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

1. Portugueserepositoriesbloom: the RCAAP project Eloy Rodrigues eloy@sdum.uminho.pt

2. Introduction – OA and repositories in Portugal Overview of the RCAAP project Mainservices and developments Results and indicators Current and futurework Final remarks

3. Open Access and Repositories in Portugal 3 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal First Open Access initiatives in Portugal were lead by Minho University RepositóriUM – Minho University institutional repository, was created in June 2003 and publicly presented in November 20th 2003 Institutional self-archiving policy defined in November 2004 and implemented from January 2005 07-04-2010

4. Open Access and Repositories in Portugal 4 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal PortugueseSection of Scielo (Scielo Portugal) created in March 2005 1st Portuguese Open Access Conference - May 2005 07-04-2010

5. Open Access and Repositories in Portugal 5 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal 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. From 2006 to 2008 some institutional repositories were created in Portuguese universities. 07-04-2010

6. Portuguese Repositories – June 2008 6 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal 07-04-2010

7. Introduction – OA and repositories in Portugal Overview of the RCAAP project Mainservices and developments Results and indicators Current and futurework Final remarks

8. RCAAP Project

9. Project RCAAP – General Instrastructure Cluster Loadbalancer Aplications (2 nodes) (future) Databases Monitoring (Nagios & Cacti) Automatic Backup 03-08-2011 9 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

10. ClusterStructure 03-08-2011 10 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal Databases Active Passive Active Active Active Active

11. Introduction – OA and repositories in Portugal Overview of the RCAAP project Mainservices and developments Results and indicators Current and futurework Final remarks

12. RCAAP Portal OAI-PMH Harvester and Data Provider Search interface Mysql; Solr; Term boosting via Lucene Resource Directory Validator 03-08-2011 12 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

13. RCAAP Portal Harvester & Data Provider Daily harvesting and indexing (fulltext) Validation of the harvesting results Sends harvesting report to repository administrator OAI-PMH interface (http://www.rcaap.pt/oai) 03-08-2011 13 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

14. RCAAP Search Portal www.rcaap.pt Oai-pmh Oai-pmh Oai-pmh Oai-pmh Oai-pmh Oai-pmh SARI – Repositórios alojados pelo RCAAP IR – Repositórios alojados pela Instituição RCAAP

15. Evolution of RCAAPPortal 03-08-2011 15 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

16. RCAAP Search Portal

17. RCAAP Search Portal 03-08-2011 17 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

18. RCAAP Portal - Directory 03-08-2011 18 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

19. RCAAP Portal - Directory 03-08-2011 19 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

20. Validator Checks RCAAP harvesting rules (Driver guidelines) Title; author; URI; dc.language iso639-3; dc.rights; dc.date Option to check if file(s) are present and accessible http://validador.rcaap.pt 03-08-2011 20 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

21. 03-08-2011 21 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal ExampleofValidationReport

22. SARI – Institutional RepositoryHostingService 03-08-2011 22 RCAAP

23. SARI (Institutional RepositoryHostingService) FreeHostingService for a DspaceRepository Dspace 1.6.2 + addons (stats; requestcopy; oaiextended; portuguese help; send to curricula Degóis; ) = Dspace++ Samecode base, onlyconfigurationschange Language: Portuguese & English 03-08-2011 23 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

24. SARI (Institutional RepositoryHostingService) Alltheexternal interface ischanged: Design = Institutional Desing AutonomousAdministration Free Helpdesk (Email & Phone) 24 Repositories currentlyhosted 03-08-2011 24 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

25. Common Repository Es un repositorio para las instituciones productoras de literatura científica cuya dimensión aún no justifica la creación de un repositorio propio Los autores afectos a una institución que no tenga repositorio pueden registrarse y archivar documentos en el Repositorio Comum 03-08-2011 25 http://comum.rcaap.pt RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

26. DspaceAddons (Uminhoand RCAAP) OAIextended Statistics RequestCopy Sharing Bar Degóis Other (DocumentType; RecentItems;…) 03-08-2011 26 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

27. OAIextendedAddon Creates Virtual Sets For: DRIVER, OpenAIRE, ETDs Activates DIDL BasedonFiltersandModifiers Filters(dc.types, dc.rights, etc…) Modifiers(open access » info:eu-repo/semantics/openAccess) Highlyconfigurable To beincludedinDspace 1.8 ??? 03-08-2011 27 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

28. UMinho Stats Gathers and processes information about repository usage (external – access, downloads – and internal – administrative, workflow) Diferent levels of analysis: Repository, Community, Collection, Document Customizable statistics, interface and access policies 03-08-2011 28 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

29. RequestCopyAddon For restrictedaccessitems Sendsan email to thepersonwhodepositedthe item, requestingcopy Author/Depositorreplywith 2 clicks… 03-08-2011 29 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

30. Sharing Bar Addon Share item on Social Networks Share item onReferenceManagementTools (Endnote; Mendeley; Bibtex) Send to Degóis Curricula (CRIS) (social networkscanbeconfigured) 03-08-2011 30 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

31. DeGóisAddon Sendssubmited item to DeGóis Curricula (CRIS) Repository » Degóis = Webservice Degóis » Repository = Sword AlsoincludedinSearch Portal andSharing Bar Addon 03-08-2011 31 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

32. Interoperability with DeGóis(CRIS) 03-08-2011 RCAAP 32

33. OtherAddons DocumentTypeaddon Recentitems Portuguese HelpPage Download link for 1.6.2 - http://goo.gl/7Koqb Onproject website http://projecto.rcaap.pt 03-08-2011 33 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

