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Interoperability,metadataanddataexchangeguidelinesIrynaKuchma,OpenAccessProgrammeManagerLIBSENSEWorkshopII,March11,2019,Accra,Ghana
Attribution4.0International
Interoperability“isthetechnical“glue”connectingcontentandsystemsinthenetworkofrepositoriesandothertools,enablingvalueaddedservicestobebuiltonthisintegratedinfrastructure.
Therealvalueofrepositoriesliesinthepotentialtointerconnectthemtocreateanetworkofrepositories,anetworkthatcanprovideunifiedaccesstoresearchoutputsandbe(re-)usedbymachinesandresearchers.Inordertoachievethispotential,weneedinteroperability.”https://coartraining.gitbook.io/coar-repository-toolkit/interoperability
Metadataandvocabularies“Interoperabilityacrossrepositoriesrequiresstandardizedapproachestometadataandvocabularies…
Metadatais"dataaboutdata“–descriptiveinformationrelatedtoeachresourceintherepository.
Ideally,repositorieswillexposetheirmetadatausingcommonschemaandvocabulariessothattherecordscanbestandardized,andaggregatedbyrepositorynetworks.Inturn,thesenetworkscandevelopmoreusefulserviceswiththemetadata,suchastrackingopenaccess,discoveryofcontent,andanalytics.”https://coartraining.gitbook.io/coar-repository-toolkit/interoperability
https://coartraining.gitbook.io/coar-repository-toolkit/interoperability/metadata-and-vocabularies
Metadataandvocabularies(2)“CurrentlymostrepositoriesexposetheirmetadatathroughtheOpenArchivesInitiative-ProtocolforMetadataHarvesting(OAI-PMH).Thisprotocolallowstherepositorytouseavarietyofmetadataprofiles,inadditiontothesimpleOAI-DCmetadataformatbasedonDublinCore.Forgenericdatarepositories,theDataCitemetadataschemaisthemostwidelyused.Domain-basedmetadataschemasmayalsobeusedbyrepositoriesthatspecializeincollectingcontentfromaspecificdiscipline.”https://coartraining.gitbook.io/coar-repository-toolkit/interoperability/metadata-and-vocabularies
http://repository.costech.or.tz
Regionalmetadataguidelines“Inaddition,thereareregionalguidelinesforrepositoriesdefinedbycertainrepositorynetworks,suchasLAReferencia(LatinAmerica)andOpenAIRE(Europe)requiretheadoptionofcertainspecificmetadataelementsandvocabulariesinordertoprovideservicesbasedonthemetadatatheyaggregate.”https://coartraining.gitbook.io/coar-repository-toolkit/interoperability/metadata-and-vocabularies
WhatshallweincludeinthemetadataguidelinesforAfricanrepositories?
Draftforcomments:https://docs.google.com/document/d/1n9O7tXbaXLcqp8da-9XtymZSMmFDu78GCLBjMp_SRXU/edit#
Comprehensivemetadata
Aimforascomprehensivemetadataaspossible
Trytoincludealldescriptiveinformationprovidedintheresourcethatyouaregoingtouploadinyourrepository
OptimalmetadataTitle(dc.title)-theoriginalwording,orderandspellingoftheresourcetitle.Capitalizepropernounsonly.[Punctuationneednotreflecttheusageoftheoriginal.Subtitlesshouldbeseparatedfromthetitlebyacolon.ThisinstructionwouldresultinTitle:Subtitle(i.e.nospace).https://guidelines.openaire.eu/en/latest/literature/field_title.html]
TitleinEnglish,ifdifferent,inaseparatefield.
Optimalmetadata(2)Author(s)(dc.contributor.author)-eachauthorinaseparatefield.Useinvertedname,sothesyntaxwillbethefollowing:“surname”,“initials”(“firstname”)“prefix”.ForexampleJanHubertdeSmitbecomes<dc:creator>Smit,J.H.(John)de</dc:creator>.Useastandardisedwritingstylefornames,e.g.thewritingstyleusedbythepublisherwhenthisisavailable.Generationalsuffixes(Jr.,Sr.,etc.)shouldfollowthesurname.Omittitles(like“Dr”).Forexample:“Dr.JohnH.deSmitJr.”becomes<dc:creator>SmitJr.,J.H.(John)de</dc:creator>
https://guidelines.openaire.eu/en/latest/literature/field_creator.html
Optimalmetadata(3)
Abstract(dc.description.abstract).
