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2nd-Generation Open Access Infrastructure for Research in Europe
Compliancy for proprietary
platforms: what and how
OpenAIRE compliancy
Export APIs: implement export via OAI-PMH
– OpenAIRE guidelines
User-interfaces: enrich publication deposition
workflow
– Researchers must be able to associate to
past publications and future publications
license information and list of funding EC
projects
How to make your repository OpenAIRE compliant2
Narration assumptions
Your repository does not handle license and
project information
Your repository back-end is based on a
relational database
3 How to make your repository OpenAIRE compliant
Local data model changes
Your local database has to be adapted to
– Include the list of EC projects and the list of licenses as
available to OpenAIRE
– Associate to each publication an arbitrary long list of EC
projects and one license (with an end date, if license is
«embargo»)
How to make your repository OpenAIRE compliant4
EC projects
Licenses
Publications
0:n
0:n
1:1
0:n
embargo_endDate
E-R schema
Local database changes
Add tables or alter existing tables to handle
– Licenses
– EC Projects
– Relationships with local tables
representing publications
5
Local database changes
Licenses
Licenses consist of the vocabulary:
“openaccess”, “restricted”, “embargo”
– Without altering publication table: create
new tables for license vocabulary and for the
relative associations to publications
(including embargo_endDate)
– Altering publication table: create new table
for license vocabulary and add two attributes
for license type (foreign key to licenses) and
embargo_endDate
How to make your repository OpenAIRE compliant6
Local database changes
Licenses - Without altering publication table
7
Publications Pub_License Licenses
Embargo_endDate Name
PubID:FK,PK LicenseName: FK
Relational schema
Local database changes
Licenses - Altering publication table
8
Publications Licenses
Embargo_endDate Name
LicenseName: FK
Relational schema
Local database changes
EC Projects
OpenAIRE keeps the list of EC projects
synchronized with CORDA EC databases
OpenAIRE makes the EC projects list available for
third-party consumption through a number of
protocols:
– EC projects materialization: download via
OAI-PMH the list of EC projects from
OpenAIRE
– EC Projects on-demand: integrate user
interfaces with HTTP calls to OpenAIRE
project list
9
Local database changes
EC Projects
Materialization approach (heavy, but repository operation
independent from OpenAIRE system)
– Create new tables for EC projects and for the relative
associations with publications
– EC project table minimally consist of: grant agreement
and project title
– Implement synchronization threads
On-demand approach (light, but repository operation
dependent from OpenAIRE system)
– Create new table for associations between
publications and EC projects, which are referred with
their grant agreement number and title (for local
visualization)
How to make your repository OpenAIRE compliant10
Local database changes
EC Projects – Materialization approach
11
Publications Pub_Project ECProjects
GrantAgreement
PubID:FK,PK GrantAgreement: FK,PK
Title
Synchronization
Relational schema
Local database changes
EC Projects – ON-demand approach
12
Publications Pub_Project
PubID:FK,PK
GrantAgreement: PK Title
Relational schema
Relevant links
For repository managers:
– http://www.openaire.eu/en/support/tool
kits/repository-managers
How to make your repository OpenAIRE compliant13
plus
2nd-Generation Open Access Infrastructure for Research in Europe
Automatic inference of links between EC
projects and your deposited publications
The problem
By making your repository platform OpenAIRE
compliant your researchers will in the future
be able to specify which EC projects have
funded the publications they are depositing
and under which typology of license
What happens with publications they
deposited in the past?
How to automatically infer relationships between publications and EC projects15
Solutions
Manual approach
– Researchers (or librarians with info given
by the researchers) are to go over all
deposited publications again, to fill in the
missing information
Automated approach
– OpenAIRE provides the machinery capable
of inferring links between publications and
EC projects
How to automatically infer relationships between publications and EC projects16
Automated inference
17
D-NET Mediation
Services
...
