Publications

This FOREST Framework is intended to help scholarly communication organizations and communities to demonstrate, evaluate, and ultimately improve their alignment with key values, including: Financial and Organizational Sustainability Openness Representative Governance Equity, Accessibility, and Anti-Oppression Sharing of Knowledge Transparency These six core values have appeared in dozens of manifestos, open ...
Read More

One of the goals of the Library Publishing Workflows project team is to encourage and enable members of the library publishing community to create their own publishing workflow documentation. The documentation process can be quite daunting, and it can be difficult to determine where to start with documentation. These tools ...
Read More

In the second year of the NGLP project (September 2020-August 2021), we delivered research findings based on extensive community engagement, produced specifications for technologies to unite and complement existing open source tools, progressed towards minimum viable products (MVPs), and initiated coordination of three pilot implementations of publishing solutions that represent ...
Read More

Letter from the Director 2020 was a traumatic year, one that brought local and global inequalities and needs into glaringly sharp focus. It forced all of us at Educopia to take a fresh look at our work and our values—personally, as a team, and within each of our affiliated communities ...
Read More

This packet includes all 13 journal publishing workflow diagrams from our 12 partner institutions. A workflow tracks the path to publication of a single journal article or issue from the library’s perspective. Workflows are always changing, so this documentation represents a snapshot of what the publishing process looked like at ...
Read More

This packet documents journal publishing workflows at Wayne State University Libraries as of October 2021.  A workflow tracks the path to publication of a single journal article or issue from the library’s perspective. Workflows are always changing, so this documentation represents a snapshot of what the publishing process looked like ...
Read More

This packet documents journal publishing workflows at University Libraries at Virginia Tech as of October 2021.  A workflow tracks the path to publication of a single journal article or issue from the library’s perspective. Workflows are always changing, so this documentation represents a snapshot of what the publishing process looked ...
Read More

This packet documents journal publishing workflows at Armacost Library as of October 2021.  A workflow tracks the path to publication of a single journal article or issue from the library’s perspective. Workflows are always changing, so this documentation represents a snapshot of what the publishing process looked like at the ...
Read More

This packet documents journal publishing workflows at The University Library System as of October 2021.  A workflow tracks the path to publication of a single journal article or issue from the library’s perspective. Workflows are always changing, so this documentation represents a snapshot of what the publishing process looked like ...
Read More

This packet documents journal publishing workflows at Pacific University Libraries as of October 2021.  A workflow tracks the path to publication of a single journal article or issue from the library’s perspective. Workflows are always changing, so this documentation represents a snapshot of what the publishing process looked like at ...
Read More

This packet documents journal publishing workflows at University of Michigan Library as of October 2021.  A workflow tracks the path to publication of a single journal article or issue from the library’s perspective. Workflows are always changing, so this documentation represents a snapshot of what the publishing process looked like ...
Read More

This packet documents journal publishing workflows at Ames Library as of October 2021.  A workflow tracks the path to publication of a single journal article or issue from the library’s perspective. Workflows are always changing, so this documentation represents a snapshot of what the publishing process looked like at the ...
Read More

This packet documents journal publishing workflows at Columbia University Libraries as of October 2021.  A workflow tracks the path to publication of a single journal article or issue from the library’s perspective. Workflows are always changing, so this documentation represents a snapshot of what the publishing process looked like at ...
Read More

This packet documents journal publishing workflows at Claremont Colleges Library as of October 2021.  A workflow tracks the path to publication of a single journal article or issue from the library’s perspective. Workflows are always changing, so this documentation represents a snapshot of what the publishing process looked like at ...
Read More

This packet documents journal publishing workflows at California Digital Library as of October 2021.  A workflow tracks the path to publication of a single journal article or issue from the library’s perspective. Workflows are always changing, so this documentation represents a snapshot of what the publishing process looked like at ...
Read More

This packet documents journal publishing workflows at Robert W. Woodruff Library as of October 2021.  A workflow tracks the path to publication of a single journal article or issue from the library’s perspective. Workflows are always changing, so this documentation represents a snapshot of what the publishing process looked like ...
Read More

This packet documents journal publishing workflows at University of Alberta Library as of October 2021.  A workflow tracks the path to publication of a single journal article or issue from the library’s perspective. Workflows are always changing, so this documentation represents a snapshot of what the publishing process looked like ...
Read More

After communities establish their purpose and shared goals, the question of how the community will organize, make decisions, and set expectations for members and partners becomes central to their growth and maturation. Governance in Formation provides the tools for a community to take on this work, determine priorities, and move forward with ...
Read More

Community-based values and principles sit at the core of the Next Generation Library Publishing (NGLP) project, and members of our team have done extensive work over the past year researching and synthesizing the values and principles identified by individuals, organizations, and coalitions throughout the open knowledge community. In the course ...
Read More

Using this guide, a facilitator (community manager, project director, or other convener) can guide the initial members of a new community or network to articulate and document the shared purpose of their collaboration. This guide may also be helpful for existing communities that are in transition and reconsidering their shared ...
Read More

This report documents the design, methods, results, and recommendations of the Next Generation Library Publishing (NGLP) project team’s 2019-2021 study of library publishing infrastructure gaps and requirements. This research was designed to accomplish two related goals:

1. to reveal and chronicle library publishing stakeholders’ current needs, interests, and desires regarding ...
   Read More

