Paper presented at the: CRIS2014: 12th International Conference on Current Research Information Systems (Rome, May 13-15, 2014)OpenAIRE – Open Access Infrastructure for Research in Europe – is moving from a publication infrastructure to a more comprehensive infrastructure that covers all types of scientific output. To put this into practice an integrated suite of guidelines were developed with specific requirements supporting the goal of OpenAIRE and the European Commission. This poster outlines the OpenAIRE Guidelines, highlighting the set of guidelines for Literature Repository Managers, for Data Archive Managers and for CRIS Managers.The work presented in this paper has been developed under the OpenAIREplus Project (Ref No: 283595) of the
EU-funded FP7- INFRASTRUCTURES Programme

Elbæk, Mikael Karstensen

Houssos, Nikos

Jörg, Brigitte

Nielsen, Lars Holm

Príncipe, Pedro

Rettberg, Najla

Rodrigues, Eloy

Schirrwagen, Jochen

Procedia Computer Science

AbstractOpenAIRE – Open Access Infrastructure for Research in Europe – is moving from a publication infrastructure to a more comprehensive infrastructure that covers all types of scientific output. To put this into practice an integrated suite of guidelines were developed with specific requirements supporting the goal of OpenAIRE and the European Commission. This poster outlines the OpenAIRE Guidelines, highlighting the set of guidelines for Literature Repository Managers, for Data Archive Managers and for CRIS Managers

Elbæk, Mikael K.

Elsevier - Publisher Connector 

OpenAIRE Guidelines: Supporting Interoperability for Literature Repositories, Data Archives and CRIS 

