Sonex presentation at the 2nd DL.org workshop on Digital Library Interoperability

(picture by: Anna Nika, University of Athens)

The paper 'Handling Repository-Related Interoperability Issues: The Sonex Workgroup' was presented last week at the 2nd DL.org workshop held in Glasgow in conjunction with the 14th European Conference on Digital Libraries (ECDL2010, Sep 6-10, 2010). The DL.org workshop was scheduled under title "Making Digital Libraries Interoperable: Challenges and Approaches" and it featured several presentations by DL.org working groups on the DL Reference Model, such as DL content, functionality, users, architecture, quality & policy (see programme). An invited talk by MS Research Alex Wade, "Digital Library Interoperability: An Industrial Perspective", was also held, where most recent MS developments in the area of DL interoperability were summarized (Zentity, Article Authoring Add-in for Word, DepositMO Project, MS Academic Search or the WorldWide Telescope among others).

The Sonex presentation was delivered on Fri Sep 9th by Peter Burnhill and Pablo de Castro along the workshop's Day I. Sonex approach to interoperability being quite pragmatic in scope, it fitted in well alongside DL.org's more theoretical-founded model. Complementary approaches by both initiatives may in fact offer perspectives for further collaboration between them after this DL.org workshop.

RepoFringe 2010: lots of interesting presentations plus a Sonex Pecha Kucha

The 3rd edition of the Repository Fringe was just held in Edinburgh along Sep 2nd and 3rd 2010. This new edition of the RepoFringe (see programme) was a good opportunity to learn about the most recent advancements regarding repositories in the UK, and new ideas for their development were shared in an informal, stimulating atmosphere. This edition's success story was undoubtedly EPrints Bazaar app-store for its new version 3.2, as live demoed by David Tarrant and Patrick McSweeney, with Les Carr's cooperation as an inspired pre-recorded speaker. EPrints will also shortly release its CERIF4REF plugin in order to comply with the R4R schema, thus proving that repository software is swiftly progressing towards anticipating user needs by closing the gap with CRIS systems from a research output perspective.

Further talks were also held at RF2010 on CRIS systems and IRs. A lot of universities do already have CRIS systems running, and some voices in the community start wondering whether CRIS systems might eventually replace institutional repositories as an "entrance door" to the institutional research output. Projects like RePosit (see Queen Mary University of London Sara Molloy's presentation for more info) on the contrary are exploring ways for batch ingestion of contents flowing from CRIS systems into a currently low-populated array of repositories.

Quite a number of other subjects were amusingly dealt with by other speakers, such as timestamping the web through the Memento project as presented by Herbert van de Sompel (LANL), Topic Models by Michael Fourman (University of Edinburgh Informatics Dept), or Repositories and data at Closing Keynote by Kevin Ashley (DCC).

RF2010 had also its traditional 20-slide-20-secs-per-slide Pecha Kucha sessions once again. There was a Pecha Kucha on the work by Sonex on Fri Sep 3rd, and projects like Enlighten, Jorum, Open Access Repository Junction, ERA, ShareGeo and some others were represented at this light speed presentation variety as well.


On Sep 1st a SHERPA RoMEO API workshop was also held by Peter Millington, Jane H. Smith and colleagues from Nottingham at the e-Science Institute facilities in Edinburgh as a RepoFringe pre-event. As presented last July at Open Repositories Conference in Madrid, major improvements in the RoMEO service are being worked at, and this workshop was an opportunity to get feedback from the RoMEO API users on its performance and suggestions on possible enhancements for version 3 currently in its final stages of development (due Autumn 2010). There were also interesting presentations from outside the UK on the implementation of RoMEO mirrors such as SHERPA RoMEO deutsch in Germany and service internationalisation was extensively discussed along the meeting (Portugal and Spain were scoped as potential areas for development of specific interfaces). An online survey on the RoMEO API was previously distributed among the workshop delegates and its results were discussed and analysed in fruitful specific breakout sessions.

From a Sonex perspective, the RoMEO service does fit into the Sonex proposal for a distributed national- or regional-level automatic ingest system based on an array of brokers dealing with publisher- or funder-driven ingest of contents into a network of national or regional institutional repositories. From this point of view, RoMEO, such as other general-purpose services as OpenDOAR or the broker itself, are pieces of the required infrastructure for this approach to grow real. Find more information about this Sonex proposal in the Sonex paper 'Handling Repository-Related Interoperability Issues: the SONEX Workgroup' to be presented in Glasgow later this month at the 2nd DL.org workshop "Making Digital Libraries interoperable: challenges and approaches".

