dspace marketing and policy planning

  Margret Branschofsky DSpace User Support Manager DSpace User Meeting, Mar. 2004 dspace.mit.edu 2004 TM   Marketing – MIT Experience & New Plan  Discussion  Policy Planning – MIT Experience  Discussion dspace.mit.edu 2004 TM    If we build it, will they come?  Surveys  Create awareness of DSpace  Needs assessment  Faculty Advisory Committee dspace.mit.edu 2004 TM    Gain experience with different kinds of communities  Evaluate functionality  Test workflow  Evaluate support requirements  Provide examples for other communities dspace.mit.edu 2004 TM     Publicity – DSpace Name Branding  How many impressions needed to adopt new technology?  Marketing wisdom – 5 impressions  California Digital Library – 7 impressions  Variety of marketing vehicles – targeted messages dspace.mit.edu 2004 TM   !  Press releases- internal and external publications  Brochures, Website  Take advantage of marketing opportunities  Technology Fair, Faculty Orientation  Presentations to university groups with interest in problem space  publishers, techies, communications  Announcements on group email lists  Organize events around issues  Intellectual property, Digital Preservation dspace.mit.edu 2004 TM "# $%   Identify Audiences  Faculty, Labs, Centers, Depts, Administration  Describe characteristics of each audience  Identify decisions makers and influencers dspace.mit.edu 2004 TM Department/lab Wants: Easy, feature-rich publishing Benefits Differentiators Critical Needs: Stature Visibility DSpace Services Needs: Safe, cost-effective, searchable publishing solution DSpace Department /lab web sites Faculty sites Department/lab Wants: Easy, feature-rich publishing Benefits Differentiators Critical Needs: Stature Visibility DSpace Services Needs: Safe, cost-effective, searchable publishing solution DSpace Department /lab web sites Faculty sites Department/lab Wants: Easy, feature-rich publishing Benefits Differentiators Critical Needs: Stature Visibility DSpace Services Needs: Safe, cost-effective, searchable publishing solution DSpace Department /lab web sites Faculty sites & '()(* ) +# ,(+- Faculty Benefits Differentiators Services/ Offerings DSpace Wants: No extra work Needs: Safe, cost-effective, searchable publishing solution Critical Needs: Legacy Recognition of leadership in field Department /lab web sites faculty sites dspace.mit.edu 2004 TM " %   Market Segmentation  Select targets – communities and faculty  Potential for success  Influential, high profile  Do market research  Community and faculty web pages  Personalized information in presentation [...]... faculty and communities whose websites are just starting to list publications dspace. mit.edu 2004 Questions Discussion TM Policy Planning      Institutional repository – new beast Policies define and shape repository service Response to needs of potential users Needs grow & change over time Thoughtful policies build confidence in new ventures dspace. mit.edu 2004 TM Guidance, Advisors  Policy Committee... responsibilities towards the community? (Services) What are the library's rights?    E.g If a community dissolves What are the university's responsibilities? Is a Memorandum of Understanding (MOU) between the community and the DSpace provider required? dspace. mit.edu 2004 TM Content Policies   Decisions about content left to community? Categories of content discussed at MIT:         Research Theses... policies – who holds rights dspace. mit.edu 2004 TM Community Policies  What is a Community in DSpace?   Eligibility criteria What responsibilities does a DSpace Community take on?    Decisions about content, submitters, access Who inputs metadata? What rights does a DSpace Community retain?  Who owns content? dspace. mit.edu 2004 TM Community Policies   What are the library's responsibilities towards... source materials Electronic records Born digital only or historic collections Overall DSpace content guidelines? dspace. mit.edu 2004 TM Access Issues  Open to the world?      Different qualities of access? Fee or free? Access restricted to institution? Access restricted to a group? Invisible items? When to open access? dspace. mit.edu 2004 TM Metadata Policies    Who submits metadata? Quality control?... What do you do with old versions of items that have been updated? dspace. mit.edu 2004 TM Financial Policies  Cost sharing   Revenue sharing   Space allocation, preservation services Theses, MIT Press Value-added services  Metadata creation, scanning, re-formatting, copyright clearing dspace. mit.edu 2004 TM Lessons Learned “The policy of being too cautious is the greatest risk of all.” Jawaharlal... broadly Don’t allow policies to impede success Let users drive service as much as possible Share policies Tolerate uncertainty dspace. mit.edu 2004 TM Policy Choices Will Drive Success      Acceptance Adoption Operational sustainability Evolution Long-term affordability dspace. mit.edu 2004 Questions Discussion ... counsel Institution’s Policies dspace. mit.edu 2004 TM Intellectual Property Policies  Deposit License   Distribution licenses   Click-through or paper Creative Commons Lay groundwork for future content availability  Get rights before it’s too late     Publisher copyright transfer agreements Student work Performances Know your institution’s policies – who holds rights dspace. mit.edu 2004 TM Community... Possibility for “premium” service  Metadata Unit  Consultation, Metadata creation dspace. mit.edu 2004 TM Preservation Policies    What types of files are accepted? What types of files are supported? How will preservation efforts be funded?   Cost Sharing, Endowments? Are all collections of equal long-term value? dspace. mit.edu 2004 TM Withdrawal, Retention, Versioning Policies     Can items... stories, examples from similar audience Associate with success – international renown dspace. mit.edu 2004 TM Encourage activity in existing communities       Usage statistics on monthly basis Survey communities for feedback Annual form to verify policies, contacts Announcements, newsletter User group Offer re-training dspace. mit.edu 2004 TM Timing  During semester faculty are listening    Administrative... Targeted Communications Vehicles  Presentations   Personal communications to target community heads, faculty and administrators    Enlist subject librarians to identify opportunities letters, emails, phone calls Brochures targeted to particular audiences Follow-up communications on a regular basis dspace. mit.edu 2004 TM Phase 3 – Tailored Messaging personal information  Get attention by using  How . Branschofsky DSpace User Support Manager DSpace User Meeting, Mar. 2004 dspace. mit.edu 2004 TM   Marketing – MIT Experience & New Plan  Discussion  Policy Planning. examples for other communities dspace. mit.edu 2004 TM     Publicity – DSpace Name Branding  How many impressions needed to adopt new technology?  Marketing wisdom – 5 impressions  California. dissolves  What are the university's responsibilities?  Is a Memorandum of Understanding (MOU) between the community and the DSpace provider required?