34. Portuguese –BrazilianCooperation 03-08-2011 34 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

35. Memorandum (mainpoints) Search Portals integration/interoperability Portuguese-Brasilian Directory of Open Access repositories and journals Anual Open Access conference 03-08-2011 35 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

36. RCAAP - OASIS Brazil TD (BDTD) Repositories (RI) Journals (SEER) Journals (Scielo) Portugal Repositories (RI) Scielo (planned) 03-08-2011 36 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal BDTD SEER Scielo.pt Scielo.br

37. OA Portuguese-BrazilianDirectory Lists Open Access Journals & Repositories from Portugal and Brazil Dspace 1.6 with XMLUI interface 2 instances (Brazil & Portugal) Harvesting/synchronization of new records via OAI-PMH http://directorio.rcaap.pt 03-08-2011 37 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

38. OA Portuguese-BrazilianDirectory

39. 03-08-2011 39 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal 2nd Portuguese-BrazilianConference 24-25 November, Rio de Janeiro, Brazil

40. Blimunda - Self-archivingpoliciesfromportuguesejournals 03-08-2011 40 RCAAP Activities Colectself-arvchivingpoliciesfromPortuguesejournals Insetthem in SHERPA/ROMEO SHERPa/ROMEO in Portuguese Evaluatethedemandfor a journalhostingservice MoU FCCN / SHERPA-ROMEO http://http://sites.google.com/site/projectoblimunda/ http://www.sherpa.ac.uk/romeo/index34?la=pt

41. Dissemination, Advocacy, Networking and Training 03-08-2011 41 RCAAP

42. Dissemination, Advocacy, Networking and Training Blog – http://blog.rcaap.pt Twitter – www.twitter.com/rcaap Facebook – www.facebook.com/rcaap Project Website - http://projecto.rcaap.pt e-learning 19-Out-10 42 RCAAP

43. Dissemination, Advocacy, Networking and Training 19-Out-10 43 RCAAP

44. Project Website 03-08-2011 44 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

45. e-learning 03-08-2011 45 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal Módulos 1 - O Acesso Aberto 2 – RCAAP 3 – O Rep. Comum 4 – Auto-arquivo 5 – Osdireitos de autor

47. Kit de Políticas Open Access (2009) (in English and Spanish – 2011)

48. OsRepositóriosde dados Científicos: Estado da Arte (2010)19-Out-10 46 RCAAP

49. Introduction – OA and repositories in Portugal Overview of the RCAAP project Mainservices and developments Results and indicators Current and futurework Final remarks

50. Numberof Repositories 03-08-2011 48 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

51. Numberofitems (Portugal only) 03-08-2011 49 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

52. OA policies and mandates

53. Introduction – OA and repositories in Portugal Overview of the RCAAP project Mainservices and developments Results and indicators Current and futurework Final remarks

54. Current and FutureWork Pilot project on data repositories Aggregated/Centralized Statistics Hosting service for OA journals (SARC) – SaaSmodel State of the art report on digital preservation Developing/enhancing Portuguese-Brasilian cooperation 03-08-2011 RCAAP 52

55. Pilotprojecton data repositories Experimentingwithone central repository for severalinstitutions + datasetsin local IRs DiferentMetadataSchemas (DDI, Dublin Core, andotherschemas) Dspace1.6.2 platform 03-08-2011 53 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

56. Aggregated/CentralizedStatistics Agretated Stats of multiple repositories Events: views, downloads and deposits Filters Repository, time and event type Produces/presents statistics: Evolution data/charts & rankings Graphic customization; embeded graphics; subscribe* and export to CSV 03-08-2011 54 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal *Receiveweeklyormonthyby email anupdateofthegeneratedgrafic

57. 03-08-2011 55 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal Aggregated/CentralizedStatistics

58. Aggregated/CentralizedStatistics 03-08-2011 56 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

59. SARC – JournalHostingService Based in OJS (2.3.3) One OJS instance – Several journals Highlyconfigurable to accomodatedifferentjournalpracticesandbrandings 8 Journals hosted in 2011 03-08-2011 57 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

60. Introduction – OA and repositories in Portugal Overview of the RCAAP project Mainservices and developments Results and indicators Current and futurework Final remarks

61. Challenges Dissemination and raising awareness, especially directed to researchers OA mandates from research institutions (universities, etc.) OA mandates from research funders Developing and enhancing internationalization 03-08-2011 RCAAP 59

62. Final remarks We think RCAAP is a sucessfull project The objectives have been achieved Growth indicators (repositories and contents) are positive RCAAP has obtained national and international visibility A large community (institutional leaders, librarians, researchers, etc.) was created and mobilized/committed, around RCAAP 03-08-2011 RCAAP 60

63. Somesuccessfactors Global and integrated vision (infrastructures, services, policy, advocacy,communication, dissemination and training, helpdesk, partnership, cooperation and connection with international initiatives) Governance model Commitment at several levels (political , management and operational) Based in centers of expertise (coordination and infrastructures, scientific and technical) Open to partnerships (Blimunda, Data Rep., Brazil) Service model Liberates institutions/repositories to their “core” activities Offers “economies of scale” (cost, quality and fast development) Community Building 03-08-2011 RCAAP 61

64. 03-08-2011 62 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

65. THANKS!Eloy RodriguesEloy@sdum.uminho.pt 03-08-2011 RCAAP 63