Directrices OpenAire para repositorios institucionales y temático

Löhden, Aenne

English

Leon University (Spain)

@openaire_euGuidelines @ OpenAIREfor institutional and thematic repository managersBielefeld UniversityFECYT OpenAIRE workshop | León / ES | 25 SEP 2019● OpenAIRE Aggregation Overview Objectives, Content, and Guidelines● Literature Guidelines v4 OverviewIntroduction to the Application Profile● Literature Guidelines v4 ImplementationRepository Platforms, OpenAIRE Infrastructure, Pilot Data Sources● Conclusion / Last WordsAgendaFECYT OpenAIRE workshop | León / PT | 25 SEP 2019OpenAIRE Aggregation OverviewFECYT OpenAIRE workshop | León / PT | 25 SEP 2019Objectives of OpenAIRE’s Aggregation PolicyContent Acquisition Policy released 05-Oct-2018, https://doi.org/10.5281/zenodo.1446408 Fostering Metadata Quality & EnrichmentMonitoring Project ResultsEnabling Reuse / Content Exchange Enhancing (Scientific) Content Coveragenotified by brokerFECYT OpenAIRE workshop | León / PT | 25 SEP 2019Integration Scenarios● Directly harvested (from repositories, journals) and indirectly harvested (via aggregators, publishers)● Individually claimed● Individually referenced (if resolvable via PIDs)FECYT OpenAIRE workshop | León / PT | 25 SEP 2019Aggregated Artefact and Data Source TypesPublications• Article• Preprint• Report• Patent• …Datasets• Dataset• Collection• Clinical Trial• …Software• Research Software• …Other Research Products• Service• Workflow• Interactive Resource• …Institutional/publication repositoriesJournals/publishersData repositoriesOther Products repositoriesSoftware repositoriesCRISFECYT OpenAIRE workshop | León / PT | 25 SEP 2019OpenAIRE‘s Guidelines for Open Science Content Providershttps://guidelines.openaire.euFECYT OpenAIRE workshop | León / PT | 25 SEP 2019Guidelines v4 OverviewFECYT OpenAIRE workshop | León / PT | 25 SEP 2019● Based on Dublin Core & DataCite metadata schemes● Requires OAI metadata format prefix ‘oai_openaire’● Requires no specific OAI set● Access level declaration per record more important● Compatible with new OpenAIRE Content Acquisition Policy● Open access and non open access● Funded and non fundedWhat’s new / 1FECYT OpenAIRE workshop | León / PT | 25 SEP 2019● Uses controlled vocabularies defined by COAR (access rights, resource types, version types)https://www.coar-repositories.org/activities/repository-interoperability/coar-vocabularies/● Enhances ‘explicitness’ by dedicated properties for specific informationWhat’s new / 2FECYT OpenAIRE workshop | León / PT | 25 SEP 2019● Supports various identifier types ~ scholarly works: ARK, DOI, Handle, ...~ authors: ORCID, ISNI, ...~ organisations: ISNI, OpenDOAR, re3data, funder DOIsPIDWhat’s new / 3Content Provider Identification & RegistrationResource Metrics(Usage Statistics)Resource Linking(Metadata, TDM, Feedback)Metadata Enrichment & Notification (Broker)Metadata Deduplication Resource IdentificationProject LinkingFECYT OpenAIRE workshop | León / PT | 25 SEP 2019● Creates hierarchical level via container What’s new / 4articlejournalis part ofchapterbookis part ofseriesis part ofposterconferenceis part ofFECYT OpenAIRE workshop | León / PT | 25 SEP 2019OpenAIRE Guidelines for Literature Repositories v4.0http://dx.doi.org/10.5281/zenodo.1299203 (Released Nov-2018)Application ProfileFECYT OpenAIRE workshop | León / PT | 25 SEP 2019Metadata GoalsGoal Metadata Groupsdiscovery and citability descriptive metadataaccessibility and reuse access rights, licenses, file locations, dates (embargo end)contextualization research project, linked research artefactsinteroperability entity identifiers, controlled vocabulariesreporting funding referencesFECYT OpenAIRE workshop | León / PT | 25 SEP 2019Discovery and Citability I15Property Requirement level