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2024-12-31: The 27th International Symposium on Electronic Theses and Dissertations (ETD 2024) Trip Report

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ETD 2024 took place in Livingstone, Zambia


I had the privilege of participating in the 27th International Symposium on Electronic Theses and Dissertations (ETD 2024), which took place as a hybrid event in Livingstone, Zambia, from November 4th to 6th, hosted by the University of Zambia. The conference provided a unique opportunity for professionals in the fields of digital libraries, open science, and graduate education to gather, collaborate, and explore advancements in Electronic Theses and Dissertations (ETDs).

The hybrid nature of the event made it possible for global audiences to participate, with sessions spanning a wide range of topics, including ETD implementation use cases, open access to ETDs, the intersection of open science and ETDs, long-term preservation, the global visibility of ETDs, and the transformative role of large language models in ETD research.

Day 1 at ETD 2024

Workshops

ETD 2024 kicked off with workshops designed for all experience levels. "ETDs 101: No Experience Required!" introduced attendees to the basics of Electronic Theses and Dissertations (ETDs), covering fundamental concepts, their importance, and practical steps for creating and managing them. Another workshop, "Leveraging ORCID's Global Participation Program and Regional Consortium Approach to Enhance Global ETD Discoverability and Reuse," led by Lombe Tembo from ORCID, focused on using persistent identifiers (PIDs) to improve the discoverability and reusability of ETDs. It highlighted how linking ETDs to ORCID profiles enhances researchers' visibility and credibility, and underscored ORCID's value for institutions by improving research connections and reducing administrative burdens.


Globalizing Knowledge: Leveraging Large Language Models to Enhance Accessibility of ETDs

During the first day of the conference, I attended the workshop on "Globalizing Knowledge: Leveraging Large Language Models to Enhance Accessibility of ETDs." This workshop was chaired by Dr. Yinlin Chen and William A. Ingram from Virginia Tech University Libraries, along with Dr. Edward A. Fox from the Department of Computer Science at Virginia Tech. The theme was application of large language models and retrieval-augmented generation (RAG) techniques to improve the accessibility and usability of ETDs.

The workshop began with an introduction to generative AI and large language models (LLMs). The presenters explained how these models, such as GPT-4 and Llama 3.1, could generate natural language text by predicting the next word in a sequence. They discussed the potential of LLMs to transform the way ETDs are accessed and utilized by making them more discoverable and easier to navigate.

One of the key concepts introduced was RAG, which combines the strengths of retrieval-based systems and generative models. The presenters demonstrated how RAG could be used to enhance the accuracy and relevance of responses generated by LLMs. By retrieving relevant documents or information from a large corpus based on user queries and augmenting this information into the model’s input, RAG reduces the likelihood of generating incorrect or misleading information.

The workshop also included a hands-on exercise where participants could implement LLM-based solutions for translating and standardizing ETD metadata and content. This practical session provided valuable insights into how to create and query unified vector databases for ETD collections, improving both accessibility and discoverability. The presenters highlighted the importance of prompt engineering and retrieval techniques, such as BM25 and embedding-based retrieval, to optimize the performance of LLMs in handling ETDs.

In addition to the technical aspects, the workshop addressed the challenges and limitations of using LLMs for ETDs. Issues such as context limitations, data dependency, and the potential for hallucinations were discussed. Dr. Yinlin Chen stressed the importance of continuous learning and adaptation of LLMs to improve their performance over time. He also emphasized the needs for careful implementation and integration of these technologies into existing digital library systems to ensure they meet the specific needs of ETD users.

The workshop concluded with a discussion on the future directions of research and applications of LLMs in ETDs. Dr. Chen called for more workshops and collaborative efforts to explore advanced RAG architectures and specialized topics related to ETDs. He encouraged participants to share their experiences and ideas to further enhance the accessibility and discoverability of ETDs through the use of LLMs.

Day 2 at ETD 2024

The second day of the ETD 2024 conference began with welcome remarks from Lighton Phiri, the board director of ETD'2024, addressing over 150 participants. This was followed by opening remarks from key institutions, including the Higher Education Authority of Zambia, the Zambia Research Education Network, and the University of Zambia.

Keynote speaker Dr. Hussein Suleman from the University of Cape Town presented insights on "Resilience and ETD Repositories in Poor Countries," focusing on challenges and solutions for digital library systems in low-resource environments.

The morning sessions included sponsor talks by ProQuest and EBSCO Information Services, highlighting their contributions to the field of ETDs.

Session 1B: Policies and Practices

I attended the session titled "Policies and Practices," which provided a comprehensive overview of the current policies and best practices in managing ETDs. Shahzeb Hasan presented their work "Future-Proofing Research by Long-term ETD Preservation: Challenges and Opportunities" emphasizing the crucial need to preserve ETDs and discussing their role in making academic research accessible globally and fostering collaboration. He traced the evolution of ETDs from the 1990s, discussing advancements in digital storage, metadata standards, and dissemination platforms. Hasan also reviewed literature on the adoption and challenges of ETDs, highlighting the importance of long-term preservation and institutional responsibility. 

