CNI News

An alternative access method for the same information available from the CNI-ANNOUNCE listserv.

CNI Program Plan & Cliff’s Plenary ‘An Evolving Environment’

At the CNI Fall Member Meeting last week in Washington, DC, we released the new CNI 2014-2015 Program Plan, surveying areas that we intend to focus on during this program year. We will be mailing printed copies of the document to our member representatives, and it is now online as well:


CNI Director Clifford Lynch discussed the Program Plan as part of his “2014 in Review and 2015 in Prospect” closing plenary session at the meeting, focusing particularly on privacy and security, software preservation and migration, and sustainability. Video of the talk, An Evolving Environment: Privacy, Security, Migration and Stewardship, is now available on CNI’s two video channels:

YouTube: http://youtu.be/jDCJ9mNQGcE
Vimeo: http://vimeo.com/114426257

Presentation materials from the December 2014 meeting are now available from the respective project briefing pages on the meeting website (http://www.cni.org/mm/fall-2014/). Additional videos will be available soon and we’ll make announcements here as they are ready. To see all videos available from CNI, visit our video channels on YouTube (http://www.youtube.com/cnivideo) and Vimeo (http://vimeo.com/channels/cni).

CNI Digital Scholarship Centers Report and Web Resource

An emerging trend that CNI has been highlighting for the past few years is the establishment of digital scholarship centers or labs in universities and colleges. We invited participation in a workshop to document the current centers and identify good practice, in April, 2014, and 24 institutions who had centers up and running responded to our call. Each participating center completed a template describing its mission, a key project, types of staff available, and services offered. The workshop included sessions on describing how the center had been established, the types of staff involved, the range of services, links to teaching and learning (as links to research were a given), and organizational issues.

We are releasing today our web resource on Digital Scholarship Centers that includes a report of the workshop, the slides associated with presentations given at the workshop, and the descriptions of centers contributed by each institution that participated. It is available at:

We hope that you will find this a useful resource and I would welcome your feedback on the site.
Joan Lippincott
Associate Executive Director
Coalition for Networked Information

Software as Service & Cloud Applications: CNI Exec. Roundtable Report

A report of the CNI Executive Roundtable Software as a Service and Cloud Based Applications, held at the CNI Spring 2014 Membership Meeting, is now available:


There has been a major shift in how some of the largest companies in the software industry are offering their products to the higher education community. Some companies are encouraging institutions to license their software in the cloud and others are providing no choice. The pressure to access software from a provider’s cloud service, rather than from a locally hosted service, is becoming intense. In addition to standard desktop applications software, many universities have moved enterprise level systems cloud-hosted services. On the surface, this change may appear to be merely one of efficiency, but the move to cloud services has the potential to disrupt the ways in which institutions are able to manage their information and the information of their community. There are important procedural and policy questions that must be aired in addition to the financial and control discussions that usually take place when moving operations to the cloud. Roundtable participants discussed their experiences with cloud services, the policies and procedures they have put into place, and the opportunities and risks that they perceive in this environment.

Held at CNI’s membership meetings, CNI Executive Roundtables bring together a group of campus partners, usually senior library and information technology leaders, to discuss a key digital information topic and its strategic implications. The events build on the theme of collaboration that is at the foundation of the Coalition; they serve as a forum for frank, unattributed intra and inter-institutional dialogue on digital information issues and their organizational and strategic implications. In addition, CNI uses roundtable discussions to inform our ongoing program planning process.

Other reports by and related to CNI are at http://www.cni.org/go/cni-reports/. For questions or comments related to CNI Executive Roundtables, please contact CNI Associate Executive Director Joan Lippincott at joan@cni.org.

Roadmap to the December 8-9, 2014 Membership Meeting

A Guide to the Fall 2014
Coalition for Networked Information Membership Meeting

The Fall 2014 CNI Membership Meeting, to be held at the Capital Hilton Hotel in Washington, DC on December 8 and 9, offers a wide range of presentations that advance and report on CNI’s programs, showcase projects underway at member institutions, and highlight important national and international developments. Here is the “roadmap” to the meeting, which includes both plenary events and an extensive series of breakout sessions focusing on current developments in digital information. As always, we have strived to present sessions that reflect late-breaking developments and also take advantage of our venue in the Washington, DC area to provide opportunities to interact with policy makers and funders.