Universidade do Minho: RepositoriUM

 Available online at www.sciencedirect.com ScienceDirect Procedia Computer Science 00 (2014) 000–000    www.elsevier.com/locate/procedia  1877-0509 © 2014 The Authors. Published by Elsevier B.V. Peer-review under responsibility of euroCRIS. CRIS 2014 OpenAIRE Guidelines: supporting interoperability for Literature Repositories, Data Archives and CRIS Pedro Príncipea, Najla Rettbergb, Eloy Rodriguesc, Mikael K. Elbækd,  Jochen Schirrwagene, Nikos Houssosf, Lars Holm Nielseng, Brigitte Jörgh aUniversity of Minho, Portugal, pedroprincipe@sdum.uminho.pt bUniversity of Goettingen, Germany, najla.rettberg@sub.uni-goettingen.de  cUniversity of Minho, Portugal, eloyrodrigues@sdum.uminho.pt dTechnical Information Center of Denmark, Technical University of Denmark, Denmark, miel@dtic.dtu.dk   eUniversity of Bielefeld, Germany, jochen.schirrwagen@uni-bielefeld.de fNational Documentation Centre / National Hellenic Research Foundation, Greece, nhoussos@ekt.gr gCERN, Switzerland, lars.holm.nielsen@cern.ch  hJeiBee Ltd., United Kingdom, brigitte.joerg@gmail.com Abstract OpenAIRE – Open Access Infrastructure for Research in Europe – is moving from a publication infrastructure to a more comprehensive infrastructure that covers all types of scientific output. To put this into practice an integrated suite of guidelines were developed with specific requirements supporting the goal of OpenAIRE and the European Commission. This poster outlines the OpenAIRE Guidelines, highlighting the set of guidelines for Literature Repository Managers, for Data Archive Managers and for CRIS Managers.    © 2014 The Authors. Published by Elsevier B.V. Peer-review under responsibility of euroCRIS.  Keywords: OpenAIRE, repositories, research data, CRIS systems, interoperability, open access 1. OpenAIRE – Open Access Infrastructure for Research in Europe OpenAIRE supports the European Commission Open Access policy by providing an infrastructure for researchers to comply with the European Union Open Access mandate. The OpenAIREplus project – 2nd Generation of Open Access Infrastructure for Research in Europe – is a 30 month project funded by the European Commission 7th Framework Programme, and extends the mission of OpenAIRE (initiated in December 2009) further to facilitate access to the entire Open Access scientific production of the European Research Area, providing cross-links from 2 Pedro Príncipe / Procedia Computer Science 00 (2014) 000–000 publications to data and funding schemes. This large-scale project brings together 41 pan-European partners, including three cross-disciplinary research communities. The project capitalizes on the successful efforts of OpenAIRE, which is rapidly moving from implementing the European Union Open Access Pilot project into a service phase, enabling researchers to deposit their 7th Framework Programme and European Research Area funded research publications into Open Access repositories. Exposure and visibility of content from a range of European repositories, data archives and CRIS will be significantly increased when a common and interoperable approach is taken and care to adhere to existing guidelines. This compatibility will lead to future interoperability between research infrastructures, and structured metadata is of benefit to individual data repositories and the knowledge community at large. OpenAIRE is moving from a publication infrastructure to a more comprehensive infrastructure that covers all types of scientific output. To put this into practice an integrated suite of guidelines were developed with specific requirements supporting the goal of OpenAIRE and the European Commission. By following OpenAIRE Guidelines, managers of scholarly communication systems across Europe will be able to support authors to fulfill the EC Open Access requirements, as well as the requirements of other (national or international) funders with whom OpenAIRE cooperates. In addition, it will allow the OpenAIRE infrastructure to add value-added services such as discoverability and linking, and creation of enhanced publications. This poster outlines the OpenAIRE Guidelines, highlighting the set of guidelines for Literature Repository Managers, for Data Archive Managers and for CRIS Managers. 2. OpenAIREplus: supporting Interoperability through Guidelines 2.1. Guidelines for Literature Repository Managers The OpenAIRE Guidelines for Literature Repository Managers provide orientation for repository managers to define and implement their local data management policies according to the requirements of OpenAIRE.  Initially, the requirements of the OpenAIRE infrastructure were established to support and monitor the implementation of the EC open access pilot. OpenAIRE is now widening its scope, both in terms of infrastructure and content. In this context, the current Guidelines for Literature Repository Managers (version 3.0) are intended to guide repository managers to expose not only EC funded publications, but also other Open Access publications, regardless of their funding.  OpenAIRE uses the OAI-PMH for harvesting publication metadata and OpenAIRE expects metadata to be encoded in the Dublin Core metadata format (metadata-Prefix oai_dc). OpenAIRE relies on a specific syntax used in the values of standard Dublin Core metadata fields to identify projects, funders, referenced publications, and datasets. This syntax takes the form of URIs and is defined as the info:eu-repo namespace. According to the ongoing expansion, the new version of guidelines anticipates the merger of the DRIVER Guidelines – http://www.driver-support.eu/managers.html – into the context of OpenAIRE Guidelines. 2.2. Guidelines for Data Archive Managers The OpenAIRE Guidelines for Data Archive Managers provides instruction for data archive managers to expose their metadata in a way that is compatible with the OpenAIRE infrastructure. Data archives should be included in the OpenAIRE information space when data are related to a document e.g. a dataset cited by an article. These guidelines are largely based on the DataCite metadata schema. OpenAIRE has adopted the DataCite Metadata Schema as the basis for harvesting and importing metadata about datasets from data archives. The core mission of DataCite is to build and maintain a sustainable framework that makes it possible to cite data through the use of persistent identifiers, DOIs.  OpenAIRE believes that this will provide a domain agnostic metadata schema and provide interoperability through a small number of properties. By implementing the OpenAIRE Guidelines data archive managers are facilitating the creation of enhanced publications and building the stepping-stones for a linked data infrastructure for research.  Pedro Príncipe / Procedia Computer Science 00 (2014) 000–000 3 2.3. Guidelines for CRIS Managers CERIF-XML has been agreed as the standard format by which OpenAIRE will harvest information from CRIS systems. Information retrieval from individual CRIS systems by OpenAIRE is an example of a point-to-point data exchange among CRIS systems, since OpenAIRE itself can be considered a CRIS system; therefore, CERIF XML is the obvious choice as an interoperation standard. Import of information from CRIS systems is facilitated by the fact that the data model of the OpenAIRE 2nd generation infrastructure is CERIF-compliant [1].  The Guidelines provide orientation for CRIS managers to expose their metadata in a way that is compatible with the OpenAIRE infrastructure. By implementing the Guidelines, CRIS managers support the inclusion and therefore the reuse of metadata in their systems within OpenAIRE. CERIF is a comprehensive domain model, having a wider scope than the OpenAIRE information space, which currently does not aim to represent the full range of information in CERIF CRIS system. Thus, the Guidelines essentially specify an OpenAIRE-specific subset of the CERIF model in terms of data elements and also the particular OpenAIRE semantics. The semantics have the form of classifications and classifications schemes (terms and vocabularies) of the CERIF Semantic Layer, which is the approach utilised within the OpenAIRE data model to represent classifications and relationships semantics. Harvesting of information from CRIS systems will be performed using the OAI-PMH protocol. 2.4. Guidelines wiki In an effort to make these guidelines as open as possible to the wider public, OpenAIREplus project have established a Guidelines Wiki – http://guidelines.openaire.eu. The intention of this wiki is to provide a public space to share OpenAIREs work on interoperability and to engage with the community. This wiki is open and intended for all stakeholders and data providers to add their experiences and best practices. The wiki was publicly announced last June 2013 and the community is welcome to participate, post experiences, add comments, and to promote to all repository managers (publications, CRIS, data). The OpenAIRE Guidelines wiki have all the needed information about the three sets of Guidelines: • Literature Repositories: https://guidelines.openaire.eu/wiki/OpenAIRE_Guidelines:_For_Literature_repositories, • Data Archives: https://guidelines.openaire.eu/wiki/OpenAIRE_Guidelines:_For_Data_Archives, • CRIS: https://guidelines.openaire.eu/wiki/OpenAIRE_Guidelines:_For_CRIS. Additionally to the wiki the OpenAIRE services provides an easy way to validate both publication and data repositories guidelines at http://validator.openaire.eu. Support for CRIS guidelines validation is planned for 2014. Other support information (Helpdesk, FAQ, Guides) is available in the OpenAIRE portal – http://www.openaire.eu.  Acknowledgements The work presented in this paper has been developed under the OpenAIREplus Project (Ref No: 283595) of the EU-funded FP7- INFRASTRUCTURES Programme.  References 1. Manghi, P., et al. (2012). The Data Model of the OpenAIRE Scientific Communication e-Infrastructure. Metadata and Semantics Research, Communications in Computer and Information Science, Springer, Vol. 343, pp. 168-180.  