IRs as institutional assets for future Research Assessment Exercises

Beyond their relevance for open access dissemination of research output, the new role of Institutional Repositories as a key institutional research infrastructure for present or future Research Assessment Exercises was extensively debated last month at the Open Repositories Conference in Madrid (some good posts on OR10 available at CAIRSS). For this purpose, IRs should be embedded into the general institutional information research system, which brings up a series of integration/interoperability issues that lie at the heart of the Sonex work.

See below an analysis of several CRIS-IR integration possibilities for creating an institutional research information infrastructure that will live up to the challenge posed by future research assessment exercises.



Considerations on the role of CERIF standard were intentionally left out of the picture, as some debate is still taking place on whether or not it should be the base standard for CRIS-IR integration. Most implementations available have until now
chosen CERIF-based integration strategies to tackle the issue, but from ad-hoc light-CERIF versions to non-CERIF solutions whatsoever, there's still a high level of diversity in the way institutions are facing this challenge. At the same time,
CERIF4REF is being steadily worked out at KCL, and CERIF architecture is also being gradually brought into ePrints new versions.

A variety of research information system implementation usecases for RAE/REF purposes was also shown at Peter Burnhill's (Sonex/EDINA) "Repository Update UK" presentation at JISC/CNI meeting last month: from IRs being used as REF-gateways to the challenge it poses in terms of open access availability of contents, a whole set of issues arise as IRs undergo enhancement for fulfilling their new role.

First projects selected at jiscDEPO call

Some selected bids for JISC Deposit Call (tagged as jiscDEPO) on "Deposit of research outputs and Exposing digital content for education and research" were announced along the Open Repositories 2010 Conference held in Madrid from Jul 6-9th. The jiscDEPO call was released last Mar 9th and according to its timeline, all selected projects should already be running (their estimated start due June 2010).

Following projects have been selected at the jiscDEPO call as of today - with some extra one still to come:

• DepositMO: Modus Operandi for Repository Deposits. Developed by teams from the University of Southampton (Lead Institution) and Edinburgh University, and with a close liaison with Microsoft, the DepositMO projects aims to create a repository deposit workflow connecting the user’s computer desktop, especially popular apps such as MS Office, with digital repositories based on EPrints and DSpace. A first DepositMO presentation was delivered by David Tarrant (U Southampton) at OR2010.
  


• RePosit: positing a new kind of deposit. The RePosit Project seeks to increase uptake of a web-based repository deposit tool embedded in a researcher-facing publications management system. Institutions involved in RePosit are University of Leeds (Chair), Keele University, Queen Mary University of London, University of Exeter and University of Plymouth, with close connection to Symplectic Ltd as commercial partner.
  


• DURA: Direct User Repository Access. The DURA project, lead by the University of Cambridge with Mendeley Ltd and Symplectic Ltd as consultant firms, aims to embed institutional deposit into the academic workflow at almost no cost to the researcher, by using Mendeley and Symplectic tools to allow researchers to synchronise their personal research collections with institutional systems.
  

The Sonex workgroup will be supplying its conceptual framework on deposit usecases to these projects and contributing to their coordination via the jiscDEPO project blog planet to be available shortly.

Some topics for Sonex BoF at OR10

Place, date and time for Sonex Bird-of-Feather session to be held next week at Open Repositories Conference 2010 in Madrid are already set: Sonex BoF will take place next Wed July 7th at Room "Reino Unido B" from 17:30 to 19 hrs.

Here are some topics to be discussed along the session:

• The growing number of deposit-related initiatives and events should be properly summarized, classified and advertised somewhere: the Sonex website could widen its present coverage in order to play that role, especially in the US & Canada (out of Europe would probably be more accurate, Berlin 8 Open Access conference 2010 being held in Beijing next Oct), for keeping an eye on progresses wherever they may take place. Some ideas are already available.
  


• Main classes of deposit-related initiatives: Publisher-driven & CRIS transfers. Is the Sonex classification thorough enough? Are there any other possible groups that weren't accounted for and left under the 'Other' general section? Are all classes being adequately covered by some ongoing deposit-related project? What about e-Research repositories (datasets + software)? Could they be the [Sonex] missing piece of the institutional research systems integration jigsaw? Input on the issue by a representative of some related initiative attending the BoF could help.
  


