Overviews and Conferences

Anderson, B. (2004). Open access and institutional repositories. Behavioral & Social Sciences Librarian, 23(1), 97-101.

Anscombe, N. (2005). Repositories: Archive programmes gain momentum. Research Information, October/November 2005.

Bailey Jr., C. W. (2005). The role of reference librarians in institutional repositories. Reference Services Review, 33(3), 259-267.

Bailey, Jr., C. W. (2008). Institutional repositories, tout de suite.

Björk, B.-C. (2004). Open access to scientific publications - An analysis of the barriers to change . Information Research, 9(2), January 2004, Paper 170.

Bosc, H. & Harnad, S. (2005). In a paperless world a new role for academic libraries: Providing Open Access . Learned Publishing, 18(2), 95-99.

Boss, R. W. (2006). Institutional repositories.

Branin, J. (2005). Institutional repositories . In M. A. Drake (Ed.), Encyclopedia of Library and Information Science (Second ed., Vol. 2005, pp. 237-248).Boca Raton, FL: Taylor & Francis Group, LLC.

Campbell, L. M., Blinco, K., & Mason, J. (2004, July 11). Repository management and implementation (A White Paper for alt-i-lab 2004). Retrieved August 23, 2005

Cervone, H. F. (2004). The repository adventure. Library Journal, June 1, 2004.

Chan, L. & Costa, S. (2005). Participation in the global knowledge commons: Challenges and opportunities for research dissemination in developing countries. New Library World, 106(3/4), 141-163.

Chang, S.-H. (2003). Editorial: Institutional repositories: The library's new role. OCLC Systems and Services, 19(3), 77-79.

Crow, R. (2002). SPARC institutional repository checklist & resource guide . 

Drake, M. A. (2004). Institutional repositories: Hidden treasures. Searcher, 12(5), May 2004, 41-45.

Gallagher, R. (2005). Why we need institutional repositories. The Scientist, 19(19), 8.

Gass, A. & Doyle, H. (2005). The reality of open-access journal articles. The Chronicle of Higher Education, 51(24), B13.

Ghosh, M. & Mandal, M. (2007). Global access to science - scientific publishing for the future: A report of IATUL 2007 Conference held at KTH, the Royal Institute of Technology, Sweden, June 11-14, 2007. D-Lib Magazine, 13(9/10).

Gibbons, S. (2004). Establishing an institutional repository. Library Technology Reports, 40(4), July-August 2004.

Goodman, D. & Foster, C. (2004). Foreword: Special focus on Open Access: Issues, ideas, and impact. Serials Review, 30(4), 257.

Hawkins, B. L. (2006a). Advancing scholarship & intellectual productivity: An interview with Clifford A. Lynch (Part 1). EDUCAUSE Review, March/April 2006, 46,48,50,52,54-56.

Hawkins, B. L. (2006b). Advancing scholarship & intellectual productivity: An interview with Clifford A. Lynch (Part 2). EDUCAUSE Review, May/June 2006, 44,46,48,50,52,54,56.

Heery, R. & Anderson, S. (2005, February). Digital repositories review . Retrieved June 23, 2005

Hubbard, B. (2003). SHERPA and institutional repositories . Serials, 16(3), November 2003, 243-247.

Jacobs, N. (Ed.). (2006). Open Access: Key strategic, technical and economic aspects. Oxford, UK: Chandos Publishing (Oxford) Limited.

Johnson, R. K. (2002). Institutional repositories: Partnering with faculty to enhance scholarly communication . D-Lib Magazine, 8(11), November 2002.

Kennan, M. A. & Wilson, C. (2006). Institutional repositories: Review and an information systems perspective. Library Management, 27(4/5), 236-248.

Kircz, J. (2005, July 7). Institutional repositories, a new platform in higher education and research . Retrieved August 23, 2005

Lagoze, C. & Van de Sompel, H. (2003). The making of the Open Archives Initiative Protocol for Metadata Harvesting. Library Hi Tech, 21(2), 118-128.

Lally, A. (2004/2005). Acquiring minds want to know -- Institutional repositories. Against the Grain, 16(6), December 2004/January 2005, 58, 60.

Leung, S. W. (2005). International Conference on Developing Digital Institutional Repositories: Experiences and challenges. Library Hi Tech News, 22(2), March 2005, 14-15.

Liu, X., Maly, K., Nelson, M. L., & Zubair, M. (2005). Lessons learned with Arc, an OAI-PMH service provider. Library Trends, 53(4), 590-603.

Luce, R. E. (2001). The Open Archives Initiative: Interoperable, interdisciplinary author self-archiving comes of age. The Serials Librarian, 40(1/2), 173-182.

Lynch, C. A. (2001). Metadata harvesting and the Open Archives Initiative. ARL Bimonthly Report, 217, 1-9.

McCord, A. (2003, October 16). Institutional repositories: Enhancing teaching, learning, and research . Retrieved August 23, 2005

McGrath, M. (2004). Interlending and document supply: A review of the recent literature - 50. Interlending & Document Supply, 32(4), 244-254.

McKiernan, G. (2004). Chapter 10: Open access and retrieval: Liberating the scholarly literature. In D. C. Fowler (Ed.), E-Serials collection management: Transitions, trends, and technicalities (pp. 197-220). New York: The Haworth Information Press.

Needleman, M. (2002). The Open Archives Initiative. Serials Review, 28(2), 156-158.

Paulus, K. (2004). PALS Conference: Institutional repositories and their impact on publishing . Ariadne, 40, July 2004.

Pelizzari, E. (2005). Opinions, research, and analysis: Harvesting for disseminating: Open archives and the role of academic libraries. The Acquisitions Librarian, 17(33/34), 35-51.

Pinfield, S. (2002). Key issues: Creating institutional e-print repositories . Serials, 15(3), November 2002, 261-264.

Pinfield, S. (2004). Self-archiving publications . In International yearbook of library and information management 2004-2005: Scholarly publishing in an electronic era (pp. 118-145). London: Facet.

Pinfield, S. (n.d.). Creating institutional repositories . Retrieved August 22, 2005

Rapple, B. (2003). Scholarly journals in the Digital Age. Contemporary Review, 283(1652), September 2003, 129-134.

Scholze, F. & Dobratz, S. (2006). Institutional repositories and enhanced and alternative metrics of publication impact. Humboldt University.

Shearer, K. (2003, May 31). Institutional repositories: Towards the identification of critical success factors . Retrieved August 23, 2005

Shreeves, S. L., Habing, T. G., Hagedorn, K., & Young, J. A. (2005). Current developments and future trends for the OAI Protocol for Metadata Harvesting. Library Trends, 53(4), 576-589.

Simeoni, F. (2004). The case for metadata harvesting. Library Review, 53(5), 255-258.

Smith, M. (2004). Libraries in the lead: The institutional repository phenomenon. Retrieved January 29, 2007

Suber, P. (1996-2006). Peter Suber.

Suleman, H. & Fox, E. (2001). The Open Archives Initiative: Realizing simple and effective digital library interoperability. Journal of Library Administration, 35(1/2), 125-145.

Swan, A. (2005, April). Open access: Briefing paper. Retrieved August 22, 2005

Swan, A.,Needham, P., Probets, S., Muir, A., O'Brien, A., Oppenheim, C., Hardy, R., & Rowland, F. (2005). Delivery, management, and access model for e-prints and open access journals within further and higher education . Retrieved August 23, 2005

Swan, A.,Needham, P., Probets, S., Muir, A., Oppenheim, C., O'Brien, A., Hardy, R., Rowland, F., & Brown, S. (2005). Developing a model for e-prints and open access journal content in UK further and higher education . Learned Publishing, 18(1), January 2005, 25-40.

Thatcher, S. G. (2006). Momentum for Open Access Research. Inside Higher Ed, September 6, 2006.

Thibodeau, K. (2007). If you build it, will it fly? Criteria for success in a digital repository. Journal of Digital Information, 8(2).

Warner, S. (2003). E-prints and the Open Archives Initiative. Library Hi Tech, 21(2), 151-158.

Xia, J. & Sun, L. (2007). Assessment of self-archiving in institutional repositories: Depositorship and full-text availability. Serials Review, 33(1), 14-21.

Yeates, R. (2003). Over the horizon: Institutional repositories. VINE: The Journal of Information and Knowledge Management Systems, 33(2), 96-99.