OpenAIRE guidelines: supporting interoperability for literature repositories, data archives and CRIS

OpenAIRE – Open Access Infrastructure for Research in Europe – is moving from a publication infrastructure to a more comprehensive infrastructure that covers all types of scientific output. To put this into practice an integrated suite of guidelines were developed with specific requirements supporting the goal of OpenAIRE and the European Commission. This poster outlines the OpenAIRE Guidelines, highlighting the set of guidelines for Literature Repository Managers, for Data Archive Managers and for CRIS Managers

Online Research Database In Technology

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Downloaded from orbit.dtu.dk on: Dec 20, 2017OpenAIRE Guidelines: Supporting Interoperability for Literature Repositories, DataArchives and CRISPríncipe, Pedro; Rettberg, Najla; Rodrigues, Eloy; Elbæk, Mikael Karstensen; Schirrwagen, Jochen;Houssos, Nikos; Nielsen, Lars Holm; Jörg, BrigittePublished in:Procedia Computer ScienceLink to article, DOI:10.1016/j.procs.2014.06.015Publication date:2014Link back to DTU OrbitCitation (APA):Príncipe, P., Rettberg, N., Rodrigues, E., Elbæk, M. K., Schirrwagen, J., Houssos, N., ... Jörg, B. (2014).OpenAIRE Guidelines: Supporting Interoperability for Literature Repositories, Data Archives and CRIS. ProcediaComputer Science, 33, 92-94. DOI: 10.1016/j.procs.2014.06.015 Available online at www.sciencedirect.com ScienceDirect Procedia Computer Science 00 (2014) 000–000    www.elsevier.com/locate/procedia  1877-0509 © 2014 The Authors. Published by Elsevier B.V. Peer-review under responsibility of euroCRIS. CRIS 2014 OpenAIRE Guidelines: supporting interoperability for Literature Repositories, Data Archives and CRIS Pedro Príncipea, Najla Rettbergb, Eloy Rodriguesc, Mikael K. Elbækd,  Jochen Schirrwagene, Nikos Houssosf, Lars Holm Nielseng, Brigitte Jörgh aUniversity of Minho, Portugal, pedroprincipe@sdum.uminho.pt bUniversity of Goettingen, Germany, najla.rettberg@sub.uni-goettingen.de  cUniversity of Minho, Portugal, eloyrodrigues@sdum.uminho.pt dTechnical Information Center of Denmark, Technical University of Denmark, Denmark, miel@dtic.dtu.dk   eUniversity of Bielefeld, Germany, jochen.schirrwagen@uni-bielefeld.de fNational Documentation Centre / National Hellenic Research Foundation, Greece, nhoussos@ekt.gr gCERN, Switzerland, lars.holm.nielsen@cern.ch  hJeiBee Ltd., United Kingdom, brigitte.joerg@gmail.com Abstract OpenAIRE – Open Access Infrastructure for Research in Europe – is moving from a publication infrastructure to a more comprehensive infrastructure that covers all types of scientific output. To put this into practice an integrated suite of guidelines were developed with specific requirements supporting the goal of OpenAIRE and the European Commission. This poster outlines the OpenAIRE Guidelines, highlighting the set of guidelines for Literature Repository Managers, for Data Archive Managers and for CRIS Managers.    © 2014 The Authors. Published by Elsevier B.V. Peer-review under responsibility of euroCRIS.  Keywords: OpenAIRE, repositories, research data, CRIS systems, interoperability, open access 1. OpenAIRE – Open Access Infrastructure for Research in Europe OpenAIRE supports the European Commission Open Access policy by providing an infrastructure for researchers to comply with the European Union Open Access mandate. The OpenAIREplus project – 2nd Generation of Open Access Infrastructure for Research in Europe – is a 30 month project funded by the European Commission 7th Framework Programme, and extends the mission of OpenAIRE (initiated in December 2009) further to facilitate access to the entire Open Access scientific production of the European Research Area, providing cross-links from 2 Pedro Príncipe / Procedia Computer Science 00 (2014) 000–000 publications to data and funding schemes. This large-scale project brings together 41 pan-European partners, including three cross-disciplinary research communities. The project capitalizes on the successful efforts of OpenAIRE, which is rapidly moving from implementing the European Union Open Access Pilot project into a service phase, enabling researchers to deposit their 7th Framework Programme and European Research Area funded research publications into Open Access repositories. Exposure and visibility of content from a range of European repositories, data archives and CRIS will be significantly increased when a common and interoperable approach is taken and care to adhere to existing guidelines. This compatibility will lead to future interoperability between research infrastructures, and structured metadata is of benefit to individual data repositories and the knowledge community at large. OpenAIRE is moving from a publication infrastructure to a more comprehensive infrastructure that covers all types of scientific output. To put this into practice an integrated suite of guidelines were developed with specific requirements supporting the goal of OpenAIRE and the European Commission. By following OpenAIRE Guidelines, managers of scholarly communication systems across Europe will be able to support authors to fulfill the EC Open Access requirements, as well as the requirements of other (national or international) funders with whom OpenAIRE cooperates. In addition, it will allow the OpenAIRE infrastructure to add value-added services such as discoverability and linking, and creation of enhanced publications. This poster outlines the OpenAIRE Guidelines, highlighting the set of guidelines for Literature Repository Managers, for Data Archive Managers and for CRIS Managers. 