on servicesavailable
Add-on services
available-
-
Yes
Digital Commons Dspace EPrints Fedora Islandora
-
8/13/2019 UNESCO Institutional Repository Software Comparison (Guidelines)
11/16
Multimedia
A dding greater depth to articles and collections housed in the repository, multimedia plays an
important role in the repository. Starting with supplemental content for articles, sound clips,
images, and videos became a way to better supplement and represent the scholarship. D igiti zed
image collections led the way to the development of dedicated image galleries. N ew features, such
as graphical navigation, slideshows, and integrated streaming media services provide readers and
researchers an engaging way to navigate and view media withi n the repository.
Social Featu res a nd Notificat ions
Social network s have changed the way that we interact with content and social contacts. A dding a
personal, networking layer to the internet has allowed individuals to collaborate and share contentlik e never before. R eaders and researchers of repository scholarship have taken advantage of the
new social tools available to them by book marking and sharing content to network s, groups,
collaborators, and followers. B y offering tools to allow users of the repository to easily follow,
share, and book mark content on the repository, readers and researchers help expand the reach
and visibili ty of the repository.
Multimedia
StreamingMultimedia
Slideshows
Images
Audio
Video
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Add-on servicesavailable
Add-on servicesavailable
solution packavailable
Add-on servicesavailable
Add-on servicesavailable
-
Digital Commons Dspace EPrints Fedora Islandora
Social Features andNotifications
Follow
RSS
Share
Bookmark
Yes
Yes
Yes
Yes Yes Yes
Yes
Yes
Yes
Yes
-
Add-on servicesavailable
Add-on servicesavailable
Yes
Add-on servicesavailable
-
-
Add-on servicesavailable
-
Add-on servicesavailable
Digital Commons Dspace EPrints Fedora Islandora
-
8/13/2019 UNESCO Institutional Repository Software Comparison (Guidelines)
12/16
Interoperabi l i ty
T he interoperabili ty of a product is its abili ty to work with and integrate with other products and
services. O pen A rchives Ini tiative P rotocol for M etadata H arvesting (O A I-P M H ) was developed at
the same time as the institutional repository so platforms could easily provide a uniform output for
the dissemination of content. T he interoperabili ty category examines how each platform
integrates with other products through O A I-P M H , discovery services, researcher profi les, and
other repositories hosted on the same platform.
Authent icat ion
T he majority of repository content is open access and does not require user authentication to gain
access; however, authenti cation remain an important aspect of how readers and researchers
access content across campus systems and the repository. T he most common institutional
authentication tools compared allow users to login using institutional login credentials without the
need to create a separate repository account.
Publication andAuthor Mailing Lists
Reader CommentsSaved Searches Yes
Yes
Add-on servicesavailable
-
-
- Yes
-
-
-
-
--
-
-
Interoperability
Harvesting(OAI-PMH)Network of PlatformRepositories
Integration withDiscovery Platforms
Integration withResearch ProfilePages
Yes
Yes
Yes
Yes: DigitalCommons Network
Yes
Yes
Yes
Yes
-
Yes
Yes
-
-
-
-
Yes
Yes
Add-on servicesavailable
-
-
Digital Commons Dspace EPrints Fedora Islandora
Authentication
LDAP
CAS
SystemAccounts
Shibboleth
Yes
Yes
Yes
-
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
-
Yes
Yes
Digital Commons Dspace EPrints Fedora Islandora
-
8/13/2019 UNESCO Institutional Repository Software Comparison (Guidelines)
13/16
Preserva t ion
With the move from print to digital publication, preservation has become a constant topic of
discussion. From basic storage on local servers to robust, digital preservation platforms,
institutions around the world are searching for the most cost-effective way to maintain their digital
scholarship for the future scholars of the world. Basic preservation services such as content back,
provide X M L -based copy of content so that it can be stored and imported into other new
repositories and services. Format migration tools and services help administrators mi grate full text
file formats, such as M S Word documents or P D Fs, into a new modern format i f the standard
format changes. Interoperability (outlined in the Interoperability category) also plays an important
role in preservation. O A I-PM H support allows for integration with preservation platforms.L O C K SS (L ots of C opies K eep Stuff Safe), developed at Stanford, i s a library-focused, open
source system that allows the preservation of subscription-based material as well as open access
content. T he peer-to-peer LO C K SS system keeps copies of scholarship across a network of
institutions to preserve and disseminate content if the original publisher or repository ceases to
exist. L O C K SS support is an inexpensive yet reliable method of preserving repository scholarship.