As usual, the CNI meeting proper is preceded by an optional orientation session for new attendees, both representatives of new member organizations and new representatives or alternate delegates from existing member organizations, at 11:30 AM; guests and presenters are also welcome. Refreshments are available for all at 12:15 PM on Monday, December 8. The opening plenary is at 1:15 PM and will be followed by three rounds of parallel breakout sessions. Tuesday, December 9, includes three additional rounds of parallel breakout sessions, lunch and the closing plenary, concluding around 3:30 PM. Along with plenary and breakout sessions, the meeting includes generous break time for informal networking with colleagues and a reception which will run until 7:15 PM on Monday evening, December 8, after which participants can enjoy a wide range of dining opportunities in Washington.

This is going to be one of our largest meetings to date both in terms of registration and the number of breakout sessions, so you’ll have many opportunities to meet colleagues old and new. As part of our commitment to supporting leadership development within our community, we have once again invited the current Council on Library and Information Resources (CLIR) and Association of Research Libraries (ARL) fellows to join us.

The CNI meeting agenda is subject to last minute changes, particularly in the breakout sessions, and you can find the most current information on our website, cni.org, and on the announcements board near the registration desk at the meeting.

We expect to have free wireless access available throughout the meeting; those staying in the CNI hotel room block at the Hilton should also have free wireless access in their rooms. Details will be available at registration.

The Plenary Sessions

We will depart with tradition at this meeting, and instead of giving my usual talk at the start of the meeting, I will be doing this at the concluding session. We will begin the meeting with a conversation, in which I will talk with three colleagues about the changing landscape of information systems in higher education, focusing on community source, shared platforms and systems as services. The colleagues who will join me are James Hilton, Dean of Libraries and Vice Provost for Digital Educational Initiatives at the University of Michigan; he has been in leadership positions in a number of inter-organizational collaborations such as the Digital Preservation Network (DPN) and HathiTrust. Michele Kimpton, Chief Executive Officer of DuraSpace, Inc., has served as the leader of a key community source activity that includes DSpace, Fedora, VIVO, and network-based storage services. Tom Cramer, Chief Technology Strategist at Stanford University, has been a leader, an active participant and developer in a wide array of community platform initiatives. My intent is that this conversation will assist the CNI community in understanding issues like diversity, stability, resilience of the emerging landscape as some community source projects morph into shared, network-based services, the shifting loci of innovation and expertise, the changing role of standards, and the implications of changes in the rate of innovation and deployment. I believe this will be an important and timely conversation that will help our member institutions with their strategic planning and collaboration strategies, and it will include time for questions from the audience.

During the closing plenary, scheduled to start at 2:15 PM on Tuesday, I want to look at recent developments and the ways in which the landscape is changing, building in part on what we’ve learned from the opening conversation, and to outline some key developments I expect to see in the coming years. As part of this, I’ll discuss progress on the Coalition’s agenda, and highlight selected initiatives from the 2014-2015 Program Plan. The Program Plan will be distributed at the meeting (and will be available electronically on the Coalition’s website, cni.org, by December 8). I look forward to sharing the Coalition’s continually evolving strategy with you, as well as discussing recent events and current issues. The closing plenary will include time for questions and discussion, and I am eager to hear your comments.

Highlighted Breakout Sessions

I will not attempt to comprehensively summarize the wealth of breakout sessions here. However, I want to note particularly some sessions that have strong connections to the Coalition’s 2014-2015 Program Plan, as well as a few other sessions of special interest or importance, and to provide some additional context that may be helpful to attendees in making choices. We have a packed agenda of breakout sessions, and, as always, will try to put material from these sessions on our website following the meeting for those who were unable to attend. We will also be capturing a few sessions for later distribution, some using traditional video capture and some using a voice over visuals capture system.

Many CNI member institutions are developing a range of capabilities and organizational strategies related to research data management (including strategies for dealing with big data and services addressing data curation and preservation and the support for new scholarly practices (e-research). Our meeting sessions range from international initiatives to campus programs addressing the needs of researchers with relatively small collections of data. I am very pleased that we will have Phil Bourne, the recently-appointed first Associate Director of Data Science at the National Institutes of Health, providing an update on the Commons, a conceptual framework for the development of a system where research objects (datasets, software, research papers, experiment descriptions, and so on) are readily accessible and shareable by various stakeholders. Another key development is the SHARE initiative, a cross-institutional coordination framework to insure access to the products of federally funded research, in particular publications and the data underlying published research. SHARE is a collaboration between ARL, the Association of American Universities (AAU), and the Association of Public and Land-grant Universities (APLU), and we will have an update on developments in this project.

