The Guide for Electronic Theses and Dissertations
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University of South Florida Scholar Commons English Faculty Publications English 12-6-2001 The uideG for Electronic Theses nda Dissertations Edward Fox Joseph M. Moxley University of South Florida Department of English, [email protected] Follow this and additional works at: http://scholarcommons.usf.edu/eng_facpub Scholar Commons Citation Fox, Edward and Moxley, Joseph M., "The uideG for Electronic Theses and Dissertations" (2001). English Faculty Publications. Paper 163. http://scholarcommons.usf.edu/eng_facpub/163 This Book is brought to you for free and open access by the English at Scholar Commons. It has been accepted for inclusion in English Faculty Publications by an authorized administrator of Scholar Commons. For more information, please contact [email protected]. The Guide for Electronic Theses and Dissertations The Guide for Electronic Theses and Dissertations Introduction | Universities | Students | Technical Issues | Training | The Future 1. Introduction: Purpose and scope of this document (Edward Fox) 1.1. What are ETDs? (Edward Fox) 1.1.1. ETDs as new genre of documents (Edward Fox) 1.2. Why ETDs? (Edward Fox and Joseph M. Moxley) 1.2.1. Minimize duplication of effort (Edward Fox) 1.2.2. Improve visibility (Edward Fox) 1.2.3. Accelerate workflow: graduate more quickly, make ETDs available faster to outside audience (Edward Fox) 1.2.4. Costs and benefits (Edward Fox) 1.3. Purpose, goals, objectives of ETD activities (Edward Fox) 1.3.1. helping students be better prepared as knowledge workers (Edward Fox) 1.3.1.1. helping students be original (Joseph M. Moxley) 1.3.1.2. helping students network professionally (Joseph M. Moxley) 1.3.2. improving graduate education, and http://etdguide.org/content/ (1 of 9) [12/06/2001 7:48:04 AM] The Guide for Electronic Theses and Dissertations quality/expressiveness of ETDs (Edward Fox) 1.3.2.1. helping faculty (Joseph M. Moxley) 1.3.3. increasing readership of ETDs, communicating research results (Edward Fox and Joseph M. Moxley) 1.3.4. helping universities develop digital library services & infrastructure (Edward Fox) 1.3.5. increasing sharing and collaboration among universities and students (Edward Fox) 1.3.6. enhancing access to university research (Edward Fox) 1.3.6.1. Searching (Edward Fox) 1.3.6.2. Browsing: Classification systems, classification schemes used in different disciplines (Edward Fox) 1.3.6.3. Well known sites/resources for ETDs (Susanne Dobratz ) 1.4. Brief history of ETD activities: 1987-2000 (Edward Fox) 1.5. Global cooperation in ETD activities (Edward Fox) 1.6. Overview of rest of the Guide (Edward Fox) 2. Universities 2.1. Why ETDs? (Ana Pavani) 2.1.1. Reasons and strategies for archiving electronic theses and dissertations (Ana Pavani) 2.2. How to develop an ETD program? (Ana Pavani) 2.2.1. Scenarios illustrating approaches, schedules and workflow (Edward Fox and Jose H. Canos Cerda) 2.2.2. Role of the Graduate School / Graduate Program (John Eaton) 2.2.3. Role of the Library and Archives (Gail McMillan) 2.3. What are the key concerns and their resolution? http://etdguide.org/content/ (2 of 9) [12/06/2001 7:48:04 AM] The Guide for Electronic Theses and Dissertations 2.3.1. Intellectual Property Rights (Gail McMillan and Edward Fox) 2.3.2. Publishers (Gail McMillan) 2.3.3. Human resources and expertise needed for an ETD program (Gail McMillan; Universite Montreal) 2.3.4. Sources for funding (Australian Digital Theses Program; Universite Montreal) 2.3.5. Costs (Gail McMillan; Universite Montreal) 2.3.5.1. Processing charges (Edward Fox) 2.3.5.2. Budgets (Universite Montreal) 2.3.6. Plagiarism (Jean-Claude Guedon) 2.4. Assessment and Measurement (Gail McMillan; Universite Montreal; Joan Lippincott) 2.4.1. Introduction (Joan Lippincott) 2.4.2. Types of Assessment (Joan Lippincott) 2.4.3. The Assessment and Measurement Process (Joan Lippincott) 2.4.4. Measuring Production and Use of ETDs: Useful Models (Joan Lippincott) 2.4.5. Statistics and Usage (Gail McMillan) 2.4.6. Measurement in Related Contexts (Joan Lippincott and Jose H. Canos Cerda ) 2.4.7. Guidelines for Implementing an Assessment Program for ETDs (Joan Lippincott) 2.4.8. Student Comments (Gail McMillan) 2.4.9. Resources List (Joan Lippincott) 2.5. Policy Initiatives: National, Regional, and Local, Discipline specific, Language specific (Universite Lyon 2; Humboldt- University Berlin; Universite Montreal) 2.5.1. Policy Initiatives: The Case of France (Jean Paul Ducasse) 2.6. E-Commerce: fee based methods (Australian Digital http://etdguide.org/content/ (3 of 9) [12/06/2001 7:48:04 AM] The Guide for Electronic Theses and Dissertations Theses Program; Universite Montreal) 3. Students (Edward Fox) 3.1. How to learn about