Accessibility
Web accessibly is the ability of a website to offer access to those with varying abilities and
disabilities. A ccessibility is a fundamental feature of the repository that dictates how screen readers
and other devices can help readers and researchers view content. A ccessible repositories are built
in a logical structure to provide quality access to those with visual, motor/ mobili ty, auditory,
seizures, and cognitive disabilities. A Voluntary P roduct A ccessibility Template (V PA T ) statement
outlines a website's compliance with 508 accessibility standards.
Accessibility
VPATStatement
Section 508CompliantWCAG(Web ContentAccessibilityGuidelines)
Yes
Yes
Yes
-
-
-
Yes
-
-
-
-
-
-
-
-
Digital Commons Dspace EPrints Fedora Islandora
-
8/13/2019 UNESCO Institutional Repository Software Comparison (Guidelines)
14/16
Conclusion
A fter more than a decade of expanding the reach of scholarship, the institutional repository
continues to develop and offer modern tools for libraries and researchers. While the foundational
elements of collection, preservation, and dissemination remai n intact, the repository platform
options continue to offer new and exciting ways to expand readership. L ibrary-led publishing
efforts and the desire to represent the entire breadth of an institution's research through journals,
image collections, and book s have made the repository a destination rather than a holding place
for pre- and post-prints. With a variety of platforms available, an institution looking to start a
repository program or move to a new platform has many opti ons and features to compare. L ocally
hosted software offers customizations unique to the institution, but requires repository
programming and IT teams to build and maintain. T he cloud-based, hosted platforms offer aturnkey solution with consistent platform versions, upgrades, and customer support that will assist
the library in developing a successful repository. U ltimately, the institution must evaluate its
collections, technical expertise, and research distribution strategy in order to choose the platform
that will best support its research goals.
Methodology
T he Institutional R epository Software C omparison G uide was written for institutions evaluating
repository platforms. It i s intended to serve as a resource for academi c libraries that are creating a
repository program from scratch, as well as those look ing to upgrade platforms.
D ata from three sites (R egistry of O pen A ccess R epositories (R O A R ), T he Directory of O pen
A ccess R epositori es O penD O A R ), and Repository 66) were used to determine which platforms
made the short li st. T he list was further pared down to the final top fi ve finalists by examining
product information on the various platforms' websites and conducting extensive interviews with
repository managers. R epository platforms with active user communi ties, the most robust feature
sets, and the largest number of installati ons were chosen for evaluation.
Preservation
Content Back Up
LOCKSS-compliant
Format Migration Tools and Services
Yes: XML-based,quarterly contentdelivery
Yes
Yes
Yes: ArchivalInformationPackages back up
Add-on servicesavailable
Add-on servicesavailable
Managed byinstitution
Yes
Managed byinstitution
Yes: XML export
-
Integrated formatmigration risks toolsoffer format advicefor administrators
Yes: XML export
-
Managed byinstitution
Digital Commons Dspace EPrints Fedora Islandora
-
8/13/2019 UNESCO Institutional Repository Software Comparison (Guidelines)
15/16
T he platforms were evaluated based on twelve categori es. T he categories were designed around
the common themes that emerge when building and maintaining a successful repository program.
