Eloy Rodrigues, Director of the University of Minho Documentation Services

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This is the presentation that accompanied Eloy Rodrigues, Director of the University of Minho Documentation Services' Opening Keynote at Repository Fringe 2011.

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  • Antes de passarpara a demonstraçãogostaria de vossintetizar a evolução do portal.A primeiraversãofoilançadaem 2008 com um conjunto de funcionalidadesinicialEm 2009 …A versãoqueirãover de seguidaapresenta, paraalém das funcionalidades de correntes da cooperação LB, novasfuncionalidadesreferentes a referênciasbibliograficas, funcionalidades web 2.0, um novo directório e a integração com o DeGóis.
  • IR is the main service and is delivered in an innovative way.This means that a IR can be up and running in a two months period.
  • A integração com o DeGoís veio permitir a interligação entre Plataforma de Curricula DeGóis e o RCAAP aproveitando o mesmo registo para os dois sistemas.
  • O memorandocobretrêspontos:2 serviçoselectrónicos ( IC)1 conferência annual conjuntaO primeiro …O segundopretende agregar num só local a lista e principais características dos repositórios e das revistas em ambos os paísesO ponto 3 dispensamaisinformações, emseguidaireiabordarosdoisprimeiros
  • No que toca os conteúdos foram identificadas as plataformas e a forma de os integrar e pesquisar.O Brasil dispõe de quatro plataformas…Portugal dispõe de duas.Nesta primeira fase concentra-mo-nos nos RI e T&D. Depois de definidos o tipo de interface e modelo de integração ficou patente que a integração de cada um deles seria feita da mesma forma utilizando apenas tipos de documentos distintos
  • Maisrecenteserviço, desenvolvidoemparceria com FCT/UNL, é projectoBlimunda:- SHERPA-ROMEO contémpolíticas auto-depósitoem RI relativas a revistas e editorescientíficos- ProjectoBlimundaconsisitiuemfazerlevantamentoparaeditoresportuguesesTradução de siteTradução de políticas- Se conhecemalgum editor de revistaportuguesaquedesejaregistar a suapolíticaentãocontactem-nos.Agroforum Escola Superior AgráriaConvergências OK Escola Superior de Artes AplicadasEducareEducere Escola Superior de EducaçãoGestin Escola Superior de GestãoGreencan archive pre-print and post-print or publisher's version/PDFBluecan archive post-print (ie final draft post-refereeing) or publisher's version/PDFYellowcan archive pre-print (ie pre-refereeing)Whitearchiving not formally supported
  • Sabemosque a adopção do movimento Open Access requer um mudança de mentalidade e paratalapostamosfortementeemactividades de diseminação, comunicação e formação. Nessesentidoproduzidosmateriais Material tradicional de merchandizingFerramentas Web 2.0 Plano de comunicaçãopara as instituiçõesPorta-chavesTapete de RatoEsferográficasPen’s USBCartazDesdobrávelBanners para website Ciência HojeFlyer A4
  • This slide show some other activities/materials used for dissemination- The open access week was a very successful event with the participation of more that 2/3 of Member Instituions- The first Portuguese- Brazilian OA conference (partnership that I will talk in a few moments)- Two TV programs focused OA
  • Barra FCCNMenu institucionalMenu de acçõesZona de destaques, notícias e eventosLigaçãoàsferramentas de web 2.0BusquedardocumentosAuto-arquivar
  • 5 módulosAté 1’20”
  • Serviços montados, equipas de gestão mobilizadasDisseminação e consciencializar a comunidade, em particular a de autores, para os benefícios do Open Access, repositórios institucionais e projecto RCAAP;Fomentar e apoiar a definição e implementação de mandatos de Open Access nas instituições de Ensino e Investigação;Fomentar e apoiar a definição e implementação de mandatos de Open Access nas agências financiadoras da ciência (públicas e privadas), incluindo a possibilidade de financiar publicações em regime de GoldOpen Access;Internacionalização – integrar Portugal no leque de países com iniciativas reconhecidas neste domínio.
