JUDITH THOMAS: Welcome.
Glad you're here for the latest in our lunch and learn series.
This session is covering the use of Libra and ORCID
for open educational resources.
And our Open Access librarian, Winston Barham,
will be leading the session.
So Winston, I'll turn it right over to you.
WINSTON BARHAM: All right, thank you, Judith.
Thank you, Bethany, for this opportunity to present.
I have been at this job for about a year.
It's my latest venture with the library.
And I've learned a lot and want to pass this on to colleagues,
to researchers, and open this up,
especially as regards open educational resources
and what the library can do for you.
I understand that the grants for discovering and creating OERs
come with a stipulation that something
must be published open access.
And so we would like to help further that.
I'm going to share my screen, get right to a few links.
Let me see.
OK, you should see a web page that says Libra:
Search and Submit.
This is the portal to the Libras, of which UVA has three.
And I'm scrolling down.
LibraETD is the one for electronic theses
and dissertations that most of the schools at UVA
require in electronic submission.
We have some other things that don't strictly
fit into theses and dissertations
like some undergraduate capstone ones,
but those also can go into LibraETD.
So for open educational resources,
you probably wouldn't be using this instance.
The other two that would be more relevant
are LibraOpen and LibraData.
We have an instance of data verse, which
you may be familiar with, that allows
you to deposit data sets, software, other research
products.
It will basically take just about any file in just about
any format.
But it's primarily used for data sets.
LibraOpen is the place for monographs, articles,
white papers, great literature, anything.
I have facilitated conference proceedings
blog posts to be put on there.
It really is for anything that you would like to have open.
And by open, I mean world accessible.
And I want to pull that, to unpack that a bit.
I'm going to stop sharing my screen for a minute.
There is a short list of the metadata requirements.
I actually stopped a little too early.
I am going to pull that right back up
so that you can see what it looks like when
you go to deposit a work.
You get a dashboard.
If you have an ORCID profile--
and we will get to that in the second part
of my presentation-- then it will automatically
populate that, if you have connected your ORCID profile
with UVA.
Again, we'll get back to that.
If I want to create a work, I'd just
get this metadata ingestion form.
You'll notice it's prepopulated, as
if I am the author, with my computing ID.
And then it pulls information from the University's LDAP.
So these, however, are free text.
They're prepopulated, but you don't
have to accept what's there.
If I have more than one author, I can add those.
Unfortunately, there's no batch upload of authors.
They have to be added one at a time.
So I will typically try to limit what's on there.
Everything else should be self explanatory.
We do require an abstract.
So you would want to prepare that in advance.
And we have a number of CC licenses to choose from,
Creative Commons licenses.
And there's more information on there.
We typically will recommend that you
use CC BY, which means that anyone can re-use,
repost your work as long as they give you credit for it.
There are some other choices, but I want to, again,
unpack a little bit of this.
CC BY-NC, non-commercial, is commonly chosen.
That means other people can't make money off your work.
However, I want to unpack that a little bit.
You've already provided this for free.
So if someone is going to pay for the work
that you've already provided for free,
I guess as one promoter has said,
that's sort of your penalty for not being able to search
the internet, if you're paying for content
that's freely available.
But that also covers something like, say,
someone wants to translate your work into another language.
They would be expected to receive compensation for that
and they wouldn't have to get your permission
if you choose CC BY.
For derivatives, the ND, no derivatives.
Say, someone wanted to excerpt or abridge your work,
they would, again, have to get permission from you.
So the CC BY is the one that we recommend
the most for allowing, really, the least restrictions.
Unless if you really do want to contribute this
to public domain and not even receive credit for it,
there's a CC 0 license, which essentially
releases all claims to intellectual property on that.
We do have some colleagues who are using that,
but I think most people would be using CC BY.
So that's something that you would
want to decide in advance of beginning this.
Keywords, again, comma separated or not,
allowed in this instance of Libra.
