3.24.15 slides, “new possibilities: developments with dspace and orcid”

March 24, 2015 Hot Topics: DuraSpace Community Webinar Series

Hot Topics: The DuraSpace Community Webinar Series

Series Eleven: “Integrating ORCID

Persistent Identifiers with DSpace, Fedora and VIVO”

Curated by Josh Brown, Regional Director Europe, ORCID


Webinar 1:

New Possibilities: Developments with DSpace & ORCID

Presented by:

João Moreira, Head of Scientific Information, FCT-FCCN

Paulo Graça, RCAAP Team Member

Bram Luyten, Co-Founder, @mire

Andrea Bollini, CRIS Solution Product Manager, CINECA

Michele Mennielli, International Relations Manager, CINECA

Research Information Management: DSpace-ORCID requirements

João Mendes Moreira (FCT)

Paulo Graça (FCT)

Agenda

• Context– PTCRIS (integrated research management

ecosystem)– RCAAP (national open access initiative)– PTCRIS & RCAAP & ORCID & DSpace synergies

• DSpace-ORCID– Requirements– Compative analysis

• XMLUI• JSPUI• DSpace-CRIS

• Conclusions

Mission

Ensure the creation and sustained development ofnational integrated information ecosystem (PTCRIS) tosupport research management

Goals

1. Define the regulatory framework to adopt by thevarious systems

2. Coordinate FCT’s systems integration in accordancewith the standards framework

3. Coordinate external systems integration with FCT (National and International) according to thestandards framework

4. Support and promote within community the use ofthe systems of the PT-CRIS.

The ecosystem

CRIS – Current Research Information Systems

Academic expertise

Organizations database

Scientificequipment

Statistics

Funding database

Grant management

Outcomes / outputs Research news

Research ethics

Research portal

PTCRIS is ecosystem!

Standards

Aligned:

• H2020

• Digital ERA fórum

• RDA

PTCRISData model

Dictionary / Interop.

Ontologies

Researcher Id

Org Id

Roadmap #1 Interoperability

An output should be registered only once and reused often!

Research Institutions

Publishers

Repositories

Prof. organizations

Universities

Funders

2. RCAAP Project

Electronic Services

Portal RCAAP

InstitutionalRepositories

(SARI)

ScientificData

(SARDC)

ScientificJournals(SARC)

SharedRepository

Directory

UsageStatistics(SCEUR)

Metrics

● 42 Repositories (27 hosted) DSpace JSPUI● 1 Shared Repository with 38 institutions● 32 Scientific Journals (9 hosted)● >200.000 Open Access Items

RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

3. PTCRIS & RCAAP & ORCID

Breaking information silos

PTCRIS

Academicexpertise

Org. database

Scientificequipment

Statistics

Funding database

Grant mng

Outcomes / outputs(RCAAP)

RI(DSpace)

Revistas(OJS)

Dados científicos(CKAN)

Research news

Research ethics

Research portal

Identifiers Interoperability

Breaking information silos

Outcomes / outputs(RCAAP)

RI(DSpace)

Journals(OJS)

Scientific data(CKAN)

Portal RCAAP

Identifiers Interoperability

PTCRIS Ecosystem

National CV

Open Access Portal

Agenda

• Context• DSpace-ORCID

– Requirements– Comparative analysis

• XMLUI• JSPUI• DSpace-CRIS

• Conclusions and recommendations

Requirements sources

• COAR Roadmap Future Directions for Repository Interoperability (Fev 2015)

• Immediate priorities:– #3 Supporting Author Identification Systems

– #7 Supporting additional metadata formats

• XMLUI, JSPUI, DSpace-CRIS

• Needs RCAAP (national Open Access initiative)

• Needs PTCRIS (national CRIS initiative)

Requirements (our view)

Author relatedR1.1 Author’s profile pageR1.2 ORCID aware every time the author is displayedR1.3 ORCID authority controlR1.4 Search by ORCID identifier

InteroperabilityR2.1 Supporting additional metadata formats

Added value DSpace‐ORCID servicesR3.1 Add‐to ORCIDR3.2 Import/sync from ORCID

Supporting Author Identification Systems

• Supporting author identification systems: Author identification systems intend to identify academic authors in a unique way. Different systems are available (ORCID, ResearcherID, AuthorClaim etc.) and can be used in the repository context.