2. OpenAIREplus: supporting Interoperability through Guidelines 2.1. Guidelines for Literature Repository Managers The OpenAIRE Guidelines for Literature Repository Managers provide orientation for repository managers to define and implement their local data management policies according to the requirements of OpenAIRE.  Initially, the requirements of the OpenAIRE infrastructure were established to support and monitor the implementation of the EC open access pilot. OpenAIRE is now widening its scope, both in terms of infrastructure and content. In this context, the current Guidelines for Literature Repository Managers (version 3.0) are intended to guide repository managers to expose not only EC funded publications, but also other Open Access publications, regardless of their funding.  OpenAIRE uses the OAI-PMH for harvesting publication metadata and OpenAIRE expects metadata to be encoded in the Dublin Core metadata format (metadata-Prefix oai_dc). OpenAIRE relies on a specific syntax used in the values of standard Dublin Core metadata fields to identify projects, funders, referenced publications, and datasets. This syntax takes the form of URIs and is defined as the info:eu-repo namespace. According to the ongoing expansion, the new version of guidelines anticipates the merger of the DRIVER Guidelines – http://www.driver-support.eu/managers.html – into the context of OpenAIRE Guidelines. 2.2. Guidelines for Data Archive Managers The OpenAIRE Guidelines for Data Archive Managers provides instruction for data archive managers to expose their metadata in a way that is compatible with the OpenAIRE infrastructure. Data archives should be included in the OpenAIRE information space when data are related to a document e.g. a dataset cited by an article. These guidelines are largely based on the DataCite metadata schema. OpenAIRE has adopted the DataCite Metadata Schema as the basis for harvesting and importing metadata about datasets from data archives. The core mission of DataCite is to build and maintain a sustainable framework that makes it possible to cite data through the use of persistent identifiers, DOIs.  OpenAIRE believes that this will provide a domain agnostic metadata schema and provide interoperability through a small number of properties. By implementing the OpenAIRE Guidelines data archive managers are facilitating the creation of enhanced publications and building the stepping-stones for a linked data infrastructure for research.  Pedro Príncipe / Procedia Computer Science 00 (2014) 000–000 3 2.3. Guidelines for CRIS Managers CERIF-XML has been agreed as the standard format by which OpenAIRE will harvest information from CRIS systems. Information retrieval from individual CRIS systems by OpenAIRE is an example of a point-to-point data exchange among CRIS systems, since OpenAIRE itself can be considered a CRIS system; therefore, CERIF XML is the obvious choice as an interoperation standard. Import of information from CRIS systems is facilitated by the fact that the data model of the OpenAIRE 2nd generation infrastructure is CERIF-compliant [1].  The Guidelines provide orientation for CRIS managers to expose their metadata in a way that is compatible with the OpenAIRE infrastructure. By implementing the Guidelines, CRIS managers support the inclusion and therefore the reuse of metadata in their systems within OpenAIRE. CERIF is a comprehensive domain model, having a wider scope than the OpenAIRE information space, which currently does not aim to represent the full range of information in CERIF CRIS system. Thus, the Guidelines essentially specify an OpenAIRE-specific subset of the CERIF model in terms of data elements and also the particular OpenAIRE semantics. The semantics have the form of classifications and classifications schemes (terms and vocabularies) of the CERIF Semantic Layer, which is the approach utilised within the OpenAIRE data model to represent classifications and relationships semantics. Harvesting of information from CRIS systems will be performed using the OAI-PMH protocol. 2.4. Guidelines wiki In an effort to make these guidelines as open as possible to the wider public, OpenAIREplus project have established a Guidelines Wiki – http://guidelines.openaire.eu. The intention of this wiki is to provide a public space to share OpenAIREs work on interoperability and to engage with the community. This wiki is open and intended for all stakeholders and data providers to add their experiences and best practices. The wiki was publicly announced last June 2013 and the community is welcome to participate, post experiences, add comments, and to promote to all repository managers (publications, CRIS, data). The OpenAIRE Guidelines wiki have all the needed information about the three sets of Guidelines: • Literature Repositories: https://guidelines.openaire.eu/wiki/OpenAIRE_Guidelines:_For_Literature_repositories, • Data Archives: https://guidelines.openaire.eu/wiki/OpenAIRE_Guidelines:_For_Data_Archives, • CRIS: https://guidelines.openaire.eu/wiki/OpenAIRE_Guidelines:_For_CRIS. Additionally to the wiki the OpenAIRE services provides an easy way to validate both publication and data repositories guidelines at http://validator.openaire.eu. Support for CRIS guidelines validation is planned for 2014. Other support information (Helpdesk, FAQ, Guides) is available in the OpenAIRE portal – http://www.openaire.eu.  Acknowledgements The work presented in this paper has been developed under the OpenAIREplus Project (Ref No: 283595) of the EU-funded FP7- INFRASTRUCTURES Programme.  References 1. Manghi, P., et al. (2012). The Data Model of the OpenAIRE Scientific Communication e-Infrastructure. Metadata and Semantics Research, Communications in Computer and Information Science, Springer, Vol. 343, pp. 168-180.  

