Presentation on the Online workshop – January 23 and 24, 2012 - "How to make your repository OpenAIRE compliant" - Pedro Príncipe & José Carvalho , University of Minho
AGENDA
1) OpenAIRE and compliancy with the ERC Scientific
Council Guidelines for Open Access and the
European Commission Open Access Pilot in FP7,
Pedro Príncipe
2) How to make your repository OpenAIRE
compliant, Pedro Príncipe & José Carvalho
3) Compliancy for DSpace, José Carvalho
4) Questions and Answers.
9. Complying with FP7 and ERC
requirements
»»»»» What to deposit?
»»»»» Where to deposit?
»»»»» When to deposit?
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10. What to deposit?
Published version
– publisher’s final version of the paper, including all
modifications from the peer review process, copyediting
and stylistic edits, and formatting changes (usually a PDF
document)
OR
Final manuscript accepted for publication
– final manuscript of a peer‐reviewed paper accepted for
journal publication, including all modifications from the
peer review process, but not yet formatted by the
publisher (also referred to as “post‐print” version).
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11. Where to deposit?
Institutional repository
– of the research institution with which they are affiliated
OR (If this is not possible)
Subject based/thematic repository
OR
Orphan Repository provided by OpenAIRE for
articles that can be stored neither in institutional nor
in subject‐based/thematic repositories
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14. How to comply workflow
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REPOSITORY
Submit manuscript
to publisher
Final author
manuscript
Reference of the article available on
the OpenAIRE/EC sites, fulltext
available to all (immediately or after
embargo periodoin repository
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16. How to make your repository
OpenAIRE compliant
2/4
Steps to make your repository OpenAIRE complaint
OpenAIRE guidelines
17. Steps to make your repository
OpenAIRE complaint
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
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3. Add your repository in OpenAIRE
OpenAIRE in collaboration with OpenDOAR provides you an
easy web tool to help you register the repository.
21. 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.
www.openaire.eu:8380/dnet‐validator‐openaire
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.
Please make sure you have an ec_fundedresources set and
that it contains at least one record.
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30. OpenAIRE guidelines
projectID
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Element name projectID
DCMI definition dc:relation
Usage Mandatory
Usage instruction A vocabulary of projects will be exposed by
OpenAIRE through OAI-MPH, and available for
all repository managers. Values will include .
The projectID equals the Grant Agreement
number, and is defined by the namespace
info:eu-repo/grantAgreement/EC/FP7
Example <dc:relation> info:eu-
repo/grantAgreement/EC/FP7/12345
</dc:relation>
31. OpenAIRE guidelines
accessRights
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Element name accessRights
DCMI definition dc:rights
Usage Mandatory
Usage instruction Use values from vocabulary Access Rights at
http://wiki.surffoundation.nl/display/standard
s/info-eu-repo/#info-eu-repo-AccessRights;
values are: 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>
32. OpenAIRE guidelines
embargoEndDate
32
Element name embargoEndDate
DCMI definition dc:date
Usage Recommended
Usage instruction Recommended when accessRights = info:eu-
repo/semantics/embargoedAccess
The 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>
35. OAI extended Addon
OAI Extended Addon (or a patch to be more precise):
– Extends the base functionality of the OAI‐PMH interface and
delivers repository administrators more flexibility and
functionalities to select and filter the information.
– The purpose of the OAI Extended Addon was to modify the
OAI Interface's output, showing only items that were
compliant with the DRIVER Guidelines.
– The Addon provides also the tools to create a set according to
the requirements of the OpenAIRE Guidelines, helping
European repositories to become OpenAIRE compliant.
– Other features are: hability to show didl schema and ETDMS
itens. May be completely adjusted to other environments and
can easily be configured, changed or extended…
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41. Addon
OpenAIRE Authority Control
This Addon use Dspace “Authority Control” functionality:
– provides a way to list and verify OpenAIRE projects (FP7);
– the list of projects is maintained as a web‐service
– a local cache is created in order to be queried by users
– only adds the correct value in dc.relation field
Main goals:
– Simplify and standardize the projects (ID) identification in
the deposit process;
– Facilitates compliance with the OpenAIRE guidelines
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