5th Content Providers Community Call

1. @openaire_eu 5th Community Call OpenAIRE content providers managers DSpace-CRIS for OpenAIRE: implementation of the CRIS guidelines and beyond 01/04/2020

2. 1) OpenAIRE Provide updates  Brand new User Interface of the Dashboard 2) Main topic for discussion  DSpace-CRIS for OpenAIRE - Implementation of the CRIS guidelines and beyond 3) Questions & comments (please share your use cases, issues) AGENDA: Notes & Agenda ⇨ https://bit.ly/2rTgJwy www.openaire.eu/provide-community-calls

3. OpenAIRE PROVIDE – recent news & reminders Good news!!! Brand new User Interface of the Dashboard Finnaly… Validator for CRIS almost ready User Board! Help us to improve! Contact: pedroprincipe@sdum.uminho.pt Run user tests in April (15-30) New version to be released in production on April 7th

4. New version to be released in production on April 7th

5. https://beta.provide.openaire.eu Closer to users' needs Discover the Provide functionalities in a more friendly interaction.

6. @openaire_eu DSpace-CRIS for OpenAIRE: Implementation of the CRIS guidelines and beyond Andrea Bollini (1) ,Susanna Mornati (1), Andreas Czerniak (2) (1) 4Science, (2) Bielefeld University Library Community Call | 01 APR 2020

7. @openaire_eu - Introduction - CRIS-CERIF - Implementation of Guidelines in DSpace-CRIS - Pilots - Conclusion / lessons learnt Topics Community Call | 01 APR 2020

8. OpenAIRE Guidelines for CRIS Managers ● Evolution of the standard: ○ v.1.0 (June 2015), https://doi.org/10.5281/zenodo.17065 ● Old-style CERIF-XML, a 1:1 mapping from the CERIF data model ○ v.1.1.0 (June 2018), https://doi.org/10.5281/zenodo.1298650 ■ Updated CERIF-XML ■ Vocabularies aligned with the other OpenAIRE Guidelines ○ v.1.1.1 (December 2018), https://doi.org/10.5281/zenodo.2316420 ■ Minor extensions ■ E.g. added DAI as person identifier ■ Documentation improvements Community Call | 01 APR 2020

9. Why DSpace? ● DSpace is the most popular free open source Digital Asset Management System in the world, ○ used for Institutional Repositories to manage publications, … ● DSpace-CRIS is an extended version of DSpace providing an Open Source CRIS solution since many years with an established user base The main objectives of this implementation are ● realize the implementation of the latest OpenAIRE Guidelines for CRIS Managers in DSpace-CRIS ● enable DSpace-CRIS platforms to expose research information to OpenAIRE Community Call | 01 APR 2020

10. CRIS-CERIF ● A profile of the CERIF XML format, covering the entities: publications, patents, products, orgunits, people, projects, events, equipments ● Based on existing vocabularies from COAR, MediaTypes ● Data as rich as possible: institutions can use it also if they do not implement all the entities. It aims to provide a wider level of interoperability with OpenAIRE than the other guidelines ● Each record is self-contained in a way that is convenient for most use cases. This solves the complexity and performance issues raised against the first version of the guidelines and the “standard CERIF” Community Call | 01 APR 2020

11. Implementation in DSpace-CRIS ● Improved out-of-box configuration to match the OpenAIRE information space (entities, recommended attributes, vocabularies) ● Public CRIS Objects are included in the OAI core, it is possible to add additional filters ● Embed linked objects’ key information in the OAI document ● Default mapping compliant with the CRIS guidelines ● Available for DSpace-CRIS 5, 6 and the ongoing version 7 in the official GitHub branches https://github.com/4Science/DSpace Community Call | 01 APR 2020

12. Diagram of the DSpace-CRIS OAICommunity Collection Item - metadata - bitstreams Researcher Profiles OrgUnits Projects Dynamic Objects - Events - Journals - Equipments - ... OAI Document (XOAI format) - metadata - bitstream info - hierarchic metadata (ternary relations) - embedded linked objects - dynamically generated metadata: cerif type OAI-Sets Virtual set based on query (cerif entity type) XSL to produce openaire_cerif templace for each entity type /oai/openairecris CRIS guidelines v1.1.1 Community Call | 01 APR 2020