Bibliographies and Lists of IR Implementations

Bailey, Jr., C. W. (2005). Open access bibliography: Liberating scholarly literature with e-prints and open access journals . Retrieved June 20, 2005

Bailey, Jr., C. W. (2008). Scholarly electronic publishing bibliography. . 2007 Annual Edition. Retrieved June 2, 2008

Cole, T., et al. (2004). IMLS Collection Registry & Metadata Repository . 

DSpace instances -- DSpace wiki.(n.d.) . Retrieved June 26, 2005

Harnad, S. (2006). Harnad Eprint Archive and Psycoloquy and BBS Journal Archives.

Hitchcock, S. (2003). Metalist of open access e-print archives: The genesis of institutional archives and independent services. ARL, 227, April 2003, 4-11.

Hitchcock, S. (2003, June 30). Core metalist of open access eprint archives . Retrieved August 19, 2005

Ho, A. K. & Bailey Jr., C. W. (2005). Open access webliography. Reference Services Review, 33(3), 346-364.

Ho, A. K. & Toth, J. (2007). Content recruitment for institutional repositories (IR's).

Hubbard, B. & Björnshauge, L. (2005, February). Launch of DOAR -- Directory of Open Access Repositories . Retrieved June 23, 2005

Kwasik, H. & Fulda, P. O. (2005). Open Access and scholarly communication - A selection of key Web sites. Issues in Science and Technology Librarianship, Number 43.

McKiernan, G. (2003a). Open Archives Initiative service providers. Part I: Science and Technology. Library Hi Tech News, 20(9), 30-38.

McKiernan, G. (2003b). Open Archives Initiative service providers. Part II: Social Sciences and Humanities. Library Hi Tech News, 20(10), 24-31.

McKiernan, G. (2004a). Open archives data providers. Part II: Science and Technology. Library Hi Tech News, 21(5), 22-30.

McKiernan, G. (2004b). Open Archives Initiative data providers. Part I: General. Library Hi Tech News, 21(3), 11-19.

McKiernan, G. (2004c). Open Archives Initiative service providers. Part III: General. Library Hi Tech News, 21(1), 38-46.

Suber, P. (2005, June). Timeline of the open access movement Retrieved June 27, 2005

Criteria, Features, and Functions of IRs

Digital Library Federation. (2000, May 15). Minimum criteria for an archival repository of digital scholarly journals Version 1.2. Retrieved August 24, 2005

Dobratz, S. & Scholze, F. (2006). DINI institutional repository certification and beyond. Library Hi Tech, 24(4), 583-594.

Goodyear, M. & Fyffe, R. (2006). Institutional repositories: An opportunity for CIO campus impact. EDUCAUSE Review, March/April 2006, 10-11.

Harnad, S. (2007, December 23). Deposit institutionally, harvest centrally. Open Access Archivangelism.

Manuel, S. & Oppenheim, C. (2007). Googlepository and the university library. Ariadne, 53, October 2007.

Matthews, B., Portwin, K., Jones, C., & Lawrence, B. (2007, November 30). CLADDIER Project Report III: Recommendations for data/publication linkage. STFC, Rutherford Appleton Laboratory.

Patrizio, A. (2006). Taming the digital beast. Campus Technology, June 1, 2006.

Prekeges, J. (2000). The dilemma of credibility vs. speed. ACM Journal of Computer Documentation, 24(2), May 2000, 60-63.

Prudlo, M. (2005). E-archiving: An overview of some repository management software tools. Ariadne, Issue 43.

Puplett, D. (2008). Version identification: A growing problem. Ariadne, 54, January 2008.

Rieger, O. Y. (2007). Select for success: Key principles in assessing repository models. D-Lib Magazine, 13(7/8).

Shotton, D., Zhao, J., & Klyne, G. (2007). Images and repositories: Present status and future possibilities. Final report of the JISC Defining Image Access Project (January - June 2007).

Wheatley, P. (2004, March). Institutional repositories in the context of digital preservation Digital Preservation Coalition Technology Watch Series. Retrieved June 17, 2005

Xia, J. & Sun, L. (2007). Factors to assess self-archiving in institutional repositories. Serials Review, 33(2), 73-80.

Xiang, X. & Morgan, E. L. (2005). Exploiting "light-weight" protocols and open source tools to implement digital library collections and services. D-Lib Magazine, 11(10).

Derailing the Current Scholarly Publishing Model

Bergstrom, C. T. & Bergstrom, T. C. (2006). The economics of ecology journals. Frontiers in Ecology and the Environment, 4(9), 488-495.

Blumenstyk, G. & Kiernan, V. (1999). Idea of on-line archives of papers sparks debate on future of journals. Chronicle of Higher Education, 45(44), A25-A27.

Bolman, P. (2003). Open Access: Marginal or core phenomenon? A commercial publisher's view. Information Services & Use, 23(2/3), 93-98.

Buck, A. M., Flagan, R. C., & Coles, B. (1999). Scholar's forum: A new model for scholarly communication Retrieved June 28, 2005

Caldwell, T. (2006). Report vindicates JISC's Open Access funding. Information World Review, June 13, 2006.

Carim, L. (2002). Personal view: Serial killers: How great is the e-print threat to periodicals publishers? Learned Publishing, 15(2), April 2002, 153-155.

Carriveau, K. L., Jr. (2001). A brief history of e-prints and the opportunities they open for science librarians. Science & Technology Libraries, 20(2/3), 73-82.

Chan, L. (2004). Supporting and enhancing scholarship in the Digital Age: The role of open-access institutional repositories Canadian Journal of Communication, 29, 277-300.

Chesler, A. (2004). Open Access: A review of an emerging phenomenon. Serials Review, 30(4), 292-297.

Council on Library and Information Resources (CLIR). (1999). Repositioning libraries in the Digital Age . Preservation & Access International Newsletter, 6.

Crow, R. (2002). The case for institutional repositories: A SPARC position paper . 

Falk, H. (2004). The revolt against journal publishers. The Electronic Library, 22(2), 184-187.

Frank, M., Reich, M., & Ra'anan, A. (2004). A not-for-profit publisher's perspective on Open Access. Serials Review, 30(4), 281-287.

Gedye, R. (2004). Open Access is only part of the story. Serials Review, 30(4), 271-274.

Ginsparg, P. (1997a). Electronic research archives for physics. In Butterworth (Ed.), The Impact of Electronic Publishing on the Academic Community: An International Workshop Organized by the Academia Europaea and the Wenner-Gren Foundation. London: Portland Press Ltd.

Ginsparg, P. (1997b). Winners and losers in the global research village. The Serials Librarian, 30(3/4), 83-95.

Guédon, J.-C. (2003). Open Access Archives: From scientific plutocracy to the republic of science. IFLA Journal, 29(2), 129-140.

Guterman, L. (2006). NIH has little to celebrate on 1st anniversary of its open-access policy, but changes may be on way. The Chronicle of Higher Education, May 11, 2006.

Harnad, S. (2001). For whom the gate tolls: How and why to free the refereed research literature online through author/institution self-archiving, now . Retrieved August 19, 2005

Harnad, S. (2003). Self-archive unto others as ye would have them self-archive unto you . Jekyll.com, 6, September 2003.

Harnad, S., Brody, T., Vallières, F., Carr, L., Hitchcock, S., Gingras, Y., Oppenheim, C., Stamerjohanns, H., & Hilf, E. R. (2004). The access/impact problem and the green and gold roads to Open Access. Serials Review, 30(4), 310-314.

House of Commons: Science and Technology Committee. (2004, July). Scientific publications: Free for all? Volume 1: Report.

Kutz, M. (2002). The scholars' rebellion against scholarly publishing practices: Varmus, Vitek, and Venting. Searcher, 10(1), 28-43.

Lim, E. (1996). Preprint servers: A new model for scholarly publishing? Australian Academic & Research Libraries, 27, 21-30.

Lynch, C. A. (1992). Reaction, response, and realization: From the crisis in scholarly communication to the age of networked information. Serials Review, 18(1/2), 107-112.

Lynch, C. A. (2003). Institutional repositories: Essential infrastructure for scholarship in the digital age. portal: Libraries and the Academy, 3(2), 327-336.

Lynch, C. A. (2003, February). Institutional repositories: Essential infrastructure for scholarship in the Digital Age . ARL Bimonthly Report, 226, 1-7.

Medeiros, N. (2003). E-prints, institutional archives, and metadata: Disseminating scholarly literature to the masses. OCLC Systems & Services, 19(2), 51-53.