ETDs? (workshops, online resources, helpers) (Edward Fox and Joseph Moxley) 3.1.1. importance of satisfying local requirements (Edward Fox) 3.1.2. learning from other ETDs (Edward Fox) 3.2. How to prepare an ETD? (approaches) (Edward Fox) 3.2.1. Overview: writing with word processors and structured editors (Edward Fox) 3.2.2. Writing in word processing systems (Edward Fox) 3.2.2.1. Microsoft Word and Office 2000 (Joseph Moxley) 3.2.2.1.1. Using Style Sheets (Suzanne Dolbratz) 3.2.2.1.2. Using Plug-ins: Bibliography Plug-in (José H. Canós Cerdá) 3.2.2.2. Corel WordPerfect (Humboldt-University Berlin) 3.2.2.3. LaTeX (Humboldt-University Berlin) 3.2.2.4. Other Systems 3.2.2.4.2. FrameMaker (Humboldt-University Berlin) 3.2.3. Writing directly in SGML/XML (Universite Montreal; Universite Lyon 2; Humboldt-University Berlin) 3.2.4. Preparing a PDF document (Humboldt-University Berlin) 3.2.4.2. From LaTeX (Humboldt-University Berlin) 3.2.5. Preparing for conversion to SGML/XML (Humboldt- University Berlin) 3.2.5.1. in MS Word (Humboldt-University Berlin; http://etdguide.org/content/ (4 of 9) [12/06/2001 7:48:04 AM] The Guide for Electronic Theses and Dissertations Universite Montreal; Universite Lyon 2) 3.2.5.2. in WordPerfect (Humboldt-University Berlin) 3.2.5.4. in LaTeX (Humboldt-University Berlin) 3.2.5.5. checking and correcting (Humboldt- University Berlin; Universite Montreal) 3.2.6. Integrating multimedia elements (Simon Pockley) 3.2.7. Providing metadata – inside, outside documents (Simon Pockley) 3.2.8. Protecting intellectual property / how to deal with plagiarism (Edward Fox) 3.3. Naming standards : file names; unique Ids (Australian Digital Theses Program) 3.4. How to submit your ETD? (Gail McMillan; Humboldt- University Berlin) 3.4.1. local support (Australian Digital Theses Program) 3.4.2. typical workflow, local policies and procedures (Australian Digital Theses Program; Gail McMillan; KSR) 3.5. Becoming a researcher in the electronic age (Edward Fox) 4. Technical issues (Edward Fox) 4.1. Infrastructure (Edward Fox) 4.1.1. Contexts: local, regional, national, global (Ana Pavani) 4.1.2. Networking (Edward Fox) 4.1.3. Seamless access: Open Archives Initiative, federated search (Edward Fox) 4.2. Production of ETDs 4.2.1. Overview (Edward Fox) 4.2.1.1. Hardware needed 4.2.1.2. Software needed (Charles Myers) http://etdguide.org/content/ (5 of 9) [12/06/2001 7:48:04 AM] The Guide for Electronic Theses and Dissertations 4.2.2. Page Description Languages (Melanie Warfel) 4.2.2.1. Software (Melanie Warfel) 4.2.3. Markup Languages - SGML/ XML (Edward Fox) 4.2.3.1. Software (Universite Montreal; Humboldt- University Berlin; Universite Lyon 2) 4.2.3.2. DTDs for ETDs (Humboldt-University Berlin; Universite Montreal) 4.2.3.2.1. Berlin DTD workshop (Humboldt-University Berlin) 4.2.3.3. Support for students to write directly in XML (Dilshad Akhter and Edward Fox) 4.2.3.4. Conversions (Humboldt-University Berlin; Universite Montreal; Universite Lyon 2) 4.2.3.4.1. Word, Word Perfect or other RTF-compatible tools (Charles Myers; Universite Lyon 2; Humboldt- University Berlin) 4.2.3.4.2. LaTeX (Humboldt-University Berlin) 4.2.3.5. Rendering-style sheets (Universite Lyon 2; Humboldt-University Berlin) 4.2.4. Metadata, cross walks (Gail McMillan; Universite Montreal) 4.2.5. Naming standards (Edward Fox) 4.2.6. Encryption; Watermarking (Charles Myers) 4.2.7. Packaging (Tony Cargnelutti) 4.2.8. Post processing 4.2.8.1. Backups, Mirrors (Humboldt-University Berlin) 4.3. Dissemination of ETDs (Edward Fox) 4.3.1. Identifying: URN, PURL, DOI (Universite Montreal) 4.3.2. Metadata models for ETDs (Ana Pavani; Universite Montreal; Humboldt-University Berlin) 4.3.3. Cataloguing: MARC, DC, RDF (Ana Pavani; Gail http://etdguide.org/content/ (6 of 9) [12/06/2001 7:48:04 AM] The Guide for Electronic Theses and Dissertations McMillan; KSR) 4.3.4. Database and IR (Ana Pavani) 4.3.4.1. Packaged solutions (Edward Fox) 4.3.4.1.1. DiTeD and DIENST (Jose Luis Borbinha, Nuno Freire) 4.3.4.1.2. ADT (Tony Cargnelutti) 4.3.4.1.3. Cybertheses (Universite Montreal) 4.3.4.1.4. VT DB and other tools (Anthony Atkins) 4.3.4.1.5. Library Automation/OPAC: VTLS (Edward Fox) 4.3.4.1.6. Harvest usage in Germany, France (Humboldt-University Berlin) 4.3.4.1.7. The NDLTD Union Catalog (Gail Gulbenkian) 4.3.5. Searching 4.3.5.1. Metadata (Simon Pockley) 4.3.5.2. Fulltext (Edward Fox) 4.3.5.3. SGML/XML Overview (Humboldt-University Berlin) 4.3.5.3.1. SGML/XML and Other Markup Languages (Tejas Patel and Edward Fox) 4.3.5.4. Multimedia (Edward Fox) 4.3.6. Interfaces (Edward Fox) 5. Training the trainers (Edward Fox) 5.1. Initiatives to support ETD projects in Latin America (Johann http://etdguide.org/content/ (7 of 9) [12/06/2001 7:48:04 AM] The Guide for Electronic Theses and Dissertations van Reenen) 5.2.