Through the Next Generation Library Publishing project (2019-2022), Educopia Institute, California Digital Library, and Stratos, in close collaboration with COAR, LYRASIS, and Longleaf Services, seek to improve the publishing pathways and choices available to authors, editors, and readers through strengthening, integrating, and scaling up scholarly publishing infrastructures to support library ...
Read More

These published case studies feature a few of the programs and entities that participated in the "2019 Census of Scholarly Communication Infrastructure Providers," a Census produced by the “Mapping the Scholarly Communication Infrastructure” project team (Andrew W. Mellon Foundation; Middlebury College, 2018-20). The Census was created to document key components ...
Read More

The purpose of the Guide to Documenting Born-Digital Archival Workflows is to encourage and assist collecting institutions of all shapes, sizes, and types to begin documenting their born-digital workflows. In our experience, both through the OSSArcFlow project and in consultation with many collecting institutions, the vast majority of today’s born-digital ...
Read More

This Bibliographic Scan by David W. Lewis provides an extensive literature review and overview of today's digital scholarly communications ecosystem, including information about 206 tools, services, and systems that are instrumental to the publishing and distribution of the scholarly record. The Bibliographic Scan includes 67 commercial and 139 non-profit scholarly ...
Read More

The Educopia Institute, in collaboration with the University of North Carolina at Chapel Hill School of Information and Library Science (UNC SILS), LYRASIS, and Artefactual, Inc., launched the Open Source Software Archival Workflow (OSSArcFlow) research project in July 2017. This two year project draws together 12 partner institutions from different ...
Read More

As part of OssArcFlow - a project to investigate, synchronize, and model a range of archival workflows for born-digital content - project partners created digital dossiers outlining the form, function, and future of digital curation at their home institutions. In this version, you can view all ten digital dossiers in ...
Read More

In 2019, we joined forces with more than fifteen emerging and established collaborative efforts, providing each with specialized administrative, governance, and facilitation tools designed to harness the energy and resources of many institutions in a united direction. It was a powerful and resounding “YES” year—one in which we witnessed the impact ...
Read More

From CDL/Educopia/Stratos/LYRASIS/COAR/Longleaf Click here to access the survey. We know these are complicated times, and you are enduring challenges in multiple areas.  Many of us are adjusting to new working environments (and office-mates!), and our tools, workflows, and communication methods are being stretched and tested under new constraints.  The NGLP ...
Read More

Through the Next Generation Library Publishing project (2019-2022), Educopia Institute, California Digital Library, and Stratos, in close collaboration with COAR, LYRASIS, and Longleaf Services, seek to improve the publishing pathways and choices available to authors, editors, and readers through strengthening, integrating, and scaling up scholarly publishing infrastructures to support library ...
Read More

This report provides a summary of work completed by the Preservation of Electronic Government Information (PEGI) project from 2017 to 2019. The PEGI Project seeks to address national concerns regarding the preservation of electronic government information by cultural memory organizations for long term use by the public. A significant part ...
Read More

This report serves as a compilation of two reports produced in a one-year project, “Sustaining Digital Curation and Preservation Training,” which was conducted from July 2018 to June 2019, through the generous funding of the Institute for Museum and Library Services. In this compilation, we document a critical problem area ...
Read More

This report documents the design, methods, results, and recommendations of the 2019 Census of Scholarly Communication Infrastructure Providers (SCIP), a Census produced by the “Mapping the Scholarly Communication Infrastructure” project team (Andrew W. Mellon Foundation; Middlebury College, 2018-19). The SCIP Census was created to document key components comprising the organizational, ...
Read More

This report provides a synopsis of the Preservation of Electronic Government Information (PEGI) National Forum, hosted in December 2018, in Washington, D.C. with generous funding by the Institute of Museum and Library Services. This facilitated meeting was designed to enable librarians, archivists, and researchers to explore and address targeted concerns ...
Read More

Authored by Sarah K. Lippincott, and published by Educopia Institute in December 2018, this report documents current digital preservation activities and digital preservation gaps in the government information ecosystem, providing a detailed analysis of the organizations, services, and infrastructures currently in place to preserve government information. This report is an output of ...
Read More

Issued by Educopia Institute in November 2018, Community Cultivation — A Field Guide provides a powerful lens that can provide both emerging and established communities with ways to understand, evaluate, and plan their own growth, change, and maturation. The Field Guide is designed for use by directors, managers, facilitators, governance ...
Read More

At Educopia, we believe in the power of connection, collaboration, and co-creation. Spanning boundaries, sectors, and fields, we use Educopia’s community cultivation model to unite people and institutions around shared challenges in digital preservation, scholarly communications, and continuing education. We help organizations work collectively to ensure knowledge is sustainably produced, ...
Read More

The Educopia Institute, in collaboration with the University of North Carolina at Chapel Hill School of Information and Library Science (UNC SILS), LYRASIS, and Artefactual, Inc., launched the Open Source Software Archival Workflow (OSSArcFlow) research project in July 2017. This two year project draws together 12 partner institutions from different ...
Read More

The Educopia Institute, in collaboration with the University of North Carolina at Chapel Hill School of Information and Library Science (UNC SILS), LYRASIS, and Artefactual, Inc., launched the Open Source Software Archival Workflow (OSSArcFlow) research project in July 2017. This two year project draws together 12 partner institutions from different ...
Read More

The Educopia Institute, in collaboration with the University of North Carolina at Chapel Hill School of Information and Library Science (UNC SILS), LYRASIS, and Artefactual, Inc., launched the Open Source Software Archival Workflow (OSSArcFlow) research project in July 2017. This two year project draws together 12 partner institutions from different ...
Read More