So you would want to choose carefully on that.
Related URL.
If you are published in another institutional repository
or if you have a commercially derived version,
you would be able to link to it from Libra.
Those are a couple of instances.
And then finally, choosing the visibility with which
you're comfortable.
I will always start and create the metadata record
using private.
But then I will open it back up once I'm satisfied with it.
And then we just have a checkbox for providing informed consent.
I'll pause there and see if anyone has any questions.
All right, hearing none.
I wanted to talk a little bit more
about just what it means to publish
in an institutional repository.
In as much as anything persists permanently
in the digital world, we have to tread a little bit lightly.
However, an institutional repository like Libra
has all of the force of the library world
behind it, doing what libraries and librarians have
done for centuries, which is preserve a robust archive
and make things discoverable.
So that's always been libraries' jobs.
And so we rely on our best archival practices
to drive Libra open so that it is a more--
as stable as you can possibly be in the digital world.
Now, Google has pulled the plug with little notice
on some of their products.
Google Scholar could go away tomorrow.
And so this provides more robust ways
of ensuring preservation of your work.
Of course, text-based resources, that's the easy part.
We typically recommend, unless there's a good reason
otherwise, to use PDF.
And I will go the extra step, since I have Adobe Pro,
and create an archival standard PDF/A
if I'm given the chance to do that.
It makes it more searchable and applies archival standards
to that.
Text is kind of the easy part.
If you have more moving parts, such
as you want people to be able to interact with HTML or with XML,
those are possible.
We prefer that if, say, you have PowerPoint,
that you do convert that to a PDF
rather than put the proprietary Microsoft software there.
I guess a lot of the other content
that we get requests for is audiovisual.
And that can depend on the size as to where it goes.
LibraOpen does have a data limit for a single file.
Though you can upload as many files
as you want to and put them on the same record.
But if it goes over the limit, we have access to Avalon
and we can put it in Avalon, where it can be streamed.
Again, that's part of our suite of archival and preservation
resources that is specifically for time-based media.
If you only have an audio recording
and you are comfortable compressing it,
then it should easily fit.
And even smaller videos should easily fit on a Libra record.
Avalon would need mediation on the part of myself
or another library staff member for depositor.
But we can do that with no problem.
In fact, I had conference proceedings of an entire day
all to go on several hours worth of video
that we were just able to link right into LibraOpen
to have that.
Is there any questions at this point on Libra,
either LibraData or LibraOpen?
If not, I will turn my attention to ORCID
and why you should care about that.
JUDITH THOMAS: I have a question, Winston.
If you-- Let's see.
You said LibraOpen should be able to accommodate small video
files.
So they would be uploaded as part of the upload process
into the LibraOpen repository?
WINSTON BARHAM: Yes.
Once you finish the metadata record,
I typically will recommend saving the metadata record
and getting through all that, making sure
that we have a common problem that if there
are special characters, specifically in the abstract
or in the title, Libra will choke on those.
And so we want to make sure that's done.
But then there is a second--
I'll bring my screen back.
Once you have done that, then there
is a second place to add the files.
And those will then show up directly in the Libra record.
I should also mention, of course,
that anything that goes into LibraOpen or LibraData,
any of the libras for that matter,
are discoverable through Virgo, just as
if they were any other type of library item.
So all of the--
at least most of the metadata, will show up in a Virgo record.
JUDITH THOMAS: Great, that was my second question
and then you just answered it.
WINSTON BARHAM: Good.
JUDITH THOMAS: So everything in Libra is automatically
indexed in Virgo and is discoverable
through that interface?
WINSTON BARHAM: Correct.
JUDITH THOMAS: OK.
WINSTON BARHAM: And so Libra has its own interface,
but the Virgo will point to that so that you can access it
through Virgo.
You don't have to go to a special--
although we do have a way of searching only Libra.
I should also-- if I can find my chat, I will drop the--
I will drop it in the chat.