GranularityCreator Mandatory firstName, lastName, ID, person/organisationPublication Date MandatoryTitle Mandatory languageResource Identifier Mandatory identifier typeResource Type Mandatory                        / Controlled resource categoryContributor Mandatory if applicableLanguage Mandatory if applicable / ControlledDescription Mandatory if applicable languageSubject Mandatory if applicable language, classification/thesaurusPublisher Mandatory if applicableFECYT OpenAIRE workshop | León / PT | 25 SEP 2019Discovery and Citability II16Property Requirement level GranularitySource RecommendedCoverage RecommendedAudience OptionalGeoLocation OptionalResource Version / Controlled RecommendedCitation Title RecommendedCitation Volume RecommendedCitation Issue RecommendedCitation Start Page RecommendedCitation End Page RecommendedCitation Edition RecommendedCitation Conference Place RecommendedCitation Conference Date Recommendedhierarchical level via container(for e.g. article-journal, chapter-book, book-series, presentation-conference)FECYT OpenAIRE workshop | León / PT | 25 SEP 2019Accessibility and Reuse17Property Requirement level GranularityAccess Rights Mandatory / ControlledLicense Condition Recommended license URIFile Location RecommendedEmbargo Period Date Mandatory if applicableSize OptionalFormat RecommendedFECYT OpenAIRE workshop | León / PT | 25 SEP 2019Contextualisation18Property Requirement level GranularityFunding Reference Mandatory if applicable funderName, funderIdentifier, fundingStream, awardNumberRelated Identifier Recommended identifier type, relation type, resource typeFECYT OpenAIRE workshop | León / PT | 25 SEP 2019Interoperability19Property Requirement level GranularityResource Identifier Mandatory identifier typeAlternate Identifier Recommended identifier typeRelated Identifier Recommended identifier type, relation typeCreator / nameIdentifier Recommended identifier typeFunding Reference / funderIdentifier                                   / awardNumberRecommendedMandatory if applicableidentifier typedata source identifierVocabularies MandatoryFECYT OpenAIRE workshop | León / PT | 25 SEP 2019Reporting (to Funders)20Property Requirement level GranularityFunding Reference Mandatory if applicable funderName, funderIdentifier, fundingStream, awardNumberFECYT OpenAIRE workshop | León / PT | 25 SEP 2019● Guidelines (OpenAIRE) https://openaire-guidelines-for-literature-repository-managers.readthedocs.io/en/v4.0.0/● Schema and examples (GitHub)https://github.com/openaire/guidelines-literature-repositories● Contribute / Feedback channels (various) ○ edit GoogleDoc: https://docs.google.com/document/d/1aFWrkBO_f_GTWWTAfco4uoUphEbtOOdJVD_2ohYw7Ek/edit○ visit GitHub: https://github.com/openaire/guidelines-literature-repositories/issues○ annotate guidelines: https://web.hypothes.is○ send emails: guidelines@openaire.eu○ contact NOADs: https://www.openaire.eu/contact-noads Guidelines ReferencesFECYT OpenAIRE workshop | León / PT | 25 SEP 2019Guidelines v4 ImplementationFECYT OpenAIRE workshop | León / PT | 25 SEP 2019Implementation in Repository PlatformsSoftware Version StatusDSpace v7v5, v6In preparation by DSpace OpenAIRE 4.0 WGImplementations by PT repos RCAAP for v5, in testEPrints all ContactedInvenio / zenodo On their roadmapIslandora ContactedLibreCat On their roadmapOPUS v4 ContactedMyCoRe ContactedHAL ContactedHaplo versionWhich further platforms need to be supported?FECYT OpenAIRE workshop | León / PT | 25 SEP 2019Implementation in OpenAIRE InfrastructureService StatusValidator in preparationDataSource Registration & Update ✓Aggregation pre-implementation on beta in preparationIndexing in explore portal pre-implementation on beta in preparationIf you’d like your Literature Guidelines v4 metadata integrated in