ETD 2006 Quebec CityJune 7, 2006

Required Open Access to ETDs:Technical, Logistical, and Philosophical Implications

University of Waterloo Electronic Thesis Project

http://www.lib.uwaterloo.ca/ETD/ETD2006/

Presentation Outline

Required Electronic Submission and Open Access Christine Jewell, Electronic Thesis Project Chair cjewell@library.uwaterloo.ca

Regulations, Operations, Communication, Collaboration Lynn Judge Director, Graduate Studies Academic Services ljudge@admmail.uwaterloo.ca

Software, Courses and Support Issues Lisa Tomalty-Crans, Information Systems & Technology (IST) ltomalty@ist.uwaterloo.ca

System Specifications William Oldfield, Networked Information Research Associate

wroldfie@library.uwaterloo.ca

Required Electronic Submission

Project motivated by the promise of increased access to the rich content

Electronic thesis submission became an option for graduating students in 1999

By 2006, nearly 50% opt to submit electronically

All thesis submissions must be electronic, beginning October 2006

Required Open Access

Strong communication channels essential to recognize and address issues

All electronically submitted theses are open access

Applications for permission to temporarily restrict circulation are considered Usually in cases where a patent is pending

Benefits of open access for authors and researchers Enhance reputation of university Promote career and publication potential of author Advance of scholarly communication

Regulations and Operations

Academic Regulations Degree requirement Changing from voluntary to required submission

On-line Thesis Regulations

GSO Operations Administration of theses operations Review process Request to restrict circulation of thesis Transmission of theses

Communication and Collaboration

Communications On-line newsletter Information sessions

Collaboration Academic regulations Changing technology

Software Issues

Thesis Creation Microsoft Word (the University of Waterloo has a

site license for this product) LaTeX on most (if not all) Unix systems on

campus

Converting To PDF LaTeX and Macintosh Windows applications

Adobe Acrobat Professional

Courses

Theses using Microsoft Word

Theses using LaTeX

Equations using Microsoft Equation (with Microsoft Word)

On-Line Thesis Submissions

These courses are taught regularly and are also offered on a 'special request' basis

Support Web Sites

Main page for preparing Electronic Thesis:http://ist.uwaterloo.ca/ew/ethesis/ethesis.html

Course notes at: http://ist.uwaterloo.ca/ew/saw-instructional.html Enhanced thesis information:

http://ist.uwaterloo.ca/ew/ethesis/enhanced.html LaTeX notes: http://ist.uwaterloo.ca/ew/ethesis/latex.html Word notes:

http://ist.uwaterloo.ca/ew/thesis/ThesisCourse/WordTheses.html Word tips for electronic thesis:

http://ist.uwaterloo.ca/ew/ethesis/wordtips.html A Microsoft Word template is available

http://ist.uwaterloo.ca/ew/thesis/templates/uwthesis_word.dot Images in your thesis: http://ist.uwaterloo.ca/ew/ethesis/images.html

and http://ist.uwaterloo.ca/ew/ethesis/pastein.html Special characters in your abstract: http://

ist.uwaterloo.ca/ew/ethesis/specchar.html Creating your PDF file: http://ist.uwaterloo.ca/ew/ethesis/createpdf.html On-Line Thesis Submissions: http://

ist.uwaterloo.ca/ew/ethesis/uploading.html

System Specifications

Functional specifications

Technical specifications

Metadata creation and thesis submission

Public Access

Local database Database of abstract records ETD server

Dissemination of metadata OAI (Open Archives Initiative)

Web Sites

University of Waterloo, Ontario, Canada http://www.uwaterloo.ca/

University of Waterloo E-thesis Project http://www.lib.uwaterloo.ca/ETD/

Project Reports and Presentationshttp://www.lib.uwaterloo.ca/ETD/reports.html

Submitting Your Thesis Online course offered by IST http://ist.uwaterloo.ca/ew/ethesis/ethesis.html

Electronic Thesis Submissions regulations are available from the Graduate Studies Office