OpenAIRE compatibility for DSpace repositories

OpenAIRE compatibility for DSpace repositories OPEN REPOSITORIES 2014 JUNE 9, HELSINKI, FINLAND Pedro Principe, José Carvalho, Eloy Rodrigues, Ricardo Saraiva University of Minho www.openaire.eu @openaire_eu facebook.com/groups/openaire linkedin.com/groups/OpenAIRE-3893548 www.slideshare.net/OpenAIRE_eu inf[email protected] OR2014 @ Helsinki AGENDA OR2014 @ Helsinki 1. Overview of the OpenAIREplus project & the OpenAIRE guidelines 2. Presentation of the OpenAIRE guidelines for Literature Repositories: Aim, versions and specifications •OpenAIRE compatibility status: levels and OAI sets 3. How to make the repository OpenAIRE compatible: DSpace repository platform •OAI Extended & OpenAIRE Authority Control •OAI 2.0 concepts – XOAI Core Library 4. Demo RepositóriUM: OpenAIRE compatibility in practice 5. OpenAIRE validator and registration process Eloy Rodrigues [email protected] Overview of the OpenAIREplus project and the OpenAIRE guidelines OR2014 @ Helsinki 1/5 What is OpenAIRE •A Participatory European Open Access infrastructure to manage scientific publications and associated scientific material via repository networks. •Supports discovery, sharing and re-use of Open Access publications and EC funded research results. •Enhances publications by interconnecting them with data sets, funding information, related publications, institutional afiliation, metrics... OR2014 @ Helsinki OpenAIRE e-Infrastructure Human Network OR2014 @ Helsinki REPOSITORIES TECHNOLOGIES ORGANIZATIONS PEOPLE Capitalizing on previous investment • • • OR2014 @ Helsinki OPEN ACCESS OpenAIRE implements the EC requirements OR2014 @ Helsinki EC OA Mandate Progression FP7 OA Pilot (2008) •Grant agreement SC39 •20% programme areas •Deposit in Repositories •ERC‘s OA Guidelines: Deposit in discipline (or institutional) repositories. Cap embargo. Horizon 2020 (2014) •All grant agreements •100% programme areas •Deposit in Repositories •Open Data Pilot OR2014 @ Helsinki OpenAIRE Guidelines •Find and discuss the guidelines at: guidelines.openaire.eu •Test and register the repository at: validator.openaire.eu •Find support and more info at: www.openaire.eu How to get involved? Wiki: http://guidelines.openaire.eu OR2014 @ Helsinki Q&A 1/5 Pedro Príncipe [email protected] OpenAIRE guidelines for Literature Repositories Aim, versions & specifications OR2014 @ Helsinki 2/5 AUGUST 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 EC funded content EC and/or other funded content Open Access and EC and/or other funded content Guidelines 1.0 >> 2.0 •Provide the OpenAIRE compatibility for repositories and aggregators. •Introduces two main changes: •Support for aggregators to become OpenAIRE compatible in order to expose their metadata to the OpenAIRE infrastructure. •Extended namespace for project identification. •Support a generic way of expressing project information, allowing its use not only for EC/FP projects, but ideally for any funder and project (national or international). •Repositories that are already OpenAIRE compatible will remain compatible with no additional work. •The mandatory parts are the same as in the Guidelines 1.1. OR2014 @ Helsinki Versions – useful links 1. http://www.openaire.eu/en/component/content/article/207 i. http://www.openaire.eu/en/component/attachments/download/79 (1.1) 2. http://www.openaire.eu/en/component/content/article/9-news-events/427 i. http://www.openaire.eu/about-openaire/publications-presentations/publicproject-documents/doc_download/431-openaire-guidelinesv2-0en (2.0) 3. http://guidelines.openaire.eu (3.0) OR2014 @ Helsinki Why specific guidelines? needed to… FUNDING INFORMATION ACCESS RIGHTS AND LICENSE INFO REFERENCED DATASETS & RELATED PUBLICATIONS EMBARGO DATE INFORMATION OR2014 @ Helsinqui OpenAIRE Guidelines •The OpenAIRE guidelines are supplementary and built on top of the DRIVER