OpenAIRE Guidelines: Supporting Interoperability for Literature Repositories, Data Archives and CRIS

OpenAIRE – Open Access Infrastructure for Research in Europe – is moving from a publication infrastructure to a more comprehensive infrastructure that covers all types of scientific output. To put this into practice an integrated suite of guidelines were developed with specific requirements supporting the goal of OpenAIRE and the European Commission. This poster outlines the OpenAIRE Guidelines, highlighting the set of guidelines for Literature Repository Managers, for Data Archive Managers and for CRIS Managers.peerReviewe

GoeScholar  The Publication Server of the Georg-August-Universität Göttingen

Príncipe P, Rettberg N, Rodrigues E, et al. OpenAIRE Guidelines: Supporting Interoperability for Literature Repositories, Data Archives and CRIS. Procedia Computer Science. 2014;33:92-94.OpenAIRE – Open Access Infrastructure for Research in Europe – is moving from a publication infrastructure to a more comprehensive infrastructure that covers all types of scientific output. To put this into practice an integrated suite of guidelines were developed with specific requirements supporting the goal of OpenAIRE and the European Commission. This poster outlines the OpenAIRE Guidelines, highlighting the set of guidelines for Literature Repository Managers, for Data Archive Managers and for CRIS Managers

Schirrwagen, Jochen 

Publications at Bielefeld University

 Procedia Computer Science  33 ( 2014 )  92 – 94 1877-0509 © 2014 Published by Elsevier B.V This is an open access article under the CC BY-NC-ND license (http://creativecommons.org/licenses/by-nc-nd/3.0/).Peer-review under responsibility of euroCRIS doi: 10.1016/j.procs.2014.06.015 ScienceDirectAvailable online at www.sciencedirect.comCRIS 2014 OpenAIRE Guidelines: supporting interoperability for Literature Repositories, Data Archives and CRIS Pedro Príncipea, Najla Rettbergb, Eloy Rodriguesc, Mikael K. Elbækd,  Jochen Schirrwagene, Nikos Houssosf, Lars Holm Nielseng, Brigitte Jörgh aUniversity of Minho, Portugal, pedroprincipe@sdum.uminho.pt bUniversity of Goettingen, Germany, najla.rettberg@sub.uni-goettingen.de  cUniversity of Minho, Portugal, eloyrodrigues@sdum.uminho.pt dTechnical Information Center of Denmark, Technical University of Denmark, Denmark, miel@dtic.dtu.dk   eUniversity of Bielefeld, Germany, jochen.schirrwagen@uni-bielefeld.de fNational Documentation Centre / National Hellenic Research Foundation, Greece, nhoussos@ekt.gr gCERN, Switzerland, lars.holm.nielsen@cern.ch  hJeiBee Ltd., United Kingdom, brigitte.joerg@gmail.com Abstract OpenAIRE – Open Access Infrastructure for Research in Europe – is moving from a publication infrastructure to a more comprehensive infrastructure that covers all types of scientific output. To put this into practice an integrated suite of guidelines were developed with specific requirements supporting the goal of OpenAIRE and the European Commission. This poster outlines the OpenAIRE Guidelines, highlighting the set of guidelines for Literature Repository Managers, for Data Archive Managers and for CRIS Managers.    © 2014 The Authors. Published by Elsevier B.V. Peer-review under responsibility of euroCRIS.  Keywords: OpenAIRE, repositories, research data, CRIS systems, interoperability, open access 1. OpenAIRE – Open Access Infrastructure for Research in Europe OpenAIRE supports the European Commission Open Access policy by providing an infrastructure for researchers to comply with the European Union Open Access mandate. The OpenAIREplus project – 2nd Generation of Open Access Infrastructure for Research in Europe – is a 30 month project funded by the European Commission 7th Framework Programme, and extends the mission of OpenAIRE (initiated in December 2009) further to facilitate access to the entire Open Access scientific production of the European Research Area, providing cross-links from © 2014 Published by Elsevier B.V This is an open access article under the CC BY-NC-ND license (http://creativecommons.org/licenses/by-nc-nd/3.0/).Peer-review under responsibility of euroCRIS 93 Pedro Príncipe et al. /  Procedia Computer Science  33 ( 2014 )  92 – 94 publications to data and funding schemes. This large-scale project brings together 41 pan-European partners, including three cross-disciplinary research communities. The project capitalizes on the successful efforts of OpenAIRE, which is rapidly moving from implementing the European Union Open Access Pilot project into a service phase, enabling researchers to deposit their 7th Framework Programme and European Research Area funded research publications into Open Access repositories. Exposure and visibility of content from a range of European repositories, data archives and CRIS will be significantly increased when a common and interoperable approach is taken and care to adhere to existing guidelines. This compatibility will lead to future interoperability between research infrastructures, and structured metadata is of benefit to individual data repositories and the knowledge community at large. OpenAIRE is moving from a publication infrastructure to a more comprehensive infrastructure that covers all types of scientific output. To put this into practice an integrated suite of guidelines were developed with specific requirements supporting the goal of OpenAIRE and the European Commission. By following OpenAIRE Guidelines, managers of scholarly communication systems across Europe will be able to support authors to fulfill the EC Open Access requirements, as well as the requirements of other (national or international) funders with whom OpenAIRE cooperates. In addition, it will allow the OpenAIRE infrastructure to add value-added services such as discoverability and linking, and creation of enhanced publications. This poster outlines the OpenAIRE Guidelines, highlighting the set of guidelines for Literature Repository Managers, for Data Archive Managers and for CRIS Managers. 