Additional sessions on data and e-research include:

  • Managing Research Data, in which representatives from three universities and DuraSpace will provide a high level overview of a number of issues.
  • Development of the Small Data Collections Archiving Service, a new program at Johns Hopkins University that addresses scholarly data at a much neglected part of the scale distribution.
  • Under the Mattress, which will address the concerns of confidential data storage in regards to information collected by faculty and graduate students in many disciplines, especially data that involves security and privacy concerns. This is a critical topic and one that many institutions have largely avoided because of its complexity.
  • Publishing and Preserving Data as Primary Research Objects, where representatives from Portico, IEEE, and Johns Hopkins University will describe developing a framework to connect publications and their linked data and to preserve that connection. This exploratory work is a very interesting counterpoint and complement to some of the more traditionally based efforts to extend article citation practices to datasets.

An area of increasing interest in many research universities is research metrics, understanding the impact of a scholar’s output in his or her community. In a presentation from the University of Minnesota, we will learn about an interface they are developing that produces profiles of scholarly output and research metrics for medical school faculty while exploring new ways to contextualize, through visualization and statistical analyses, these metrics to inform their responsible interpretation.

Addressing many aspects of scholarly workflow will enable others to make use of the data that scientists collect and produce. The Center for Open Science will describe its Open Science Framework, which is actually applicable across a very wide range of scholarly disciplines, not just the sciences, and how it intends to connect to other tools to develop a research ecosystem. We will have a report from the Smithsonian Institution on making currently hidden scientific field note collections accessible. This work is part of a larger trend to capture, preserve and share raw materials that are byproducts of the processes of scholarship and not themselves intended for publication but contain information that goes beyond what is part of the usual scholarly record; they are a trove of valuable but traditionally elusive and fragile information.

We will have a session updating work and deployment on the open annotation standard, which will have important implications for scholarly work in all disciplines, particularly in terms of integrating resources.

An issue gaining new emphasis in CNI’s program is privacy: focusing on how institutions and broader community collaborations are addressing privacy issues related to research, education, and communications at both technical and policy levels. Two sessions will explore this topic; one panel will explore libraries and user privacy and another will examine educational analytics. Both of these are areas where I think we have a lot of work to do in terms of both transparency and protecting privacy. The presenters in both sessions will welcome discussion from attendees.

Digital humanities from various perspectives will be featured in a number of sessions. Prior to the start of this membership meeting, we will have convened two Executive Roundtables on “Supporting Digital Humanities,” bringing together a number of institutions that are involved in providing infrastructure, tools, and services for faculty and students working on innovative projects. We will be discussing how institutions are developing strategies to offer services at scale, rather than as support for unique projects driven by one or a small group of faculty, often supported by generous grant funding. I’ve scheduled a project briefing to provide an update to any CNI attendees who are interested in this topic; we had extraordinarily high demand to participate in the roundtable, which is limited in attendance to permit a genuine conversation, and despite being able to schedule a second session of the roundtable we had to turn away many interested institutions. I’ll try to summarize the major themes that emerged from the discussions during that session. Note that, as with other Executive Roundtables, a written report synthesizing issues from the roundtable will be available in the months following the fall membership meeting.

Additional sessions addressing digital humanities are:

  • The Shelley-Godwin Archive, a project that will explore the next generation literary archive, including the involvement of “citizen humanists”
  • Archives and Digital Humanities, with programs from two institutions that are developing initiatives to involve students directly in archival work in their courses
  • Hybrid and Fluid by Design, discussing collective capacity building for digital humanities at Pennsylvania State University

Joan Lippincott, CNI’s Associate Director, will describe the findings from a workshop we held on Digital Scholarship Centers in conjunction with our spring membership meeting in St. Louis. She will also discuss next steps in that program. An increasing number of institutions are creating these centers, often in libraries, to provide a means for all sectors of the university to be able to use high-end technology and tools with support from expert staff. Note that a web-based in-depth report from the spring 2014 workshop will be available on CNI’s site shortly.

A core area of CNI’s program has highlighted innovations in institutional repositories. We will have a multi-institutional update on the Fedora 4 early adopters, and a session will provide perspectives from three universities (Wake Forest, Ohio State, and Northwestern) that are examining next steps in their information infrastructure. Yale University will highlight its plan to unify digital collections with a single software framework and will discuss the challenges of scale and security in planning efforts for the future. The University of Chicago and the National Library of Wales will describe their developments in digital repositories that each integrate content from multiple partners.

