OpenAIRE National ePosters (East region) - OpenAIRE Conference 2012
OpenAIRE compatible repositories for institutions - FOSTER & NCPs academy webinar
56
Compliant repositories for institutions, How to maintain a compliant repository? OpenAIRE compatible repositories, guidelines and services 6 May 2016 Pedro Principe, University of Minho Jochen Schirrwagen, University of Bielefeld
Transcript of OpenAIRE compatible repositories for institutions - FOSTER & NCPs academy webinar
Compliant repositories for institutions, How to maintain a compliant repository?OpenAIRE compatible repositories, guidelines and services
6 May 2016
Pedro Principe, University of MinhoJochen Schirrwagen, University of Bielefeld
OPEN ACCESS INFRASTRUCTURE
OpenAIRE
for research in Europe
2
www.openaire.eu
Topics
3
1. OpenAIRE infrastructure and guidelines
2. How to become and maintain an
OpenAIRE compatible repository
3. OpenAIRE tools and services for H2020
project outputs
1OpenAIRE infrastructure
and guidelines
4
OPEN ACCESSOpenAIRE implements the
EC requirements
Guided by OA funder policies
(European Commission)
Participatory approach
(human & e-infrastructure)
Integrated Scientific
Information System
Project & Infrastructure
6
Data Providers OpenAIRE Platform Services
Interoperability is Key• Reliant on network of repositories
• Participation of institutions / repositories
• Alignment of regional networks and infrastructures • LA Referencia, SHARE, RIOXX, COAR, …
• Guidelines and standards• OpenAIRE Guidelines for Literature & Data repos and CRIS
• Uniform vocabularies & global adoption (DC, DataCite, CERIF, …)
• Persistent digital identifiers (DOI, URN, ORCID, ISNI, …)
• Authority registries• Funder and funding information (Open Funder Registry, funder databases)
• Directory of Dataproviders (OpenDOAR, re3data, DOAJ, …)
8
Content acquisition policyPublications in OpenAIRE Data in OpenAIRE
9
1 2 3Literature
Repositories(and journal platforms)
Dublin Core (DRIVER)
Data
Repositories(and archives/data centres)
Datacite
CRIS systems CERIF-XML
Guidelines for Data Providers
10
Why Guidelines?
needed to collectFUNDING INFORMATION
ACCESS RIGHTS AND LICENSE INFO
+REFERENCED DATASETS & RELATED PUBLICATIONS,
EMBARGO DATE INFORMATION
11
How do they work?• Identification of Open Access and funded research results
by OAI-Sets:
• ‘openaire’ for publications
• ‘openaire_data’ for research datasets
• Latest schema guarantees backward-compatibility with
previous versions.
• Complemented by metadata enrichment thanks to
OpenAIRE’s text-mining services.
12
OpenAIRE OAI-Set• To group metadata relevant for OpenAIRE
• See https://www.openaire.eu/content-acquisition-
policy/content-acquisition-policy/content-acquisition-policy
• Metadata about Open Access Publications
• Metadata about Publications funded in EC-FP7 / H2020
• Metadata about Publications funded by other funders• OpenAIRE provides information about supported funding information
13
setName setSpec*
The OpenAIRE set OpenAIRE openaire
projectID
14
Element name projectID
DCMI definition dc:relation
Usage Mandatory (if applicable)
Usage instruction A vocabulary of projects is exposed by the OpenAIRE API:http://api.openaire.eu/#cha_projects_http, and available for all repository managers. Values include funder, project name and projectID. The projectID equals the Grant Agreement number, and is defined by the namespace: info:eu-repo/grantAgreement/Funder/ FundingProgram/ProjectNumber/ Jurisdiction/ProjectName/ProjectAcronym/
Example:<dc:relation> info:eu-repo/grantAgreement/EC/FP7/123456 </dc:relation>
<dc:relation> info:eu-repo/grantAgreement/EC/FP7/12345/EU//Acronym </dc:relation>
accessRights
15
Element name accessRights
DCMI definition dc:rights
Usage Mandatory
Usage instruction Use values from vocabulary Access Rights at http://purl.org/eu-repo/semantics/#info-eu-repo-AccessRights
• info:eu-repo/semantics/closedAccess• info:eu-repo/semantics/embargoedAccess• info:eu-repo/semantics/restrictedAccess
• info:eu-repo/semantics/openAccess
Examples:<dc:rights> info:eu-repo/semantics/openAccess </dc:rights>
embargoEndDateElement name embargoEndDate
DCMI definition dc:date
Usage Mandatory (if applicable)
Usage instruction Recommended when accessRights = info:eu-repo/semantics/embargoedAccessThe date type is controlled by the name space info:eu-repo/date/embargoEnd/, see http://wiki.surffoundation.nl/display/standards/info-eu-repo/#info-eu-repo-DateTypesandvalue. Encoding of this date should be in the form YYYY-MM-DD (conform ISO 8601).