Jive Lubbungu presented their study, "E-Theses and Dissertations in Zambia: A Case Study of Two Universities in Kabwe," focusing on ETD implementation at both Kwame Nkrumah University and Mulungushi University. He highlighted the success of establishing institutional repositories and increasing the accessibility of academic research at both institutions. However, he also faced challenges such as resistance from staff to deposit dissertations, the lack of technical expertise, and intermittent network connectivity. The study emphasized the need for strategic investments in technical infrastructure and training to overcome these obstacles and enhance ETD management.

Lanka Ranaweera presented on "Nurturing Advanced Research Culture among Medical Practitioners through ETDs: A Case Study from the University of Kelaniya, Sri Lanka," highlighting how ETDs contribute to advancing medical research. The study reviewed ETD contributions across multiple academic programs within the Faculty of Medicine, including the Master of Public Health, BSc in Speech and Hearing Sciences, and PhD in Molecular Medicine. The presentation emphasized on how ETDs enhanced research visibility, fostered interdisciplinary collaboration, and contributed to evidence-based healthcare solutions in Sri Lanka.

Session 2B: ETDs in Developing Countries

In the afternoon, I attended Session 2B, which started with the presentation by Joseph P. Telemala on "Improving the Mkulima Repository Content: Utilizing Theses, Dissertations, and LLMs for Agricultural Knowledge Dissemination in Kiswahili." The study focused on using Large Language Models (LLMs) to translate agricultural ETDs into Kiswahili. The study evaluated the accuracy of translations using the MarianMT model, revealing challenges such as mistranslations of agricultural terminology, grammatical errors, and disrupted logical flow. Despite these issues, the evaluation showed that LLMs have potential, but human oversight is crucial for ensuring the accuracy of domain-specific translations. Telemala emphasized the need for curated Swahili-English datasets to improve the translation of agricultural research.

Kamani Perera presented their work "Empowering HRM Professionals: Advancing Research Culture with ETDs in The Chartered Institute of Personnel Management (CIPM), Sri Lanka". She highlighted how ETDs were fostering a research culture among Human Resource Management (HRM) professionals by enhancing their professional development and promoting evidence-based practices. The study discussed the challenges and benefits of using ETDs in HRM, including accessibility, preservation, and collaboration.

Kamani Perera also presented "Unlocking the Potential of ETDs: Implementation of a Novel ETD Repository in Chartered Institute of Personnel Management, Sri Lanka," focusing on enhancing digital accessibility and promoting open access for HRM research. The study emphasized the benefits of ETDs in improving research visibility, fostering collaboration, and supporting evidence-based practices in HRM. Perera highlighted the implementation methodology, including the selection of the DSpace software and the use of anti-plagiarism tools, and concluded with the repository's success in increasing the global visibility and sustainability of HRM research.

The session concluded with my presentation of our paper, "ETD-MS v2.0: A Proposed Extended Standard for Metadata of Electronic Theses and Dissertations," on behalf of my co-authors, Dr. Jian Wu, William A. Ingram, and Dr. Edward Fox. Our work proposes a new metadata standard to address gaps in existing schemas such as Dublin Core (DC) and ETD-MS v1.1, enhancing the findability and reusability of ETDs. The schema comprises two main components. The core component includes 10 entities with 73 metadata fields that provide complete descriptions of ETD documents. The extended component consists of 18 entities with a total of 87 attributes, offering detailed representations of the objects within them, including provenance and relationships. We also mapped fields in our schema to equivalent fields in existing metadata schemas such as DC and ETD-MS v1.1.

Day 3 at ETD 2024

The day began with a series of invited talks from key institutions, including the University of Zambia and Chalimbana University, focusing on ETD initiatives followed by a panel discussion on setting up successful ETD projects in Zambia, moderated by Dr. Hussein Suleman.

The highlight was the "Minute Madness" session, featuring a rapid-fire poster/demo presentation where researchers showcased their work in one-minute pitches. A total of 15 poster papers were presented, covering diverse topics such as enhancing ETD visibility, automatic summarization, and AI-driven strategies for repository management. The session provided a platform for vibrant discussions and knowledge exchange.

Following the poster session, attendees enjoyed a tea/coffee break before resuming with another round of poster presentations. The day concluded with the closing ceremony chaired by Dr. Lighton Phiri, which included updates from the Networked Digital Library of Theses and Dissertations (NDLTD) and a presentation on ETD 2025. After lunch, attendees had the opportunity to participate in various tours, including a Mukuni Village tour, a game drive, and a Victoria Falls tour.

Conclusion

Participating in the 27th International Symposium on Electronic Theses and Dissertations (ETD 2024) was a remarkable experience, offering valuable insights into the latest advancements in ETD management and accessibility. The hybrid format facilitated global participation and collaboration, enabling diverse discussions on topics ranging from ETD implementation and open access to the transformative role of large language models. The workshops and sessions, including my presentation on ETD-MS v2.0, highlighted the ongoing efforts to enhance the discoverability and usability of ETDs worldwide. The conference concluded with vibrant discussions, practical insights, and opportunities for future collaborations, underscoring the importance of ETDs in advancing academic research and knowledge sharing globally.


-- Lamia Salsabil (@liya_lamia)



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