A variety of sessions will discuss topics related to large or comprehensive digital libraries. One of these will provide a summary of the spring 2014 report “Developing a 21st Century Global Library for Mathematics Research,” which resulted from a National Academies study that I co-chaired with Professor Ingrid Daubechies of Duke University. Tim Cole of the University of Illinois Urbana-Champaign, a member of the study committee, and Patrick Ion of the American Mathematical Society, who is deeply involved in follow-on implementation planning discussions, will join me in this presentation. Representatives from a German Research Foundation (DFG)-funded project called DeLiVerMATH, will describe their efforts to ensure efficient and user-friendly mathematical knowledge for the community via improved methods and tools for content indexing; this will be a very nice complement to the broader look at the literature of mathematics and how it may evolve in a digital world.

I think participants will be fascinated by a presentation from the Smithsonian on a project to do production level capture of very large artifactual collections using 3D imaging technologies. This begins to open up the next stage of mass digitization, as we move beyond two-dimensional objects, such as printed pages, to an enormous range of other materials. Understanding the evolving cost, feasibility and quality tradeoffs here will be critical in developing community strategies and the timelines to implement them.

Presenters from the Digital Public Library of America, the Texas Digital Library, Duke University, and the University of Michigan will describe their efforts to meet the intellectual property and access challenges for large scale digital collections, whether aggregations or repositories.

Just prior to the Las Vegas American Library Association (ALA) meeting this summer, I had the opportunity to attend a day-long invitational meeting as part of an Institute of Museum and Library Services (IMLS) grant looking at the implications of consumer products (specifically music in this case, rather than e-books, which have been better studied) migrating to licensed, disembodied, purely digital files. Going in I knew that a major problem was emerging in our ability to preserve and provide access to these segments of the cultural record as they transition to digital form, but I had not realized quite how serious the problem had already become. I have invited John Vallier to share his findings, which are deeply disturbing and I believe call for a rapid, multi-pronged strategic response from our community.

Large digital libraries or collections allow new types of research to be performed, notably through text mining technologies. For example, Montana State University developed a project to do sentiment analysis of Twitter data on the topic of public data sharing. At Notre Dame, they worked with a historic digitized collection of trial transcripts to analyze the relationship between religious tolerance and political economy in the period 1649-1700. The University of California, Los Angeles, has developed Snatch, an archiving and analysis service for global news, which will include a number of sophisticated tools. We’ll have reports on all of these efforts.

A number of sessions will address digital preservation, a central part of CNI’s program. As always, I am delighted to have David Rosenthal of Stanford University share his thoughts on the latest developments in digital preservation, and in this case about the odds of preserving various types of content and what we might want to do about that. This is very closely connected to some of the thinking CNI has been doing about how to scope the broad cultural record as it is transformed in the digital environment, and to examine both the risks of loss and the extent of preservation arrangements as an approach to measuring digital preservation successes, failures, resource allocation strategies, and coverage. You will also see this strategy reflected in many of the other digital preservation sessions at this meeting.
Stewarding New York Public Library’s Audio and Moving Image Research Collections into the Future will be a very important presentation in which the New York Public Library (NYPL) will share publically, for the first time, the results of an Andrew W. Mellon-funded study to understand how much of its audio and moving image collections are at risk due to obsolete technology and deteriorating media. We know that in institutions throughout the world there are large audio and moving image (film and video) collections that are at immediate risk; there is a window of perhaps 10 or 20 more years for action, in large measure digitizing the content from these collections. After that window closes most of the material will be lost forever. We know that the problem is large, and expensive, but we don’t know how large or how expensive. The NYPL data complements the excellent contributions that Indiana University made a couple of years ago in analyzing their own holdings, and which resulted in substantial funding at Indiana for an institutional rescue digitization program. We are going to need more studies of the scale of at-risk institutional collections and the cost of dealing with this stewardship emergency in order to mobilize the necessary resources, and given the extraordinarily rich collections at NYPL, the information they will share provides a vital data point.