AbstractinEnglish,ifdifferent,inaseparatefield.
Date(dc.date.issued)-recommendedbestpracticeforencodingthedatevalueisdefinedinaprofileofISO8601[W3CDTF]andfollowstheYYYY-MM-DDformat.InDSpaceyoucouldmentiontheyearonlyforjournalarticles.
Optimalmetadata(4)
DigitalObjectIdentifier(dc.identifierordc.identifier.doiordc.identifier.other),e.g.10.1186/s13027-017-0170-5orhttp://doi.org/10.1007/s12374-017-0088-x
Keywords(dc.subject)-eachkeywordinaseparatefield.
Language(dc.language.iso)inISO639standard(2or3lettercode,e.g.enorengforEnglish).
https://uyr.uy.edu.mm/handle/123456789/182
https://www.altmetric.com/products/free-tools/bookmarklet/
https://www.altmetric.com/products/free-tools/institutional-repository-badges/
https://help.altmetric.com/support/solutions/articles/6000086842-getting-started-with-altmetric-on-your-journal-or-institutional-repository
Optimalmetadata(5)
Journaltitle/Conferencetitle(dc.publisher)forjournalarticles/conferenceproceedings.
Journalvolumeandnumber(dc.relation.ispartofseriesordc.citation.issue,dc.citation.spage,dc.citation.epage).
JournalISSN(dc.identifier.issn)/BookISBN
Optimalmetadata(6)
Type(dc.type)-publicationtype.IndicatethetypeofpublicationbasedonalocalrepositoryvocabularyoruseCOARResourcetypevocabularytoindicatethetypeofyourresource
https://guidelines.openaire.eu/en/latest/literature/field_publicationtype.html
http://vocabularies.coar-repositories.org/documentation/resource_types
Optimalmetadata(7)Access(dc.rights)-provideaccessinformation(e.g.OpenAccess).UseCOARAccessRightsVocabularytoindicateaccessrightstoyourresourcehttp://vocabularies.coar-repositories.org/documentation/access_rights--openaccess
--embargoedaccess
--restrictedaccess
--metadataonlyaccessorrestrictedAccessasrecommendedinOpenAIREGuidelinesforLiteratureRepositoriesv3
Optimalmetadata(8)Informationaboutre-use-formaterialspublishedunderCreativeCommonslicenceinthedc.rightsordc.rights.licensefieldmentionthelicense,forexampleCreativeCommonsAttribution4.0International,andindc.rights.uri-thelicenceURL,e.g.http://creativecommons.org/licenses/by/4.0/
Optimalmetadata(9)
Citation(dc.identifier.citation)-suggestedcitationofanitem(e.g.journal'sname,volumeandissueforajournalarticle);thesedetailsallowabetterretrievalofyourdocuments.
Additionalinformation&metadata
ORCID-addanORCIDiDtoauthornames.PromotetheadoptionofORCIDiDstouniquelyidentifyauthors(evenincaseofnameambiguity).EncourageauthorstoregisterwithORCIDinordertoobtainanORCIDiD.InDublinCoreORCIDiDsshouldbeprovideddirectlyasapartoftheauthor'sname(e.g.<dc:author>Summan,Friedrich(ORCID-ID0000-0002-6297-3348)</dc:author>).
Additionalinformation&metadata(2)Description-addadditionaldescription,ifneeded,indc.description.Forexample,providemoredetailsaboutathesis/dissertation:“AResearchdissertationsubmittedtotheSchoolofPublicAdministrationandManagementfortherequirementtoundertakethefieldstudy(inSemester3)forthefulfillmentoftheMasterDegreeinPublicAdministration(MPA)ofMzumbeUniversity”(fromhttp://scholar.mzumbe.ac.tz/handle/11192.1/2408).
Additionalinformation&metadata(3)
Projectinformation-addgrant/projectinformation,whenapplicableindc.relationifaresourcewassupportedbyaproject/grant.
Additionalinformation&metadata(4)AnauthoritativelistofprojectsisexposedbyOpenAIREthroughOAI-PMH,andavailableforallrepositorymanagers.ValuesincludetheprojectnameandprojectID.TheprojectIDequalstheGrantAgreementidentifier,andisdefinedbytheinfo:eu-reponamespacetermgrantAgreement.Thethree-partnamespaceismandatorywhenapplicable(info:eu-repo/grantAgreement/Funder/FundingProgram/ProjectID),whilethesix-partsnamespaceisrecommended.https://guidelines.openaire.eu/en/latest/literature/field_projectid.html
Additionalinformation&metadata(5)
PublicationVersion-whenapplicable,indicatethestatusoftheresourceinthepublicationprocess/theversionofthearticleindc.type.version-forexample,publishedVersion.