Guidelines •Plus fields: projectID, accessRights, embargoEndDate. •All aspects of the DRIVER Guidelines are valid, with a very few exceptions. •Guidelines with specific requirements supporting the goal of OpenAIRE and the EC. OR2014 @ Helsinki OpenAIRE Set •Content definitions: •The content to be inserted in the OpenAIRE set must be (EC) funded content (1st only EC, after Oct. 2012 for any funder (national or intern.)). •Set naming OR2014 @ Helsinki setName setSpec* The OpenAIRE set EC_funded_resources set ec_fundedresources OpenAIRE elements projectID access_rights embargo_end_date Metadata field - Contents 1. Field Name 2. DC Field 3. Usage 4. Usage Instruction 5. Do Not Confuse With 6. Since 7. Examples 8. Comments OR2014 @ Helsinki Alternative Identifier Element name Alternative Identifier DCMI definition dc:relation Usage Recommended Usage instruction List alternative identifiers for this publication that are not the primary identifier (repository splash page), e.g., the DOI of publisher’s version, the PubMed/arXiv ID. The term is defined by info:eurepo/semantics/altIdentifier info:eurepo/semantics/altIdentifier/<scheme>/<ident ifier> where <scheme> must be one of the following: Ark,arxiv, doi, hdl, isbn, purl… Example <dc:relation> info:eu-repo/semantics/altIdentifier/doi/10.1234/789.1 </dc:relation> Referenced Dataset Element name Referenced Dataset DCMI definition dc:relation Usage Recommended Usage instruction Encodes links to research datasets connected with this publication. The syntax of info:eurepo/semantics/dataset is: info:eurepo/semantics/dataset/<scheme>/<identifier > where <scheme> must be one of the following: Ark,arxiv, doi, hdl, isbn, purl… Example <dc:relation> info:eu-repo/semantics/dataset/doi/10.1234/789.1 </dc:relation> Referenced Publication Element name Referenced Publication DCMI definition dc:relation Usage Recommended Usage instruction Encode links to publications referenced by this publication. The syntax of info:eurepo/semantics/reference is: info:eurepo/semantics/reference/<scheme>/<identifie r> where <scheme> must be one of the following: ark, arxiv, doi, hdl, isbn… Examples: <dc:relation> info:eu-repo/semantics/reference/doi/10.1234/789.1 </dc:relation> OpenAIRE compatibility status levels and OAI sets OR2014 @ Helsinki OpenAIRE literature content OR2014 @ Helsinki Compatibility status OR2014 @ Helsinki OpenAIRE basic Only Open Access content OpenAIRE 2.0 EC funded content OpenAIRE 2.0 + Open Access and EC funded content OpenAIRE 3.0 Open Access and/or EC funded and/or National/oth er funded content Compatibility status OR2014 @ Helsinki OpenAIRE basic Only Open Access content via driver oai set OpenAIRE 2.0 EC funded content via ec_funded_re sources oai set OpenAIRE 2.0 + Open Access and EC funded content via driver and ec_funded_res ources oai set OpenAIRE 3.0 Open Access and/or EC funded and/or National/other funded content via openaire oai set Check data providers Webinar for NOADs - March 2014 https://www.openaire.eu/search/openaire-data-providers OR2014 @ Helsinki OAIextended •Initially created for the DRIVER Guidelines •Since Nov. 2010 enables OpenAIRE compatibility. How? •Filter all the records that have a dc.relation with: info:eu-repo/grantAgreement/EC/FP7/?????? •To the EC Funded Resources SET OpenAIRE 2.0 guidelines set Set EC Funded Resources XOAI •XOAI is a java implementation of an adaptable OAI-PMH data provider interface. •Enabling features like: •OpenAIRE and Driver compliance •Item filtering and formatting •Style Sheet Support •Virtual sets •Virtual contexts. XOAI info: https://github.com/lyncode/xoai XOAI guide: http://www.lyncode.com/dspace/addons/xoai/doc/XOAI_en.pdf What is XOAI Add-on? (for DSpace 1.8.x) OR2014 @ Helsinki OAI 2.0 What is OAI 2.0? OAI 2.0 is a Java implementation of an OAI-PMH data provider interface that uses XOAI, an OAI-PMH Java Library. Why OAI 