2. OpenAIREplus: supporting Interoperability through Guidelines 2.1. Guidelines for Literature Repository Managers The OpenAIRE Guidelines for Literature Repository Managers provide orientation for repository managers to define and implement their local data management policies according to the requirements of OpenAIRE.  Initially, the requirements of the OpenAIRE infrastructure were established to support and monitor the implementation of the EC open access pilot. OpenAIRE is now widening its scope, both in terms of infrastructure and content. In this context, the current Guidelines for Literature Repository Managers (version 3.0) are intended to guide repository managers to expose not only EC funded publications, but also other Open Access publications, regardless of their funding.  OpenAIRE uses the OAI-PMH for harvesting publication metadata and OpenAIRE expects metadata to be encoded in the Dublin Core metadata format (metadata-Prefix oai_dc). OpenAIRE relies on a specific syntax used in the values of standard Dublin Core metadata fields to identify projects, funders, referenced publications, and datasets. This syntax takes the form of URIs and is defined as the info:eu-repo namespace. According to the ongoing expansion, the new version of guidelines anticipates the merger of the DRIVER Guidelines – http://www.driver-support.eu/managers.html – into the context of OpenAIRE Guidelines. 2.2. Guidelines for Data Archive Managers The OpenAIRE Guidelines for Data Archive Managers provides instruction for data archive managers to expose their metadata in a way that is compatible with the OpenAIRE infrastructure. Data archives should be included in the OpenAIRE information space when data are related to a document e.g. a dataset cited by an article. These guidelines are largely based on the DataCite metadata schema. OpenAIRE has adopted the DataCite Metadata Schema as the basis for harvesting and importing metadata about datasets from data archives. The core mission of DataCite is to build and maintain a sustainable framework that makes it possible to cite data through the use of persistent identifiers, DOIs.  OpenAIRE believes that this will provide a domain agnostic metadata schema and provide interoperability through a small number of properties. By implementing the OpenAIRE Guidelines data archive managers are facilitating the creation of enhanced publications and building the stepping-stones for a linked data infrastructure for research. 94   Pedro Príncipe et al. /  Procedia Computer Science  33 ( 2014 )  92 – 94 2.3. Guidelines for CRIS Managers CERIF-XML has been agreed as the standard format by which OpenAIRE will harvest information from CRIS systems. Information retrieval from individual CRIS systems by OpenAIRE is an example of a point-to-point data exchange among CRIS systems, since OpenAIRE itself can be considered a CRIS system; therefore, CERIF XML is the obvious choice as an interoperation standard. Import of information from CRIS systems is facilitated by the fact that the data model of the OpenAIRE 2nd generation infrastructure is CERIF-compliant [1].  The Guidelines provide orientation for CRIS managers to expose their metadata in a way that is compatible with the OpenAIRE infrastructure. By implementing the Guidelines, CRIS managers support the inclusion and therefore the reuse of metadata in their systems within OpenAIRE. CERIF is a comprehensive domain model, having a wider scope than the OpenAIRE information space, which currently does not aim to represent the full range of information in CERIF CRIS system. Thus, the Guidelines essentially specify an OpenAIRE-specific subset of the CERIF model in terms of data elements and also the particular OpenAIRE semantics. The semantics have the form of classifications and classifications schemes (terms and vocabularies) of the CERIF Semantic Layer, which is the approach utilised within the OpenAIRE data model to represent classifications and relationships semantics. Harvesting of information from CRIS systems will be performed using the OAI-PMH protocol. 2.4. Guidelines wiki In an effort to make these guidelines as open as possible to the wider public, OpenAIREplus project have established a Guidelines Wiki – http://guidelines.openaire.eu. The intention of this wiki is to provide a public space to share OpenAIREs work on interoperability and to engage with the community. This wiki is open and intended for all stakeholders and data providers to add their experiences and best practices. The wiki was publicly announced last June 2013 and the community is welcome to participate, post experiences, add comments, and to promote to all repository managers (publications, CRIS, data). The OpenAIRE Guidelines wiki have all the needed information about the three sets of Guidelines: • Literature Repositories: https://guidelines.openaire.eu/wiki/OpenAIRE_Guidelines:_For_Literature_repositories, • Data Archives: https://guidelines.openaire.eu/wiki/OpenAIRE_Guidelines:_For_Data_Archives, • CRIS: https://guidelines.openaire.eu/wiki/OpenAIRE_Guidelines:_For_CRIS. Additionally to the wiki the OpenAIRE services provides an easy way to validate both publication and data repositories guidelines at http://validator.openaire.eu. Support for CRIS guidelines validation is planned for 2014. Other support information (Helpdesk, FAQ, Guides) is available in the OpenAIRE portal – http://www.openaire.eu.  Acknowledgements The work presented in this paper has been developed under the OpenAIREplus Project (Ref No: 283595) of the EU-funded FP7- INFRASTRUCTURES Programme.  References 1. Manghi, P., et al. (2012). The Data Model of the OpenAIRE Scientific Communication e-Infrastructure. Metadata and Semantics Research, Communications in Computer and Information Science, Springer, Vol. 343, pp. 168-180.  

