This research aims to investigate the topics and relevant policies for Institutional Repositories (IRs). According to literature review, the international research and development are also investigated. In addition, by utilizing content analysis method, 54 foreign universities are studied for their policies of IRs. Simultaneous questionnaire survey and interview are conducted with 12 university libraries in Taiwan, to better understand the recent development of IRs, and to get some feedback on the policy issues. Finally, according to these results, conclusion and suggestion are made for the future development and relevant policies for IRs.
14 copies of questionnaire survey are sent, 13 feedbacks, with a feedback rate of 92.86%. 22 library representatives are interviewed. The result of the research is as the followings:
1. Out of the sampled 54 foreign universities, only 28 have officially announced their policies of IRs. The percentage is 51.85%.
2. The approach to the IRs policies are different between domestic and foreign universities. There are also differences between universities in Taiwan.
3. The approach to the establishment, recent status and the policies of IRs includes the followings:
a. IRs is being noticed and utilized. However, there are still many unsolved problems need to overcome.
b. Regardless of the management method or the choice of software, “Integrated Retrieval” is applied for the service provided.
c. The library should seek system collaborations with the computer and information networking center; and seek administrative cooperation with department groups, office of research and development, and the office of the dean of academic affairs.
d. Regardless of single university, consortium, or national development of IRs, “single university” should be the basis.
e. Policies making should follow the needs and leave flexibility for the department, in order to satisfy different needs.
f. To raise the aspiration for submitting, a combination of academic evaluations such as the professor’s extension of contract, promotion, research grant application, selection for honored professors, and department research results can be utilized. And by emphasizing the advantage that could be brought by IRs.
g. It is adequate for the involvement of the library to the making of policies, but it still needs the cooperation of various units.
h. The initial stage for the policies of IRs could be made individually, however, future development can allow the integration with the collection development policies on the same document.
4. The amount of research papers published or the location of the university has no absolute effect to the pushing of IRs and policy. However, the size or the specialty of the universities has an effect on the easiness of pushing and the choice of information to be archived.
This research also raises 9 concrete suggestions, as follows:
1.At the beginning of planning IRs, the policy issues should be concerned.
2.Learn from universities with similar size, specialty, and to cooperate with institutional needs, in order to make up a suitable policy for the IRs. Then post it on the web for sharing.
3.With development of the IRs, library staff should adapt to the working pattern, and role play.
4.Suggest the National Central Library or through plans, to model the British SHERPA/RoMEO, and to investigate the willingness for commercial publishers or non-profit organizations to IRs.
5.When purchasing electronic journals, universities could ask for the inclusion of self archiving in the license agreement.
6.Continue to research consortium or national IRs of foreign universities and actually move forward in accomplishing the goal.
7.Libraries in Taiwan should be concerned with this issue, and could educate library staff by holding seminars, workshops, lectures.
8.Three suggestions are raised concerning the integrated method for the policies of IRs and the collection development.
9.In the universities, IRs system could be the tool of serve as a source of evaluation, and could be included as one of the items in the research assessment.