  • Global Approach (advocacy, collaboration, partnerships, training and dissemination, support, infrasctructures and services)Governance ModelCommitment at all levels (political, funding, operational)Based on centers of expertise (coordination, infrastructures, Services, etc) andTrustablePlayersService ModelFree institutions to focus on core activitiesEconomies of Scale (Level of service, Rapid deployment)
  • Global Approach (advocacy, collaboration, partnerships, training and dissemination, support, infrasctructures and services)Governance ModelCommitment at all levels (political, funding, operational)Based on centers of expertise (coordination, infrastructures, Services, etc) andTrustablePlayersService ModelFree institutions to focus on core activitiesEconomies of Scale (Level of service, Rapid deployment)
  • Crescimento de 6Novos 1-CALL: UBI, CHP e IPSantarém, UL e UMANovos 2-CALL: Viseu, CHLC e INSA (Ricardo Jorge)UN – 18 (CRUP, ISPA e UFP)PL – 6 (IPB, IPCB, IPV, IPSanterem,IPLeiria, Frassineti)HP - 4 (HFF, CHLC, CHP, HUC)LAB – 3 (IGC, LNEC e INSA)
  • Eloy Rodrigues, Director of the University of Minho Documentation Services

    1. 1. Portugueserepositoriesbloom: the RCAAP project<br />Eloy Rodrigues<br />eloy@sdum.uminho.pt<br />
    2. 2. Introduction – OA and repositories in Portugal<br />Overview of the RCAAP project<br />Mainservices and developments<br />Results and indicators<br />Current and futurework<br />Final remarks<br />
    3. 3. Open Access and Repositories in Portugal<br />3<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />First Open Access initiatives in Portugal were lead by Minho University<br />RepositóriUM – Minho University institutional repository, was created in June 2003 and publicly presented in November 20th 2003<br />Institutional self-archiving policy defined in November 2004 and implemented from January 2005<br />07-04-2010<br />
    4. 4. Open Access and Repositories in Portugal<br />4<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />PortugueseSection of Scielo (Scielo Portugal) created in March 2005<br />1st Portuguese Open Access Conference - May 2005<br />07-04-2010<br />
    5. 5. Open Access and Repositories in Portugal<br />5<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />In November 2006, the Portuguese Rectors Council (CRUP) published a “Declaration on Open Access” and created and OA Working Group, that hold several meetings in 2007 and 2008.<br />From 2006 to 2008 some institutional repositories were created in Portuguese universities.<br />07-04-2010<br />
    6. 6. Portuguese Repositories – June 2008<br />6<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />07-04-2010<br />
    7. 7. Introduction – OA and repositories in Portugal<br />Overview of the RCAAP project<br />Mainservices and developments<br />Results and indicators<br />Current and futurework<br />Final remarks<br />
    8. 8. RCAAP Project<br />
    9. 9. Project RCAAP – General Instrastructure<br />Cluster<br />Loadbalancer<br />Aplications (2 nodes)<br />(future) Databases<br />Monitoring (Nagios & Cacti)<br />Automatic Backup<br />03-08-2011<br />9<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    10. 10. ClusterStructure<br />03-08-2011<br />10<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />Databases<br />Active<br />Passive<br />Active<br />Active<br />Active<br />Active<br />
    11. 11. Introduction – OA and repositories in Portugal<br />Overview of the RCAAP project<br />Mainservices and developments<br />Results and indicators<br />Current and futurework<br />Final remarks<br />