Publication-project
linksOpenAIRE compliant
repositories
Text (OCR)
mining
[GRID-powered,
D4Science data
infrastructure]
D-NET Inference
Services
OAI-PMH
OpenAIRE
guidelines
Automated inference
Requirements
– Repository manager must provide the PDF file of the
publications (e.g., FTP)
– The name of the file must contain the OAI-PMH identifier of
the metadata record relative to the file
Output
– OpenAIRE returns a list (e.g., txt, Excel) of file names followed
by the list of grant agreement numbers (i.e., project
identifiers) connected to them
– Repository managers must write scripts to use such list and
complete their databases
– Researchers may be involved to validate the result of the
automated inference process
How to automatically infer relationships between publications and EC projects18
Technical insights
The OpenAIRE infrastructure interoperates
with the D4Science infrastructure
– http://www.d4science.eu
The approach exploits the GRID power
embedded into the D4Science infrastructure
– http://www.gcube-system.org
How to automatically infer relationships between publications and EC projects19

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OpenAIRE Slides - Tutorial on compliance with proprietary repository platforms

  • 1. plus 2nd-Generation Open Access Infrastructure for Research in Europe Compliancy for proprietary platforms: what and how
  • 2. OpenAIRE compliancy Export APIs: implement export via OAI-PMH – OpenAIRE guidelines User-interfaces: enrich publication deposition workflow – Researchers must be able to associate to past publications and future publications license information and list of funding EC projects How to make your repository OpenAIRE compliant2
  • 3. Narration assumptions Your repository does not handle license and project information Your repository back-end is based on a relational database 3 How to make your repository OpenAIRE compliant
  • 4. Local data model changes Your local database has to be adapted to – Include the list of EC projects and the list of licenses as available to OpenAIRE – Associate to each publication an arbitrary long list of EC projects and one license (with an end date, if license is «embargo») How to make your repository OpenAIRE compliant4 EC projects Licenses Publications 0:n 0:n 1:1 0:n embargo_endDate E-R schema
  • 5. Local database changes Add tables or alter existing tables to handle – Licenses – EC Projects – Relationships with local tables representing publications 5
  • 6. Local database changes Licenses Licenses consist of the vocabulary: “openaccess”, “restricted”, “embargo” – Without altering publication table: create new tables for license vocabulary and for the relative associations to publications (including embargo_endDate) – Altering publication table: create new table for license vocabulary and add two attributes for license type (foreign key to licenses) and embargo_endDate How to make your repository OpenAIRE compliant6
  • 7. Local database changes Licenses - Without altering publication table 7 Publications Pub_License Licenses Embargo_endDate Name PubID:FK,PK LicenseName: FK Relational schema
  • 8. Local database changes Licenses - Altering publication table 8 Publications Licenses Embargo_endDate Name LicenseName: FK Relational schema
  • 9. Local database changes EC Projects OpenAIRE keeps the list of EC projects synchronized with CORDA EC databases OpenAIRE makes the EC projects list available for third-party consumption through a number of protocols: – EC projects materialization: download via OAI-PMH the list of EC projects from OpenAIRE – EC Projects on-demand: integrate user interfaces with HTTP calls to OpenAIRE project list 9
  • 10. Local database changes EC Projects Materialization approach (heavy, but repository operation independent from OpenAIRE system) – Create new tables for EC projects and for the relative associations with publications – EC project table minimally consist of: grant agreement and project title – Implement synchronization threads On-demand approach (light, but repository operation dependent from OpenAIRE system) – Create new table for associations between publications and EC projects, which are referred with their grant agreement number and title (for local visualization) How to make your repository OpenAIRE compliant10
  • 11. Local database changes EC Projects – Materialization approach 11 Publications Pub_Project ECProjects GrantAgreement PubID:FK,PK GrantAgreement: FK,PK Title Synchronization Relational schema
  • 12. Local database changes EC Projects – ON-demand approach 12 Publications Pub_Project PubID:FK,PK GrantAgreement: PK Title Relational schema
  • 13. Relevant links For repository managers: – http://www.openaire.eu/en/support/tool kits/repository-managers How to make your repository OpenAIRE compliant13
  • 14. plus 2nd-Generation Open Access Infrastructure for Research in Europe Automatic inference of links between EC projects and your deposited publications
  • 15. The problem By making your repository platform OpenAIRE compliant your researchers will in the future be able to specify which EC projects have funded the publications they are depositing and under which typology of license What happens with publications they deposited in the past? How to automatically infer relationships between publications and EC projects15
  • 16. Solutions Manual approach – Researchers (or librarians with info given by the researchers) are to go over all deposited publications again, to fill in the missing information Automated approach – OpenAIRE provides the machinery capable of inferring links between publications and EC projects How to automatically infer relationships between publications and EC projects16
  • 17. Automated inference 17 D-NET Mediation Services ... Publication-project linksOpenAIRE compliant repositories Text (OCR) mining [GRID-powered, D4Science data infrastructure] D-NET Inference Services OAI-PMH OpenAIRE guidelines
  • 18. Automated inference Requirements – Repository manager must provide the PDF file of the publications (e.g., FTP) – The name of the file must contain the OAI-PMH identifier of the metadata record relative to the file Output – OpenAIRE returns a list (e.g., txt, Excel) of file names followed by the list of grant agreement numbers (i.e., project identifiers) connected to them – Repository managers must write scripts to use such list and complete their databases – Researchers may be involved to validate the result of the automated inference process How to automatically infer relationships between publications and EC projects18
  • 19. Technical insights The OpenAIRE infrastructure interoperates with the D4Science infrastructure – http://www.d4science.eu The approach exploits the GRID power embedded into the D4Science infrastructure – http://www.gcube-system.org How to automatically infer relationships between publications and EC projects19