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=IMLS ETD Lifecycle Management Project Wiki=
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=ETD Lifecycle Management Project Wiki=
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Colleges and universities are steadily transitioning from traditional paper and microfilm formats for graduate theses and dissertations. While this move from print-based to electronic theses and dissertations (ETDs) greatly enhances the accessibility and sharing of graduate student research, it also presents significant challenges for the academic libraries trying to preserve digital content.
  
Beginning in September 2011 the University of North Texas Libraries, together with the Networked Digital Library of Theses and Dissertations, the Educopia Institute/MetaArchive Cooperative, and the libraries of Virginia Tech, Rice University, Boston College, Indiana State University, Pennsylvania State University, and University of Arizona announced that they had received $268,458 from the Institute of Museum and Library Services to study the life-cycle data management needs of ETDs.
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Beginning in September 2011 to September 2014, the University of North Texas Libraries, together with the Networked Digital Library of Theses and Dissertations, the Educopia Institute/MetaArchive Cooperative, and the libraries of Virginia Tech, Rice University, Boston College, Indiana State University, Pennsylvania State University, and University of Arizona developed a series of deliverables for support the lifecycle management of electronic theses and dissertations. The deliverables are now available at
 
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Colleges and universities are steadily transitioning from traditional paper and microfilm formats for graduate theses and dissertations. While this move from print-based to electronic theses and dissertations (ETDs) greatly enhances the accessibility and sharing of graduate student research, it also presents significant challenges for the academic libraries trying to preserve digital content.  
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To promote best practices and to increase the capacity of academic libraries to reliably preserve ETDs, the project participants will develop and share a toolkit of guidelines, educational materials, and a set of software tools for life-cycle data management and preservation of ETDs.
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Beginning in October 2014 as a follow-on to the Lifecycle Management project, the ETDplus project examines the curation and preservation of research data and complex digital objects that often accompany an ETD submission. The Educopia Institute, in partnership with University of North Texas, and in concert with the Networked Digital Library of Theses and Dissertations (NDLTD), bepress, ProQuest, and the libraries of Virginia Tech, University of Tennessee, Purdue, Carnegie Mellon, Oregon State, Penn State, Morehouse, University of Louisville, and Indiana State will develop and disseminate a series of guidance documents, a curation technology testbed, and an accompanying workshop series to train Electronic Thesis & Dissertation (ETD) program stakeholders.
  
 
==Grant Submission Materials==
 
==Grant Submission Materials==
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===Lifecycle Management of ETDs===
  
 
* [http://www.metaarchive.org/public/resources/imls/Lifecycle_Management_ETDs_Narrative.pdf Project Narrative]  
 
* [http://www.metaarchive.org/public/resources/imls/Lifecycle_Management_ETDs_Narrative.pdf Project Narrative]  
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* [http://www.metaarchive.org/public/resources/imls/Lifecycle_Management_ETDs_Appendix_D.pdf Appendix D: Future Plans]
 
* [http://www.metaarchive.org/public/resources/imls/Lifecycle_Management_ETDs_Appendix_D.pdf Appendix D: Future Plans]
  
==Meeting Notes==
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===ETDplus===
  
===2012 Meetings===
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==Grant Deliverables==
  
* [http://www.metaarchive.org/public/resources/imls/IMLS_ETD_Kickoff_Minutes_12052011.pdf Monday, December 5th Kick-Off]
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===Lifecycle Management of ETDs===
  
* [http://www.metaarchive.org/public/resources/imls/IMLS_ETD_Minutes_01122012.pdf Thursday, January 12th Meeting]
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The Lifecycle Management of ETDs project produced three deliverables, now available for download.
  
