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.

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. • 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. ⁄ 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. 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. The Cineca’s perspective
Institutional
Repository
www.cineca.it

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. 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. 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. 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. 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. 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. Which is the value
proposition?
www.cineca.it

13. An integrated view of the research www.cineca.it

14. Relations are time based
@ publication’s date
@ now
@ specific date
Last known affiliation
www.cineca.it

15. Relations are time based
@ publication’s date
@ now
@ specific date
Last known affiliation
www.cineca.it

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. • 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. Configure the report www.cineca.it

19. IRIS: matching indicators
Publications
Citations I.F.Index
www.cineca.it

20. IRIS: Publications & Departments_1
Different Departments N. Of Publications
Trends
Years
Drag&Drop
www.cineca.it

21. IRIS: Publications & Departments_2
Aggregated trends
www.cineca.it

22. IRIS: Impact Factor
With & Without Impact Factor
www.cineca.it

23. IRIS: analysis of publications
Dep.
www.cineca.it

24. Maximize exposure on the web www.cineca.it

25. www.cineca.it

26. www.cineca.it

27. www.cineca.it

28. www.cineca.it

29. integrate
reuse
easy
What is needed to involve researcher
Deposit &
monitoring
input one
reuse often
add, complete,
correct information

30. A modern and efficient MyDSpace

31. A modern and efficient MyDSpace

32. Enhanced import capability

33. Duplicate detection

34. Wizard to map the authors to staff directory

35. Wizard to map the authors to staff directory

36. Journal linkage

37. Change the target collection at any time

38. Enhanced data input
All dropdown
list are
searchable
Number of pages are
automatically calculated

39. Input date properly

40. Enhanced file upload

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. Check the revision of an item

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. • 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. • 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. Administration
tools
Administration & configuration

47. Administrative UI: Input-form

48. Administrative UI: Input-form

49. Administrative UI: Label i18n management

50. Administrative UI: Label i18n management

51. Administrative UI: Label i18n management

52. Administrative UI: Replace static resources

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. Infrastructure
Load Balancer
SHARED
...

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. The IRIS Team
In the photo appears also Josh Brown from ORCID, our friend & partner

57. Thanks for your attention!
Andrea Bollini
Head of Open Source and Open Standards Strategy
a.bollini@cineca.it