Additionalinformation&metadata(6)UsethefollowingcontrolledvocabularyfortheversionofthescientificoutputbasedontheDRIVER-versioninfo:eu-repoversionterms.info:eu-repo/semantics/draft
info:eu-repo/semantics/submittedVersion
info:eu-repo/semantics/acceptedVersion
info:eu-repo/semantics/publishedVersion
info:eu-repo/semantics/updatedVersion
https://guidelines.openaire.eu/en/latest/literature/field_publicationversion.html
Additionalinformation&metadata(7)Format(dc.format)-thephysicalordigitalmanifestationoftheresource.Typically,formatmayincludethemedia-typeordimensionsoftheresource.Formatmaybeusedtodeterminethesoftware,hardwareorotherequipmentneededtodisplayoroperatetheresource.Examplesofdimensionsincludesizeandduration.Recommendedbestpracticeistoselectavaluefromacontrolledvocabulary(forexample,thelistofInternetMediaTypes[MIME]definingcomputermediaformats).Basedonbestpractice,theIANAregisteredlistofInternetMediaTypes(MIMEtypes)isusedtoselectatermfrom.Forthefulllistseehttp://www.iana.org/assignments/media-types.
Additionalinformation&metadata(8)Ifaspecificresourcehasmorethanonephysicalformats(e.g.postscriptandpdf)storedasdifferentobjectfiles,allformatsarementionedintheDCelementformat,forexample:
<dc:format>application/pdf</dc:format>
<dc:format>application/postscript</dc:format>
<dc:format>application/vnd.oasis.opendocument.text</dc:format>
Donotconfusewithpublicationtypeandresourceidentifier.
Additionalinformation&metadata(9)Someexamples:
<dc:format>video/quicktime</dc:format><dc:format>application/pdf</dc:format><dc:format>application/xml</dc:format><dc:format>application/xhtml+xml</dc:format><dc:format>application/html</dc:format><dc:format>application/vnd.oasis.opendocument.text</dc:format>
https://guidelines.openaire.eu/en/latest/literature/field_format.html
Additionalinformation&metadata(10)Embargoenddate(dc.date)-whenaccessissettoembargoedAccesstheenddateoftheembargoperiodmustbeprovided.Thecorrespondingtermisdefinedbyinfo:eu-repo/date/embargoEnd/<YYYY-MM-DD>.EncodingofthisdateshouldbeintheformYYYY-MM-DDconformingtoISO8601.
https://guidelines.openaire.eu/en/latest/literature/field_embargoenddate.html
https://www.base-search.net
https://www.base-search.net/about/en/faq_oai.php
https://guidelines.openaire.eu/en/latest/literature/index_guidelines-lit_v3.html
DataexchangemodelagreementDraftforcomments:https://docs.google.com/document/d/1mfuYnZCMtP43wllvsJ-aYSQxK3LS9RbwG1ZhyZp4-vc/edit#heading=h.xju3bh76qxj
Dataacquisition&datausagepoliciesFornational/regionalrepository/aggregator:howthedataisretrieved,howoften,whatprocessesitgoesthrough[e.g.aggregating,cleaning,transforming,inferring,de-duplicating],whatthequalitychecksarealongalldataprocessingstages;anddatausagepolicy:whoisabletoretrieveaggregateddataandwhatthelicensesare.
Dataacquisitionpolicy
TheOAI-PMH(OpenArchivesInitiativeProtocolforMetadataHarvesting)interoperabilityprotocolisused,whichconsistsofasetofrulesandmethodsthatstandardizetheaccesstocontentofrepositories.Repositoriesareharvested[onceaweek-adjusttoyourworkflows].
Dataacquisitionpolicy(2)
Aggregationpoliciesforpublications,datasetsandotherresearchoutputs:National/regionalaggregatoracceptsthemetadatarecordsofallscientificoutput.Thismeansthatbothopenaccessandnon-openaccessmaterialwillbeincluded.