* [http://www.metaarchive.org/public/resources/imls/IMLS_ETD_Minutes_01262012.pdf Thursday, January 26th Meeting]
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* [http://www.educopia.org/publishing/gdlmetd Guidance Documents for Lifecycle Management of ETDs]
  
* [http://www.metaarchive.org/public/resources/imls/IMLS_ETD_Minutes_03082012.pdf Thursday, March 8th Meeting]
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* [http://www.educopia.org/research/etd/workshop Education Materials and Associated Workshop]
  
* [http://www.metaarchive.org/public/resources/imls/IMLS_ETD_Minutes_04272012.pdf Friday, April 27th Meeting]
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* [http://www.educopia.org/research/etd/etdlmtm Lifecycle Management Tools]
  
* [[Friday, May 18th Meeting]]
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===ETDplus===
  
* [[Friday, June 29th Meeting]]
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* Guidance Briefs for Preserving & Curating ETD Research Data & Complex Digital Objects: The project will research, develop, and release openly a series of concise topic-driven documents to assist the intended audience with effectively and responsibly preserving and curating ETD research data and complex digital objects. The documents will aim to be both practical and policy-oriented.
 +
* Curation Workbench: The project will identify the range of open-source technologies that are relevant for preserving and curating ETD research data and complex digital objects and develop model workflows and a pilot testbed that can be used freely by the stakeholder audiences to gain familiarity with such technologies and their proper application to these resources.
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* Training Workshop: The project will design a module-based workshop, available in year two of the project, which will introduce the intended audiences to the topics documented in the Guidance Briefs and provide a thorough demo of the Curation Workbench. Modules will be made openly available.
  
* [[Friday, July 27th Meeting]]
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==Project Staff==
  
* [[Friday, August 24th Meeting]]
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===Lifecycle Management of ETDs===
 
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* [[Wednesday, September 19th Meeting]]
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* [http://www.metaarchive.org/public/resources/imls/IMLS_ETD_Steering_Committee_Meeting_2_Minutes.pdf Second Project Steering Committee Meeting]
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* [[Friday, October 19th Meeting]]
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* [[Friday, November 2nd Meeting]]
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* [[Friday, November 16th Meeting]]
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* [[Friday, November 30th Meeting]]
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* [[Friday, December 14th Meeting]]
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===2013 Meetings===
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* [[Friday, January 11th Meeting]]
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* [[Friday, January 25th Meeting]]
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* [[Friday, February 8th Meeting]]
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* [[Friday, February 22nd Meeting]]
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* [[Friday, March 8th Meeting]]
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* [[Friday, March 29th Meeting]]
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==Grant Deliverables==
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The IMLS ETD project has three major research and development outcomes that require timely and thorough evaluation: the Guidance Documents, the Education Materials/Workshop, and Lifecycle Management Tools. Workspaces for draft documents and links to any future software tools will be available on the pages listed below:
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* [[Guidance_Documents_for_Lifecycle_Management_of_ETDs | Guidance Documents for Lifecycle Management of ETDs]]
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* [[Education_Materials_and_Associated_Workshop | Education Materials and Associated Workshop]]
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* [[Lifecycle_Management_Tools | Lifecycle Management Tools]]
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* [[Lifecycle Management of ETDs: Impacts and Outcomes]]
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==Grant Research Resources==
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* [[IMLS_ETD_Project_Bibliography | Bibliography of Resources]]
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* [http://digital-scholarship.org/etdb/etdb.htm Bailey ETD Bibliography]
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* [[2013 NDLTD Survey Report]]
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==Project Staff==
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#'''Principal Investigator:''' [[Martin_Halbert | Dr. Martin Halbert]] (UNT Dean of Libraries and Associate Professor)  
 
#'''Principal Investigator:''' [[Martin_Halbert | Dr. Martin Halbert]] (UNT Dean of Libraries and Associate Professor)  
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#'''Assistant Coordinator:''' [[Shannon_Stark | Shannon Stark]] (UNT Strategic Projects Librarian)
 
#'''Assistant Coordinator:''' [[Shannon_Stark | Shannon Stark]] (UNT Strategic Projects Librarian)
 
#'''Project Programmer:''' [[Stephen_Eisenhauer | Stephen Eisenhauer]] (UNT Programmer Analyst II)
 
