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Leverage DSpace
for an enterprise, mission critical platform
Andrea Bollini
Head of Open Source and Open Standards Strateg...
• Who we are...
• Can an IR be part of a CRIS/RIMS?
• What the users need
• Limit and solution to use DSpace at large
Talk...
⁄ Employees: > 900
⁄ Offices: Bologna, Milan & Rome
⁄ Turnover: >100M
⁄ Interuniversity Consortium
⁄ Not for Profit
⁄ Foun...
EUNIS
Board Member | Interoperability TF |
Business Intelligence TF | BencHEIT
TF
euroCRIS
Board Member | DRIS/Best Practi...
The Cineca’s perspective
Institutional
Repository
www.cineca.it
The Cineca’s perspective
DSpace extended to all Research entities
To better support:
People, Organization, Projects, etc.
...
Workflows mapping business
processes
System Integration (legacy,
national, …)
Reports &
Analytics
WHAT IRIS ADDS
The Cinec...
Workflows mapping business
processes
System Integration (legacy,
national, …)
Reports &
Analytics
WHAT IRIS ADDS
The Cinec...
Support the whole Research Life cycle
ER (evaluation & review -
analytics)
RM (resource management)
IR (institutional
repo...
IRIS Adoption in Italy www.cineca.it
Production (39)
Scheduled (21)
45
10
5
Time # Institutions
Sept-Dec 2014 7
Jan-May 20...
The dimensions
Developers &
QA (24)
System
administrators
& DBA (4)
Consultant
(8)
Program &
Project
management
(2)
Teachi...
Which is the value
proposition?
www.cineca.it
An integrated view of the research www.cineca.it
Relations are time based
@ publication’s date
@ now
@ specific date
Last known affiliation
www.cineca.it
Relations are time based
@ publication’s date
@ now
@ specific date
Last known affiliation
www.cineca.it
• Ability to list publications filtered by several criteria:
– Types: Journal articles, books, etc.
– Author’s affiliation...
• Ability to count publications, aggregate index by several
criteria:
– Types: Journal articles, books, etc.
– Author’s af...
Configure the report www.cineca.it
IRIS: matching indicators
Publications
Citations I.F.Index
www.cineca.it
IRIS: Publications & Departments_1
Different Departments N. Of Publications
Trends
Years
Drag&Drop
www.cineca.it
IRIS: Publications & Departments_2
Aggregated trends
www.cineca.it
IRIS: Impact Factor
With & Without Impact Factor
www.cineca.it
IRIS: analysis of publications
Dep.
www.cineca.it
Maximize exposure on the web www.cineca.it
www.cineca.it
www.cineca.it
www.cineca.it
www.cineca.it
integrate
reuse
easy
What is needed to involve researcher
Deposit &
monitoring
input one
reuse often
add, complete,
correc...
A modern and efficient MyDSpace
A modern and efficient MyDSpace
Enhanced import capability
Duplicate detection
Wizard to map the authors to staff directory
Wizard to map the authors to staff directory
Journal linkage
Change the target collection at any time
Enhanced data input
All dropdown
list are
searchable
Number of pages are
automatically calculated
Input date properly
Enhanced file upload
• Who has done what, when?
– Store a summary of limited changes
– take a snapshot of the item when changes are
not easy to...
Check the revision of an item
• ACL based authorization and a static
rappresentation of the institution (communities &
collections) are difficult to man...
• Two default contexts:
– Personal  researcher
– Global  administrator
• Three additional contexts can be used to
map th...
• Some definitions:
– security resource: is a fine grain functionality like Perform a
submission, Edit an item, Perform a ...
Administration
tools
Administration & configuration
Administrative UI: Input-form
Administrative UI: Input-form
Administrative UI: Label i18n management
Administrative UI: Label i18n management
Administrative UI: Label i18n management
Administrative UI: Replace static resources
• Jenkins jobs to release and deploy
• DBFIX to update data structure and fix
data issues
• Continuous Integration and QA:...
Infrastructure
Load Balancer
SHARED
...
• Voluntary activities for DSpace 6.0-7.0
– Overcome the limit of flat metadata for publications (items)
– Allow the inclu...
The IRIS Team
In the photo appears also Josh Brown from ORCID, our friend & partner
Thanks for your attention!
Andrea Bollini
Head of Open Source and Open Standards Strategy
a.bollini@cineca.it
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Leverage DSpace for an enterprise, mission critical platform

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Conference: Open Repository, Indianapolis, 8-12 June 2015
Presenters: Andrea Bollini, Michele Mennielli
Cineca, Italy


We would like to share with the DSpace Community some useful tips, starting from how to embed DSpace into a larger IT ecosystem that can provide additional value to the information managed. We will then show how publication data in DSpace - enriched with a proper use of the authority framework - can be combined with information coming from the HR system. Thanks to this, the system can provide rich and detailed reports and analysis through a business intelligence solution based on the Pentaho’s Mondrian OLAP open source data integration tools.

