Driver Guidelines , Validator & Helpdesk Working on repository interoperability

1. DriverGuidelines, Validator & HelpdeskWorkingonrepositoryinteroperability Maurice Vanderfeesten SURFfoundation (NL) DRIVER Summit, October 20 2009 - Ghent, Belgium

2. Why do we needGuidelines? DRIVER Summit, October 20 2009 - Ghent, Belgium

3. Outline • Currentrepository landscape • Insiderepository metadata • DRIVER initiatives • Guidelines • Validator • Helpdesk • DRIVER outcomes • Future DRIVER Summit, October 20 2009 - Ghent, Belgium

4. The Repository landscape – somefigures DRIVER activity 254 repositories – 31countries 220+ harvested 1,2M documents European repositories +/- 500 DRIVER Summit, October 20 2009 - Ghent, Belgium

5. The Repository landscape – somefigures ¼ of the repositories come from small countries with different policies DRIVER Summit, October 20 2009 - Ghent, Belgium

6. The Repository landscape – somefigures Half the documents come from 200 different repositories with different practices DRIVER Summit, October 20 2009 - Ghent, Belgium

7. A look inside the repository metadata • Various vocabularies • No standards • Various interpretations • No file locations DRIVER Summit, October 20 2009 - Ghent, Belgium

8. Exampledc:type – theses • text.thesis.masters - 28.671 • Text.Thesis.Doctoral - 46.594 • Doctoralthesis - 32.636 • Dissertation - 29.287 • Electronic Thesis or Dissertation - 366.783 • TeseouDissertacaoEletronica - 357.567 • Thesis - 95.626 • Study - 30.203 DRIVER Summit, October 20 2009 - Ghent, Belgium

9. Exampledc:type – article • Article in monographor in proceedings - 43.230 • JournalArticle - 53.606 • Article/Letter toeditor - 58.978 • Article / Letter toeditor - 73.058 • Article / Letter to the editor - 136.160 • article - 345.093 • Article - 337.314 • Artikel - 310.858 • 雑誌掲載論文 Journal Article - 12.774 • peer-reviewedarticle - 56.534 • journalarticle - 84.717 • Journal Article - 77.745 • a - 109.455 • Correspondence - 108.033 • Peer-reviewedArticle - 49.885 • PeerReviewed - 146.348 • preprint - 19.1784 • NonPeerReviewed - 173.643 DRIVER Summit, October 20 2009 - Ghent, Belgium

10. Examples Genericdc:type • text - 54.068 • texte - 15.051 dc:date • 2006-11-07 • 2004-05-31T00:00:00Z • 21st century dc:language • Proven x00E7 al Old to 1500 - 1 • pt, es. - 1 • spa;cat - 1 • eng; slv - 1 • noreng - 1 • [BLANK] - 1 • [language = Uvean, West] - 1 • [language = Madngele] – 1 DRIVER Summit, October 20 2009 - Ghent, Belgium

11. Fine when your repository is the center of the universe...It becomes a mess when repositories get aggregated! DRIVER Summit, October 20 2009 - Ghent, Belgium

12. What to do about all thatambiguity? • Guidelines • Talking about the issues and provide theoretical solutions • Validator • Going from theory to implementation • Helpdesk • Opening channels of communication with actual repository community DRIVER Summit, October 20 2009 - Ghent, Belgium

13. Repositoryguidelines – the basics • Interoperable metadata (field content) • Interoperable OAI-PHM (behaviour) • Cleardistinguishable Open Access set DRIVER Summit, October 20 2009 - Ghent, Belgium

14. Guidelines – Basedon best practices • Cross Europeancollaborationactivity • from • Repository managers • Service providers • & Metadata experts DRIVER Summit, October 20 2009 - Ghent, Belgium

15. http://www.driver-support.eu/managers.html DRIVER Summit, October 20 2009 - Ghent, Belgium

16. Guidelines – voluntarilytranslationinitiatives • Spanish • Japanese • Portugese DRIVER Summit, October 20 2009 - Ghent, Belgium

17. Validator – interoperability check • HelpingRepository managers to look from a service provider point of view • Competition: the DRIVER score DRIVER Summit, October 20 2009 - Ghent, Belgium

18. Validator http://validator.driver.research-infrastructures.eu DRIVER Summit, October 20 2009 - Ghent, Belgium

19. Validator – deeperrorreporting DRIVER Summit, October 20 2009 - Ghent, Belgium

20. Number of validations per month Total validations: 270 since Oct 2008 DRIVER Summit, October 20 2009 - Ghent, Belgium

21. Helpdesk – community feedback • HelpingRepository managers • implementinginteroperability DRIVER Summit, October 20 2009 - Ghent, Belgium

22. Helpdesk http://helpdesk.driver.research-infrastructures.eu DRIVER Summit, October 20 2009 - Ghent, Belgium

23. Helpdesk Total tickets: 172 DRIVER Summit, October 20 2009 - Ghent, Belgium

24. DRIVER outcome • Took 3.5 years of hard and multiple effort • The outcome: • To be continued through COAR Guidelines, Validator and Helpdesk have helped increase repository interoperability DRIVER Summit, October 20 2009 - Ghent, Belgium

25. Average interoperability with the DRIVER guidelines increases over time Total validations: 262 DRIVER Summit, October 20 2009 - Ghent, Belgium

26. Repositories DO come back forre-evaluation DRIVER Summit, October 20 2009 - Ghent, Belgium

27. Story – Tales from Repository managers “ Initially I just used the Validation tool to see if our repository is more or less on track and was reassured when the results looked good, which gave me confidence to register. - Louw Venter, Boloka Research Repository of the North-West University South Africa ” DRIVER Summit, October 20 2009 - Ghent, Belgium

28. Story – Tales from Service providers “ Adoption of a common standard for exporting metadata by repositories is very important for projects such as ours, so we can provide more effective access to their materials. The DRIVER Guidelines provide an excellent set that we hope many more repositories will take up. - Phil Cross UK Institutional Repository Search ” DRIVER Summit, October 20 2009 - Ghent, Belgium

29. TriasPolitica Model: for reliable democracy Legislative Reliable Democracy Judicial Executive DRIVER Summit, October 20 2009 - Ghent, Belgium

30. An analogy: What we have so farfor reliable content provision Guidelines “Reliable Content Provision” Validator Helpdesk Support DRIVER Summit, October 20 2009 - Ghent, Belgium

31. We DON’T have: • A structure for formal commitment to accept Repository Interoperability Guidelines World Wide • Executive enforcement enabling action on adopting Interoperability Guidelines for Repositories, World Wide, on a National and local level DRIVER Summit, October 20 2009 - Ghent, Belgium

32. Some food for thought • What strategies can be used to create a global “TriasPolitica” for repositories in order to come to “reliable content provision” by using interoperability guidelines? • What strategies are there to maintain repository guidelines? Who is responsible? • What strategies are known to create an acceptance mechanism for global agreement to repository guidelines? • What strategies can be used to come to repository guidelines? • Who is responsible for the (metadata) quality of the repository output? DRIVER Summit, October 20 2009 - Ghent, Belgium

33. Thankyou Maurice Vanderfeesten www.SURFfoundation.nl vanderfeesten@surf.nl Alsomanythanks to: • NataliaManola & Elena Nicolaki – University of Athens (GR) • Friedrich Summann – University of Bielefeld (DE) DRIVER Summit, October 20 2009 - Ghent, Belgium