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SONEX Workgroup and the
UK RepositoryNet+ Project




             Pablo de Castro, GrandIR – pcastro@grandir.com
     Peter Burnhill, EDINA National Data Centre – p.burnhill@ed.ac.uk


                                                                        1
Landscape: Actors, Agency & Relationships for Report, Deposit & Access

                                                                                                           Licensed/
    teacher                               editor                                 monograph
                    Academic                              Publisher                                         tollgate
    student                              referee                                                           access to
                                                                                                          Publisher’s
                    researcher                                                                            Final Copy
                                                           journal
                                                                                                            (PFC)
      P.I.                         author(s)

                                                                     Subject
                        Deposit of metadata/text of                   Repository
                                                       SWORD
                             Authors’ Final Copy
                                   (AFC)
Research                                                                                                    Digital
                                                          UKPMC                          reader
                     metrics                                                                                Library
 Award                                                         EU

reporting
                        Eval
                                 Research
                                 Outcomes                        Institutional
                        NORA                                      Repository
                                                 curation
                                 CERIF
                                              micro - services
                                                                                   UKCoRR
               EU    RCUK Wellcome
                           Trust                                                                   stewardship     budgets
                                                                                 ARMA
             UK Research                                                                                    Library
               Funder                                              CRIS            Research Excellence       HEI
             [OA mandate]                                                              Framework          Institution
                                                                                                         [OA mandate]
              HEFCE, SFC …

                                                                                                                         2
Project to build infrastructure to support
    operation of repositories in UK



                                             3
Stakeholder Engagement
• Institutional view
  – Repository managers
  – Research administrators (on research reporting)
  – Researchers??


• Research funders
  – RCUK, Wellcome Trust


• Publishers
  – Green and Gold

                                                      4
Stakeholder Analysis: what we learned

• Validated the Repository Landscape
   – Proved initial understanding correct
   – Reassurance that there were no gaps in understanding or
     landscape mapping


• How to take this forward ?
   – Concentrate on use cases based on functional areas,
     eg publisher deposits, PIs, IR manager benchmarks, funder
     requires statistics


• Needed to sketch the vision of what can be provided
   – in order to extract user requirements within and beyond what is
     done by existing components in the functional areas



                                                                       5
Components for Wave 1
Classification and Recommendations




                                     6
Summary of Components by Functional Area
            A: Aggregation, Text mining & Search
          Aggregated set of metadata
REPUK          for development                                   D: Deposit Tools
          Search, aggregation, full-text
CORE       mining for OA repositories                  RoMEO            Publisher policies
           Search, aggregation, data-                                    on OA deposit
 IRS           mining for all IRs
                                                        Juliet        Research funders’ policies
                                                                               on OA
            B: Benchmarking, Statistics                 Open        Redirect facility to OA IRs,
                    and Report                                      and default OA repository
           Centralised service for collection of OA     Depot
IRUS-                 usage statistics
                                                                       M2M direct for multi-
  UK                                                   RJBroke        authored works to OA

  C: Creating Relevant Registries
                                                          r               repository(ies)


OpenDOA    Authoritative, manually curated registry     E: Enhancing Metadata Quality
   R         of OA repositories, combined with
                                                                    Naming Authority for the UK
                     harvested metadata                NAMES2          assigning identifiers to
           Registry of OA repositories compiled with                organisations and individuals
 ROAR                   statistics in mind                              engaged in research

            Organisation based with information
 ORI                  on repositories
                                                                                                    7
Overview (Wave 1)
Wave 1 components              External/existing systems/services
- Reporting and Deposit                                                               HEI Finance Systems
- Benchmarking and Reporting                                                           HEI CRIS Systems




                                                     R-J Broker
 KPL Study




                                                                  RoMEO
                                                                          JULIET
 on Search


                                       ORI
                                  OpenDOAR

                                     ROAR                                          NAMES
Aggregation Benchmarking Registry of                     Deposit                   Metadata
and Search and Reporting Repositories                     tools                     quality


                                                                                                            8
Initial Wave 2 – September 2012
Wave 2 components         External/existing systems/services
                                                                                 HEI Finance Systems
                                                                                  HEI CRIS Systems


   RepNet Service Desk              RepNet Service Directory




                                                R-J Broker
   KPL                         OARR




                                                             RoMEO
                                                                     JULIET
 Report on
  Search

                                  ORI
                             OpenDOAR

                                ROAR                                          NAMES
Aggregation Benchmarking Registry of                Deposit                   Metadata
and Search and Reporting Repositories                tools                     quality


                                                                                                       9
Planned Wave 2 Service Components and Activities
Wave 2 components
                                                                                      HEI Finance Systems
    Services
                                                                                       HEI CRIS Systems
    Supporting activities
                                                                                                  Data
    Available through service directory                                                       interchange


   RepNet Service Desk                       RepNet Service Directory




                                           OARR



                                                     R-J Broker
   KPL




                                                                  RoMEO
                                                                          JULIET
 Report on
  Search
                                                                                                       Data mining
                                           ORI                                                            PDF
                                                                                                      DOI retrieval
                                      OpenDOAR                                                        – Cross-Ref