Morris, S. (2003). Open publishing: How publishers are reacting. Information Services & Use, 23(2/3), 99-101.

Morris, S. (2004). Open Access: How are publishers reacting? Serials Review, 30(4), 304-307.

Okerson, A. S. & O'Donnell, J. J. (Eds.). (1995). Scholarly journals at the crossroads: A subversive proposal for electronic publishing: An Internet discussion about scientific and scholarly journals and their future. Washington, DC: Office of Scientific & Academic Publishing, Association of Research Libraries.

Parker, C. A. (in press). Institutional repositories and the principle of open access: Changing the way we think about legal scholarship. New Mexico Law Review, 37(2).

Peters, T. A. (2002). Digital repositories: Individual, discipline-based, institutional, consortial, or national? The Journal of Academic Librarianship, 28(6), November 2002, 414-417.

Prosser, D. (2003). Institutional repositories and open access: The future of scholarly communication. Information Services & Use, 23(2-3), 167-170.

Prosser, D. C. (2003). The next information revolution: Can institutional repositories and self-archiving transform scholarly communications? IATUL Proceedings (New Series), 13.

Quint, B. (2002). Now or Never! Searcher, 10(1), 6,8.

Royster, P. (2008). Publishing original content in an institutional repository. Serials Review, 34(1), 27-30.

Shadbolt, N., Brody, T., Carr, L., & Harnad, S. (2006). The open research Web: A preview of the optimal and the inevitable. Retrieved May 11, 2006

Siemens, R., Best, M., Burk, A., Grove-White, E., Guédon, J.-C., Kerr, J., Pope, A., Rockwell, G., & Siemens, L. (n.d.). The credibility of electronic publishing: A report to the Humanities and Social Sciences Federation of Canada . Retrieved August 22, 2005

Suber, P. (2003). Removing the barriers to research: An introduction to open access for librarians . Retrieved August 23, 2005

Swan, A. (2007). Open Access and the progress of Science. American Scientist, 95(3).

Van de Sompel, H. & Lagoze, C. (2000). The Santa Fe Convention of the Open Archives Initiative. D-Lib Magazine, 6(2).

Van de Sompel, H., Krichel, T., Nelson, M. L., Hochstenbach, P., Lyapunov, V. M., Maly, K., Zubair, M., Kholief, M., Liu, X., & O'Connell, H. (2000). The UPS Prototype: An experimental end-user service across e-print archives. D-Lib Magazine, 6(2).

Van de Sompel, H., Payette, S., Erickson, J., Lagoze, C., & Warner, S. (2004). Rethinking scholarly communication: Building the system that scholars deserve . D-Lib Magazine, 10(9), September 2004.

Velterop, J. (2004). Open Access: Science publishing as science publishing should be. Serials Review, 30(4), 308-309.

Walters, T. O. (2006). Strategies and frameworks for institutional repositories and the new support infrastructure for scholarly communications. D-Lib Magazine, 12(10).

Willinsky, J. & Wolfson, L. (2001). The indexing of scholarly journals: A tipping point for publishing reform? Journal of Electronic Publishing, 7(2), December 2001.

Wolpert, A. J. (2002). The future of electronic data: Will the universities' own electronic repositories affect traditional publishing? Nature, 420, November 2002, 17-18.

Wu, T. (2005, October 17). Leggo my ego: GooglePrint and the other culture war . Slate.

Intellectual Property Rights

Gadd, E., Oppenheim, C., & Probets, S. (2003). The intellectual property rights issues facing self-archiving . D-Lib Magazine, 9(9), September 2003.

Gadd, E., Oppenheim, C., & Probets, S. (2003b). RoMEO studies 1: The impact of copyright ownership on academic author self-archiving. Journal of Documentation, 59(3), 243-277.

Gadd, E., Oppenheim, C., & Probets, S. (2003c). RoMEO studies 2: How academics want to protect their open-access research papers. Journal of Information Science, 29(5), 333-356.

Gadd, E., Oppenheim, C., & Probets, S. (2003d). RoMEO studies 3: How academics expect to use open-access research papers. Journal of Librarianship and Information Science, 35(3), 171-187.

Gadd, E., Oppenheim, C., & Probets, S. (2003e). RoMEO studies 4: An analysis of journal publishers' copyright agreements. Learned Publishing, 16(4), 293-308.

Gadd, E., Oppenheim, C., & Probets, S. (2004a). RoMEO studies 5: IPR issues facing OAI data and service providers. The Electronic Library, 22(2), 121-138.

Gadd, E., Oppenheim, C., & Probets, S. (2004b). RoMEO studies 6: Rights metadata for open archiving. Program: Electronic Library and Information Systems, 38(1), 5-14.

Hoorn, E. (2005). Repositories, copyright and Creative Commons for scholarly communication. Ariadne, Issue 45.

Hoorn, E. & van der Graaf, M. (2006). Copyright issues in Open Access research journals. D-Lib Magazine, 12(2).

Hughes, C. A. (2006). The case for scholars' management of author rights. portal: Libraries and the Academy, 6(2), 123-126.

Jenkins, C., Probets, S., Oppenheim, C., & Hubbard, B. (2007). RoMEO Studies 8: Self-archiving: The logic behind the colour-coding used in the Copyright Knowledge Bank. Program: Electronic Library and Information Systems, 41(2), 124-133.

IR Implementation and How To

Barton, M. R. & Waters, M. M. (2004-2005). Creating an institutional repository: LEADIRS workbook . Retrieved October 13, 2005

Carr, L., White, W., Miles, S., & Mortimer, B. (2008, April 16). Institutional repository checklist for serving institutional management. Proceedings OR2008 The Third International Conference on Open Repositories.

Dill, E. & Palmer, K. L. (2005). What's the big IDeA? Considerations for implementing an institutional repository. Library Hi Tech News, 22(6), July 2005, 11-14.

Eleftheria Knowledge Management. (n.d.). Checklist implementation institutional repository: Second draft . Retrieved June 20, 2005

Gibbons, S. (2004, December-a). Institutional repository-related websites (prepared for LITA Regional Institute "Establishing an Institutional Repository") . Retrieved June 26, 2005

Gibbons, S. (2004, December-b). Institutional repository policies on the World Wide Web (prepared for LITA Regional Institute "Establishing an Institutional Repository") . Retrieved June 26, 2005

Gibbons, S. (2004, December-c). Institutional repository systems (prepared for LITA Regional Institute "Establishing an Institutional Repository") . Retrieved June 26, 2005

Gibbons, S. (2005, June). Establishing an institutional repository. PowerPoint presentation given at the LITA Regional Institute , Continued , Conclusion . Retrieved June 26, 2005

Gibbons, S. (2005, May-a). Institutional repositories listing (prepared for LITA Regional Institute "Establishing Institutional Repositories") . Retrieved June 26, 2005

Gibbons, S. (2005, May-b). Institutional repository bibliography (prepared for LITA Regional Institute "Establishing an Institutional Repository") . Retrieved June 26, 2005

Gonzales, A. B. & Porcel, A. F. (2007). Guidelines for the creation of institutional repositories at universities and higher education institutions.

Gutteridge, C. & Harnad, S. (2002, August 19). Applications, potential problems and a suggested policy for institutional e-print archives . Retrieved August 24, 2005

Pennock, M. & Lewis, S. (2007). Institutional repositories: The new university challenge. ALISS Quarterly.

Pickton, M. J. & Barwick, J. (2006). A librarian's guide to institutional repositories. Retrieved August 24, 2006

Pinfield, S., Gardner, M., & MacColl, J. (2002). Setting up an institutional e-print archive . Ariadne, 31, April 11, 2002

Probable types of documents, by discipline, that faculty may want to put into DSpace .(2004, September). Retrieved June 26, 2005

Probets, S. & Jenkins, C. (2006). Documentation for institutional repositories. Learned Publishing, 19(1), 57-71.

Robinson, M. (2007, August 8). Institutional repositories: Staff and skills requirements. SHERPA Document.

Shearer, K. (2002, September). A guide to setting-up an institutional repository . Retrieved August 23, 2005

Tennant, R. (2002). Institutional Repositories . Library Journal, September 15, 2002

Thomas, C. F., McDonald, R. H., Smith, A. D., & Walters, T. O. (2005). The new frontier of institutional repositories: A common destination with different paths. New Review of Information Networking, 11(1), 65-82.