I'll send a number of links once I'm finished sharing my screen.
JUDITH THOMAS: That'll be great.
WINSTON BARHAM: So I want to come back to ORCID now.
So ORCID stands for Open Researcher
and Contributor Identifier.
This is a free-to-use, non-proprietary, portable,
unique personal identifier or PID,
which you may have heard about.
You might think of it as your own personal barcode
because it is assigned uniquely to you.
It is yours to keep and yours to do with what you would like.
I am going to--
there's something a little bit of a complication being
a support staff for ORCID because it
is so specific to you that you control your own ORCID.
So what you see may not be what I see.
I can't log on and do anything on your behalf,
unless you give me the privilege of doing so.
But ORCID, simply, will look up everything public
that you have allowed on your record.
So my ORCID record, I don't have a whole bunch of works
because I'm not in that business.
But the works are where you would build out your record.
And I know a number of people who are simply using
ORCID to keep up with their CV.
And you typically think of works would be you see I have a book
chapter, a presentation, a panel.
But creative works can also go here.
And over the past year, ORCID has made several improvements.
So if you are new to ORCID, you'll find it much more robust
than it was a year ago.
If you have an older ORCID profile,
you may want to check back because there
has been a fair amount of automation that has been added.
I want to go back because you notice I did not log in,
I simply searched for my own profile.
But now I'm going to log in and we recommend that you access it
through the institution.
And it will pull in.
And I should say that button that I
clicked that has the little temple or a rotunda on it,
sometimes is below the fold depending
on the orientation of your screen.
So you'll want to make sure you scroll down until you
see the institutional login.
So now I'm logged in and I have a lot more options.
You'll notice that each section, and in fact, each element
has its own visibility settings.
So for instance, you have an opportunity to list funders.
And some people need to keep that hidden.
And so it's very simple just to hide that entire section .
If there are any other elements that you want to keep control
of, you can set it private or set it only to trusted parties.
I do encounter a fair number of older ORCID records
that have no public information other than name.
And so we want to help people open those up and build them
out.
Want to show under works, you'll notice
that I have not had to enter these manually
because I have set up some of the wizards.
You can add, if you have a DOI to somewhere else,
you can add that by hand.
You can add a number of these others.
But there are a number of wizards
that allow for automation.
The most common ones are Crossref,
which will search any of your published works.
And then DataCite is actually our issuer of DOIs.
I should say what that is, digital object identifier.
Like your ORCID, which is your personal identifier,
the DOI is the unique link to a published
work, whether it is commercially published or in a repository.
So those are the two that seem to be most common here.
MLA International is a source of a number of these, as well as
some more science-based ones.
ORCID use varies widely among disciplines.
There are some disciplines.
The School of Data Science at UVA, for instance,
has mandated their researchers be issued or request an ORCID
ID.
And in the harder sciences, it seems
to be much more common than in humanities.
But it is available to anyone.
We also want to make sure that you get
your ORCID connected to UVA.
That allows for, as you saw on the Libra page,
now that you have seen ORCID, your profile,
because my email is linked and my ORCID is linked with UVA,
it shows up automatically.
And once you have done this, if you upload anything
into LibraOpen, it will populate your ORCID record.
So it works in both directions.
I want to show a screenshot because it
looks a little bit different if you have not
registered or connected.
So again, I will drop that link into the chat when I get to it.
But you can set it up once you are net badged in.
You can set it up directly from the UVA ORCID connector,
if you don't have an ORCID ID.
I'm going to pause there and see if there
are any other questions.
BETHANY MICKEL: Thanks Winston.
This is really helpful.
I do have a question that has been asked in the past.
Your ORCID ID goes with you from institution to institution.
Or if you're a student, it would transfer
to your professional career, correct?
It stays static.
OK.
WINSTON BARHAM: That is correct, for which reason our guidelines
strongly recommend that you use more than one email address.
Because if you leave UVA, once your Virginia.edu address goes
inactive, you may have trouble logging in.