#'''Project Programmer:''' [[Stephen_Eisenhauer | Stephen Eisenhauer]] (UNT Programmer Analyst II)
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===ETDplus===
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#'''Co-Principal Investigator:''' [[Matt_Schultz | Matt Schultz]] (MetaArchive Program Manager)
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#'''Co-Principal Investigator:''' [[Katherine_Skinner | Dr. Katherine Skinner]] (Educopia/MetaArchive Executive Director) 
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#'''Project Manager:''' Nick Krabbenhoeft (Educopia Project Manager)
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#'''Evaluator:''' Christina Drummond (UNT, Research Associate Professor)
  
 
==Project Steering Committee==
 
==Project Steering Committee==
 +
 +
===Lifecycle Management of ETDs===
  
 
#[[Martin_Halbert |Dr. Martin Halbert]] (UNT Dean of Libraries and Associate Professor)  
 
#[[Martin_Halbert |Dr. Martin Halbert]] (UNT Dean of Libraries and Associate Professor)  
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#[[Daniel_Alemneh | Dr. Daniel Alemneh]] (UNT Metadata Librarian)  
 
#[[Daniel_Alemneh | Dr. Daniel Alemneh]] (UNT Metadata Librarian)  
  
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===ETDplus===
  
== Getting started ==
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# Dr. Martin Halbert (UNT, Dean of Libraries and Associate Professor)
* [http://www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list]
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# Holly Mercer (University of Tennessee, Knoxville Libraries, Associate Dean for Scholarly Communication and Research Services)
* [http://www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ]
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# Chris Eaker (University of Tennessee, Knoxville Libraries, Data Curation Librarian)
* [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list]
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# Carly Dearborn (Purdue University Libraries, Digital Preservation & Electronic Records Archivist)
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# Gabrielle Michalek (Carnegie Mellon University, Head of Archives & Digital Library Initiatives)
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# Michael Boock (Oregon State University, Head of Center for Digital Scholarship and Services)
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# Mike Furlough (Penn State University, Associate Dean for Research & Scholarly Communications)
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# Austin McClean (ProQuest, Director of Scholarly Communication and Dissertation Publishing)
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# Eli Windchey (Bepress, Vice President of Consulting Services)
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# Joe Swanson, Jr. (Morehouse College, Director of Morehouse School of Medicine Library)
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# Zhiwu Xie (University Libraries Virginia Tech, Associate Professor & Technology Development Librarian)
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# Rachel Howard (University of Louisville, Digital Initiatives Librarian)
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# Cinda May (Indiana State University, Associate Librarian & Public Historian)

Revision as of 13:16, 10 October 2014

Contents

ETD Lifecycle Management Project Wiki

Colleges and universities are steadily transitioning from traditional paper and microfilm formats for graduate theses and dissertations. While this move from print-based to electronic theses and dissertations (ETDs) greatly enhances the accessibility and sharing of graduate student research, it also presents significant challenges for the academic libraries trying to preserve digital content.

Beginning in September 2011 to September 2014, the University of North Texas Libraries, together with the Networked Digital Library of Theses and Dissertations, the Educopia Institute/MetaArchive Cooperative, and the libraries of Virginia Tech, Rice University, Boston College, Indiana State University, Pennsylvania State University, and University of Arizona developed a series of deliverables for support the lifecycle management of electronic theses and dissertations. The deliverables are now available at

Beginning in October 2014 as a follow-on to the Lifecycle Management project, the ETDplus project examines the curation and preservation of research data and complex digital objects that often accompany an ETD submission. The Educopia Institute, in partnership with University of North Texas, and in concert with the Networked Digital Library of Theses and Dissertations (NDLTD), bepress, ProQuest, and the libraries of Virginia Tech, University of Tennessee, Purdue, Carnegie Mellon, Oregon State, Penn State, Morehouse, University of Louisville, and Indiana State will develop and disseminate a series of guidance documents, a curation technology testbed, and an accompanying workshop series to train Electronic Thesis & Dissertation (ETD) program stakeholders.

