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Mikael K. Elbæk
Technical University of Denmark
DTU LIbrary

OpenAIRE Guidelines
for Data Archive Managers

Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013

1
Mikael K. Elbæk
Technical University of Denmark
DTU LIbrary

OpenAIRE Guidelines
for Data Archive Managers, Repository Managers and managers of CRIS

Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013

2
OpenAIRE is about

LINKING
publications to projects
Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013

3
But not just

ANY
publications or projects
Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013

4
Implementation of SC39
• OpenAIRE was set out to:
• Support and Monitor the implementation of SC39 the OA-pilot

• The strategy was to build on the existing repository
infrastructure in Europe

• Build on and reuse the work done in DRIVER
• To harvest OAI repositories and link articles to EC funded
projects e.g. FP7 and ERC

Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013

5
OpenAIRE Guidelines
• The OpenAIRE Guidelines Version 1.0 – 2.0
• Based on the DRIVER Guidelines

• Guidelines with specific requirements supporting the goal of
OpenAIRE and the EC
• Peer reviewed articles
• Link to EC-funded project by exposing grant agreement number
• Display access mode and embargo periode

Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013

6
It was

SIMPLE
by intention
Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013

7
But the

UPTAKE
was slow
Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013

8
Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam.

This place is reserved for footer text. copyright 2012

9
OpenAIRE needs to be

MORE
inclusive
Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013

10
(Un)Learning
OpenAIRE matures as an infrastructure

• Linking publications to
projects is not only relevant for
the EC

• Linking to other related
information like data set

• Links can be discovery
through text mining -> content
is key
Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013

11
I

Still in scope
Building on existing standards
•
•
•
•
•
•

OAI-PMH
DRIVER Guidelines
OpenAIRE Guidelines ++
DataCite Metadata Scheme
CERIF-XML
…

Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013

12
OpenAIRE Guidelines

1

Guidelines for
Literature Repository
managers version 3.0

2

Guidelines for Data
Archive Managers

3

Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013

Guidelines for CRIS

- CERIF-XML

13
Literature repositories
Different levels of compatibility
 Basic level
 DRIVER
 Non-incremental intermediate levels
 OpenAIRE
 (OA pubs) + OA access rights (DRIVER)
 (OA pubs +Non-OA) + access rights (license)
 (OA pubs +Non-OA) + project info
 (OA pubs +Non-OA) + data-set info
 (OA pubs +Non-OA) + other publications
 (OA pubs +Non-OA) + bibliographic references
Data Archives
DataCite metadata scheme
 Proven metadata standard for heterogeneous data
sources and cross-disciplinary archives
 i.e. ANDS Data portal
 Trusted and sustainable organisation
 Accepted that OpenAIRE can adapt the metadata schema
to include other types of PID’s than DOI

Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013
CRIS
euroCRIS CERIF‐XML
 CERIF de facto standard for CRIS data model
 Mapping and describing data entities i.e. 
organisation, person, project, output, data etc.
 CERIF‐XML – standard for data exchange
 euroCRIS established and sustainable currators

Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013
Data Archive Managers

Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013

17
DataCite Metadata Schema
OpenAIRE has adopted version 2.2. of DMS with some minor adjustments

• OpenAIRE accepts other persistent identifier schemes and not
only a DOI
• in 1.1 identifierType

• OpenAIRE recommends links to related publications and
datasets i.e.
• 12. RelatedIdentifier property and attributes are mandatory when
applicable

• OpenAIRE recommends using the 7. Contributor property to
relate a dataset to funding information.
Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013

18
DataCite Metadata Schema
OpenAIRE has adopted version 2.2. of DMS with some minor adjustments

• DataCite optional properties 8. Date and 17. Description are
mandatory in OpenAIRE.

• OpenAIRE enforces encoding schemes on DataCite property
16. Rights.

Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013

19
We invite you to

INFLUENCE
our guidelines
Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013

20
Join us!
In tomorrows technical workshop
we will discuss obstacles and
possibilities for our Guideline
approach!

Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013

21
Thank you!
Please get in touch if you’re interested in becoming a reviewer of our
guidelines!
www.openaire.eu
@openaire_eu
facebook.com/groups/openaire
linkedin.com/groups/OpenAIRE-3893548

miel@dtic.dtu.dk

Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013

22

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OpenAIRE Guidelines for Data Archive Managers – Mikael Elbæk

  • 1. Mikael K. Elbæk Technical University of Denmark DTU LIbrary OpenAIRE Guidelines for Data Archive Managers Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013 1
  • 2. Mikael K. Elbæk Technical University of Denmark DTU LIbrary OpenAIRE Guidelines for Data Archive Managers, Repository Managers and managers of CRIS Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013 2
  • 3. OpenAIRE is about LINKING publications to projects Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013 3
  • 4. But not just ANY publications or projects Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013 4
  • 5. Implementation of SC39 • OpenAIRE was set out to: • Support and Monitor the implementation of SC39 the OA-pilot • The strategy was to build on the existing repository infrastructure in Europe • Build on and reuse the work done in DRIVER • To harvest OAI repositories and link articles to EC funded projects e.g. FP7 and ERC Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013 5
  • 6. OpenAIRE Guidelines • The OpenAIRE Guidelines Version 1.0 – 2.0 • Based on the DRIVER Guidelines • Guidelines with specific requirements supporting the goal of OpenAIRE and the EC • Peer reviewed articles • Link to EC-funded project by exposing grant agreement number • Display access mode and embargo periode Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013 6
  • 7. It was SIMPLE by intention Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013 7
  • 8. But the UPTAKE was slow Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013 8
  • 9. Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam. This place is reserved for footer text. copyright 2012 9
  • 10. OpenAIRE needs to be MORE inclusive Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013 10
  • 11. (Un)Learning OpenAIRE matures as an infrastructure • Linking publications to projects is not only relevant for the EC • Linking to other related information like data set • Links can be discovery through text mining -> content is key Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013 11
  • 12. I Still in scope Building on existing standards • • • • • • OAI-PMH DRIVER Guidelines OpenAIRE Guidelines ++ DataCite Metadata Scheme CERIF-XML … Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013 12
  • 13. OpenAIRE Guidelines 1 Guidelines for Literature Repository managers version 3.0 2 Guidelines for Data Archive Managers 3 Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013 Guidelines for CRIS - CERIF-XML 13
  • 14. Literature repositories Different levels of compatibility  Basic level  DRIVER  Non-incremental intermediate levels  OpenAIRE  (OA pubs) + OA access rights (DRIVER)  (OA pubs +Non-OA) + access rights (license)  (OA pubs +Non-OA) + project info  (OA pubs +Non-OA) + data-set info  (OA pubs +Non-OA) + other publications  (OA pubs +Non-OA) + bibliographic references
  • 15. Data Archives DataCite metadata scheme  Proven metadata standard for heterogeneous data sources and cross-disciplinary archives  i.e. ANDS Data portal  Trusted and sustainable organisation  Accepted that OpenAIRE can adapt the metadata schema to include other types of PID’s than DOI Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013
  • 16. CRIS euroCRIS CERIF‐XML  CERIF de facto standard for CRIS data model  Mapping and describing data entities i.e.  organisation, person, project, output, data etc.  CERIF‐XML – standard for data exchange  euroCRIS established and sustainable currators Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013
  • 17. Data Archive Managers Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013 17
  • 18. DataCite Metadata Schema OpenAIRE has adopted version 2.2. of DMS with some minor adjustments • OpenAIRE accepts other persistent identifier schemes and not only a DOI • in 1.1 identifierType • OpenAIRE recommends links to related publications and datasets i.e. • 12. RelatedIdentifier property and attributes are mandatory when applicable • OpenAIRE recommends using the 7. Contributor property to relate a dataset to funding information. Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013 18
  • 19. DataCite Metadata Schema OpenAIRE has adopted version 2.2. of DMS with some minor adjustments • DataCite optional properties 8. Date and 17. Description are mandatory in OpenAIRE. • OpenAIRE enforces encoding schemes on DataCite property 16. Rights. Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013 19
  • 20. We invite you to INFLUENCE our guidelines Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013 20
  • 21. Join us! In tomorrows technical workshop we will discuss obstacles and possibilities for our Guideline approach! Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013 21
  • 22. Thank you! Please get in touch if you’re interested in becoming a reviewer of our guidelines! www.openaire.eu @openaire_eu facebook.com/groups/openaire linkedin.com/groups/OpenAIRE-3893548 miel@dtic.dtu.dk Interoperability workshop – University of Minho, Braga Portugal – 7/8th February 2013 22