Watson, C. A. (2007, December 24). Carpe diem: Establish an institutional repository for your organization. LLRX.com.

Witten, I. H., Bainbridge, D., Tansley, R., Huang, C.-Y., & Don, K. J. (2005). StoneD: A bridge between Greenstone and DSpace. D-Lib Magazine, 11(9).

Long-Term Sustainability and Preservation

Beagrie, N. (2006). Digital curation for science, digital libraries, and individuals. The International Journal of Digital Curation, 1(1), 3-16.

Berman, F. & Schottlaender, B. E. C. (2007). The need for formalized trust in digital repository collaborative infrastructure. NSF/JISC Repositories Workshop.

Bicknese, D. (2003-2004). Institutional Repositories and the Institution's Repository: What is the Role of the University Archives with an Institution's On-line Digital Repository? Archival Issues, 28(2), 81-93.

Bradley, K. (2005, January 28). APSR sustainability issues discussion paper . Retrieved August 23, 2005

Bradley, K. (2006). Risks associated with the use of recordable CDs and DVDs as reliable storage media in archival collections -- Strategies and alternatives.

Bradley, K., Lei, J., & Blackall, C. (2007). Towards an open source repository and preservation system: Recommendations on the implementation of an open source digital archival and preservation system and on related software development.

Dale, R. L. (2005). Making certification real: Developing methodology for evaluating repository trustworthiness. RLG DigiNews, 9(5).

Dobratz, S. & Neuroth, H. (2004). Network of Expertise in long-term STOrage of digital resources - A digital preservation initiative for Germany. D-Lib Magazine, 10(4).

Dobratz, S. & Schoger, A. (2005). Digital repository certification: A report from Germany. RLG DigiNews, 9(5).

Dobratz, S., Schoger, A., & Strathmann, S. (2007). The nestor catalogue of criteria for trusted digital repository evaluation and certification. Journal of Digital Information, 8(2).

Emmerson, P. (2008, February). Retention of learning materials: A survey of institutional policies and practice. The Joint Information Systems Committee.

Ferreira, M., Baptista, A. A., & Ramalho, J. (2006). A foundation for automatic digital preservation. Ariadne, Issue 48.

Fyffe, R., Ludwig, D., Roach, M., Schulte, B., & Warner, B. F. (2004). Preservation Planning for Digital Information: Final Report of the HVC Digital Preservation Task Force. University of Kansas.

Galloway, P., Donovan, A. M., Esteva, M., Sonder, A., & Trombley, S. (2004). Archival Appraisal, Websites, and DSpace. Proceedings, Imaging Science and Technology Archiving Conference, 66-70.

Hank, C. (2006). Digital curation and trusted repositories, seeking success: JCDL 2006 workshop report. D-Lib Magazine, 12(7/8).

Hitchcock, S., Brody, T., Hey, J. M. N., & Carr, L. (2005). Preservation for institutional repositories: Practical and invisible. Retrieved January 29, 2007

Hitchcock, S., Brody, T., Hey, J. M. N., & Carr, L. (2007). Digital preservation service provider models for institutional repositories: Towards distributed services. D-Lib Magazine, 13(5/6).

Hitchcock, S., Hey, J., Brody, T., & Carr, L. (2007, March 7). Laying the foundations for repository preservation services: Final report from the PRESERV project.

Hockx-Yu, H. (2006). Digital preservation in the context of institutional repositories. Program: Electronic Library and Information Systems, 40(3), 232-243.

Honey, S. L. (2005). Preservation of electronic scholarly publishing: An analysis of three approaches. portal: Libraries and the Academy, 5(1), 59-75.

James, H., Ruusalepp, R., Anderson, S., & Pinfield, S. (2003, October 29). Feasibility and requirements study on preservation of E-Prints: Report Commissioned by the Joint Information Systems Committee (JISC).

Jantz, R. & Giarlo, M. (2006). Digital archiving and preservation: Technologies and processes for a trusted repository. Journal of Archival Organization, 4(1/2), 193-213.

Jantz, R. & Giarlo, M. J. (2005). Digital preservation: Architecture and technology for trusted digital repositories. D-Lib Magazine, 11(6).

Joint Information Systems Committee. (2006). Time is right for major investment in repositories infrastructure, says report. eGov monitor, June 8, 2006.

Jones, M. (2007, March). e-Journals: Archiving and preservation. Retrieved March 9, 2007

Kaczmarek, J., Hswe, P., Eke, J., & Habing, T. G. (2006). Using the Audit Checklist for the Certification of a Trusted Digital Repository as a framework for evaluating repository software applications. D-Lib Magazine, 12(12).

Knight, G. & Anderson, S. (2007, March 29). SHERPA DP: Final report of the SHERPA DP Project.

Krimbacher, M., Neuhauser, M., & Vogl, M. (2005). reUSE: Survey on the long-term preservation of digital documents in European libraries 2005. Retrieved October 18, 2006

Lee, C. A. & Tibbo, H. R. (2007). Digital curation and trusted repositories: Steps toward success. Journal of Digital Information, 8(2).

Moghaddam, G. G. (2007). Archiving challenges of scholarly electronic journals: How do publishers manage them? Serials Review, 33(2), 81-90.

Moore, R. W. & Smith, M. (2007). Automated validation of trusted digital repository assessment criteria. Journal of Digital Information, 8(2).

Pennock, M. (2008, January). JISC Programme Synthesis Study: Supporting digital preservation & asset management in institutions.

Prom, C. J. (2003). Reengineering archival access through the OAI protocols. Library Hi Tech, 21(2), 199-209.

Research Libraries Group (RLG). (2002). Trusted digital repositories: Attributes and responsibilities. Retrieved September 19, 2006

Rieh, S. Y., Markey, K., Yakel, E., St. Jean, B., & Kim, J. (2007). Perceived values and benefits of institutional repositories: A perspective of digital curation. An International Symposium on Digital Curation (DigCCurr 2007), Chapel Hill, NC, April 18-20, 2007.

Ross, S. & McHugh, A. (2005). Audit and certification of digital repositories: Creating a mandate for the Digital Curation Centre (DCC). RLG DigiNews, 9(5).

Rusbridge, C., Burnhill, P., Ross, S., Buneman, P., Giaretta, D., Lyon, L., & Atkinson, M. (2005). The Digital Curation Centre: A vision for digital curation. Paper presented at From Local to Global: Data Interoperability -- Challenges and Technologies, Mass Storage and Systems Technology Committee of the IEEE Computer Society, Sardinia, Italy, June 20-24, 2005.

Smith, M. & Moore, R. W. (2007). Digital archive policies and trusted digital repositories. The International Journal of Digital Curation, 1(2), 92-101.

Solla, L. (2002). Building digital archives for scientific information. Issues in Science and Technology Librarianship, Fall 2002.

Swan, A. & Awre, C. (2006).Linking UK repositories: Technical and organisational models to support user-oriented services across institutional and other digital repositories: Scoping Study Report, Appendix. Retrieved June 13, 2006

Treloar, A., Groenewegen, D., & Harboe-Ree, C. (2007). The data curation continuum: Managing data objects in institutional repositories. D-Lib Magazine, 13(9/10).

Yakel, E. (2004). Digital assets for the next millenium. OCLC Systems & Services: International Digital Library Perspectives, 20(3), 102-105.

Yakel, E. (2007). Digital curation. OCLC Systems & Services, 23(4), 335-340.

Metadata and IR Content Submission 

Agnew, G. & Yu, Y. (2007). The Rutgers Workflow Management System: Migrating a digital object management utility to open source. The Code4Lib Journal, 1, December 17, 2007.

Bayram, Ö., Atilgan, D., & Arslantekin, S. (2006). An institutional repository initiative and issues concerning metadata. In V. P. Guerrero-Bote (Ed.), Proceedings I International Conference on Multidisciplinary Information Sciences And Technologies 1. Merida (Spain).

Bekaert, J., De Kooning, E., & van de Sompel, H. (2006). Representing digital assets using MPEG-21 Digital Item Declaration. International Journal on Digital Libraries, 6(2), 159-173.

Bell, J. & Lewis, S. (2006). Using OAI-PMH and METS for exporting metadata and digital objects between repositories. Program: Electronic Library and Information Systems, 40(3), 268-276.

Breeding, M. (2002). Understanding the protocol for metadata harvesting of the Open Archives Initiative. Computers in Libraries, 22(8), 24-29.