    12. 12. RCAAP Portal<br />OAI-PMH Harvester and Data Provider<br />Search interface<br />Mysql; Solr; <br />Term boosting via Lucene<br />Resource Directory<br />Validator<br />03-08-2011<br />12<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    13. 13. RCAAP Portal Harvester & Data Provider<br />Daily harvesting and indexing (fulltext)<br />Validation of the harvesting results<br />Sends harvesting report to repository administrator<br />OAI-PMH interface (http://www.rcaap.pt/oai)<br />03-08-2011<br />13<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    14. 14. RCAAP Search Portal www.rcaap.pt<br />Oai-pmh<br />Oai-pmh<br />Oai-pmh<br />Oai-pmh<br />Oai-pmh<br />Oai-pmh<br />SARI – Repositórios alojados pelo RCAAP<br />IR – Repositórios alojados pela Instituição<br />RCAAP<br />
    15. 15. Evolution of RCAAPPortal<br />03-08-2011<br />15<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    16. 16. RCAAP Search Portal<br />
    17. 17. RCAAP Search Portal<br />03-08-2011<br />17<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    18. 18. RCAAP Portal - Directory<br />03-08-2011<br />18<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    19. 19. RCAAP Portal - Directory<br />03-08-2011<br />19<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    20. 20. Validator<br />Checks RCAAP harvesting rules (Driver guidelines)<br />Title; author; URI; dc.language iso639-3; dc.rights; dc.date<br />Option to check if file(s) are present and accessible <br />http://validador.rcaap.pt<br />03-08-2011<br />20<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    21. 21. 03-08-2011<br />21<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />ExampleofValidationReport<br />
    22. 22. SARI – Institutional RepositoryHostingService<br />03-08-2011<br />22<br />RCAAP<br />
    23. 23. SARI (Institutional RepositoryHostingService)<br />FreeHostingService for a DspaceRepository<br />Dspace 1.6.2 + addons (stats; requestcopy; oaiextended; portuguese help; send to curricula Degóis; ) = Dspace++<br />Samecode base, onlyconfigurationschange<br />Language: Portuguese & English<br />03-08-2011<br />23<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    24. 24. SARI (Institutional RepositoryHostingService)<br />Alltheexternal interface ischanged:<br />Design = Institutional Desing<br />AutonomousAdministration<br />Free Helpdesk (Email & Phone)<br />24 Repositories currentlyhosted<br />03-08-2011<br />24<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    25. 25. Common Repository<br />Es un repositorio para las instituciones productoras de literatura científica cuya dimensión aún no justifica la creación de un repositorio propio<br />Los autores afectos a una institución que no tenga repositorio pueden registrarse y archivar documentos en el Repositorio Comum<br />03-08-2011<br />25<br />http://comum.rcaap.pt<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    26. 26. DspaceAddons (Uminhoand RCAAP)<br />OAIextended<br />Statistics<br />RequestCopy<br />Sharing Bar<br />Degóis<br />Other (DocumentType; RecentItems;…)<br />03-08-2011<br />26<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    27. 27. OAIextendedAddon<br />Creates Virtual Sets<br />For: DRIVER, OpenAIRE, ETDs<br />Activates DIDL<br />BasedonFiltersandModifiers<br />Filters(dc.types, dc.rights, etc…)<br />Modifiers(open access » info:eu-repo/semantics/openAccess)<br />Highlyconfigurable<br />To beincludedinDspace 1.8 ???<br />03-08-2011<br />27<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    28. 28. UMinho Stats<br />Gathers and processes information about repository usage (external – access, downloads – and internal – administrative, workflow)<br />Diferent levels of analysis:<br />Repository, Community, Collection, Document<br />Customizable statistics, interface and access policies<br />03-08-2011<br />28<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    29. 29. RequestCopyAddon<br />For restrictedaccessitems<br />Sendsan email to thepersonwhodepositedthe item, requestingcopy<br />Author/Depositorreplywith 2 clicks…<br />03-08-2011<br />29<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    30. 30. Sharing Bar Addon<br />Share item on Social Networks<br />Share item onReferenceManagementTools (Endnote; Mendeley; Bibtex)<br />Send to Degóis Curricula (CRIS)<br />(social networkscanbeconfigured)<br />03-08-2011<br />30<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    31. 31. DeGóisAddon<br />Sendssubmited item to DeGóis Curricula (CRIS)<br />Repository » Degóis = Webservice<br />Degóis » Repository = Sword<br />AlsoincludedinSearch Portal andSharing Bar Addon<br />03-08-2011<br />31<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    32. 32. Interoperability with DeGóis(CRIS)<br />03-08-2011<br />RCAAP<br />32<br />