Additional sessions on digital preservation are:

  • Ensuring Access to Digital Back Copy, featuring Peter Burnhill of the EDINA project in the UK, who will discuss the Keeper’s Registry, which monitors what memory institutions are curating; he will also discuss problems of reference rot. Keeper’s is an essential (and largely unrecognized) piece of the overall preservation infrastructure, particularly for scholarly journals. I’m delighted that Peter is able to join us for an update on developments in this area and other related work.
  • The 2014 National Agenda for Digital Stewardship, reporting on an important annual roadmap for national priorities from the Library of Congress-led National Digital Stewardship Alliance that serves as a very helpful, succinct overview of shifting priorities.
  • E-Journal Archiving, which will review studies and report on a variety of initiatives that are working to ensure ongoing access to born digital journal content.
  • Falling through the Cracks, which will describe how our institutional structures actually impede preservation.
  • Expanding E-journal Preservation, a Columbia/Cornell project that is continuing important work on understanding and improving the coverage of various types of periodicals and journals by major preservation initiatives.

New developments in publishing and innovations in scholarly communication will be topics of a number of sessions. A session from new CNI member Public Library of Science (PLOS) will showcase a highly flexible and customizable editorial and production workflow system for journals, conference proceedings, and other content; I was fortunate to have a preview of this system a few weeks ago, and I think CNI members will find this extremely interesting. We will have an update on the progress of the Library Publishing Coalition and its interest in coordinating a wide array of stakeholders in order to move from collective action to collective impact.

Discovery and linked data are topics of interest to many in the CNI community. Two sessions on linked data will include speakers from the National Library of Medicine, Cornell University and Stanford University. The University of Illinois Urbana-Champaign will describe its project, working with OCLC, to transform bibliographic records into linked data and speakers from a University of Montana project, also working with OCLC, will describe their efforts to establish semantic identity for accurate representation on the web in order to make library resources more accessible. Representatives from Northeastern University, JSTOR, and Ex Libris will discuss the benefits of collaboration in optimizing content coverage in library discovery systems. Speakers from the University of Central Florida, Old Dominion University, and EBSCO will present information on supporting topical research in discovery services and the drive to produce more relevant results. Roger Schonfeld of Ithaka S+R will challenge librarians to carefully think through how they see the library’s role in discovery systems; this session will focus on ideas presented in an issue brief he wrote earlier this year and we anticipate a lively discussion on this topic.

We will also have a multi-institutional session on BIBFRAME, the Bibliographic Framework Initiative.

As we will discuss in the opening plenary conversation, many institutions are participating in cloud solutions or network based services of various types, some involving open source communities and others employing commercial services. One briefing will discuss how the University of Tennessee, University of Oklahoma, Boston College and Ex Libris are thinking about and employing the cloud to realize efficiencies. We will also have an update on the inaugural Digital Preservation Network (DPN) pilot project findings and the next steps in that program. In addition, we will have a report on the Global Open Knowledgebase, which is a collaborative project involving Kuali OLE and Jisc, to provide an open data repository designed to support how electronic collections are acquired and managed by libraries; they are developing new applications for the collaborative platform.

Explorations of how organizations are developing new services are also key components of CNI’s program. We will have a session with presenters from the National Institutes of Health Library and the University of Nevada, Reno, in which they will describe their 3-D printing initiatives.

Northwestern University is developing an analytics dashboard for Coursera MOOC discussion forums; this will assist faculty with analysis of an important aspect of those courses.

OCLC and the Wikimedia Foundation will discuss increasing library visibility through a variety of strategies involving Wikipedia.

An area that has been of long-standing interest to CNI is the identity and name management challenge in the attribution of scholarship and the management of the scholarly record. Ken Klingenstein from Internet2 will provide an update on Internet identity and its interactions with the research and education community; there’s a lot that has been happening in this area. There will also be a discussion of the evolution of VIVO software, standards, and open-source community. As I have learned more about VIVO, it has become clear to me that it is really both a system and a set of interoperability standards or agreements being developed in collaboration with groups like CASRAI that will find application in a wide range of different systems. I believe that this work coming out of VIVO merits close attention and may form an important part of the long term infrastructure for scholarly biography, bibliography, and social networking.

We know our members are always interested in understanding funding opportunities for digital projects, and we will have a session with panelists from IMLS, the National Endowment for the Humanities, the National Historic Records and Publications Commission, and CLIR describing their latest grant programs.

There is much more, and I invite you to browse the complete list of breakout sessions and their full abstracts on the CNI website. In many cases you will find these abstracts include pointers to reference material that you may find useful to explore prior to the session, and after the meeting we will add material from the actual presentations, including selected video recordings, when they become available to us. You can also follow the meeting via Twitter, using the hashtag #cni14f.

