Peter Millington

SHERPA Technical Development Officer

University of Nottingham, England

Policy ToolDigital Repositories: Dealing

with the Digital Deluge,5-6June 2007, Manchester

FOR DUMMIES® is a registered trademark of Wiley Publishing, Inc.

OpenDOAR Policy Tool

• Define your repository’s policies– according to best current practice

• Add a Policies page to an EPrints.org archive– in 6 easy steps

• Add policies to your EPrints.org OAI-PMH config– also in 6 easy steps

Policy Tool Outline• Launch Page

– http://opendoar.org/tools/en/policies.php

• Main Page– Display of generated policies– Buttons for adding/editing individual policies– Output and customisation options

• Individual Policy Forms– Existing OAI policy displayed where available– Radio buttons, checkboxes, picklists, pop-up boxes– Minimum options – achieving OA goals but restricted– Optimum options – refinements for more use or better quality

• Output Options– Plain text or HTML source code for the repository’s web– Source code for EPrints static pages and/or configuration file

http://www.sherpa.ac.uk/index.html

http://www.sherpa.ac.uk/index.html

http://www.sherpa.ac.uk/index.html

http://www.sherpa.ac.uk/index.html

http://www.sherpa.ac.uk/index.html

http://www.sherpa.ac.uk/index.html

Further Output Options

Add a Policies Web page to EPrints

• Define your policies using the OpenDOAR tool• Select the EPrints 2 (or 3) output option OK• Copy-and-paste source code to text editor• Save as .xpage file - e.g. policies.xpage• Add a link to the new page

– E.g. in index.xpage or information.xpage– Policies can be viewed on our <a

href="&base_url;/policies.html">Policies</a> page.

• Run bin/generate_static archive_name– Creates corresponding HTML page - e.g. policies.html

• V.3 recipe: http://www.opendoar.org/tools/en/policies.php

http://www.sherpa.ac.uk/index.html

http://www.sherpa.ac.uk/index.html

http://www.sherpa.ac.uk/index.html

Add Policies to EPrints OAI Config• Recipe for both V.2 and V.3• Define your policies using the OpenDOAR tool• Display using EPrints Config Source option• Open the EPrints OAI config file in a text editor

– V2. - ArchiveOAIConfig.pm– V3. - oai.pl

• Find section Information for "Identify" responses• Replace the existing contents of the block

– Copy-and-paste the source code from the Policy Tool output

• Save, and..– Ideally restart Apache web server– Or run bin/force_config_reload archive_name

• Test: http://eprints.domain.ac.uk/perl/oai2?verb=Identify

http://www.sherpa.ac.uk/index.html

Result – OAI-PMH Identify Request

Live Examples

• Policy Tool

– Policy Tool Start Page• http://www.opendoar.org/tools/index.html

– An OpenDOAR-generated EPrints Policies web page• http://eprints.nottingham.ac.uk/policies.html

– OpenDOAR-generated EPrints OAI-PMH Identify output• http://eprints.nottingham.ac.uk/perl/oai2?verb=Identify