                                          ROAR                                     NAMES                Fund-Ref

Aggregation Benchmarking Registry of                     Deposit                   Metadata
and Search and Reporting Repositories                     tools                     quality


                                                                                                                      10
Obrigado

More info on UKRepNet: http://www.repositorynet.ac.uk/
More info on Sonex: http://sonexworkgroup.blogspot.com/

          Pablo de Castro, GrandIR – pcastro@grandir.com
  Peter Burnhill, EDINA National Data Centre – p.burnhill@ed.ac.uk
                                                                     11

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Estrategias basadas en la interoperabilidad para la incorporación de contenidos a repositorios: el Grupo SONEX y el Proyecto UK RepositoryNet+. (Part II)

  • 1. SONEX Workgroup and the UK RepositoryNet+ Project Pablo de Castro, GrandIR – pcastro@grandir.com Peter Burnhill, EDINA National Data Centre – p.burnhill@ed.ac.uk 1
  • 2. Landscape: Actors, Agency & Relationships for Report, Deposit & Access Licensed/ teacher editor monograph Academic Publisher tollgate student referee access to Publisher’s researcher Final Copy journal (PFC) P.I. author(s) Subject Deposit of metadata/text of Repository SWORD Authors’ Final Copy (AFC) Research Digital UKPMC reader metrics Library Award EU reporting Eval Research Outcomes Institutional NORA Repository curation CERIF micro - services UKCoRR EU RCUK Wellcome Trust stewardship budgets ARMA UK Research Library Funder CRIS Research Excellence HEI [OA mandate] Framework Institution [OA mandate] HEFCE, SFC … 2
  • 3. Project to build infrastructure to support operation of repositories in UK 3
  • 4. Stakeholder Engagement • Institutional view – Repository managers – Research administrators (on research reporting) – Researchers?? • Research funders – RCUK, Wellcome Trust • Publishers – Green and Gold 4
  • 5. Stakeholder Analysis: what we learned • Validated the Repository Landscape – Proved initial understanding correct – Reassurance that there were no gaps in understanding or landscape mapping • How to take this forward ? – Concentrate on use cases based on functional areas, eg publisher deposits, PIs, IR manager benchmarks, funder requires statistics • Needed to sketch the vision of what can be provided – in order to extract user requirements within and beyond what is done by existing components in the functional areas 5
  • 6. Components for Wave 1 Classification and Recommendations 6
  • 7. Summary of Components by Functional Area A: Aggregation, Text mining & Search Aggregated set of metadata REPUK for development D: Deposit Tools Search, aggregation, full-text CORE mining for OA repositories RoMEO Publisher policies Search, aggregation, data- on OA deposit IRS mining for all IRs Juliet Research funders’ policies on OA B: Benchmarking, Statistics Open Redirect facility to OA IRs, and Report and default OA repository Centralised service for collection of OA Depot IRUS- usage statistics M2M direct for multi- UK RJBroke authored works to OA C: Creating Relevant Registries r repository(ies) OpenDOA Authoritative, manually curated registry E: Enhancing Metadata Quality R of OA repositories, combined with Naming Authority for the UK harvested metadata NAMES2 assigning identifiers to Registry of OA repositories compiled with organisations and individuals ROAR statistics in mind engaged in research Organisation based with information ORI on repositories 7
  • 8. Overview (Wave 1) Wave 1 components External/existing systems/services - Reporting and Deposit HEI Finance Systems - Benchmarking and Reporting HEI CRIS Systems R-J Broker KPL Study RoMEO JULIET on Search ORI OpenDOAR ROAR NAMES Aggregation Benchmarking Registry of Deposit Metadata and Search and Reporting Repositories tools quality 8
  • 9. Initial Wave 2 – September 2012 Wave 2 components External/existing systems/services HEI Finance Systems HEI CRIS Systems RepNet Service Desk RepNet Service Directory R-J Broker KPL OARR RoMEO JULIET Report on Search ORI OpenDOAR ROAR NAMES Aggregation Benchmarking Registry of Deposit Metadata and Search and Reporting Repositories tools quality 9
  • 10. Planned Wave 2 Service Components and Activities Wave 2 components HEI Finance Systems Services HEI CRIS Systems Supporting activities Data Available through service directory interchange RepNet Service Desk RepNet Service Directory OARR R-J Broker KPL RoMEO JULIET Report on Search Data mining ORI PDF DOI retrieval OpenDOAR – Cross-Ref ROAR NAMES Fund-Ref Aggregation Benchmarking Registry of Deposit Metadata and Search and Reporting Repositories tools quality 10
  • 11. Obrigado More info on UKRepNet: http://www.repositorynet.ac.uk/ More info on Sonex: http://sonexworkgroup.blogspot.com/ Pablo de Castro, GrandIR – pcastro@grandir.com Peter Burnhill, EDINA National Data Centre – p.burnhill@ed.ac.uk 11