    33. 33. OtherAddons<br />DocumentTypeaddon<br />Recentitems<br />Portuguese HelpPage<br />Download link for 1.6.2 - http://goo.gl/7Koqb<br />Onproject website http://projecto.rcaap.pt<br />03-08-2011<br />33<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    34. 34. Portuguese –BrazilianCooperation<br />03-08-2011<br />34<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    35. 35. Memorandum (mainpoints)<br />Search Portals integration/interoperability<br />Portuguese-Brasilian Directory of Open Access repositories and journals<br />Anual Open Access conference<br />03-08-2011<br />35<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    36. 36. RCAAP - OASIS<br />Brazil<br />TD (BDTD)<br />Repositories (RI)<br />Journals (SEER)<br />Journals (Scielo)<br />Portugal<br />Repositories (RI)<br />Scielo (planned)<br />03-08-2011<br />36<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />BDTD<br />SEER<br />Scielo.pt<br />Scielo.br<br />
    37. 37. OA Portuguese-BrazilianDirectory<br />Lists Open Access Journals & Repositories from Portugal and Brazil<br />Dspace 1.6 with XMLUI interface<br />2 instances (Brazil & Portugal)<br />Harvesting/synchronization of new records via OAI-PMH<br />http://directorio.rcaap.pt<br />03-08-2011<br />37<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    38. 38. OA Portuguese-BrazilianDirectory<br />
    39. 39. 03-08-2011<br />39<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />2nd Portuguese-BrazilianConference<br />24-25 November, Rio de Janeiro, Brazil<br />
    40. 40. Blimunda - Self-archivingpoliciesfromportuguesejournals<br />03-08-2011<br />40<br />RCAAP<br />Activities<br />Colectself-arvchivingpoliciesfromPortuguesejournals<br />Insetthem in SHERPA/ROMEO<br />SHERPa/ROMEO in Portuguese<br />Evaluatethedemandfor a journalhostingservice<br />MoU FCCN / SHERPA-ROMEO<br />http://http://sites.google.com/site/projectoblimunda/<br />http://www.sherpa.ac.uk/romeo/index34?la=pt<br />
    41. 41. Dissemination, Advocacy, Networking and Training<br />03-08-2011<br />41<br />RCAAP<br />
    42. 42. Dissemination, Advocacy, Networking and Training<br />Blog – http://blog.rcaap.pt<br />Twitter – www.twitter.com/rcaap<br />Facebook – www.facebook.com/rcaap<br />Project Website - http://projecto.rcaap.pt<br />e-learning<br />19-Out-10<br />42<br />RCAAP<br />
    43. 43. Dissemination, Advocacy, Networking and Training<br />19-Out-10<br />43<br />RCAAP<br />
    44. 44. Project Website<br />03-08-2011<br />44<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    45. 45. e-learning<br />03-08-2011<br />45<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />Módulos<br />1 - O Acesso Aberto<br />2 – RCAAP<br />3 – O Rep. Comum<br />4 – Auto-arquivo<br />5 – Osdireitos de autor<br />
    46. 46. StudiesandDocuments<br /><ul><li>State of the Art Report on Open Access in Portugal (2009)
    47. 47. Kit de Políticas Open Access (2009) (in English and Spanish – 2011)
    48. 48. OsRepositóriosde dados Científicos: Estado da Arte (2010)</li></ul>19-Out-10<br />46<br />RCAAP<br />
    49. 49. Introduction – OA and repositories in Portugal<br />Overview of the RCAAP project<br />Mainservices and developments<br />Results and indicators<br />Current and futurework<br />Final remarks<br />