 Procedia Computer Science  33 ( 2014 )  92 – 94 
1877-0509 © 2014 Published by Elsevier B.V Open access under CC BY-NC-ND license. 
Peer-review under responsibility of euroCRIS 
doi: 10.1016/j.procs.2014.06.015 
ScienceDirect
Available online at www.sciencedirect.com
CRIS 2014 
OpenAIRE Guidelines: supporting interoperability for Literature 
Repositories, Data Archives and CRIS 
Pedro Príncipea, Najla Rettbergb, Eloy Rodriguesc, Mikael K. Elbækd,  
Jochen Schirrwagene, Nikos Houssosf, Lars Holm Nielseng, Brigitte Jörgh 
aUniversity of Minho, Portugal, pedroprincipe@sdum.uminho.pt 
bUniversity of Goettingen, Germany, najla.rettberg@sub.uni-goettingen.de  
cUniversity of Minho, Portugal, eloyrodrigues@sdum.uminho.pt 
dTechnical Information Center of Denmark, Technical University of Denmark, Denmark, miel@dtic.dtu.dk  
eUniversity of Bielefeld, Germany, jochen.schirrwagen@uni-bielefeld.de 
fNational Documentation Centre / National Hellenic Research Foundation, Greece, nhoussos@ekt.gr 
gCERN, Switzerland, lars.holm.nielsen@cern.ch 
hJeiBee Ltd., United Kingdom, brigitte.joerg@gmail.com 
Abstract 
OpenAIRE – Open Access Infrastructure for Research in Europe – is moving from a publication infrastructure to a more 
comprehensive infrastructure that covers all types of scientific output. To put this into practice an integrated suite of guidelines 
were developed with specific requirements supporting the goal of OpenAIRE and the European Commission. This poster outlines 
the OpenAIRE Guidelines, highlighting the set of guidelines for Literature Repository Managers, for Data Archive Managers and 
for CRIS Managers.   
© 2014 The Authors. Published by Elsevier B.V. 
Peer-review under responsibility of euroCRIS.  
Keywords: OpenAIRE, repositories, research data, CRIS systems, interoperability, open access 
1. OpenAIRE – Open Access Infrastructure for Research in Europe 
OpenAIRE supports the European Commission Open Access policy by providing an infrastructure for researchers 
to comply with the European Union Open Access mandate. The OpenAIREplus project – 2nd Generation of Open 
Access Infrastructure for Research in Europe – is a 30 month project funded by the European Commission 7th 
Framework Programme, and extends the mission of OpenAIRE (initiated in December 2009) further to facilitate 
access to the entire Open Access scientific production of the European Research Area, providing cross-links from 
© 2014 Published by Elsevier B.V Open access under CC BY-NC-ND license. 
Peer-review under responsibility of euroCRIS 
93 Pedro Príncipe et al. /  Procedia Computer Science  33 ( 2014 )  92 – 94 
publications to data and funding schemes. This large-scale project brings together 41 pan-European partners, 
including three cross-disciplinary research communities. The project capitalizes on the successful efforts of 
OpenAIRE, which is rapidly moving from implementing the European Union Open Access Pilot project into a 
service phase, enabling researchers to deposit their 7th Framework Programme and European Research Area funded 
research publications into Open Access repositories. 
Exposure and visibility of content from a range of European repositories, data archives and CRIS will be 
significantly increased when a common and interoperable approach is taken and care to adhere to existing 
guidelines. This compatibility will lead to future interoperability between research infrastructures, and structured 
metadata is of benefit to individual data repositories and the knowledge community at large. 
OpenAIRE is moving from a publication infrastructure to a more comprehensive infrastructure that covers all 
types of scientific output. To put this into practice an integrated suite of guidelines were developed with specific 
requirements supporting the goal of OpenAIRE and the European Commission. 
By following OpenAIRE Guidelines, managers of scholarly communication systems across Europe will be able to 
support authors to fulfill the EC Open Access requirements, as well as the requirements of other (national or 
international) funders with whom OpenAIRE cooperates. In addition, it will allow the OpenAIRE infrastructure to 
add value-added services such as discoverability and linking, and creation of enhanced publications. 
This poster outlines the OpenAIRE Guidelines, highlighting the set of guidelines for Literature Repository 
Managers, for Data Archive Managers and for CRIS Managers. 
2. OpenAIREplus: supporting Interoperability through Guidelines 
2.1. Guidelines for Literature Repository Managers 
The OpenAIRE Guidelines for Literature Repository Managers provide orientation for repository managers to 
define and implement their local data management policies according to the requirements of OpenAIRE.  
Initially, the requirements of the OpenAIRE infrastructure were established to support and monitor the 
implementation of the EC open access pilot. OpenAIRE is now widening its scope, both in terms of infrastructure 
and content. In this context, the current Guidelines for Literature Repository Managers (version 3.0) are intended to 
guide repository managers to expose not only EC funded publications, but also other Open Access publications, 
regardless of their funding.  