Burk, A., Al-Digeil, M., Forest, D., & Whitney, J. (2007). New possibilities for metadata creation in an institutional repository context. OCLC Systems & Services, 23(4), 403-410.

Carr, L. & Harnad, S. (2005, March 15). Keystroke economy: A study of the time and effort involved in self-archiving . Retrieved August 23, 2005

Cole, T. W. (2003). Using OAI: Innovations in the sharing of information. Library Hi Tech, 21(2), 115-117.

Cole, T. W. & Foulonneau, M. (2007). Using the Open Archives Initiative Protocol for Metadata Harvesting. Westport, CT: Libraries Unlimited.

Cole, T. W. & Shreeves, S. L. (2004). Search and discovery across collections: The IMLS digital collections and content project. Library Hi Tech, 22(3), 307-322.

Efron, M. (2007). Metadata use in OAI-compliant institutional repositories. Journal of Digital Information, 8(2).

Foulonneau, M. & André. (2008). Investigative study of standards for digital repositories and related services. Amsterdam: Amsterdam University Press.

Foulonneau, M., Habing, T. G., & Cole, T. W. (2006). Automated capture of thumbnails and thumbshots for use by metadata aggregation services. D-Lib Magazine, 12(1).

Goldsmith, B. & Knudson, F. (2006). Repository librarian and the next crusade: The search for a common standard for digital repository metadata. D-Lib Magazine, 12(9).

Gordon, R. S. (2006). How to get published: Publish, don't perish! Retrieved April 22, 2006

Green, R., Dolphin, I., Awre, C., & Sherratt, R. (2007). The RepoMMan project: Automating workflow and metadata for an institutional repository. OCLC Systems & Services, 23(2), 210-215.

Guy, M., Powell, A., & Day, M. (2004). Improving the quality of metadata in eprint archives. Ariadne, Issue 38.

Hamb, C. P., Cordial, M. A., & Habing, T. G. (2006). Design and implementation of a custom OAI search and discovery service. Science & Technology Libraries, 26(3/4), 95-109.

Hunter, P. & Guy, M. (2004). Metadata for harvesting: The Open Archives Initiative, and how to find things on the Web. The Electronic Library, 22(2), 168-174.

Jayakanth, F., Maly, K., Zubair, M., & Aswath, L. (2006). A dynamic approach to make CDS/ISIS databases interoperable over the Internet using the OAI protocol. Program: Electronic Library and Information Systems, 40(3), 277-285.

Joint, N. (2006). Institutional repositories, self-archiving and the role of the library. Library Review, 55(2), 81-84.

Mongin, L., Fu, Y., & Mostafa, J. (2003). Open Archives data service prototype and automated subject indexing using D-Lib Archive Content as a Testbed. D-Lib Magazine, 9(12).

Powell, A. (2003). A brief overview of the OAI protocol and its potential impact. Information Services & Use, 23(2/3), 103-104.

Robertson, R. J. (2006). Evaluation of metadata workflows for the Glasgow ePrints and DSpace services: University of Strathclyde.

Rupp, N. & Bogdanski, E. L. (2006). Metadata management design. Serials Librarian, 50(3/4), 217-219.

Shreeves, S. L., Kaczmarek, J. S., & Cole, T. W. (2003). Harvesting cultural heritage metadata using the OAI protocol. Library Hi Tech, 21(2), 159-169.

Smith, A. J. (2007). Developing Handle System® Web Services at Cornell University. D-Lib Magazine, 13(9/10).

Summers, E. (2004). Building OAI-PMH harvesters with Net:OAI:Harvester. Ariadne, Issue 38.

Van de Sompel, H., Lagoze, C., Bekaert, J., Liu, X., Payette, S., & Warner, S. (2006). An interoperable fabric for scholarly value chains. D-Lib Magazine, 12(10).

Van de Sompel, H., Nelson, M. L., Lagoze, C., & Warner, S. (2004). Resource harvesting within the OAI-PMH framework. D-Lib Magazine, 10(12).

Van de Sompel, H., Young, J. A., & Hickey, T. B. (2003). Using the OAI-PMH. Differently. D-Lib Magazine, 9(7/8).

Ward, J. (2004). Unqualified Dublin Core usage in OAI-PMH data providers. OCLC Systems & Services, 20(1), 40-47.

Xia, J. (2006). Personal name identification in the practice of digital repositories. Program: Electronic Library and Information Systems, 40(3), 256-267.

Models of Scholarly E-Communication

ACRL Research Committee. (2008, January). Environmental scan 2007. Chicago, IL: Association of College & Research Libraries.

ACRL Scholarly Communications Committee. (2007, November 5). Establishing a research agenda for scholarly communication: A call for community engagement. Association of College and Research Libraries.

American Society for Cell Biology. (2007). Timely free access to taxpayer-funded research does not threaten financial stability of scientific journals, says the American Society for Cell Biology. Retrieved February 7, 2007

Arms, W. Y. (2007, September 26). The future of scholarly communication: Building the infrastructure for cyberscholarship.

Ayris, P. (2001). Open archives: Institutional issues. VINE, 125, 34-37.

Bankier, J.-G. & Perciali, I. (2008). The institutional repository rediscovered: What can a university do for open access publishing? Serials Review, 34(1), 21-26.

Baptista, A. A. & Ferreira, M. (2007). Tea for two: Bringing informal communication to repositories. D-Lib Magazine, 13(5/6).

Barjak, F. (2006). The role of the Internet in informal scholarly communication. Journal of the American Society for Information Science and Technology, 57(10), 1350-1367.

Bates, M., Manuel, S., & Oppenheim, C. (2007). Models of early adoption of ICT innovations in higher education. Ariadne, Issue 50.

Björk, B.-C. & Hedlund, T. (2004). A formalised model of the scientific publication process. Online Information Review, 28(1), 8-21.

Borgman, C. L. (2006). Disciplines, documents, and data: Convergence and divergence in the scholarly information infrastructure. ISI Samuel Lazerow Memorial Lecture.

Brody, T., Carr, L., Gingras, Y., Hajjem, C., Harnad, S., & Swan, A. (2007). Incentivizing the Open Access research web: Publication-archiving, data-archiving and scientometrics. CTWatch Quarterly, 3(3), 42-50.

Brogan, M. L. (2003). A survey of digital library aggregation services. Washington, D.C.: Digital Library Federation.

Brogan, M. L. (2006). Contexts and contributions: Building the distributed library. Washington, D.C.: Digital Library Federation.

Carr, L. & MacColl, J. (n.d.). IRRA (Institutional Repositories and Research Assessment) RAE software for institutional repositories.

Chan, L. & Kirsop, B. (2001). Open archiving opportunities for developing countries: Towards equitable distribution of global knowledge. Ariadne, Issue 30 .

Courant, P. N. (2006). Scholarship and academic libraries (and their kin) in the world of Google. First Monday, 11(8).

Crawford, W. (2008, April). The green road: Institutional repositories. Cites & Insights, 8(4), 5-9.

Drake, M. A. (2007). Scholarly communication in turmoil. InformationToday, 24(2).

Fink, J. L. & Bourne, P. E. (2007). Reinventing scholarly communication for the electronic age. CTWatch Quarterly, 3(3), 26-31.

Fitzgerald, B. & Pappalardo, K. (2007). The law as cyberinfrastructure. CTWatch Quarterly, 3(3), 51-57.

Fleming, D. (1998). The garden of forking paths -- Forms of scholarship and the 'Formations' pre-prints system for Cultural Studies and related fields. Computers and the Humanities, 32(4), 303-322.

Garner, J., Horwood, L., & Sullivan, S. (2001). The place of eprints in scholarly information delivery. Online Information Review, 25(4), 250-256.

Getz, M. (2005, January 13). Three frontiers in open-access scholarship (Draft). Retrieved May 1, 2007

Ginsparg, P. (2006). As we may read. Journal of Neuroscience, 26(38), 9606-9608.

Ginsparg, P. (2007). Next-generation implications of Open Access. CTWatch Quarterly, 3(3), 11-18.

Gold, A. (2007). Cyberinfrastructure, data, and libraries, Part 1. D-Lib Magazine, 13(9/10).

Gold, A. (2007). Cyberinfrastructure, data, and libraries, Part 2. D-Lib Magazine, 13(9/10).

Goodman, D. (2004). The criteria for Open Access. Serials Review, 30(4), 258-270.