Examples:<dc:date> info:eu-repo/date/embargoEnd/2011-05-12 <dc:date>
Meet H2020 OA Guidelines• https://www.iprhelpdesk.eu/sites/default/files/newsdoc
uments/Open_Access_in_H2020.pdf
17
Property DC Field Value
EU funding acknowledgment
dc:contributor “controlled” terms : ["European Union (EU)" and "Horizon 2020"]["Euratom" and "Euratomresearch and training programme 2014-2018"]
Peer reviewed dc:type info:eu-repo/semantics/publishedVersion
Embargo period dc:datedc:rights
• info:eu-repo/date/embargoEnd/<YYYY-MM-DD>• <YYYY-MM-DD> (as publication date)• info:eu-repo/semantics/embargoedAccess
Project information dc:relation info:eu-repo/grantAgreement/EC/H2020/[ProjectID]/[Jurisdiction]/[ProjectName]/[ProjectAcronym]/
Persistent identifier dc:identifier or dc:relation
License dc:rights URL of license condition
Persistent IDs for authorsand contributors
dc:creatordc:contributor
<Lastname, Firstname; id_orcid 0000-0000-0000-0000>
Reference to related research outcome
dc:relation info:eu-repo/semantics/dataset/<scheme>/<id>
CONTINUE TO BE DEVELOPED
to establish an open and sustainable scholarly communication infrastructure
18
OpenAIRE guidelines
1 2 3AUGUST 2010
initial document
NOVEMBER 2010
(V. 1.1)
OCTOBER 2012
(V. 2.0)
Compatibility for
aggregators.
Extended
Namespace for
Project id.
DECEMBER 2012
(3.0 beta)
APRIL 2013
(3.0)
OAI set has been renamed
from ec_fundedresources to
openaire.
New relation elements for
indicating external identifiers,
references and connections to
datasets.
Literature Guidelines – versions
19
EC funded contentEC and/or otherfunded content
Open Access andEC and/or otherfunded content
2OpenAIRE compatible
repositories: How?
20
OpenAIRE Compatibility Status: Levels and OAI Sets
21
OpenAIRE
basic
Only Open Access content
via driver oaiset
OpenAIRE
2.0
EC funded content
via ec_fundedresources oai set
OpenAIRE
2.0 +
Open Access and EC funded
content
via driver and ec_fundedreso
urces oai set
OpenAIRE
3.0
Open Access and/or EC
funded and/or National/other funded content
via openaireoai set
Registration Steps
22
1. Register your repository in OpenDOAR / re3data
* institutional/thematic repository -> OpenDOAR
* data repository -> re3data
2. Test compliancy with OpenAIRE Guidelines
Make your repository OpenAIRE compliant –>
by help of the OpenAIRE validator service
3. Add your repository in OpenAIRE
Register your repository in OpenAIRE; pre-filled information imported from OpenDOAR or re3data
1. Registration in OpenDOAR(similar for re3data)
• The first step is to register your repository in
OpenDOAR http://opendoar.org/
• If you are already registered in OpenDOAR:
• Check if the information is up to date
• Take care on the OAI BaseURL and admin email contact
23
2. Test the OpenAIRE ComplianceThe OpenAIRE provides its validator service:
www.openaire.eu/validator
Users can:
• Verify if the repository is truly compatible with the
guidelines.
• Run a compatibility test (enter the OAI-PMH base URL).
24
3. Join OpenAIRE1. Add and correct any details in the form and click submit.
After a short compatibility test against the OpenAIRE
rule set, your repository will be ready to join OpenAIRE.