“IMHO, a very important extension of current repositories, but relying on external authority data maintained by external systems / staff; needs a lookup service for persons, which can be applied during indexing and searching of data”… “Clearly supports open systems like ORCID instead of proprietary ones”

R1.1: Author’s profile page

R1.2: ORCID Id aware every time the author is displayed

R1.3: ORCID authority control

R1.4: Search by ORCID identifier

R 2.1: Supporting additional metadata formats

• DC has strong limitations

• Potential formats to be considered (and depending on the purpose) are MODS, METS, MARC, CERIFand others.

“Adding more standards when they bring richness and detail is a key step to move forward in the current situation. The complexity of course depends on number and complexity of the new adoptions. DC is no longer useful for advancing in the field.”

R 3.1: add-to ORCID (1/2)

RCAAP plug‐in available.

R 3.1: Add to ORCID (2/2)

R 3.2: Import/Sync from ORCID (1/2)

R 3.2: Import/sync from ORCID (2/2)

Requirements analysis

Requirement DSpace flavourAuthor related JSPUI XMLUI DSpace‐CRIS

R1.1 Author’s profile page N N YR1.2 ORCID aware every time the author is displayed N N NR1.3 ORCID authority control N Y YR1.4 Search by ORCID identifier N N N

InteroperabilityR2.1 Supporting additional metadata formats DC DC DC, CERIF

Added value DSpace‐ORCID servicesR3.1 Add‐to ORCID N N NR3.2 Import/sync from ORCID N N N

Score 0/7 1/7 3/7

Two UIs: Global Adoption

891; 46%

1067; 54%

1,958 “unique”, valid DSpace sites

XMLUIJSPUI

Source: 2015 DuraSpace Sponsor Summit, Tim Donohue

Priorities (from our perspective)

RequirementAuthor related Priority

R1.1 Author’s profile page MaxR1.2 ORCID aware every time the author is displayed MinR1.3 ORCID authority control MaxR1.4 Search by ORCID identifier Min

InteroperabilityR2.1 Supporting additional metadata formats Max

Added value DSpace‐ORCID servicesR3.1 Add‐to ORCID MedR3.2 Import/sync from ORCID Max

Agenda

• Context• DSpace-ORCID• Conclusions & recommendations

Conclusions

• DSpace ORCID integration level varies according with DSpace flavor– DSpace-CRIS appears to be the more complete

and DSpace JSPUI the less complete

– There are still some important requirements to be fulfilled.

• R3.2 ORCID import is key for repositories and OA

• The number of DSpace flavors spreads resources and this doesn’t seams to be beneficial (product and community).

Recommendations

How can DuraSpace/community help us?

Decision towards a unified path for the user interfaces (Mar 2015)

– Work with COAR on:

• #3 Supporting Author Identification Systems

• #7 Supporting additional metadata formats

– Follow VIVO Strategic Plan (2015 / 2016)

• Goal 2: Promote a more open and networked research ecosystem (ORCID, euroCRIS, CRediT, and CASRAI)

Recommendations

How can ORCID help us?

– think of a special membership for repositories only purposes

How can we help?

Members of COAR, CASRAI, euroCRIS, ORCID and DSpace (gold)

– Make add-to plug-in available

– Integrate a task force to work on DSpace-ORCID integration

Cooperation is power!

ORCID in DSpace 5University of Missouri - @mire

Bram Luyten

OVERVIEW

Current offered feature set

Implementation use cases

IMPLEMENTED FUNCTIONALITY

ORCID and DSpace Authority Control Integration

Author lookup for new submissions (UI)

Author lookup for edits on items (UI)

Author identifiers in Batch CSV editing

WHAT DSPACE ALREADY OFFERED

INTEGRATION

String representation of the name in standard Dublin Core metadata enhanced with DSpace compliant authority

control id

“authority cache” stores extended

contributor metadata, including ORCID ID and

alternative names

NEW SUBMISSIONS

Adding an author with an identifier should ideally be as easy as providing a simple name.