Green, A. & Gutmann, M. (2006). Building partnerships among social science researchers, institution-based repositories and domain specific data archives. Retrieved February 23, 2007

Green, A. G. & Gutmann, M. P. (2007). Building partnerships among social science researchers, institution-based repositories, and domain specific data archives. OCLC Systems & Services, 23(1), 35-53.

Guédon, J.-C. (2004). The "green" and "gold" roads to Open Access: The case for mixing and matching. Serials Review, 30(4), 315-328.

Gunnarsdóttir, K. (2005). Scientific journal publications: On the role of electronic preprint exchange in the distribution of scientific literature. Social Studies of Science, 35(4), 549-579.

Hannay, T. (2007). Web 2.0 in Science. CTWatch Quarterly, 3(3), 19-25.

Harnad, S. (2003). Online archives for peer-reviewed journal publications. In J. Feather & P. Sturges (Eds.), International Encyclopedia of Library and Information Science. Oxford, UK: Routledge .

Hey, T. & Hey, J. (2006). e-Science and its implications for the library community. Library Hi Tech, 24(4), 515-528.

Hutchinson, A. (2005). Federal repositories: Comparative advantage in open access? Issues in Science and Technology Librarianship, Fall 2005.

Jackson, A. (2002). From preprints to e-prints: The rise of electronic preprint servers in Mathematics. Notices of the American Mathematical Society, 49(1), 23-31.

Jensen, M. (2007, June 15). The new metrics of scholarly authority. The Chronicle of Higher Education, 53(41), B.6.

Joint Task Force on Library Support for E-Science. (2007, November). Agenda for developing e-science in research libraries: Final report and recommendations to the Scholarly Communication Steering Committee, the Public Policies Affecting Research Libraries Steering Committee, and the Research, Teaching, and Learning Steering Committee.

Kennan, M. A. & Kautz, K. (2007, June). Scholarly publishing and open access: Searching for understanding of an emerging IS phenomenon. Paper to be presented at ECIS 2007 - The 15th European Conference on Information Systems, University of St. Gallen, Switzerland, June 7-9, 2007.

Kiernan, V. (1999). 'Open Archives' project promises alternative to costly journals. Chronicle of Higher Education, 46(15), A43-A44.

King, C. J. (2005). Scholarly communication: Academic values and sustainable models [Proposal to Andrew W. Mellon Foundation]. Retrieved May 15, 2006

King, D. W. & Tenopir, C. (2004). An evidence-based assessment of the 'author pays' model. Nature, June 25, 2004.

Kling, R., Spector, L., & McKim, G. (2002). Locally controlled scholarly publishing via the Internet: The Guild Model. The Journal of Electronic Publishing, 8(1).

Krichel, T. & Warner, S. (2001, May 26). Disintermediation of academic publishing through the Internet: An intermediate report from the front line . Retrieved August 23, 2005

Landesman, M. (2004, July). Heard on the Net: Institutional repositories, as users might see them. The Charleston Advisor, 48-50.

Luce, R. (2008). Learning from e-databases in an e-data world. EDUCAUSE review, 12-13.

Lynch, C. (2007). The shape of the scientific article in the developing cyberinfrastructure. CTWatch Quarterly, 3(3), 5-10.

McSeán, T. (2005). Research libraries and journal publishers: A marriage in trouble which both sides would like to save. Logos, 16(1), 27-31.

Morgan, P. (2007). Alive and kicking: A progress report on Open Access, institutional repositories, and health information. He@lth Information on the Internet, 58(1), 6-8.

Morris, S. (2007). Will the parasite kill the host? Are institutional repositories a fact of life - and does it matter? Serials: for the international serials community, 20(3), 172-179.

Morrison, H. (2006). Evidence based librarianship and open access. Evidence Based Library and Information Practice, 1(2), 46-50.

Morrison, H. (2007). Open access as an unprecedented public good: The transformative potential of the Internet for scholarship and society. Presentation delivered at Workshops on Internet/s and Organizations, preconference to Association of Internet Researchers (AoIR) Conference, Vancouver, British-Columbia (Canada).

Morrison, H. G. (2006). The dramatic growth of Open Access: Implications and opportunities for resource sharing. Journal of Interlibrary Loan, Document Delivery & Electronic Reserve, 16(3).

Moyle, M. & Polydoratou, P. (2007). Investigating overlay journals: Introducing the RIOJA Project. D-Lib Magazine, 13(9/10).

Nentwich, M. (1999). The European Research Papers Archive: Quality filters in electronic publishing. The Journal of Electronic Publishing, 5(1).

Nguyen, T. (2008, April). Open doors and open minds: What faculty authors can do to ensure open access to their work through their institution.

Novak, J. R. & Pardo, L. A. (2007, February). The evolving nature of faculty publications. Cleveland-Marshall College of Law, Cleveland State University.

Pinfield, S. (2007). Can open access repositories and peer-reviewed journals coexist? Serials: for the international serials community, 20(3), 163-171.

Regazzi, J. (2004). The shifting sands of Open Access publishing, a publisher's view. Serials Review, 30(4), 275-280.

Regazzi, J. J. & Caliguiri, N. A. (2006). Publisher and author partnerships: A changing landscape. Learned Publishing, 19(3), 183-192.

Rodriguez, M. A., Bollen, J., & Van de Sompel, H. (2006). The convergence of digital-libraries and the peer-review process. Journal of Information Science, 32(2), 151-161.

Rogers-Urbanek, J. P. (2008). Closing the repository gap at small institutions. portal: Libraries and the Academy, 8(1), 91-94.

RoMEO SHERPA. (2006). Opening Access to Research.

Roosendaal, H. E. (2004). Driving change in the research and HE information market. Learned Publishing, 17(1), 11-16.

Ross, S. & McHugh, A. (2006). The role of evidence in establishing trust in repositories. D-Lib Magazine, 12(7/8).

Rowland, F., Swan, A., Needham, P., Probets, S., Muir, A., Oppenheim, C., O'Brien, A., & Hardy, R. (2004). Delivery, management, and access model for e-prints and Open Access journals. Serials Review, 30(4), 298-303.

Rusch-Feja, D. (2002). The Open Archives Initiative and the OAI Protocol for Metadata Harvesting: Rapidly forming a new tier in the scholarly communication infrastructure. Learned Publishing, 15(3), 179-186.

Smith, A. P. (2000). The journal as an overlay on preprint databases. Learned Publishing, 13(1), 43-48.

Steele, C. (2003). Phoenix rising: New models for the research monograph? Learned Publishing, 16(2), 111-122.

Steele, C. (2006). Research with purpose. The Australian, June 7, 2006.

Suber, P. (2007). Trends favoring Open Access. CTWatch Quarterly, 3(3), 67-74.

Suber, P. (2008, March 17). What can universities do to promote open access? (PowerPoint Presentation).

Taubes, G. (1993). Publication by electronic mail takes Physics by storm. Science, 259(5099), 1246-1248.

Thomas, S. E. (2006). Publishing solutions for contemporary scholars: The library as innovator and partner. Library Hi Tech, 24(4), 563-573.

Till, J. E. (2001). Predecessors of preprint servers. Learned Publishing, 14(1), 7-13.

Van de Sompel, H. & Lagoze, C. (2007). Interoperability for the discovery, use, and re-use of units of scholarly communication. CTWatch Quarterly, 3(3), 32-41.

Walters, T. O. (2007). Reinventing the library - How repositories are causing librarians to rethink their professional roles. portal: Libraries and the Academy, 7(2), 213-225.

Walters, W. H. (2007). Institutional journal costs in an open access environment. Journal of the American Society for Information Science and Technology, 58(1), 108-120.

Wates, E. & Campbell, R. (2007). Author's version vs. publisher's version: An analysis of the copy-editing function. Learned Publishing, 20(2), 121-129.

Wilbanks, J. (2007). Cyberinfrastructure for knowledge sharing. CTWatch Quarterly, 3(3), 58-66.

Wittenberg, K. (2004). Librarians as publishers: A new role in scholarly communication. Searcher, 12(10), 50-53.

Xia, J. (2007). Disciplinary repositories in the social sciences. Aslib Proceedings, 59(6), 528-538.

Zhang, S. L. (2007). The flavors of open access. OCLC Systems & Services, 23(3), 229-234.