T he categories cover a wide range of repository management topi cs from infrastructure
information (how the repository is installed, hosted, and maintained) to publication andpreservation of content. T hey will enable a reader to easily evaluate the different repositories by
focusing on key solution attributes. A dozen categories might initially seem excessive; however, all
twelve are necessary to accurately assess the modern repository's expansive set of features for
managing a wide breadth of scholarly output.
Each category contains a set of features that are key components of a modern institutional
repository. T he features were evaluated based on the most current version of each of the
platforms. T he informati on was gathered from avai lable resources of each platform's website,
community wik i pages, demo sites, developer pages, user documentation, and presentations. T he
three possible responses include Yes, - , or A dd-on services available . When appropri ate,
additional informati on is provided. Yes responses indicate that the feature is available in the
default installation of the repository. A dd-on services available responses indicate that the
feature is available by custom installation by a development team or third party company. -
responses indicate that the feature is not available in the default installation, add-on services are
not readily available, or the information was not readily available from the platform's
documentation.
T his guide is not intended to be used solely by IR experts. Each of the dozen categori es has an
introductory paragraph to ensure that even an individual researching IR s for the first tim e will have
the required understanding of the needs that those features address.
R e s o u r c e s
P la t formsl (R O A R ) - http:/ / roar.eprints.org/l T he D irectory of O pen A ccess R epositories (O penD O A R ) -l R epository 66 -l R esearch on Institutional R epositories: A rticles and Presentations -
Dig ita l Comm onsl D igital C ommons Website -l D igital C ommons R eference M aterial and U ser G uides -
l O utreach Toolkits and T utorials -
R egistry of O pen A ccess R epositori es
http:/ / www.opendoar.org/
http: / / maps.repository66. org/
http:/ / digitalcommons.bepress.com/ repository-research/
http:/ / digitalcommons.bepress.com/
http:/ / digitalcommons.bepress.com/ reference/
http:/ / digitalcommons.bepress.com/ toolkits/
http://roar.eprints.org/http://www.opendoar.org/http://maps.repository66.org/http://digitalcommons.bepress.com/repository-research/http://digitalcommons.bepress.com/http://digitalcommons.bepress.com/reference/http://digitalcommons.bepress.com/toolkits/http://digitalcommons.bepress.com/toolkits/http://digitalcommons.bepress.com/reference/http://digitalcommons.bepress.com/http://digitalcommons.bepress.com/repository-research/http://maps.repository66.org/http://www.opendoar.org/http://roar.eprints.org/ -
8/13/2019 UNESCO Institutional Repository Software Comparison (Guidelines)
16/16
D s p a c el D space Website -l D space R esources -l T he D Space 2013 RoadM ap and 3-5 Year V ision-
l D Space 2013 R oadM ap and V ision V ideo O verview -
l D spaceD irect -l D space Wiki -l D space Training M aterials -
Eprintsl ePrints Website -l
ePrints Services -l eP rints Wikil ePrints T raining M aterials -l ePrints D emo Site -
Fedoral Fedora C omm ons Website -l Fedora R epository O verview P D F -
l Fedora 3.7 D ocumentation -
l Fedora D eveloper's Forum -
l Fedora U ser Interface P rojects -
l Fedora R epository Development Wiki -
I s landoral Islandora Website -l Islandora T imeline -l Islandora D ocumentation W ik i -