13. Some examples Official DSpace-CRIS Demo: https://dspacecris.4science.cloud/ OpenAIRE CRIS OAI-PMH Endpoint: https://dspacecris.4science.cloud/oai/openairecris?verb=Identify Community Call | 01 APR 2020

14. Example #1 Community Call | 01 APR 2020 Publication Project Person OrgUnit Funding

15. Example #1 - OAI records Publication https://dspacecris.4science.cloud/oai/openairecris?verb=GetRecord&metadataPrefix=oai_cerif_openaire&identifier=oai:dspa ce-cris.4science.cloud:Publications/123456789/7 Person https://dspacecris.4science.cloud/oai/openairecris?verb=GetRecord&metadataPrefix=oai_cerif_openaire&identifier=oai:dspa ce-cris.4science.cloud:Persons/797a27d6-f2a1-4cf1-8b2d-c25f79de742a OrgUnit https://dspacecris.4science.cloud/oai/openairecris?verb=GetRecord&metadataPrefix=oai_cerif_openaire&identifier=oai:dspa ce-cris.4science.cloud:OrgUnits/8a17cae0-242a-4154-8bd6-6ea16ae1fe32 Project https://dspacecris.4science.cloud/oai/openairecris?verb=GetRecord&metadataPrefix=oai_cerif_openaire&identifier=oai:dspa ce-cris.4science.cloud:Projects/e9ed438e-c7f7-4a18-95e5-3f635ea65fee Community Call | 01 APR 2020

16. Example #1 - Publication Community Call | 01 APR 2020

17. Example #1 - Person data embedded in the publication record Community Call | 01 APR 2020

18. Example #1 - Project data embedded in the publication record Community Call | 01 APR 2020

19. Example #1 - Person record Community Call | 01 APR 2020

20. Example #1 - Person record Community Call | 01 APR 2020

21. Example #2 Community Call | 01 APR 2020 Product Project Equipment

22. Example #2 - OAI records Project https://dspacecris.4science.cloud/oai/openairecris?verb=GetRecord&metadataPrefix=oai_cerif_openaire&identifier=oai:dspa ce-cris.4science.cloud:Projects/c94919f7-8030-4a4b-85fb-1cd2700443a2 Equipment https://dspacecris.4science.cloud/oai/openairecris?verb=GetRecord&metadataPrefix=oai_cerif_openaire&identifier=oai:dspa ce-cris.4science.cloud:Equipments/a4282443-c195-4340-9fb8-3d4470f8b769 Dataset (Product) https://dspacecris.4science.cloud/oai/openairecris?verb=GetRecord&metadataPrefix=oai_cerif_openaire&identifier=oai:dspa ce-cris.4science.cloud:Products/123456789/8 Community Call | 01 APR 2020

23. Example #2 - OAI records Community Call | 01 APR 2020

24. Pilot Institutions TUHH, Hamburg University of Technology (TORE). Rollout of the development in production not yet done as there are some minor challenges with local customization CUT, Cyprus University of Technology (KTI∑I∑). In production: https://ktisis.cut.ac.cy/oai/openairecris?verb=Identify University of Trieste (OpenStarTS). In production: https://www.openstarts.units.it/dspace-oai/openairecris?verb=Identify the endpoint is harvested by the Italian Regional Portal UnityFVG (also built with DSpace- CRIS) to aggregate data from three different Universities in Friuli-Venezia-Giulia Community Call | 01 APR 2020

25. Pilot at TUHH, Hamburg University of Technology ● Challenges ○ Customized Entity Structure (for example Multilingual entities, new fields, ...) ○ Missing some records in OAI- PMH ● Benefits ○ Exposing the entities via OAI- PMH, for example for OpenAire might improve the scope of TORE and the visibility in the scientific community ○ Being up to date and using standards Entity # in OAI # in TORE Researchers / Persons 5206 5770 (5215 public) Institutes / OrganisationalU nits 170 176 (171 public) TORE - TUHH Open Research https://tore.tuhh.de Community Call | 01 APR 2020 Slide from EUROCRIS STRATEGIC MEMBERSHIP MEETING, 18-20 Nov 2019 University of Münster, Germany

