Building a Business Case for
the Institutional Repository
Tim Tamminga, The Berkeley Electronic Press
ALA Midwinter - 2009
1
The Elements of the Business
Case
• Determining Benefits/Value propositions
– Redefining the IR
– Why should the University acquire an IR?
– How does the IR help fulfill the goals of the institution?
• Determining objectives
–
–
–
–
What are our needs?
Describing the scope of the IR
Benchmarks
Measuring success
• Time frames and milestones
• Determining total cost of ownership
– Why does your solution bring back value to the university?
2
Redefining the IR:
An institutional repository is a suite of services for
managing and disseminating digital materials
created by your community members, as well as a
highly visible, centralized research portal for all
academic output on your campus
3
Why should the University
acquire an IR?

• Simply put, because the IR helps fulfill
the goals of the institution
4
How does the IR help fulfill the
goals of the institution?
• The IR gives back to the community
• The IR raises institutional visibility and
relevance
• The IR provides services to enhance
scholarship on campus
5
The IR gives back to the
community
• The IR makes content easily available
to researchers around the world
– This amplifies your university's global impact
– And provides valuable scholarship to the global
community of scholars and researchers
6
"The Harvard Law School faculty produces some of the
most exciting, groundbreaking scholarship in the
world…Our decision to embrace ‘open access’ means that
people everywhere can benefit from the ideas generated
here at the law school.”
Elena Kagan, Dean of the Harvard Law School, Harvard Law School News, May 7, 2008.
7
The IR gives back to the
community
8
The IR gives back to the
community
• The IR forges and facilitates
partnerships outside of the institution
9
The IR forges and facilitates
partnerships outside of the
institution
10
The IR gives back to the
community
• The IR is a vehicle for integrating
knowledge and resources
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The IR is a vehicle for
integrating knowledge and
resources
12
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How does the IR help fulfill the
goals of the institution?
• The IR gives back to the community
• The IR raises institutional visibility and
relevance
• The IR provides services to enhance
scholarship on campus
14
The IR raises institutional
visibility and relevance
• The IR highlights your institutional expertise
15
The IR raises institutional
visibility and relevance
• The IR provides a tangible symbol of
academic quality for investors
16
The IR provides a tangible
symbol of academic quality for
investors
• Reaching potential funders
– The IR delivers valuable subject specific research
(under the university’s brand) to donors/funders:
• State Legislatures
• Foundations
• Research Grants from outside sources
17
The IR provides a tangible
symbol of quality and
accountability for investors
“The folks who pay our bills need to and want to know how
those investments in the university are benefiting them. Unlike
most other enterprises, universities do a lousy job of letting
their investors know what they are getting from their
investment. It’s time to let the light of universities shine and
allow digital repositories to entice additional funding.”
David Shulenburger, Vice President for Academic Affairs, National Association of State Universities and Land-Grant Colleges
(NASULGC), in the closing keynote of the SPARC meeting, November 2008.
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How does the IR help fulfill the
goals of the institution?
• The IR gives back to the community
• The IR raises institutional visibility and
relevance
• The IR provides services to enhance
scholarship on campus
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The IR provides services to
enhance scholarship on
campus
• Research
• Faculty
Recognition
• Student
Recruitment and
Retention
 ♦ The IR can be a key
 strategy for enhancing the
research focus of your
institution
 ♦ The IR allows the
institution to examine and
define itself
20
The IR allows the institution to
examine and define itself

• Benchmarks/measuring success
• Sense of history / institutional memory
• Improves the quality of faculty and
student research because it promotes
healthy competition
21
The IR allows the institution to
examine and define itself
“Socrates once said ‘an unexamined life is not
worth living.’ Universities fail in this regard.
Institutional repositories should be the means
by which a university examines itself.”
Quoted from a speech by Robert Koob, Provost and Vice-President of Academic Affairs, Cal
Poly, Opening Remarks, Putting Knowledge to Work: Building an Institutional Repository for
Your Campus, October 10th, 2008
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The IR provides services to
enhance scholarship on
campus
• Research
• Faculty
Development
• Student
Recruitment and
Retention

♦ The IR provides tools for
collaboration
 ♦ The IR provides
opportunity for faculty
recognition
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Collaboration and Recognition
for faculty

“The IR enables the faculty member to
showcase his/her intellectual output without
restraint. It is an "intellectual GPS." IR
bridges academic silos and enables
interdisciplinary research and collaboration.”
Quoted from a speech by Brian Kennelly, Chair, Dept of Modern Languages & Literatures,
Faculty Perspective on the Importance of an Institutional Repository, Putting Knowledge to
Work: Building an Institutional Repository for Your Campus, October 10th, 2008
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The IR provides services to
enhance scholarship on
campus
• Research
• Faculty
Recognition
• Recruitment and
Retention

♦ More visibility means
more relevance, retention
and recruitment of faculty
AND students
♦ The IR is a selling point
to prospective students as
well as alumni
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The IR attracts top students
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The IR is a selling point to
prospective students as well
as alumni

“Cal Poly's President Baker sees the repository as
a place to show off Cal Poly students' senior
portfolios. He got excited when he understood that
he could point prospects and their parents to the
portfolios as examples of what their student can
accomplish at Cal Poly.”
Quoted from a speech by Michael Miller, Dean of Library Services, Cal Poly, Closing Remarks, Putting
Knowledge to Work: Building an Institutional Repository for Your Campus, October 10th, 2008.
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How can we help YOU make a
business case?
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•
•
•
Further resources to come
IR days
Campus presentations
Let us know!
28
Marilyn Moody, Dean of Libraries at Boise
State University, also did a presentation
titled Research Distribution Matters: The
Boise State University Strategy. To view it
click on the link below:
http://works.bepress.com/marilyn_moody/1/
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