Grant Submission Materials

Lifecycle Management of ETDs

ETDplus

Grant Deliverables

Lifecycle Management of ETDs

The Lifecycle Management of ETDs project produced three deliverables, now available for download.

ETDplus

  • Guidance Briefs for Preserving & Curating ETD Research Data & Complex Digital Objects: The project will research, develop, and release openly a series of concise topic-driven documents to assist the intended audience with effectively and responsibly preserving and curating ETD research data and complex digital objects. The documents will aim to be both practical and policy-oriented.
  • Curation Workbench: The project will identify the range of open-source technologies that are relevant for preserving and curating ETD research data and complex digital objects and develop model workflows and a pilot testbed that can be used freely by the stakeholder audiences to gain familiarity with such technologies and their proper application to these resources.
  • Training Workshop: The project will design a module-based workshop, available in year two of the project, which will introduce the intended audiences to the topics documented in the Guidance Briefs and provide a thorough demo of the Curation Workbench. Modules will be made openly available.

Project Staff

Lifecycle Management of ETDs

  1. Principal Investigator: Dr. Martin Halbert (UNT Dean of Libraries and Associate Professor)
  2. Co-Principal Investigator: Dr. Katherine Skinner (Educopia/MetaArchive Executive Director)
  3. Project Manager: Matt Schultz (MetaArchive Program Manager)
  4. Assistant Coordinator: Shannon Stark (UNT Strategic Projects Librarian)
  5. Project Programmer: Stephen Eisenhauer (UNT Programmer Analyst II)

ETDplus

  1. Co-Principal Investigator: Matt Schultz (MetaArchive Program Manager)
  2. Co-Principal Investigator: Dr. Katherine Skinner (Educopia/MetaArchive Executive Director)
  3. Project Manager: Nick Krabbenhoeft (Educopia Project Manager)
  4. Evaluator: Christina Drummond (UNT, Research Associate Professor)

Project Steering Committee

Lifecycle Management of ETDs

  1. Dr. Martin Halbert (UNT Dean of Libraries and Associate Professor)
  2. Gail McMillan (VA Tech Director, Digital Library and Archives)
  3. Geneva Henry (Rice University Executive Director, Center for Digital Scholarship)
  4. Dr. Bill Donovan (Boston College Digital Preservation Manager & ETD Administrator)
  5. Xiaocan (Lucy) Wang (Indiana State University Digital Repository Librarian)
  6. Dr. Patricia Hswe (Penn State University Digital Collections Curator)
  7. Yan Han (University of Arizona Associate Librarian for Research Services)
  8. Dr. Daniel Alemneh (UNT Metadata Librarian)

ETDplus

  1. Dr. Martin Halbert (UNT, Dean of Libraries and Associate Professor)
  2. Holly Mercer (University of Tennessee, Knoxville Libraries, Associate Dean for Scholarly Communication and Research Services)
  3. Chris Eaker (University of Tennessee, Knoxville Libraries, Data Curation Librarian)
  4. Carly Dearborn (Purdue University Libraries, Digital Preservation & Electronic Records Archivist)
  5. Gabrielle Michalek (Carnegie Mellon University, Head of Archives & Digital Library Initiatives)
  6. Michael Boock (Oregon State University, Head of Center for Digital Scholarship and Services)
  7. Mike Furlough (Penn State University, Associate Dean for Research & Scholarly Communications)
  8. Austin McClean (ProQuest, Director of Scholarly Communication and Dissertation Publishing)
  9. Eli Windchey (Bepress, Vice President of Consulting Services)
  10. Joe Swanson, Jr. (Morehouse College, Director of Morehouse School of Medicine Library)
  11. Zhiwu Xie (University Libraries Virginia Tech, Associate Professor & Technology Development Librarian)
  12. Rachel Howard (University of Louisville, Digital Initiatives Librarian)
  13. Cinda May (Indiana State University, Associate Librarian & Public Historian)
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