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Hyku for Consortia: PALCI Goals

Support PALCI’s diverse use cases for �repository solutions by co-investing in:

Collaboration Infrastructure that scales

Community-owned solutions that provide:

Agency / Choice

Opportunities for savings

Potential for innovation

Equitable access to information

Taking the long-view with an investment in open infrastructure solutions that scale.

PALCI provides our members with innovation support, and this space in particular is one where we see a great deal of duplication of effort.

A grant project allowed us to explore whether we could in fact bring together a community that would make tech choices guided by principles of scale, openness, and affordability.

Hyku for Consortia Vision & Values - Partnering in order to:

Contain and share costs
Build IR efficiencies leveraging shared expertise, resources, tech management, and scale
Develop an open source community infrastructure for innovation and interoperability
Hit the sweet spot in the marketplace, with a “good enough” technology solution to allow flexibility/customization options and widespread adoption

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PALs working together

Methodology:

Gathering input from many libraries
Synthesize into prioritized needs
Translate to the Hyrax/Hyku environment

Phase 1: 2017-2018

Get Hyku up and running

Phase 2: 2018-2021

Improve features for multi-tenant administration

Phase 3: 2021-2023

Remove barriers to adoption for institutions

We are here

Gretchen

PALNI and PALCI (The PALs) defined three project phases, the first of which was designed to get a multi-tenant instance of Hyku up and running to determine whether it could meet the immediate needs of our members, and longer-term, whether it had the potential to fulfill a more fully developed vision for a consortially-scaled IR solution.

The second phase, which we’re in now, is heavily focused on aspects of a multi-tenant administration, which I’ll talk about in a minute.

An anticipated future phase 3 of this project is where we hope to remove any remaining barriers for large-scale adoption for institutions within our two consortia and beyond.

Our methodology or approach to the various phases of this project, bring together input from many libraries toward a shared vision and prioritized needs, which can then be translated into the Hyku/Hyrax open source environment, with a focus on a collaboration-first mentality. We hope our contributions in this space can be widely benefited from.

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Phase One Goals and Accomplishments (2017-2018)

Create Hyku Task Force
Set up test Hyku platform
Create admin tools for easy creation of new tenants
Develop some customization abilities �for tenant color, font, logo
Define list of goals for next phase
Develop informal network with other �Hyku users

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Phase Two Goals (2018-2021)

Apply for and receive IMLS grant

Tangible Grant Goals

Improve collaborative workflows
Develop new worktypes for ETD and OER
Improve theming and branding features
(Create bulk upload capability)
Implement support for DOIs
Worktype sharing/versioning
Implement a cross-tenant search
Create functionality for multi-tenant works

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Phase Two Goals (2018-2021), cont.

Intangible Grant Goals

Develop partnership with PALNI
Create sustainable business model

Costs
Staffing
Support
Governance

Engage with larger Samvera community
Pilot repository services
Investigate potential partnerships

APTrust

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Jen Duplaga

Archives and Public Services Librarian

Duggan Library

Hanover College

Nic Stanton-Roark

Archivist

Robert A Nicholson University Library

Anderson University

IR Project Coordinator

PALNI

Amanda Hurford

Scholarly Communications Director

PALNI

Demo

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Pilot Feedback

Positives

Easy to use
Good for discrete collections of existing materials
Thorough help, documentation, and support
Good customization options (look and feel)

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Pilot Feedback

Areas for growth

More integration with other services and resources

Discovery layer integration
Aggregation of non-hosted resources
Identifiers like ORCID and DOI
Journal publishing
Preservation services
Campus authentication

More flexibility in metadata and and content support

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Phase Three Plans (2021-2023)

Produce a current, comprehensive, systematic gap assessment defining barriers to Hyku adoption.

User Research

Hire UX consultant
Conduct user research
Develop functional requirements

Complete several tightly-scoped development sprints for high priority features in close collaboration with the Hyku and Hyrax development communities.

Development

3 "sprints" of development
Based on research

Provide a toolkit for consortia and groups of libraries considering a collaborative repository solution.

Operational Model

Develop shared service and support infrastructure
Generalize into an tool-kit to release with larger community

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Opportunities to Get Involved

Today, you can...

Become a piloter: Get your Hyku Tenant

Contact us about piloting by October 31st
Join our user group
Community of support

Run a production-level Hyku tenant, hosted by Notch8

In the future...

Exploration of a PALCI Interest Group / Brown bag sessions

PALCI is considering hosting a community interest group around digital library infrastructures and management of digital materials, including:

Repositories (all types, not just Hyku)
Other digital services, statistics / data analysis
Digital preservation
Special collections and archives
Digital collections
Scholarly communications infrastructure

Exploration of other related services

E.g., AP Trust or OJS, etc.

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