OpenAIRE, please email to: openaire-helpdesk@uni-bielefeld.deFECYT OpenAIRE workshop | León / PT | 25 SEP 2019Implementation in Pilot Data SourcesName Organisation Country PlatformArias Montano, Rep. Institucional University of Huelva Spain DSpaceGREDOS University of Salamanca Spain DSpaceRepositorio Documental University of Valladolid Spain DSpaceORBi University of Liège Belgium DSpaceRefubium Free University of Berlin Germany DSpaceQeios Qeios UK -RADAR Oxford Brookes University UK EquellaRothamsted Research Rep. Rothamsted Research Uk HaploThanks for acting as Literature v4 Guidelines pilots and kind cooperation!FECYT OpenAIRE workshop | León / PT | 25 SEP 2019First Experiences with Metadata QualityGoal Turn Attention to ...metadata/XML reusability check correct namespaces, metadata root element, well-formed XMLdiscovery & citabilitydeclare language for research items and metadata fields (title, description, subject)note applied subject classification/thesaurusmark creators as Personal or Organizationalaccessibility & reusability declare access rights and licensescontextualizationdeclare/check relation to container entity (e.g. journal, book, series, conference):~ relatedIdentifier with relationType IsPartOf for PIDs~ citation* fields for title, volume, pages, etc.~ start page and end page on 2 fieldsinteroperability give all available PIDs for all entity types (research item, person, organisation, ...)reporting state/check explicit, pure funderName and/or funderIdentifier plus awardNumber (not just funder, not mingled together in shared fields)FECYT OpenAIRE workshop | León / PT | 25 SEP 2019Conclusion / Last WordsFECYT OpenAIRE workshop | León / PT | 25 SEP 2019Metadata Quality AspectsFECYT OpenAIRE workshop | León / PT | 25 SEP 2019• Timeliness: Metadata is up-to-date, i.e. records reflect the current state incl. recent changes.• Completeness: All proper, suitable, relevant information is leveraged.• Accuracy: Information is veritable, correct, non-contradictory. It is clear to which items    statements refer (e.g. access rights or PIDs may refer to the metadata record itself, to the    described item, to a cited item). Statements are sound, i.e. PIDs are valid.• Legibility: Descriptions are easily comprehensible; due to language (e.g. titles), structure (of    e.g. thesauri/vocabulary), homogeneity (e.g. order of author names).• Consolidation: Records and statements are non-redundant, i.e. without duplicates. Records    are contextualised, i.e. linked with other records (citations/references, versions/variants).• Wastelessness: No test records, no records out of scope, no predatory sources, no spam, etc.• Format-conformance: Compliance with format standards, utilisation of vocabularies/thesauri.● Upgrade to new Guidelines is recommended to improve metadata elaborateness● Data sources following previous Guidelines versions will still be aggregated● New Content Acquisition Policies (CAP) are valid (all types of research output, OA and non-OA, funded and non-funded)● A webinar on the new Guidelines will address repository managers● Tell us which further platforms should be supported● To get your Literature Guidelines v4 metadata integrated, email to openaire-helpdesk@uni-bielefeld.de● Feedback on Guidelines is welcome (see feedback channel on earlier slide)Conclusion / Last WordsFECYT OpenAIRE workshop | León / PT | 25 SEP 2019Thank you!guidelines@openaire.euopenaire-helpdesk@uni-bielefeld.dehttps://www.openaire.eu/contact-noads

Guidelines @ OpenAIRE for institutional and thematic repository managers

https://buleria.unileon.es/bitstream/10612/11181/1/OpenAire%20Anne.pdf

Guidelines @ OpenAIRE for institutional and thematic repository managers

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Leon University (Spain)