26. Pilot at CUT, Cyprus University of Technology Cyprus University of Technology research and academic staff is involved in 248 Projects with a total funding over than 40 million Euros. The biggest challenge for the Cyprus University of Technology is how to store, manage, and disseminate all the research output and research activities of the university. ● The benefits of the pilot for the university: ○ All research output founded by European Research Projects under the FP7 and H2020 are stored in KTISIS and imported in the OpenAIRE portal ○ Researchers and general public have free access to research results of the CUT. ○ Administrative bodies have direct access in bibliometric information, statistics and metrics related with research activity of the university. Community Call | 01 APR 2020 Slide from EUROCRIS STRATEGIC MEMBERSHIP MEETING, 18-20 Nov 2019 University of Münster, Germany

27. Pilot at the University of Trieste More than 10 years experience with DSpace software In 2015 “migrated” to DSpaceCRIS and implemented (with the 4Science support) the OAI-CERIF (using first CRIS Guidelines) for UnityFVG interoperability ● challenges - harmonize and standardize all our 10 years “old” metadata to the new standard (ex :COAR Resource Type Genres) - test&use the OpenAIRE validator (not present with previous version) ● benefits - expose all our Researcher Profiles, Organizational Units, Projects, Events, Journals, DataSets on OpenAIRE (previously incomplete Entities, Relations, Attributes) - Use the last OAI-CERIF for interoperability between our CRIS systems and the UnityFVG Research Portal openstarts.units.it research.unityfvg.it Community Call | 01 APR 2020 Slide from EUROCRIS STRATEGIC MEMBERSHIP MEETING, 18-20 Nov 2019 University of Münster, Germany

28. DSpace-CRIS and OpenAIRE In addition to the presented implementation of the CRIS guidelines, it is important to note the following feature available out-of-box in DSpace-CRIS to improve the integration with OpenAIRE ● Support for the OpenAIRE guidelines for Literature Repository v3 and v4 coming soon (see https://wiki.lyrasis.org/display/DSPACE/OpenAIRE+Literature+v.4) ● Support for the OpenAIRE guidelines for DataArchive v2 (based on Datacite v4) ● Use of the OpenAIRE Project Database as authority during the submission ● OpenAIRE Statistics plugin included in the official distribution Documentation: https://wiki.lyrasis.org/display/DSPACECRIS/OpenAIRE+Integration Community Call | 01 APR 2020

29. Registration of CRIS ● OpenAIRE Registration UI Community Call | 01 APR 2020 ● Way to integrate your CRIS system and become one of the first CRIS members ○ send a email to: openaire-helpdesk@uni-bielefeld.de with Name of the CRIS; base URL ; Sets (Entities) to be harvested

30. Registration of CRIS ● Uniform way for registering a Current Research Information System with euroCRIS ○ in the collaborative partnership ○ Directory of CRIS Systems (DRIS) https://dspacecris.eurocris.org/cris/explore/dris Community Call | 01 APR 2020

31. Lessons learned / Conclusion ● The implementation and the pilot phase have highlighted minor ambiguities, typos, and limitations of the guidelines, a revised version is expected. ● Since Dec. 2019, DSpace-CRIS supports the OpenAIRE CRIS-CERIF Guidelines v1.1 and OpenAIRE can harvest rich research information from these end-points. ● OpenAIRE handle and enriches the data and could send relevant information to the CRIS Managers via the Broker. ● DSpace-CRIS is freely available under the ‘New BSD license’. Community Call | 01 APR 2020

32. Feedback channels ● for Guidelines for CRIS Managers ○ by google document without authorizations: https://docs.google.com/document/d/1BkkO3ysr5Pmsqt7kZ118ZxBv1wE9 Md3TYvp9vtUUV-c/edit ○ by sending an e-mail: guidelines@openaire.eu ○ by GitHub: https://github.com/openaire/guidelines-cris-managers/issues ● for DSpace-CRIS implementation ○ by GitHub: https://github.com/4Science/DSpace/issues Community Call | 01 APR 2020

33. time for Q & A Community Call | 01 APR 2020

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36. Thank you! www.openaire.eu/provide-community-calls Andreas Czerniak (UNIBI), openaire-helpdesk@uni-bielefeld.de Andrea Bollini (4Science), Andrea.Bollini@4science.it Pedro Príncipe (UMINHO), pedroprincipe@sdum.uminho.pt