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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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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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