l Islandora YouT ube Channel -l IslandoraJira Website -l Islandora Sandbox Website -l D iscoveryG arden -
http:/ / www.dspace.org/
http:/ / www.dspace.org/ resources
http:/ / duraspace.org/ dspace-2013-
roadmap-and-3-5-year-vision
http:/ / www.youtube.com/ watch?v= JtnjPk9qS_k& feature= youtu.be
http:/ / dspacedirect.org/
https:/ / wik i.duraspace.org/ display/ D SPA C E/ H ome
http:/ / www.dspace.org/ new-user-training
http:/ / www.eprints.org/
http:/ / www.eprints.org/ us/http:/ / wiki. eprints.org/ w/ M ain_Page
http: / / www.eprints.org/ software/ training/
http: / / demoprints.eprints.org/
http:/ / www.fedora-commons.org/
http:/ / www.duraspace.org/ sites/ default/ files/ u9/ O pentech_specsht_FedoraC _12. pdf
https:/ / wiki. duraspace.org/ display/ FED O R A 37/ Fedora+ 3.7+ D ocumentation
https:/ / wiki .duraspace.org/ display/ D EV / D eveloper% 27s+ Forum
https:/ / wiki .duraspace.org/ display/ D EV / Fedora+ U ser+ Interface+Projects
https:/ / wiki .duraspace.org/ display/ FC R EP O / Fedora+ R epository+ D evelopment+Wiki
http:/ / islandscholar.ca/
http:/ / islandora.ca/ timeline
https:/ / wiki. duraspace.org/ display/ ISL A N D O R A / Islandora
http: / / www.youtube.com/ user/ Islandora
https:/ / jira.duraspace.org/ browse/ ISL A N D O R A
http:/ / sandbox7.i slandora.ca/
http:/ / discoverygarden.ca/
http://duraspace.org/dspace-2013-roadmap-and-3-5-year-visionhttp://www.dspace.org/http://www.dspace.org/resourceshttp://duraspace.org/dspace-2013-roadmap-and-3-5-year-visionhttp://duraspace.org/dspace-2013-roadmap-and-3-5-year-visionhttp://www.youtube.com/watch?v=JtnjPk9qS_k&feature=youtu.behttp://dspacedirect.org/https://wiki.duraspace.org/display/DSPACE/Homehttp://www.dspace.org/new-user-traininghttp://www.eprints.org/http://www.eprints.org/us/http://wiki.eprints.org/w/Main_Pagehttp://www.eprints.org/software/training/http://demoprints.eprints.org/http://www.fedora-commons.org/http://www.duraspace.org/sites/default/files/u9/Opentech_specsht_FedoraC_12.pdfhttps://wiki.duraspace.org/display/FEDORA37/Fedora+3.7+Documentationhttps://wiki.duraspace.org/display/DEV/Developer%27s+Forumhttps://wiki.duraspace.org/display/DEV/Fedora+User+Interface+Projectshttps://wiki.duraspace.org/display/FCREPO/Fedora+Repository+Development+Wikihttp://islandscholar.ca/http://islandora.ca/timelinehttps://wiki.duraspace.org/display/ISLANDORA/Islandorahttp://www.youtube.com/user/Islandorahttps://jira.duraspace.org/browse/ISLANDORAhttp://sandbox7.islandora.ca/http://discoverygarden.ca/http://discoverygarden.ca/http://sandbox7.islandora.ca/https://jira.duraspace.org/browse/ISLANDORAhttp://www.youtube.com/user/Islandorahttps://wiki.duraspace.org/display/ISLANDORA/Islandorahttp://islandora.ca/timelinehttp://islandscholar.ca/https://wiki.duraspace.org/display/FCREPO/Fedora+Repository+Development+Wikihttps://wiki.duraspace.org/display/DEV/Fedora+User+Interface+Projectshttps://wiki.duraspace.org/display/DEV/Developer%27s+Forumhttps://wiki.duraspace.org/display/FEDORA37/Fedora+3.7+Documentationhttp://www.duraspace.org/sites/default/files/u9/Opentech_specsht_FedoraC_12.pdfhttp://www.fedora-commons.org/http://demoprints.eprints.org/http://www.eprints.org/software/training/http://wiki.eprints.org/w/Main_Pagehttp://www.eprints.org/us/http://www.eprints.org/http://www.dspace.org/new-user-traininghttps://wiki.duraspace.org/display/DSPACE/Homehttp://dspacedirect.org/http://www.youtube.com/watch?v=JtnjPk9qS_k&feature=youtu.behttp://duraspace.org/dspace-2013-roadmap-and-3-5-year-visionhttp://www.dspace.org/resourceshttp://www.dspace.org/