unesco institutional repository software comparison (guidelines)

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  • 8/13/2019 UNESCO Institutional Repository Software Comparison (Guidelines)

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    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/

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    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/
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    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

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    l

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    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,

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    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

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    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

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    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

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    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

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    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

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    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

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    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

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    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

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    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

    -

    -

    -

    -

    -

    -

    -

    -

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    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

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    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/
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    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/