I look forward to seeing you in Washington, DC this December for what promises to be another extremely worthwhile meeting. Please contact me (cliff@cni.org), or Joan Lippincott, CNI’s Associate Director (joan@cni.org) if we can provide you with any additional information on the meeting. Safe travels.

Clifford Lynch

E-Book Strategies: CNI Exec. Roundtable Report

A report of the CNI Executive Roundtable E-Book Strategies, held at the CNI Fall 2013 Membership Meeting, is now available:


E-books are being deployed at scale; libraries are acquiring them as significant parts of their collections and textbooks are moving to digital formats in a variety of settings and models. A wide range of topics related to the use and management of e-books in research, teaching and learning were discussed during two separate convenings of this roundtable. Participants explored the myriad questions that these new directions raise for institutions, the strategies that institutions are using to make choices among the paths available, the stakeholders involved, and the new programs and projects that some CNI members are planning or have implemented.

Held at CNI’s membership meetings, CNI Executive Roundtables bring together a group of campus partners, usually senior library and information technology leaders, to discuss a key digital information topic and its strategic implications. The events build on the theme of collaboration that is at the foundation of the Coalition; they serve as a forum for frank, unattributed intra and inter-institutional dialogue on digital information issues and their organizational and strategic implications. In addition, CNI uses roundtable discussions to inform our ongoing program planning process.

Other reports by and related to CNI are at http://www.cni.org/go/cni-reports/. For questions or comments related to CNI Executive Roundtables, please contact CNI Associate Executive Director Joan Lippincott at joan@cni.org.

BitCurator Forum in NC 1/9/2015

Announcing this conference on behalf of our colleagues at Educopia.

–Joan Lippincott

2015 BitCurator Users Forum

Date: Friday, January 9, 2015

Location: Wilson Library, University of North Carolina, Chapel Hill, NC

Conference Website and registration: http://educopia.org/events/BUF2015

Hashtag: #BUF15

Join BitCurator users from around the globe for a hands-on day focused on current use and future development of the BitCurator digital software environment. Hosted by the BitCurator Consortium (BCC), this event will be grounded in the practical, boots-on-the-ground experiences of digital archivists and curators. Come wrestle with current challenges—engage in disk image format debates, investigate emerging BitCurator integrations and workflows, and discuss the “now what” of handling your digital forensics outputs.

Panels and Panel Chairs include:
Workflow Exchanges: Matthew Farrell (Duke University)

Choosing a Disk Image Format: Erika Farr (Emory University)

Integrations and Future Work: Christopher (Cal) Lee (UNC) & Kam Woods (UNC)

The program and travel and registration information is available at http://educopia.org/events/BUF2015

CNI Mtg Schedule of Events Posted

The complete Schedule of Events for CNI’s Fall 2014 Membership Meeting, including full schedule and all session descriptions, is available for download from the meeting website:


We will be posting meeting updates from the CNI Twitter account (http://twitter.com/cni_org) using the hashtag #cni14f and we encourage others to do the same. The meeting will be held Dec. 8-9 at the Capital Hilton Hotel in Washington, DC.

We look forward to seeing you in DC in December!

CALL for Proposals: Tenth International Conference on Open Repositories 2015

CNI is pleased to serve again this year as a cooperating organization for the Open Repositories (OR) Conference.

Read it online: http://www.or2015.net/call-for-proposals/
Text only version: https://wiki.duraspace.org/display/or11/CfP+markdown

The Tenth International Conference on Open Repositories, OR2015, will be held on June 8-11, 2015 in Indianapolis (Indiana, USA). The organizers are pleased to invite you to contribute to the program. This year’s conference theme is:


OR2015 is the tenth OR conference, and this year’s overarching theme reflects that milestone: Looking Back/Moving Forward: Open Repositories at the Crossroads. It is an opportunity to reflect on and to celebrate the transformative changes in repositories, scholarly communication and research data over the last decade. More critically however, it will also help to ensure that open repositories continue to play a key role in supporting, shaping and sharing those changes and an open agenda for research and scholarship.