So we recommend that you put a Gmail or other generic address
in addition to whatever your current affiliation is.
But then you can--
I believe that connecting with UVA
will auto populate that affiliation.
In fact, it looks like I'm working
at UVA twice because one of those
was provided by the connector.
BETHANY MICKEL: Great.
Thank you.
WINSTON BARHAM: I should say, we have some people
who've done a lot more thorough research
on what is able to be auto populated
and what must be added manually.
And I would say the most common manual addition is a book
chapter.
Because it will not have--
it will not have its own DOI until you put it.
If you decide simply to put the chapter in a repository,
then it will have a different DOI from the full book.
And that was the case with mine.
And I should also pause and say that we--
so for instance, my book chapter I
co-wrote with a colleague, who now
works in the California system.
And so the chapter is published in their repository.
So we don't have to duplicate in Libra.
I simply made a metadata only record
that could then point to that instance in the California
repository.
So I didn't have to duplicate and have a second DOI for that.
That's the most common, but there
are a number of other things that, unfortunately,
must be added manually.
And for someone who publishes 20 articles a year,
that can add a significant amount of time.
But once the record is built out,
we have lots of testimony of just how much time it
saves them.
As I understand it, for most grant applications,
you have to provide previous funders,
and that can get really gummy and ORCID just
will take care of all of that and show at a glance.
There is a printable version even,
if you wish to provide that to a potential funder or employer.
So there's a lot more potential than in previous years
for ORCID.
And a lot of publishers are now requiring
a PID and ORCID is the way to go for many reasons
that we recommend.
A lot of people in the medical publishing
will have a PubMed ID.
But again, that's proprietary.
So ORCID can coexist with that and you can add, again,
a wizard that will allow your PubMed
to populate your ORCID record.
JUDITH THOMAS: Winston, your point
about creating a metadata only record reminds me
of another question that came up at a recent faculty session.
And that has to do with making a Libra deposit, so to say,
without actually uploading a file.
So the deposit would be, I guess,
a link plus a metadata record.
Could you straighten that out for me?
I mean, is what I said just accurate?
Or how can one create a record on a file
that's living elsewhere?
WINSTON BARHAM: I can show you the back end of the one
that I have done.
Let's see.
Go back to my screen for sharing.
So this was the first thing that I uploaded, my book chapter.
So we've got-- I'll take you into the editor
so that you can just see what you would see.
Prepopulated resources part of book.
And so we get down to the bottom and it
points to the eScholarship record, which
is the California repository.
So that is where you would then find the DOI would
be by going to that one.
So simply linked.
Same thing if you were needing to use Avalon
for a large audio visual file.
This would be the place to do it.
And as you can see, you can put as many URLs as you need.
I think this had required language required
by the publishing contract.
So I put that in the notes.
And that makes this a legitimate publication for Open.
And I'm going to cancel.
So I didn't make any changes.
Bring it back up to see what the public view will look like.
So that's the completed view.
And then if I were searching it in Virgo,
this is what it would look like.
And so there's the link to the published file.
That answer your question?
JUDITH THOMAS: Yes, it does.
Thanks very much.
WINSTON BARHAM: I think one of the only gotchas
in the case of mediated deposit is
I can't edit a record that you published
and you can't edit a record that I published.
So we need to make sure if we're doing mediation that everything
is satisfactory.
You do get an automatic email from Libra
saying when your work has been successfully published.
And the email will include the DOI.
So if I am doing that on behalf of someone else,
I will simply forward them that message once it comes through.
Oh, wonderful.
Thank you, Carla.
You should see things looking a little bit different.
Hopefully in a good way.
And I want to--
let's see.
I have just about put finishing touches on a lib guide
that will take you through all the steps needed
to register for ORCID and how to build your record out.
I think I'm sort of ready to soft launch this.
It's been through several revisions and edits.
So I tried to pare it down to where it's got
the most relevant information.
