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Knowledge Exchange CRIS-OAR interoperability project publication metadata

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Knowledge Exchange is an international co-operative effort that supports the use and development of e-infrastructures for higher education and research.

Partners are: Denmark’s Electronic Research Library (DEFF) German Research Foundation (DFG) Joint Information Systems Committee (JISC) in UK SURF foundation in the Netherlands

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+Motivation: Enable broad collaboration in the information management of research publications

Current Research Information Systems a label for research management systems of various

types, dealing with many aspects of research activities contain metadata on research publications

Open Access Repositories a label for for open research output archives aiming at

preservation and dissemination of publications etc. contain metadata on research publications

They share the challenge of achieving full metadata coverage for the publications within their scope

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If CRIS and OAR easily could exchange metadata about publications, they could support each other

But CRIS and OAR have grown out of different communities and have developed rather different approaches to publication metadata

If a university has a CRIS and an OAR, generally a publication must be registered twice to comply with both systems’ requirements

Both CRIS and OAR strive to be complete in their coverage of publications – both would benefit from collaboration – not to mention the authors/researchers.

Motivation: Enable broad collaboration in the information management of research publications

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CRIS use a variety of formats – some use CERIF (or variants thereof) and some use various local or national formats

In many disciplines, publications are of global interest and are often results of international collaboration They are often of interest to more than one CRIS

CRIS with different formats would benefit from an easy and precise mechanism to exchange publication metadata

Motivation: Enable broad collaboration in the information management of research publications

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OAR use a variety of formats – some use Dublin Core(or variants thereof), some use library formats such as MARC and MODS, and some use use various local or national formats

In many disciplines publications are of global interest and are often results of international collaboration They are often of interest to more than one OAR

OAR with different formats would benefit from an easy and precise mechanism to exchange publication metadata

Motivation: Enable broad collaboration in the information management of research publications

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+Aim and purpose

To increase the metadata interoperability between CRIS and OAR systems

and thus also between CRIS and CRIS with different formats between OAR and OAR with different formats

by defining and proposing n a metadata exchange format for publicationsn a set of common vocabularies for key

elements

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+Project participants

UK - JISC DE - DFG NL - SURF DK - DEFFRosemary Russell, UKOLN

Michael Day, UKOLN

Simon Lambert, Rutherford Appleton

Wolfram Horstmann, Bielefeld University

Najko Jahn, Bielefeld University

Friedrich Summann, Bielefeld University

Max Stempfhuber, Aachen University

Marga van Meel, KNAW

Arnoud Jippes, KNAW

Ed Simmons Nijmegen Univ.

Adrian Price, Copenhagen Univ.

Mikael Elbaek,Technical Univ. DK

Mogens Sandfaer, Technical Univ. DK

Project managerProject

manager

Project directorProject director

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+Building new bridges in the old world

This metadata island knows well what is doing - Good reasons govern its

choice of format and vocabulary

This metadata island knows well what is doing - Good reasons govern its

choice of format and vocabulary

Not designing new (and better) worlds

This metadata island knows well what is doing - Good reasons govern its

choice of format and vocabulary

This metadata island knows well what is doing - Good reasons govern its

choice of format and vocabulary

good

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+Building new bridges in the old world

This metadata island knows well what is doing - Good reasons govern its

choice of format and vocabulary

This metadata island knows well what is doing - Good reasons govern its

choice of format and vocabulary

Not designing new (and better) worlds

This metadata island knows well what is doing - Good reasons govern its

choice of format and vocabulary

This metadata island knows well what is doing - Good reasons govern its

choice of format and vocabulary

good

We (simply) build a bridge that will enable these islands to communicate

- without changing their language and life style. That will allow them to exchange publication metadata

without studying and understanding the particularities of the other part.

We (simply) build a bridge that will enable these islands to communicate

- without changing their language and life style. That will allow them to exchange publication metadata

without studying and understanding the particularities of the other part.

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+Challenges stemming from different missions of formats

The different nature (and tasks) of CRIS formats Repository formats

The granularity challenge

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+The different nature of CRIS and repository formats

Typical CRIS main entities and their relations (many triples & many detailed fields)

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+The different nature of CRIS and repository formats

Simple Dublin Core

15 fields in a single flat structureAimed at the description of some sort of“document”

May be enhanced to provide more granularity and specificityBut mostly isn’t

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+Bridging publications metadata

CRIS formats are characterized by their broader view on research information depicting

research results as well as the actors and various environmental factors in their own right

(often) high level of detail and specificity in describing the various entities (very granular and precise)

ability to handle the dynamics of time – as everything else but research publications changes over time as well as their interrelations

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+Bridging publications metadata

OAR (DC) formats are characterized by their Narrow view on depicting research results – generally

publications (mostly) low level of detail and specificity in

describing the various aspects (less granular) absence of need to handle the dynamics of time – as

they deal with research publications tied to a specific point in time

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+Bridging publications metadata

Implode the relational/network nature of the CRIS formats to a single structure – adequate for describing publications

Design the field/element hierarchy so that highly granular as well less granular metadata may be represented – without loss of information

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DRIVERDC

CERIF

NARCISMODS

DDF-MXD

DRIVER

DRIVER

DRIVER

DRIVER

Metadata Metadata exchangeexchange

format and format and vocabularyvocabulary

METIS

ePrintsdefault

Project approach

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+ Project approach

1. Analyze metadata practices of CRIS and OAR Looking at formats in actual use at KE partners Chart entities and granularities, similarities, differences

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+ Project approach

2. Define entities/elements/attributes to be exchanged Respecting differences in granularity So that metadata may be exported without loss of

information So that the format may be used by very granular

environments as well as less granular

3. Define/propose common exchange vocabulary For the identified key concepts/entities

4. Define/propose common exchange syntax Handle differences in granularity

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+Some potential use cases

CRISOAR

OARCRIS

CRISCRIS

OAROAR

CRIS/OAROpenAIRE (EU Open Access pilot)

PublisherCRIS/OAR

Subject repositoryCRIS/OAR (institutional)

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+Over to Mikael

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+Based on ideal examples – ”use cases”

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+Ideal example of a publication

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+Basic idea evolved

To carrie both the highest granularity (CRIS) and the lowest level (OAR?)

+The DC elements are used as a baseline.

Title

Creator

Subject

Description

Publisher

Contributer

Date

Type

Format

Indentifier

Source

Language

Relation

Coverage

Rigths

+Main entities of interest

The publication is in focus and other entities are in relation to the publication

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+Person

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+Organisation

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+Event

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+Project

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+Publication

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+Person in more details

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+Vocabularies

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+Publication in detail – type, review and

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+Publication types Publication

Type

Description: the format does provide a gross list of publication types based on an analysis of the formats analysed in the project. A mapping between the different systems and formats in the analysis can be found on a web page.

Mapping between common vocabularies can be found at: http://weekschild.uci.ru.nl/KE/?select=all

The formats analysed: CERIF2008, MODS/DIDL, DRIVER_DC, DDF-MXD; EPrints, METIS, PURE

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+Publication types (terms)

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+Vocabularies - Versions Version

Description: This element and vocabulary is expressing the version of the document i.e. draft or published version of the document. The terms are based on the VERSIONS toolkit excluding the term “updated”.

Important! Different versions should be self contained and constitute individual records. This mirrors best-practices for repositories but not always the case for CRIS.

Terms:

Draft i.e. working paper

Submitted i.e. pre print

Accepted i.e. post print

Published i.e. publisher edition

Updated i.e. reprint

VERSIONS project: http://www2.lse.ac.uk/library/versions/

Let’s test it!

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+The challenges for interoperability

Discussion!