OR2015 will provide an opportunity to explore the demands and roles now expected of both repositories and the staff who develop, support and manage them – and to prepare them for the challenges of the next decade. We welcome proposals on this theme, but also on the theoretical, practical, organizational or administrative topics related to digital repositories. We are particularly interested in:

1. Supporting Open Scholarship, Open Science, and Cultural Heritage Online

Papers are invited to consider how repositories can best support the needs of open science, open scholarship, and cultural heritage to make research as accessible as possible, including:

* Open access, open data and open educational resources
* Scholarly workflows, publishing and communicating scientific knowledge
* Compliance with funder mandates
* Considerations for cultural heritage and digital humanities resources

2. Managing Research (and Open) Data

Papers are invited to consider how repositories can support the needs of research data. Areas of interest are:

* Data registries
* Storage
* Curation lifecycle management
* Management and digital preservation tools

3. Integrating with External Systems

Papers are invited to explore, evaluate, or demonstrate integration with external systems, including:

* CRIS and research management systems
* Notification systems (e.g. SHared Access Research Ecosystem (SHARE))
* Remote identifier services (e.g. ORCID, DOI, etc.)
* Preservation services
* Archival systems (e.g. CALM or Archivists’ Toolkit)

4. Re-using Repository Content

Papers are invited to showcase how repository content can be re-used in the context of:

* Discipline-based repositories and services
* Discovery services
* Integration of semantic technologies
* Repository networks

5. Exploring Metrics and Assessment

Papers are invited to present experiences on scholarly metrics and assessment services, particularly:

* Bibliometrics
* Downloads (e.g. COUNTER compliance)
* Analytics
* Altmetrics

6. Managing Rights

Papers are invited to examine the role of rights management in the context of open repositories, including:

* Research and scholarly communication outputs
* Licenses (e.g. Creative Commons, Open Data Commons)
* Embargoes
* Requirements of funder mandates

7. Developing and Training Staff

Papers are invited to consider the evolving role of staff who support and manage repositories across libraries, cultural heritage organizations, research offices and computer centres, especially:

* New roles and responsibilities
* Training needs and opportunities
* Career path and recruitment
* Community support

8. Building the Perfect Repository

Papers are invited to look ahead to OR16 and beyond to consider what the perfect repository looks like:

* Key features and services
* Who would be its users?
* How would it transform scholarly communication?
* What lessons have been learned since the first OR?
* Or, is it a pipe dream and there’s no such thing?

Submissions that demonstrate original and repository-related work outwith these themes will be considered, but preference will be given to submissions which address them.


30 January 2015: Deadline for submissions and Scholarship Programme applications

27 March 2015: Submitters notified of acceptance to general conference

10 April 2015: Submitters notified of acceptance to Interest Groups

8-11 June 2015: OR2015 conference


Conference Papers and Panels
Two to four-page proposals for presentations or panels that deal with digital repositories and repository services (see below for optional Proposal Templates). Abstracts of accepted papers will be made available through the conference’s web site, and later they and associated materials will be made available in an open repository. In general, sessions will have three papers; panels may take an entire session. Relevant papers unsuccessful in the main track will automatically be considered for inclusion, as appropriate, as an Interest Group presentation, poster or 24/7.

Interest Group Presentations
The opportunity to engage with and learn more about the work of relevant communities of interest is a key element of Open Repositories. One to two page proposals are invited for presentations or panels that focus on the work of such communities, traditionally DSpace, EPrints and Fedora, describing novel experiences or developments in the construction and use of repositories involving issues specific to these technical platforms. Further information about applications for additional Interest Groups and guidance on submissions will be forthcoming.

24×7 Presentations
One to two-page proposals for 7 minute presentations comprising no more than 24 slides. Similar to Pecha Kuchas or Lightning Talks, these 24×7 presentations will be grouped into blocks based on conference themes, with each block followed by a moderated discussion / question and answer session involving the audience and whole block of presenters. This format will provide conference goers with a fast-paced survey of like work across many institutions, and presenters the chance to disseminate their work in more depth and context than a traditional poster.

“Repository RANTS” 24×7 Block
One block of 24×7’s will revolve around “repository rants”: brief exposés that challenge the conventional wisdom or practice, and highlight what the repository community is doing that is misguided, or perhaps just missing altogether. The top proposals will be incorporated into a track meant to provoke unconventional approaches to repository services.

“Repository RAVES” 24×7 Block
One block of 24×7’s at OR2015 will revolve around “repository raves”: brief exposés that celebrate particular practice and processes, and highlight what the repository community is doing that is right. The top proposals will be incorporated into a track meant to celebrate successful approaches to repository services.