2. An email will be sent to the repository administrator to
confirm this request. Please make sure you have
contacted them before registering.
3. If the compatibility test does not succeed, you will be
unable to join OpenAIRE until you correct all the errors
that are found. Then you must re-submit your request.
25
www.openaire.eu/validator
Choose Your Repository From The ListVia validator tool
27
Registration Form
28
3OpenAIRE tools & services
for H2020 (OA compliance)
project outputs30
Open Access in Horizon 2020
“ENSURE OPEN ACCESS…
AS SOON AS POSSIBLE AND AT THE LATEST ON
PUBLICATION, DEPOSIT A MACHINE-READABLE
ELECTRONIC COPY OF THE PUBLISHED VERSION
OR FINAL PEER-REVIEWED MANUSCRIPT
ACCEPTED FOR PUBLICATION IN A REPOSITORY
FOR SCIENTIFIC PUBLICATIONS”
The grant agreement states:
Regardless of where you publish, deposit the final manuscript or publisher’s PDF in a repository, either institutional or disciplinary.
NB: It is not enough to list publications via a project website. They will go unnoticed!
32
1 2 3INSTITUTIONAL
REPOSITORY
of the research
institution with which
they are affiliated
SUBJECT/THEMATIC
REPOSITORY
ZENODO REPOSITORY
Centralised option set
up by the OpenAIRE
project and CERN
Depositing
33
Through OpenAIRE they can be directed to: Publication repositories (OpenDOAR), Research Data
repositories (RE3DATA). If no repository is available: Zenodo at CERN (sponsored by OpenAIRE)
OpenAIRE harvests directly from a number of OpenAIRE compliant OA publishers and journal
aggregators.
LOCATE AN APPROPRIATED REPOSITORY
Deposit once!
Via OpenAIRE
34
Find where to deposit
35
PROJECT FUNDING IN THE BIBLIOGRAPHIC RECORD
Acknowledge
37
Acknowledge project funding in the article’s metadata: ZENODO
38
API
REPOSITORIES DEPOSIT WORKFLOW: Searching by the name, acronym or the project id number… Select the project and accept
OpenAIRE Funders Projects List
API
H2020 PROJECTS LIST http://api.openaire.eu/#cha_projects_http
Custom access to metadata about projects funded by the European Commission (FP7 & H2020).
API
OpenAIRE Funders Projects List Add-on/API
41
USE OUR LINKING SERVICES AFTERWARDS AND ASSOCIATE YOUR RESEARCH RESULTS
When you publish or deposit in OA make sure you use a fully
OpenAIRE compatible repository. If you don't…
42
LINK RESEARCH RESULTS TOOLhttps://www.openaire.eu/participate/claim
Link publication or datasets to projets.Identify the project, select publications or datasets and set the access rights.
Funded projects info in OpenAIRE
44
Project
metadata info in new records from
OpenAIRE compliant
repositories
Metadatapublications
record enrichments by
OpenAIRE
deduplication
Link Publications to projects by
inference (textmining
procedures)
Link Publications to projects using
the end-userservice: claimpublications
STREAMLINES PROJECT REPORTING
OpenAIRE
We maintain a page for every EC (H2020, FP7) project, featuring project information, related project
publications and datasets, and a statistics section.
45
PROJECTS PUBLICATIONS LISThttps://www.openaire.eu/search/find/projects
OpenAIRE portal includes an App Box to generate a project publication list.Communicate your project results.
Project apps
47
Use OpenAIRE to aggregate and
disseminate all project’s publications
Project report
48
All project publications in HTML or CSV
CAN'T FIND OR SEE ALL OF YOUR PROJECT'S PUBLICATIONS IN OPENAIRE
AT REPORTING TIME?
49
Linking research results
• 3 easy steps
• Identify projects (EC +)
• Find publications/data
• Set access rights
Publications and data to projects
PROJECTPUBLICATIONS
Automatically
YOUR PUBLICATIONS WILL BE REPORTED AUTOMATICALLY TO THE EC'S PARTICIPANT
PORTAL AT REPORTING TIME.
Once you deposit in a fully OpenAIRE compliant
repository
EC's participant portal
EC's participant portal (reporting)
EC's participant portal
List from
OpenAIRE
Mannually
add
publications