2.0? Projects like OpenAIRE, Driver have specific metadata requirements. As the OAI-PMH protocol doesn't establish any frame to these specifics, OAI 2.0 can have more than one instance of an OAI interface (feature provided by the XOAI core library) so one could define an interface for each project. OAI 2.0 is a standard part of DSpace 3.0 OR2014 @ Helsinki OAI 2.0 •With a Filter is possible to select information from the data source. •A Transformer allows to make some changes in the metadata before showing it in the OAI interface •OAI 2.0 also adds a new concept to the OAI-PMH basic specification, the concept of context. http://www.example.com/xoai/driver http://www.example.com/xoai/openaire http://www.example.com/xoai/request Concepts: Filter, Transformer and Context OR2014 @ Helsinki OAI 2.0 DRIVER OPENAIRE Contexts could be seen as virtual distinct OAI interfaces OR2014 @ Helsinki http://repositorium.sdum.uminho.pt/oai/driver http://repositorium.sdum.uminho.pt/oai/openaire http://repositorium.sdum.uminho.pt/oai/request OAI 2.0 (openaire set) OR2014 @ Helsinki OAI 2.0 (filter) Webinars on OpenAIRE compatibility for repositories – March/April 2014 OAI 2.0 (ec_fundedresources set) Webinars on OpenAIRE compatibility for repositories – March/April 2014 http://repositorium.sdum.uminho.pt/oai/openaire?verb=ListSets OAI 2.0 (record) Webinars on OpenAIRE compatibility for repositories – March/April 2014 http://repositorium.sdum.uminho.pt/oai/openaire?verb=ListRecords&metadataPrefix=oai_dc&set=ec_fundedresources Edit record •Metadata openAccess Q&A 3/5 Ricardo Saraiva [email protected] Demo RepositóriUM OpenAIRE compatibility in practice OR2014 @ Helsinki 4/5 OR2014 @ Helsinki https://repositorium.sdum.uminho.pt RepositóriUM Currently running DSpace V3.2 OR2014 @ Helsinki OAI 2.0 is a standard part of DSpace 3.0 OAI 2.0 is a Java implementation of an OAI-PMH data provider interface that uses XOAI, an OAI-PMH Java Library. OAI 2.0 can have more than one instance of an OAI interface (feature provided by the XOAI core library) so one could define an interface for each project with specific metadata: http://repositorium.sdum.uminho.pt/oai/oai?verb=ListSets http://repositorium.sdum.uminho.pt/oai/driver?verb=ListSets http://repositorium.sdum.uminho.pt/oai/openaire?verb=ListSets RepositóriUM Currently running DSpace V3.2 OR2014 @ Helsinki http://repositorium.sdum.uminho.pt/oai/openaire?verb=GetRecord&metadataPrefix=oai_dc&iden tifier=oai:repositorium.sdum.uminho.pt:1822/22267 RepositóriUM Currently running DSpace V3.2 OR2014 @ Helsinki /dspace/config/crosswalks/oai/transformers Bug fix: ‘info:eu-repo/grantAgreement/EC/FP’ on the filter ‘openairerelationFilter’) OR2014 @ Helsinki Assuming the variables $DSPACE_SRC, $ADDON_SRC and $DSPACE_BIN to identify the locations of the following directories: DSpace sources, OpenAIRE Authority Control Add-on source and DSpace deployment directory (same as dspace.dir at dspace.cfg file). Steps Step 1 : Copy Source cp -r $ADDON_SRC/data/dspace-source/* $DSPACE_SRC/ Step 2 : Add messages cat $ADDON_SRC/data/Messages.properties >> $DSPACE_SRC/dspaceapi/src/main/resources/Messages.properties In the package it's also provided the portuguese message translation cat $ADDON_SRC/data/Messages_pt_PT.properties >> $DSPACE_SRC/dspaceapi/src/main/resources/Messages_pt_PT.properties OpenAIRE Authority Control Installing openaireauthoritycontrol_v3.0 (for Dspace 3.2) OR2014 @ Helsinki Step 3 : Configure DSpace Uncomment the authority control plugins and add the new one (suppose installation over a clean DSpace 3.2), so at $DSPACE_SRC/dspace/config/dspace.cfg change plugin.named.org.dspace.content.authority.ChoiceAuthority = \ org.dspace.content.authority.OpenAIREAuthority = OpenAIRE Also add: choices.plugin.dc.relation = OpenAIRE choices.presentation.dc.relation = lookup authority.controlled.dc.relation = true to DSpace Authority