One-page proposal for posters that showcase current work are invited from researchers, repository managers, administrators, developers and practitioners. There will be the opportunity to make a 60-second pitch for your poster during “minute madness” and a chance for attendees to view and to discuss your work during the poster reception.

2015 Developer Track
Each year a significant proportion of the delegates at Open Repositories are software developers who work on repository software or related services. OR2015 will feature a Developer Track which will provide a focus for showcasing work, exchanging ideas and participating in “lightning rounds”. Further details and guidance on submissions to the Developer Track will be forthcoming. Developers are also encouraged to contribute to the other tracks as papers, posters, 24×7 presentations, repository raves and rants 24×7 blocks.

Workshops and Tutorials
One to two-page proposals for workshops and tutorials addressing theoretical or practical issues around digital repositories are welcomed. Please address the following in your proposal:

* The subject of the event and what knowledge you intend to convey
* Length of session (e.g., 1-hour, 2-hour, half a day or a whole day)
* A brief statement on the learning outcomes from the session
* How many attendees you plan to accommodate
* Technology and facility requirements
* Any other supplies or support required
* Anything else you believe is pertinent to carrying out the session

Proposal Templates
The OR2015 proposal templates are a guideline to help you prepare an effective submission. They are provided in both the Word document and plain-text Markdown formats and provide details around the requirements for conference papers and panels (DOC, TXT, RTF) and 24/7’s and posters (DOC, TXT, RTF).

Submission system
The conference system will be open for submissions by 15 December 2014. PDF format is preferred.


We will be publishing guidelines for conduct for OR2015.


OR2015 will again run a Scholarship Programme which will enable us to provide support for a small number of full registered places (including the poster reception and banquet) for the conference in Indianapolis. The programme is open to librarians, repository managers, developers and researchers in digital libraries and related fields. Applicants submitting a paper for the conference will be given priority consideration for funding. Please note that the programme does not cover costs such as accommodation, travel and subsistence. It is anticipated that the applicant’s home institution will provide financial support to supplement the OR Scholarship Award. Full details will shortly be available on the conference website.

Program Co-Chairs

Holly Mercer, University of Tennessee
William J Nixon, University of Glasgow
Imma Subirats, FAO of the United Nations

contact: or15-program-chairs@googlegroups.com

Local Hosts

Indiana University Bloomington Libraries
University of Illinois at Urbana-Champaign Library
Virginia Tech University Libraries

contact: or2015@indiana.edu

Conference Website and Social Media

website: http://or2015.net/

twitter:@OR2015Indy and #or2015

facebook: https://www.facebook.com/or2015

NIH Request for Information: Teaching and Learning Resources for Biomedical Data Management and Data Science

As part of the National Institutes of Heath program Big Data to Knowledge (BD2K) Initiative, they have been issuing a number of requests for information. This one, which is open till the end of 2014, deals with teaching and learning resources. See below for some brief highlights and a pointer for more information.

Clifford Lynch
Director, CNI


Request for Information (RFI) on the NIH Big Data to Knowledge (BD2K) Initiative Resources for Teaching and Learning Biomedical Big Data Management and Data Science (Notice number NOT-LM-15-001)

An excerpt,
Some needed instructional resources for training in data management and data science are already available. Please identify resources and materials of interest with characteristics such as, but not limited to:
·         Graduate-level short courses, tutorials and workshops (online, in-person or hybrid) that are open to all;
·         Graduate-level online tutorials and modules;
·         Massive Open Online Courses (MOOCs;
·         Curriculum plans or resources (including sample datasets or data management plans used in data management training;
·         Evaluation approaches for online data science or data management courses.
NIH is interested in collections (aggregations) of the above as well as individual topics. Materials for self-guided learning must be available online or for download in standard digital formats.
For each class or learning resource, please provide information that will help NIH identify and locate the resources, such as:
·         The name of the course or resource;
·         A URL for the online resource or a site that describes or offers the resource;
·         The sponsor of the resource, such as organization or instructor.
Additional information, is also welcome, including comments about the course or resource.

PASIG Updates

The next meeting of the Preservation and Archiving Special Interest Group will take place at the University of California, San Diego, on Marcy 11-13, 2015, immediately following the Research Data Alliance plenary, which is also taking place in San Diego.

More information will be available at


In the interim, the material from the Fall 2014 PASIG meting in Karlsruhe, Germany is now available  via a link on the same site.

Clifford Lynch
Director, CNI

Last updated:  Friday, February 1st, 2013