OpenAIRE uses the OAI-PMH for harvesting publication metadata and OpenAIRE expects metadata to be 
encoded in the Dublin Core metadata format (metadata-Prefix oai_dc). OpenAIRE relies on a specific syntax used in 
the values of standard Dublin Core metadata fields to identify projects, funders, referenced publications, and 
datasets. This syntax takes the form of URIs and is defined as the info:eu-repo namespace. 
According to the ongoing expansion, the new version of guidelines anticipates the merger of the DRIVER 
Guidelines – http://www.driver-support.eu/managers.html – into the context of OpenAIRE Guidelines. 
2.2. Guidelines for Data Archive Managers 
The OpenAIRE Guidelines for Data Archive Managers provides instruction for data archive managers to expose 
their metadata in a way that is compatible with the OpenAIRE infrastructure. Data archives should be included in 
the OpenAIRE information space when data are related to a document e.g. a dataset cited by an article. These 
guidelines are largely based on the DataCite metadata schema. 
OpenAIRE has adopted the DataCite Metadata Schema as the basis for harvesting and importing metadata about 
datasets from data archives. The core mission of DataCite is to build and maintain a sustainable framework that 
makes it possible to cite data through the use of persistent identifiers, DOIs.  
OpenAIRE believes that this will provide a domain agnostic metadata schema and provide interoperability 
through a small number of properties. 
By implementing the OpenAIRE Guidelines data archive managers are facilitating the creation of enhanced 
publications and building the stepping-stones for a linked data infrastructure for research. 
94   Pedro Príncipe et al. /  Procedia Computer Science  33 ( 2014 )  92 – 94 
2.3. Guidelines for CRIS Managers 
CERIF-XML has been agreed as the standard format by which OpenAIRE will harvest information from CRIS 
systems. Information retrieval from individual CRIS systems by OpenAIRE is an example of a point-to-point data 
exchange among CRIS systems, since OpenAIRE itself can be considered a CRIS system; therefore, CERIF XML is 
the obvious choice as an interoperation standard. Import of information from CRIS systems is facilitated by the fact 
that the data model of the OpenAIRE 2nd generation infrastructure is CERIF-compliant [1].  
The Guidelines provide orientation for CRIS managers to expose their metadata in a way that is compatible with 
the OpenAIRE infrastructure. By implementing the Guidelines, CRIS managers support the inclusion and therefore 
the reuse of metadata in their systems within OpenAIRE. 
CERIF is a comprehensive domain model, having a wider scope than the OpenAIRE information space, which 
currently does not aim to represent the full range of information in CERIF CRIS system. Thus, the Guidelines 
essentially specify an OpenAIRE-specific subset of the CERIF model in terms of data elements and also the 
particular OpenAIRE semantics. The semantics have the form of classifications and classifications schemes (terms 
and vocabularies) of the CERIF Semantic Layer, which is the approach utilised within the OpenAIRE data model to 
represent classifications and relationships semantics. Harvesting of information from CRIS systems will be 
performed using the OAI-PMH protocol. 
2.4. Guidelines wiki 
In an effort to make these guidelines as open as possible to the wider public, OpenAIREplus project have 
established a Guidelines Wiki – http://guidelines.openaire.eu. The intention of this wiki is to provide a public space 
to share OpenAIREs work on interoperability and to engage with the community. 
This wiki is open and intended for all stakeholders and data providers to add their experiences and best practices. 
The wiki was publicly announced last June 2013 and the community is welcome to participate, post experiences, 
add comments, and to promote to all repository managers (publications, CRIS, data). 
The OpenAIRE Guidelines wiki have all the needed information about the three sets of Guidelines: 
• Literature Repositories: https://guidelines.openaire.eu/wiki/OpenAIRE_Guidelines:_For_Literature_repositories, 
• Data Archives: https://guidelines.openaire.eu/wiki/OpenAIRE_Guidelines:_For_Data_Archives, 
• CRIS: https://guidelines.openaire.eu/wiki/OpenAIRE_Guidelines:_For_CRIS. 
Additionally to the wiki the OpenAIRE services provides an easy way to validate both publication and data 
repositories guidelines at http://validator.openaire.eu. Support for CRIS guidelines validation is planned for 2014. 
Other support information (Helpdesk, FAQ, Guides) is available in the OpenAIRE portal – http://www.openaire.eu. 
 
Acknowledgements 
The work presented in this paper has been developed under the OpenAIREplus Project (Ref No: 283595) of the 
EU-funded FP7- INFRASTRUCTURES Programme. 
 
References 
1. Manghi, P., et al. (2012). The Data Model of the OpenAIRE Scientific Communication e-Infrastructure. Metadata and Semantics Research, 
Communications in Computer and Information Science, Springer, Vol. 343, pp. 168-180. 
 


OpenAIRE guidelines: supporting interoperability for literature repositories, data archives and CRIS

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