Control Manager, and also add: openaire.projects.filename = ${dspace.dir}/config/openaire-cache.list openaire.projects.url = "http://api.openaire.researchinfrastructures.eu:8280/is/mvc/openaire/export/FP7/ALL/ALL/project/dspace.do" # Minimum of chars to start searching on the list (default >= 4) openaire.projects.suggest.minchar = 4 # Maximum of projects listed (default <= 10)openaire.projects.suggest.max = 20 OpenAIRE Authority Control Installing openaireauthoritycontrol_v3.0 (for Dspace 3.2) OR2014 @ Helsinki Step 4: Configure input-forms.xml At $DSPACE_SRC/config/input-forms.xml after '<page number="1">' add: <field> <dc-schema>dc</dc-schema> <dc-element>relation</dc-element> <dc-qualifier></dc-qualifier> <repeatable>false</repeatable> <label>OpenAIRE Project Identifier</label> <input-type>onebox</input-type> <hint>Enter the search term (number, name or acronym) of the European project (EC / ERC) and click on the magnifying glass to select the project. <a href="http://www.openaire.eu/open-access/open-access-in-fp7 ">More Information</a></hint> </field> OpenAIRE Authority Control Installing openaireauthoritycontrol_v3.0 (for Dspace 3.2) User view By editing the item metadata Block the dc.relation field manual edition and update the item OR2014 @ Helsinki Promote awareness and disseminate the OpenAIRE compliance regularly within your academic & researchers community; Provide the OpenAIRE compatibility of your repository trough the OAIextend or the XOAI Add-ons; Install on you repository the OpenAIRE authority control Add-on for facilitating the publications submission and the correct filling of the necessary information; Monitor periodically your repository in search for EC & ERC funded publications and update the necessary metadata whenever needed. Recommendations Q&A 4/5 Pedro Príncipe http://validator.openaire.eu OpenAIRE validator and registration process OR2014 @ Helsinki 5/5 Registration Steps 1. Register your repository in OpenDOAR OpenDOAR is an authoritative worldwide directory of academic open access repositories. 2. Test compliancy with OpenAIRE Make your repository OpenAIRE complaint – by implementing the OpenAIRE Guidelines 3. Add your repository in OpenAIRE OpenAIRE in collaboration with OpenDOAR provides you an easy web tool to help you register the repository. 1. OpenDOAR •The first step is to register your repository in OpenDOAR. •If you are already registered in OpenDOAR: •Check if the information is update •Attention to the URL and admin email 2. Test the OpenAIRE compliance •After you have made some progress in implementing the guidelines you should run a compliancy test. •The OpenAIRE provides a validator where you can verify if the repository is truly compatible with the guidelines. •Enter the OAI-PMH base URL of your repository and choose to test your repository against the OpenAIRE rule set. •After running the test you can browse the results. •The results are updated periodically, and the whole test might take some time to finish. http://validator.openaire.eu Interfaces and publishing protocols •Compatibility level "OpenAIRE 3.0" corresponds to run a validation test on "openaire" set. •Compatibility level "OpenAIRE 2.0" corresponds to run a validation test on "ec_fundedresources“ set. •Compatibility level "Driver“corresponds to run a validation test on “driver“ set. OR2014 @ Helsinki Join OpenAIRE Join OpenAIRE OR2014 @ Helsinki api.openaire.eu OR2014 @ Helsinki Links •Find and discuss the guidelines at: guidelines.openaire.eu •Test and register the repository at: validator.openaire.eu •Find support and more info at: www.openaire.eu •Access the OpenAIRE API documentation: api.openaire.eu Wiki: http://guidelines.openaire.eu Q&A OpenAIRE compatibility for repositories Pedro Principe, [email protected] José Carvalho, [email protected] Eloy Rodrigues, [email protected] Ricardo Saraiva, rsaraiv[email protected]