We will also present other use cases related to the management of publication information for reporting purpose: publication record has an extended lifecycle compared to the one in a basic IR; system load is much bigger, especially in writing, since the researchers need to be able to make changes to enrich data when new requirements come from the government or the university researcher office; data quality requires the ability to make distributed changes to the publication also after the conclusion of a validation workflow.

Finally we intend to present our direct experience and the challenges we faced to make DSpace easily and rapidly deployable to more than 60 sites.

Published in: Software

Leverage DSpace for an enterprise, mission critical platform

  1. 1. Leverage DSpace for an enterprise, mission critical platform Andrea Bollini Head of Open Source and Open Standards Strategy Michele Mennielli International Business Development
  2. 2. • Who we are... • Can an IR be part of a CRIS/RIMS? • What the users need • Limit and solution to use DSpace at large Talking about www.cineca.it
  3. 3. ⁄ Employees: > 900 ⁄ Offices: Bologna, Milan & Rome ⁄ Turnover: >100M ⁄ Interuniversity Consortium ⁄ Not for Profit ⁄ Founded in 1969 ⁄ Headquarter in Bologna ⁄ 75 Members ⁄ 70 Universities ⁄ 4 Research Institutes ⁄ Ministry of Education www.cineca.itWho we are...
  4. 4. EUNIS Board Member | Interoperability TF | Business Intelligence TF | BencHEIT TF euroCRIS Board Member | DRIS/Best Practice TG | Architecture TG | CERIF TG CHEITA Leading Member | Benchmarking IT Group | Research Group Groningen Declaration Founder Member DSpace Steering Committee | 2 Committers | Registered Service Provider | DSpace-CRIS EAIE Student Mobility Standard: RS3G OpenAIRE National Open Access Desk Pentaho Member of the Advisory Board Institutional Technological International Activities in HE www.cineca.it
  5. 5. The Cineca’s perspective Institutional Repository www.cineca.it
  6. 6. The Cineca’s perspective DSpace extended to all Research entities To better support: People, Organization, Projects, etc. Interactions Reputation Dissemination Institutional Repository www.cineca.it
  7. 7. Workflows mapping business processes System Integration (legacy, national, …) Reports & Analytics WHAT IRIS ADDS The Cineca’s perspective DSpace extended to all Research entities To better support: People, Organization, Projects, etc. Interactions Reputation Dissemination Institutional Repository www.cineca.it
  8. 8. Workflows mapping business processes System Integration (legacy, national, …) Reports & Analytics WHAT IRIS ADDS The Cineca’s perspective Open Source DSpace extended to all Research entities To better support: People, Organization, Projects, etc. Interactions Reputation Dissemination Institutional Repository www.cineca.it
  9. 9. Support the whole Research Life cycle ER (evaluation & review - analytics) RM (resource management) IR (institutional repository) AP (activities & projects) ES (expertise & skills) www.cineca.it
  10. 10. IRIS Adoption in Italy www.cineca.it Production (39) Scheduled (21) 45 10 5 Time # Institutions Sept-Dec 2014 7 Jan-May 2015 27 Jun-July 2015 24 Late 2015 2 8 (Più di 150K*) 9 (100K- 150K*) 16 (50K- 100K*) 27 (< 50K*) * Number of items
  11. 11. The dimensions Developers & QA (24) System administrators & DBA (4) Consultant (8) Program & Project management (2) Teaching (1) Focus group (1) General Manager (1) Avg activities for Institution  More than 100 physical meetings with the Institutions  > 250 pages of user documentation  3 Video tutorial  2 National webinar Teaching 140 2800 10K 9M 1.5M www.cineca.it
  12. 12. Which is the value proposition? www.cineca.it
  13. 13. An integrated view of the research www.cineca.it
  14. 14. Relations are time based @ publication’s date @ now @ specific date Last known affiliation www.cineca.it
  15. 15. Relations are time based @ publication’s date @ now @ specific date Last known affiliation www.cineca.it
  16. 16. • Ability to list publications filtered by several criteria: – Types: Journal articles, books, etc. – Author’s affiliation, role, research interest, etc. – Subject categories – Date – Any publication metadata can be used Including bibliometric information retrieved from external database like PMC, Scopus, Web of Science Reporting - list • Excel • PDF • etc. • Metadata • Filters www.cineca.it
  17. 17. • Ability to count publications, aggregate index by several criteria: – Types: Journal articles, books, etc. – Author’s affiliation, role, research interest, etc. – Subject categories – Date – Any publication metadata can be used Including bibliometric information retrieved from external database like PMC, Scopus, Web of Science Reporting - count Excel, PDF, etc. Metadata, Filters Visualize www.cineca.it