Recruiting Content for IRs

Allard, S., Mack, T. R., & Feltner-Reichert, M. (2005). The librarian's role in institutional repositories: A content analysis of the literature. Reference Services Review, 33(3), 325-336.

Anderson, R. (2004). Author disincentives and Open Access. Serials Review, 30(4), 288-291.

Bell, S., Foster, N. F., & Gibbons, S. (2005). Reference librarians and the success of institutional repositories. Reference Services Review, 33(3), 283-290.

Blythe, E. & Chachra, V. (2005). The value proposition in institutional repositories. EDUCAUSE Review, September/October 2005, 76-77.

Buehler, M. A. & Boateng, A. (2005). The evolving impact of institutional repositories on reference librarians. Reference Services Review, 33(3), 291-300.

Carr, L. & Brody, T. (2007). Size isn't everything: Sustainable repositories as evidenced by sustainable deposit profiles. D-Lib Magazine, 13(7/8).

Chan, D. L. H., Kwok, C. S. Y., & Yip, S. K. F. (2005). Changing roles of reference librarians: The case of the HKUST Institutional Repository. Reference Services Review, 33(3), 268-282.

Feijen, M. & van der Kuil, A. (2005). A recipe for cream of science: Special content recruitment for Dutch institutional repositories. Ariadne, Issue 45.

Ferreira, M., Rodrigues, E., Baptista, A. A., & Saraiva, R. (2008). Carrots and sticks: Some ideas on how to create a successful institutional repository. D-Lib Magazine, 14(1/2).

Foster, N. F. & Gibbons, S. (2005). Understanding faculty to improve content recruitment for institutional repositories . D-Lib Magazine, 11(1), January 2005.

Genoni, P. (2004). Content in institutional repositories: A collection management issue. Library Management, 25(6/7), 300-306.

Gherman, P. M. (2005). Collecting at the edge - Transforming scholarship. Journal of Library Administration, 42(2), 23-34.

Gierveld, H. (2006). Considering a marketing and communications approach for an institutional repository. Ariadne, Issue 49.

Graham, J.-B., Skaggs, B. L., & Stevens, K. W. (2005). Digitizing a gap: A state-wide institutional repository project. Reference Services Review, 33(3), 337-345.

Harnad, S. (2001). The Budapest Open Access Initiative Self-Archiving FAQ . Retrieved August 23, 2005

Harnad, S. (2006). Opening access by overcoming Zeno's Paralysis. Retrieved August 15, 2006

Hitchcock, S., Brody, T., Gutteridge, C., Carr, L., & Harnad, S. (2003). The impact of OAI-based search on access to research journal papers. Serials, 16(3), 255-260.

Horwood, L., Sullivan, S., Young, E., & Garner, J. (2004). OAI compliant institutional repositories and the role of library staff. Library Management, 25(4/5), 170-176.

Hunter, P. & Day, M. (2005, January). Institutional repositories, aggregator services and collection development . ePrints UK supporting study, no. 2, Version 0.2. Retrieved August 22, 2005

Jenkins, B., Breakstone, E., & Hixson, C. (2005). Content in, content out: The dual roles of the reference librarian in institutional repositories. Reference Services Review, 33(3), 312-324.

Kim, J. (2007). Motivating and impeding factors affecting faculty contribution to institutional repositories. Journal of Digital Information, 8(2).

Lindahl, D. & Foster, N. (2004). Use a shoehorn or design a better shoe: Co-design of a university repository. Paper presented at Conference '04, Toronto, Ontario, July 27-31.

Linde, P. (2006). Bottom(s) up to a top down approach. ScieCom Info, no. 1.

Mark, T. & Shearer, K. (2006). Institutional repositories: A review of content recruitment strategies. World Library and Information Congress: 72nd IFLA General Conference and Council.

Masako, S. & Shigeki, S. (2006). From nought to a thousand: The HUSCAP Project. Ariadne, Issue 49.

McDonald, J. (2003). A recipe for a successful digital archive: Collection development for digital archives. Against the Grain, 15(1), 22-24.

Parnell, S. & Svensson, A. (2006). Stick or carrot - How to fill an institutional repository. ScieCom Info, no. 1.

Phillips, H., Carr, R., & Teal, J. (2005). Leading roles for reference librarians in institutional repositories: One library's experience. Reference Services Review, 33(3), 301-311.

Prosser, D. (2004). Presentation: If you build it, will they come? Filling an institutional repository. Retrieved March 10, 2006

Rockman, I.F. (2005). Editorial: Distinct and expanded roles for reference librarians. Reference Services Review, 33(3), 257-258.

Sale, A. (2006). Comparison of content policies for institutional repositories in Australia. First Monday, 11(4).

Salo, D. (2007). Innkeeper at the roach motel.

Spedding, V. (2005). The infrastructure is there: Time to populate. Research Information, July/August 2005.

Ware, M. (2004). Universities' own electronic repositories yet to impact on Open Access . Nature.

Watson, P. D. (2003). Sources for e-journals. Library Technology Reports, 39(2), March-April 2003, 6-27.

Xia, J. (2007). Assessment of self-archiving in institutional repositories: Across disciplines. Journal of Academic Librarianship, 33(6), 647-654.

Surveys of IRs, E-Print Archives, Authors, and Publishers

Allen, J. (2005). Interdisciplinary differences in attitudes towards deposit in institutional repositories. Unpublished doctoral dissertation, Manchester Metropolitan University, UK.

Bailey, C. W., Jr., Coombs, K., Emery, J., Mitchell, A., Morris, C., Simons, S., & Wright, R. (2006). Institutional Repositories. In L. A. George (Ed.), SPEC Kits. Retrieved August 27, 2006

Brown, C. (2003). The role of electronic preprints in chemical communication: Analysis of citation, usage, and acceptance in the journal literature. Journal of the American Society for Information Science and Technology, 54(5), 362-371.

Brown, L., Griffiths, R., Rascoff, M., & Guthrie, K. (2007, July 26). University publishing in a digital age.

Coleman, A. & Roback, J. (2005). Open Access Federation for Library and Information Science. D-Lib Magazine, 11(12).

Correia, A. M. R. & Neto, M. d. C. (2002). The role of eprint archives in the access to, and dissemination of, scientific grey literature: LIZA - A case study by the National Library of Portugal. Journal of Information Science, 28(3), 231-241.

Dobratz, S. & Matthaei, B. (2003). Open Archives activities and experiences in Europe. D-Lib Magazine, 9(1).

Fernandez, L. (2006). Open Access Initiatives in India - An evaluation. Partnership: The Canadian Journal of Library and Information Practice and Research, 1(1).

Fitzgerald, B. & Austin, A. (2008). Issues for academic authors, institutional repositories, open access journals and end-users. Paper presented at OR 2008: Open Repositories Conference 2008, Southampton, UK, April 1-4, 2008.

Fullard, A. (2007). South African responses to Open Access publishing: A survey of the research community. South African Journal of Libraries and Information Science, 73(1), 40-50.

George, L. A. (2006). ARL: SPEC Online Surveys. Retrieved July 29, 2006

Henty, M. (2007). Ten major issues in providing a repository service in Australian universities. D-Lib Magazine, 13(5/6).

Ithaka. (2006). Ithaka's 2006 librarian and faculty studies: Overview of key findings.

Lynch, C. A. & Lippincott, J. K. (2005). Institutional repository deployment in the United States as of early 2005 . D-Lib Magazine, 11(9), September 2005.

Mark Ware Consulting Ltd. (2004, January). Publisher and Library/Learning Solutions (PALS): Pathfinder research on Web-based repositories: Final report . Retrieved June 17, 2005

Markey, K., Rieh, S. Y., St. Jean, B., Kim, J., & Yakel, E. (2007, February). Census of institutional repositories in the United States: MIRACLE Project Research Findings. Washington, D.C.: Council on Library and Information Resources.

Markey, K., St. Jean, B., Rieh, S. Y., Yakel, E., & Kim, J. (2008). Institutional repositories: The experience of Master's and Baccalaureate institutions. portal: Libraries and the Academy, 8(2), 157-173.

Markey, K., St. Jean, B., Rieh, S. Y., Yakel, E., Kim, J., & Kim, Y.-M. (2007). Nationwide census of institutional repositories: Preliminary findings. Journal of Digital Information, 8(2).

McDowell, C. S. (2007). Evaluating institutional repository deployment in American academe since early 2005: Repositories by the numbers, Part 2. D-Lib Magazine, 13(9/10).