Any other questions or comments?
JUDITH THOMAS: So I have a question
about support, Winston.
We are expecting this video will be watched
by faculty who are preparing their own open educational
resources.
And what's your role with regards
to support for Libra and ORCID?
Where should faculty go if they want help in figuring this out?
WINSTON BARHAM: We have a ticketing system
for all questions related to Libra
that goes to the support team.
So it's Libra@Virginia.edu and I will put that in the chat.
And so that will go to several team members, who are
propping up various aspects.
Sherry Lake, my colleague, does a lot
of the back end for all of the Libras,
as well as support for primarily for the ETD version
for the front end.
But we have access also to the developers,
should we need to peek under the hood, as it were.
But that will ensure that it's seen by multiple people
and it will get routed properly.
JUDITH THOMAS: Great.
Thank you.
WINSTON BARHAM: And we're happy to help people,
who, if they need mediated deposit, in doing
this conference proceedings upload,
I had a lot of lessons learned that would uncomplicate that.
And the various formats of what these resources will look
like, sometimes we don't know until we get in there
and try to upload.
And so if something looks funny, then we need to fix it.
And we can often help with that.
I have recourse to my team members,
if I can't figure it out myself either.
But PDFs, HTML, open documents, should
be pretty straightforward.
We don't exactly know what the size limit is.
It seems to be a bit of a moving target.
So we just try.
And I believe that LibraData has a size
limit of 8 gigabytes per file.
And so that's pretty generous.
That will usually get--
will cover most of our bases.
But I've had no problem if we have to put it in Avalon.
I've had no problem with those, regardless of file size.
JUDITH THOMAS: Great.
So, Bethany, Carla, are there any more questions for Winston
before we wrap up?
BETHANY MICKEL: This was really helpful, Winston.
Thank you so much.
I know Carla mentioned that she was
able to link her ORCID to UVA, which I think is fantastic.
I think it's wonderful that there's support in place.
Your guide is also something we'll certainly
share out with faculty.
And I know as we're navigating, particularly navigating
the open space that there'll be questions that will arise.
So we really appreciate your support.
Thank you.
WINSTON BARHAM: We should mention that LibraOpen is
on the oldest of our platforms.
And so it does have some clunks.
We are exploring a product which would
enable a consortium repository.
So VIVA is very interested in making
a Virginia-wide platform, which, ultimately, if we go that way,
LibraOpen would move to.
And so it would enable us to share more widely
across Virginia.
So that's probably a year or more out.
But a couple of team members are on the planning committee
for that and are sort of waiting for a stable version.
HYKU is the product.
H-Y-K-U. And they're just about to roll out a conceptual
repository.
So we're very interested in that.
JUDITH THOMAS: That sounds very promising.
And is it safe to say that all the content that's
currently in Libra would be migrated
to that new repository?
Faculty would not have to, for instance, re-upload
any of their materials?
WINSTON BARHAM: That certainly would be our plan.
JUDITH THOMAS: Good.
WINSTON BARHAM: Cross fingers and hold our mouths right.
But we've also been building a wish list of improvements
like the comma separated keywords or easier way
to upload multiple authors that we're
hoping to roll in a bunch of improvements when we do that.
JUDITH THOMAS: Wonderful.
WINSTON BARHAM: Probably won't be next month, though.
JUDITH THOMAS: So Winston, did you have any final comments
before we wrap up?
WINSTON BARHAM: I can't think of any.
I think I've provided you with the relevant links that I used.
And if there is any further way I can assist anyone,
I really just hope I can get in the weeds
and see what people are uploading once they
have completed their resources.
I know that some people are really champing at the bit
to finish these out and get them usable.
JUDITH THOMAS: Well, great.
Thank you.
And I'll finish just by repeating Libra@Virginia.edu,
which is the email address that Winston gave us
if you need further help with or want to consult with Winston
and the rest of the team on Libra or ORCID matters.