• Common challenges in publisher-driven deposit initiatives. Re-usable procedures: NLM DTDs. The filtering strategy. SWORD endpoint (scarce) implementation and how OpenDOAR/ROAR may help. Author and institution persistent identifiers. Processing of citations. Everything being developed at the same time doesn't make things easier.
  


• CERIF as a spreading standard for CRIS/IR integration. Different ways for achieving the objective, and how the REF affects the whole environment. Hybrid CRIS/IRs: an alternative procedure.
  

8th International JISC/CNI meeting 2010: "Managing data in difficult times"

Along Jul 1-2, 2010, JISC and the Coalition for Networked Information (CNI) are holding their 8th International meeting 2010 in Edinburgh, under title "Managing data in difficult times". This meeting joins experts from the US, Europe and the UK to examine policies, strategies, technologies and infrastructure to manage research and teaching data in a fast changing technological and economic environment.

Topics for sessions include: Cloud Computing; Innovation in Learning and Teaching; Open Data Policies; Shared Services; Repositories; Digital Content and Institutional Planning; Resource Discovery; Digital Preservation; e-Science (see meeting programme).

Peter Burnhill from EDINA National Data Centre Edinburgh and member of the Sonex workgroup will deliver a presentation on "Repositories Update UK" at the Repositories update session on Conference Day 2 - which includes also a talk on "Repositories Update US" by Sandy Payette, DuraSpace. Presentation by Peter Burnhill will be shortly available here.

CRIS2010 Aalborg: a brief report

The 10th International Conference on Current Research Information Systems (CRIS2010), "Connecting Science with Society: The Role of Research Information in a Knowledge-Based Society", was held last week (June 2nd-5th) at Aalborg University, Denmark. Organised by the euroCRIS association, the conference "aimed to give insight into the role of CRIS in terms of shaping the research agenda and transferring research outcomes from the laboratory to areas of usage and application". Updated information on projects and initiatives for devising CRIS-based National and Institutional Research Information Systems was presented, see conference programme. CRIS2010 presentations will be shortly posted at the conference website.

Some comments below on the outcome of discussions at CRIS2010:

• All across Europe and beyond, CERIF is spreading as an increasingly accepted standard for building Current Research Information Systems (CRIS) both at national and institutional levels. Previously existing databases and management systems at HEIs are frequently undergoing adaption to CERIF.
  


• CERIF-based National Research Information Systems for research management and assessment (such as NARCIS in The Netherlands, Frida in Norway, U-GOV in Italy or the USDA-CRIS in the United States) usually rely on CERIF-compliant Institutional CRISs for supplying the underlying institutional information. This often leads to a two-way strategy for infrastructure development, where National and Institutional Systems are simultaneously being built.
  


• As a consequence, there is an increasing number of CERIF-compliant National Research Information Systems in operation, and more of them are in progress (eg DeGóis in Portugal or SEMAT in Iran).
  


• At institutional level there is also a growing trend towards adoption of CERIF-based solutions, either developed inhouse or based on CERIF-compliant commercial CRISs: there are already several examples of ePrints being upgraded to PURE (presently the most successful of such commercial solutions) in the UK and elsewhere. This trend leads to a variety of resources available at institutional level depending on the adopted strategy: some institutions have plain CRIS systems, others work with CRIS/IR integrated solutions and finally there are also some universities running CERIF-based enhanced-IRs.
  


• The Common European Research Information Format (CERIF) is by no means a closed standard at this point, but it benefits from interaction with existing National, Subject and Institutional Research Information Systems in order to "epitaxially" enrich its description features for providing solutions to various system needs.
  


• A wide array of commercial solutions is presently flourishing around the area of institutional research system implementation or enhancement, such as Atira PURE, Avedas Converis or Symplectic Repository Tools to mention just some examples.
  


• There are interoperability issues still to be tackled at various points of CRIS/OAR and CRIS/CRIS integration, but remarkable progress is underway, both from publicly-funded international projects and from private companies.
  


• The presently soundest example of Author ID standard, Dutch DAI, having been driven by institutional integration purposes, CERIF & euroCRIS initiatives could possibly bring in a new momentum for solving pending Author ID issues, as it is a basic requirement for operation of both National and Institutional Research Information Systems.
  


• Despite the fact that "everything being seemingly developed at the same time doesn't make things easier" (quote from Sonex BoF at OR10 preliminary list of issues), important progresses are clearly taking place worldwide on the field of research information system implementation. Some integrated research system development strategy from planning bodies, particularly at institutional environments, may therefore be useful for adapting to the rapidly changing landscape.