3.24.15 slides, “new possibilities: developments with dspace and orcid”
TRANSCRIPT
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
March 24, 2015 Hot Topics: DuraSpace Community Webinar Series
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
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
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
www.cineca.it | DSpace/DSpace-CRIS & ORCID | DuraSpace Webinar | March 24, 2015
* Authentication code is based on the work on DSpace 5 and Dryad project
DSpace-CRIS: importing BIO info
www.cineca.it | DSpace/DSpace-CRIS & ORCID | DuraSpace Webinar | March 24, 2015
DSpace-CRIS: importing BIO info
www.cineca.it | DSpace/DSpace-CRIS & ORCID | DuraSpace Webinar | March 24, 2015
DSpace-CRIS: importing BIO info
www.cineca.it | DSpace/DSpace-CRIS & ORCID | DuraSpace Webinar | March 24, 2015
DSpace-CRIS: importing BIO info
www.cineca.it | DSpace/DSpace-CRIS & ORCID | DuraSpace Webinar | March 24, 2015
DSpace-CRIS: importing BIO info
www.cineca.it | DSpace/DSpace-CRIS & ORCID | DuraSpace Webinar | March 24, 2015
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
www.cineca.it | DSpace/DSpace-CRIS & ORCID | DuraSpace Webinar | March 24, 2015
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
www.cineca.it | DSpace/DSpace-CRIS & ORCID | DuraSpace Webinar | March 24, 2015
DSpace-CRIS e ORCID: next steps (1)
www.cineca.it | DSpace/DSpace-CRIS & ORCID | DuraSpace Webinar | March 24, 2015
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
www.cineca.it | DSpace/DSpace-CRIS & ORCID | DuraSpace Webinar | March 24, 2015
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
March 24, 2015
March 24, 2015 Hot Topics: DuraSpace Community Webinar Series
QUESTIONS