  18. 18. Configure the report www.cineca.it
  19. 19. IRIS: matching indicators Publications Citations I.F.Index www.cineca.it
  20. 20. IRIS: Publications & Departments_1 Different Departments N. Of Publications Trends Years Drag&Drop www.cineca.it
  21. 21. IRIS: Publications & Departments_2 Aggregated trends www.cineca.it
  22. 22. IRIS: Impact Factor With & Without Impact Factor www.cineca.it
  23. 23. IRIS: analysis of publications Dep. www.cineca.it
  24. 24. Maximize exposure on the web www.cineca.it
  25. 25. www.cineca.it
  26. 26. www.cineca.it
  27. 27. www.cineca.it
  28. 28. www.cineca.it
  29. 29. integrate reuse easy What is needed to involve researcher Deposit & monitoring input one reuse often add, complete, correct information
  30. 30. A modern and efficient MyDSpace
  31. 31. A modern and efficient MyDSpace
  32. 32. Enhanced import capability
  33. 33. Duplicate detection
  34. 34. Wizard to map the authors to staff directory
  35. 35. Wizard to map the authors to staff directory
  36. 36. Journal linkage
  37. 37. Change the target collection at any time
  38. 38. Enhanced data input All dropdown list are searchable Number of pages are automatically calculated
  39. 39. Input date properly
  40. 40. Enhanced file upload
  41. 41. • Who has done what, when? – Store a summary of limited changes – take a snapshot of the item when changes are not easy to detect and may be «extensive» (difficult to revert) Not a new version but a snapshot Versioning & Audit
  42. 42. Check the revision of an item
  43. 43. • ACL based authorization and a static rappresentation of the institution (communities & collections) are difficult to mantains on large dynamic organization • People have a role in the organization, they should be able to perform actions based on that role • Responsabilities are typically related to a specific context: academics area / departments / type of items, etc. • ACL are useful only at the bitstream level Authorization & Workflow
  44. 44. • Two default contexts: – Personal  researcher – Global  administrator • Three additional contexts can be used to map the organization – Department – Faculty – Custom (used for item’s type, libraries, etc.) A new approach to security
  45. 45. • Some definitions: – security resource: is a fine grain functionality like Perform a submission, Edit an item, Perform a workflow, Make an item public, Delete an item, Claim an item, etc. – An application role (profile): is a collection of functionality – An authorization is a triple association between an user (or a group of users), a profile and a specific context  Authorization can be load in memory when user login, this BOOST PERFORMANCE  You can disable a security resource to make the functionality unavailable in the system A new approach to the security - 2
  46. 46. Administration tools Administration & configuration
  47. 47. Administrative UI: Input-form
  48. 48. Administrative UI: Input-form
  49. 49. Administrative UI: Label i18n management
  50. 50. Administrative UI: Label i18n management
  51. 51. Administrative UI: Label i18n management
  52. 52. Administrative UI: Replace static resources
  53. 53. • Jenkins jobs to release and deploy • DBFIX to update data structure and fix data issues • Continuous Integration and QA: – 4 environments available – possibility to move data from any production environments to CI environment with-in 2 hours • 1 maintenance release every week, 2-3 major release for year Delivery & upgrade
  54. 54. Infrastructure Load Balancer SHARED ...
  55. 55. • Voluntary activities for DSpace 6.0-7.0 – Overcome the limit of flat metadata for publications (items) – Allow the inclusion of additional entities to better support the complexity of any domain where DSpace is used (digital libraries, CRIS, data repository, etc.) – Modernize the authorization system – Converge on a single UI We offer the experience gained with DSpace-CRIS and the code .  The rich data model support is the value, the CRIS specificity can become a configuration and/or an application profile • IRIS will become itself an open source project still rely on DSpace for the publication management. The Cineca’s perspective - 2016
  56. 56. The IRIS Team In the photo appears also Josh Brown from ORCID, our friend & partner
  57. 57. Thanks for your attention! Andrea Bollini Head of Open Source and Open Standards Strategy a.bollini@cineca.it

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