Miller, R. M. (2006). Readers' attitudes to self-archiving in the UK. Unpublished doctoral dissertation, Napier University.

Nicholas, D., Huntington, P., & Rowlands, I. (2005). Open access journal publishing: The views of some of the world's senior authors. Journal of Documentation, 61(4), 497-519.

Park, E. G., Nam, Y.-j., & Oh, S. (2007). Integrated framework for electronic theses and dissertations in Korean contexts. Journal of Academic Librarianship, 33(3), 338-346.

Pickton, M. J. & McKnight, C. (2006). Is there a role for research students in an institutional repository? Some repository managers' views. Retrieved August 30, 2006

Pickton, M. & McKnight, C. (2007). Is there a role for research students in an institutional repository? Some repository managers' views. Journal of Librarianship and Information Science, 39(3), 153-161.

Pryor, G. (2007). Attitudes and aspirations in a diverse world: The Project StORe perspective on scientific repositories. The International Journal of Digital Curation, 2(1), 135-144.

Pryor, G. (2007). Project StORe: Making the connections for research. OCLC Systems & Services, 23(1), 70-78.

Research Information Network & Consortium of Research Libraries. (2007, April). Researchers' use of academic libraries and their services: A report commissioned by the Research Information Network and the Consortium of Research Libraries.

Rieh, S. Y., Markey, K., St. Jean, B., Yakel, E., & Kim, J. (2007). Census of institutional repositories in the U.S.: A comparison across institutions at different stages of IR development. D-Lib Magazine, 13(11/12), November/December 2007.

Rieh, S. Y., St. Jean, B., Yakel, E., Markey, K., & Kim, J. (in press). Perceptions and experiences of staff in the planning and implementation of institutional repositories. Library Trends.

Rowlands, I. & Nicholas, D. (2005). Scholarly communication in the digital environment: The 2005 survey of journal author behaviour and attitudes. Aslib Proceedings: New Information Perspectives, 57(6), 481-497.

Rowlands, I., Nicholas, D., & Huntingdon, P. (2004). Scholarly communication in the digital environment: What do authors want?

Rowlands, I., Nicholas, D., & Huntington, P. (2004). Scholarly communication in the digital environment: What do authors want? Learned Publishing, 17(4), 261-273.

Schonfeld, R. C. (2007, December 3). Distilling strategic directions for repositories from faculty and librarian attitudes (PowerPoint Presentation).

Schonfeld, R. C. & Guthrie, K. M. (2007). The changing information services needs of faculty. EDUCAUSE review, 8-9.

Shearer, K. (2004, September). Survey results - Summer 2004: CARL Institutional Repositories Project . Retrieved August 23, 2005

Shearer, K. (2006). The CARL institutional repositories project: A collaborative approach to addressing the challenges of IRs in Canada. Library Hi Tech, 24(2), 165-172.

Sheridan Libraries at Johns Hopkins University. (2006). A technology analysis of repositories and services: Final report. Retrieved January 26, 2007

Smith, K. (2008). Institutional repositories and e-journal archiving: What are we learning? Journal of Electronic Publishing, 11(1).

Swan, A. (1999). 'What authors want': The ALPSP research study on the motivations and concerns of contributors to learned journals. Learned Publishing, 12(3), 170-172.

Swan, A. (2006). Chapter 7: The culture of Open Access: Researchers' views and responses. In N. Jacobs (Ed.), Open Access: Key Strategic, Technical and Economic Aspects (pp. 52-59). Oxford: Chandos Publishing.

Swan, A. & Brown, S. (2003). Authors and electronic publishing: What authors want from the new technology. Learned Publishing, 16(1), 28-33.

Swan, A. & Brown, S. (2004). Authors and open access publishing . Learned Publishing, 17(3), July 2004, 219-224.

Swan, A. & Brown, S. (2005, May). Open access self-archiving: An author study . Retrieved August 22, 2005

Thomas, C. & McDonald, R. H. (2007). Measuring and comparing participation patterns in digital repositories: Repositories by the numbers, Part 1. D-Lib Magazine, 13(9/10).

Thomas, C., McDonald, R. H., & McDowell, C. S. (2007). Overview - Repositories by the numbers. D-Lib Magazine, 13(9/10).

University of California Office of Scholarly Communication, California Digital Library eScholarship Program, & Greenhouse Associates, I. (2007, August). Faculty attitudes and behaviors regarding scholarly communication: Survey findings from the University of California.

University of Houston Libraries Institutional Repository Task Force. (2006). Institutional Repositories. Washington, D.C.: Association of Research Libraries.

van der Graaf, M. & van Eijndhoven, K. (2008). The European repository landscape: Inventory study into the present type and level of OAI-compliant digital repository activities in the EU. Amsterdam: Amsterdam University Press.

Van Orsdel, L. C. & Born, K. (2007). Serial wars. Library Journal, April 15, 2007.

Van Orsdel, L. C. & Born, K. (2008). Periodicals price survey 2008: Embracing openness. Library Journal.

van Westrienen, G. (2005). Completed Questionnaires: Country update on academic institutional repositories . Making the strategic case for institutional repositories; CNI-JISC-SURF Conference; Amsterdam, 10-11 May 2005. Retrieved August 23, 2005

van Westrienen, G. & Lynch, C. A. (2005). Academic institutional repositories: Deployment status in 13 nations as of mid 2005 . D-Lib Magazine, 11(9), September 2005.

Ware, M. (2004). Institutional repositories and scholarly publishing. Learned Publishing, 17(2), April 2004, 115-124.

Warlick, S. E. & Vaughan, K. T. L. (2007). Factors influencing publication choice: Why faculty choose open access. Biomedical Digital Libraries, 4(1).

Watson, S. (2007). Authors' attitudes to, and awareness and use of, a university institutional repository. Serials: for the international serials community, 20(3), 225-230.

Weenink, K., Waaijers, L., & van Godtsenhoven, K. (Eds.). (2008). A DRIVER's guide to European repositories. Amsterdam: Amsterdam University Press.

Xia, J. & Dalbello, M. (2007). Self-archiving as an emergent scholarly practice: An assessment of self-archiving in institutional repositories. Abstract.

Yakel, E., Rieh, S. Y., St. Jean, B., Markey, K., & Kim, J. (in press). Institutional repositories and the institutional repository: College and university archives and special collections in an era of change. The American Archivist.

Updates on IR Implementations by Groups

Alexander, M. L. & Gautam, J. N. (2006). Institutional repositories for scholarly communication: Indian initiatives. Serials: The Journal for the Serials Community, 19(3), 195-201.

Allinson, J. & MacLeod, R. (2006). Digital repositories: Building an information infrastructure in the UK. Research Information, October/November 2006.

André, F. (2007). The repository jigsaw. Research Information, April/May 2007.

Awre, C. (2004). The JISC's FAIR Programme: Disclosing and sharing institutional assets. Learned Publishing, 17, 151-156.

Baruch, P. (2007). Open access developments in France: The HAL Open Archives System. Learned Publishing, 20(4), 267-282.

Beier, G. & Velden, T. (2004). The eDoc-Server project: Building an institutional repository for the Max Planck Society . High Energy Physics Libraries Webzine, 9.

Bravo, B. R. & Díez, M. L. A. (2007). E-science and open access repositories in Spain. OCLC Systems & Services, 23(4), 363-371.

Coll, I. S. & De Robbio, A. (2008). An international repository for library and information science: The experience of E-LIS. Prepared for Open Repositories 2008 Conference.

Copeland, S., Penman, A., & Milne, R. (2005). Electronic theses: The turning point. Program: Electronic Library and Information Systems, 39(3), 185-197.

Drury, C. (2007). Building institutional repository infrastructure in regional Australia. OCLC Systems & Services, 23(4), 395-402.

EPrints. (n.d.). ROARMAP (Registry of Open Access Repository Material Archiving Policies). Retrieved September 28, 2006

Estlund, K. & Neatrour, A. (2007). Utah Digital Repository Initiative: Building a support system for institutional repositories. D-Lib Magazine, 13(11/12).

Feijen, M., Horstmann, W., Manghi, P., Robinson, M., & Russell, R. (2007). DRIVER: Building the network for accessing digital repositories across Europe. Ariadne, 53, October 2007.

Foulonneau, M., Cole, T. W., Blair, C., Gorman, P. C., Hagedorn, K., & Riley, J. (2006). The CIC Metadata Portal: A collab