    50. 50. Numberof Repositories<br />03-08-2011<br />48<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    51. 51. Numberofitems (Portugal only)<br />03-08-2011<br />49<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    52. 52. OA policies and mandates<br />
    53. 53. Introduction – OA and repositories in Portugal<br />Overview of the RCAAP project<br />Mainservices and developments<br />Results and indicators<br />Current and futurework<br />Final remarks<br />
    54. 54. Current and FutureWork<br />Pilot project on data repositories<br />Aggregated/Centralized Statistics<br />Hosting service for OA journals (SARC) – SaaSmodel<br />State of the art report on digital preservation<br />Developing/enhancing Portuguese-Brasilian cooperation<br />03-08-2011<br />RCAAP<br />52<br />
    55. 55. Pilotprojecton data repositories<br />Experimentingwithone central repository for severalinstitutions + datasetsin local IRs<br />DiferentMetadataSchemas (DDI, Dublin Core, andotherschemas)<br />Dspace1.6.2 platform<br />03-08-2011<br />53<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    56. 56. Aggregated/CentralizedStatistics<br />Agretated Stats of multiple repositories<br />Events: views, downloads and deposits<br />Filters<br />Repository, time and event type<br />Produces/presents statistics: <br />Evolution data/charts & rankings<br />Graphic customization; embeded graphics; subscribe* and export to CSV<br />03-08-2011<br />54<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />*Receiveweeklyormonthyby email anupdateofthegeneratedgrafic<br />
    57. 57. 03-08-2011<br />55<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />Aggregated/CentralizedStatistics<br />
    58. 58. Aggregated/CentralizedStatistics<br />03-08-2011<br />56<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    59. 59. SARC – JournalHostingService<br />Based in OJS (2.3.3)<br />One OJS instance – Several journals<br />Highlyconfigurable to accomodatedifferentjournalpracticesandbrandings<br />8 Journals hosted in 2011<br />03-08-2011<br />57<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    60. 60. Introduction – OA and repositories in Portugal<br />Overview of the RCAAP project<br />Mainservices and developments<br />Results and indicators<br />Current and futurework<br />Final remarks<br />
    61. 61. Challenges<br />Dissemination and raising awareness, especially directed to researchers<br />OA mandates from research institutions (universities, etc.)<br />OA mandates from research funders<br />Developing and enhancing internationalization<br />03-08-2011<br />RCAAP<br />59<br />
    62. 62. Final remarks<br />We think RCAAP is a sucessfull project<br />The objectives have been achieved<br />Growth indicators (repositories and contents) are positive<br />RCAAP has obtained national and international visibility<br />A large community (institutional leaders, librarians, researchers, etc.) was created and mobilized/committed, around RCAAP<br />03-08-2011<br />RCAAP<br />60<br />
    63. 63. Somesuccessfactors<br />Global and integrated vision (infrastructures, services, policy, advocacy,communication, dissemination and training, helpdesk, partnership, cooperation and connection with international initiatives)<br />Governance model<br />Commitment at several levels (political , management and operational)<br />Based in centers of expertise (coordination and infrastructures, scientific and technical)<br />Open to partnerships (Blimunda, Data Rep., Brazil)<br />Service model<br />Liberates institutions/repositories to their “core” activities<br />Offers “economies of scale” (cost, quality and fast development)<br />Community Building<br />03-08-2011<br />RCAAP<br />61<br />
    64. 64. 03-08-2011<br />62<br />RCAAP - Repositório Cientifico de Acesso Aberto de Portugal<br />
    65. 65. THANKS!Eloy RodriguesEloy@sdum.uminho.pt<br />03-08-2011<br />RCAAP<br />63<br />

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