Indicates that author is in DSpace Authority control

Authors in red are in DSpace Authority Control

Authors in black are NOT in DSpace Authority Control

Staff enhances contributor string names with ORCID

Administrator finalizes by re-uploading edited file

Administrator exports existing work metadata

Author identifiers in Batch CSV editing

SPREADSHEET EXAMPLE

Add ORCID identifier to spreadsheet for batch deposit of metadata into DSpace:“ORCID:dc.contributor.author”

Non-ORCID authors can still be imported: “dc.contributor.author”

SPREADSHEET EXAMPLE

ORCID authors are retrieved automatically, and the author’s name is displayed in DSpace

CAVEAT: AUTHOR ORDER

It is possible to preserve the order of the authors IF all of them have an ORCID ID, or NONE of them has an ORCID ID.

Addressing the mixed situation is an important open issue.

IMPLEMENTATION USE CASES

Empty new DSpace Repository

Existing DSpace without prior usage of the authority control functionality

Existing DSpace WITH prior usage of authority control.

RECAP: PRE DSPACE 5 AUTHORITY CONTROL

RECAP: DSPACE 5 ORCID INTEGRATION

String representation of the name in standard Dublin Core metadata enhanced with DSpace compliant authority

control id

“authority cache” stores extended

contributor metadata, including ORCID ID and

alternative names

Questions?Thank You

www.atmire.com

http://www.atmire.com

http://www.atmire.com

DSpace/DSpace-CRIS

and ORCID

1

DuraSpace Webinar:

Developments with DSpace and ORCID

March 24, 2015

Andrea Bollini

Michele Mennielli

• DSpace-CRIS/ORCID: current integrations

• DSpace (JSPUI): what’s next?

• DSpace-CRIS: what’s next?

Agenda

www.cineca.it | DSpace/DSpace-CRIS & ORCID | DuraSpace Webinar | March 24, 2015

http://www.cineca.it/

DSpace-CRIS for euroCRIS

It is possible to (public API):

• Login through ORCID*;

• Claim profile through ORCID;

• Register/Associate an ORCID to your own DSpace-CRIS profile

First release (part of the 4.3 version)

DSpace-CRIS 5.1.0 Release


* Authentication code is based on the work on DSpace 5 and Dryad project


DSpace-CRIS: importing BIO info



DSpace (JSPUI): what’s next?

Using API ORCID for finding authors with extreme precision during records’ submission and editing phases (including big amounts) – https://wiki.duraspace.org/display/DSDOC5x/ORCID+Integration

– http://www.slideshare.net/ORCIDSlides/orcid-ann-campion

Porting of the great job done by @mire for the XMLUI into the JSPUI


https://wiki.duraspace.org/display/DSDOC5x/ORCID+Integration

https://wiki.duraspace.org/display/DSDOC5x/ORCID+Integration

http://www.slideshare.net/ORCIDSlides/orcid-ann-campion






DSpace 5 DSpace-CRIS 5

ResearcherPage represents the extention of the cache authority introduced in DSpace 5

Data in ORCID are fully available in DSpace-CRIS: they can be seen, visualised, searched and “activated”

When selecting a new record in ORCID a new Researcher Page corresponding to this very record is automatically created



DSpace-CRIS e ORCID: next steps (1)


DSpace-CRIS 4.3.1 DSpace-CRIS 5.1.1 (June ‘15) PUSH – services (members API)

DSpace-CRIS 5.1.2 (end ‘15) Advanced PULL – services (members&premium API)

With the collaboration of The Hong Kong University (HKU) and The Hong Kong Polythecnic University


DSpace-CRIS e ORCID: next steps (2)

– Research’s bibliographic data (including the possibility to activate synchronisation for single

field)

– Publications (with the possibility to chose the publications to sync)

– Projects (with the possibility to chose which projects to sync)

PUSH local information to

ORCID


PULL extended information from ORCID

- Propose to import records in DSpace-CRIS when login-in looking to the Researcher’s ORCID profile

Or

- Automatically (notification and preferences allowed) when ORCID premium membership is available


Thanks

[email protected]

[email protected]

March 24, 2015

mailto:[email protected]

mailto:[email protected]


QUESTIONS

3.24.15 slides, “new possibilities: developments with dspace and orcid”

Technology

dspace orcidpresented

hosted dspace jspui

fct national

head of scientific information

cris solution product

orcid persistent identifiers

fcts systems integration

external systems integration