Dataacquisitionpolicy(3)
Full-textpublications:Anational/regionalaggregatorcollectsbibliographicmetadatarecords[openaccesspublicationsfileswhenevertheseareaccessiblefromtheURLprovidedinthemetadatarecord/bibliographicmetadatarecordsonly-checkandkeepifthisisthecase].End-userswillingtoaccess,download,andreadtheactualfiles[will/willnot-selectone]beabletodosofromanationalaggregator,butwillbeforwardedtotheoriginalsourceofdeposition.
TermsofAgreements(ToU)forContentProvidersAgreementforContentExchangebetweenanational/regionalaggregatorandexternalcontentprovider,inthefollowingreferredtoas[ORGANIZATION]
ObjectivesoftheToU
Anational/regionalaggregatorharvestsbibliographicmetadatarecords[andOpenAccessarticlesfull-textfromcontentproviders-checkandkeepifthisisthecase].
The[ORGANIZATION]mayrequestanational/regionalaggregatornottocollectthefulltextofopenaccesspublications.
Benefitsforcontentproviders
Anational/regionalaggregatorincreasesthevisibilityofthe[ORGANIZATIONs]contentprovideranditspublicationsbyexposingmetadataandURLsleadingtotheprovider’swebsite(provenanceinformation).
TermsofUse:Consentforre-useofmetadataByregisteringthe[ORGANIZATON]'scontentproviderwithanational/regionalaggregator,the[ORGANIZATION]:
Providesmetadatarecordscomplianttothenational/regionalaggregatorguidelines.
Allowsanational/regionalaggregatortoBULKDOWNLOADmetadatarecordsviaatleastoneofthefollowingprotocols:OAI-PMH,FTP(andRESTAPIsifagreedwithanational/regionalaggregator).
TermsofUse:Consentforre-useofmetadata(2)Allowsanational/regionalaggregatortoTRANSFORMmetadatarecords,ifnecessary,tomakeituniformtothenational/regionalaggregatordatamodel.
Allowsanational/regionalaggregatortoENRICHthemetadata,usingnational/regionalaggregatorbesteffortsofdeduplication,text-mining,andend-userfeedback.
TermsofUse:Consentforre-useofmetadata(3)Allowsanational/regionalaggregatortoPUBLISHtheharvestedandtransformedrecords,thustoprovidepublicaccesstothemasCC-BYInternational4.0orsubsequentwithoutanyrestrictionsonreuseinoriginalandderivativeforms.
TermsofUse:Consentforre-useofmetadata&fulltextMetadata:Allowsanational/regionalaggregatortoPUBLISHtheharvestedandtransformedrecords,thustoprovidepublicaccesstothemasCC-BYInternational4.0orsubsequentwithoutanyrestrictionsonreuseinoriginalandderivativeforms.
[Consentforre-useoffulltextsisdescribedhere:https://docs.google.com/document/d/1mfuYnZCMtP43wllvsJ-aYSQxK3LS9RbwG1ZhyZp4-vc/edit#]The[ORGANIZATION]mayrequestanational/regionalaggregatornottocollectthefulltextofopenaccesspublications.
AdditionalprovisionsensuringqualityofserviceThe[ORGANIZATION]willensurethefollowinggoodpracticesarerespected:
Whitelistinganational/regionalaggregatorharvestingservices:agreesnottoblocktheIPaddressrangeusedbytheanational/regionalaggregatorcrawlingand/ordownloadservice;
Dataintegrity:informsanational/regionalaggregatoraboutchangesofexistingrecordidentifiers(e.g.duetoplatformmigrationsorupdates)
[ORGANIZATION]'srepresentationsandwarranties
Additionalprovisionsensuringqualityofservice(2)Anational/regionalaggregatorpublishedmetadataunderCC-BYInternational4.0orsubsequentwithoutanyrestrictionsonreuseinoriginalandderivativeforms.
Theagreementwillterminatewhenanational/regionalaggregatoror[ORGANIZATION]givesnoticeofterminationtotheotherParty(includingendofprojectorservice),inwhichcaseaminimumnoticeofthreemonthswillbegiven.Inthiscaseanational/regionalaggregatorwilltakedownallcopiesmadeof[ORGANIZATION]'sdata.DownloadeddatathatarelicensedunderCC-BYInternational4.0orsubsequentarenotaffectedbytheterminationoftheagreement.
https://www.openaire.eu/data-aquisition-policy
https://www.openaire.eu/terms-of-use-for-content-providers
Thank you! Questions? [email protected] Twitter: @irynakuchma
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