eloy rodrigues, director of the university of minho documentation services

Portuguese repositories bloom: the RCAAP project

Eloy [email protected]

1. Introduction – OA and repositories in Portugal

2. Overview of the RCAAP project

3. Main services and developments

4. Results and indicators5. Current and future work6. Final remarks

Open Access and Repositories in Portugal

3RCAAP - 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

https://repositorium.sdum.uminho.pt/



●Portuguese Section of Scielo (Scielo Portugal) created in March 2005

●1st Portuguese Open Access Conference - May 2005

07-04-2010



● 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

Portuguese Repositories – June 2008

6RCAAP - Repositório Cientifico de Acesso Aberto de Portugal07-04-2010

RCAAP Project

•Promote visibility and accessibility to Portuguese research output

•Improve access to information about national scientific output

•Integrate Portugal into international Initiatives

Goals

•UMIC - Knowledge Society Agency (Political support and funding)

•FCCN (General and Infrastructures)

•UMinho (Scientific and Technical)

Governance

•RCAAP Portal, Directory and Validator

•SARI - IR’s in SaaS regime

•Blimunda-SHERPA-ROMEO - Self-archiving policies from PT journals

•Dissemination, Advocacy, Networking and Training

Services

10-04-2023 9RCAAP - Repositório Cientifico de Acesso Aberto de Portugal

Project RCAAP – General Instrastructure

●Cluster●Load balancer●Aplications (2 nodes)●(future) Databases

●Monitoring (Nagios & Cacti)●Automatic Backup


Cluster Structure

LVS1

APP1

APP2

LVS2

APP3

APP4

Databases

Active Passive

Active Active Active Active


RCAAP Portal

●OAI-PMH Harvester and Data Provider●Search interface

●Mysql; Solr; ●Term boosting via Lucene

●Resource Directory●Validator


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)

http://www.rcaap.pt/oai

RCAAP Search Portal

www.rcaap.pt

RCAAP

Oai-p

mh

Oai-pmhOai-p

mh

Oai-pmh

Oai

-pm

h

Oai-pmh

IR 1

IR 2

IR N

SARI N

SARI 2

SARI – Repositórios alojados pelo RCAAP

IR – Repositórios alojados pela Instituição

RCAAP Search Portal

RCAAP Portal - Directory



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

http://validador.rcaap.pt/


Example of Validation Report

SARI – Institutional Repository Hosting Service

Main Features

• Academic & Research Institutions

• SaaS Model• Gratis• Regulated

by Contract

RCAAP Responsability

• Housing (Datacenter)

• Infrastructure management

• Software management

• Training• Helpdesk

Insitutions Rights

• 1 TB storage

• Mantaining institutions branding

• Managing repository

• Harvesting in the RCAAP Portal

Institutions Obligations

• Respect contract

• Minimum ammount of content deposited

• Cooperate wiht RCAAP project

10-04-2023 22RCAAP


SARI (Institutional Repository Hosting Service)

●Free Hosting Service for a Dspace Repository●Dspace 1.6.2 + addons (stats; request

copy; oaiextended; portuguese help; send to curricula Degóis; ) = Dspace++

●Same code base, only configurations change

●Language: Portuguese & English


SARI (Institutional Repository Hosting Service)

●All the external interface is changed:●Design = Institutional Desing

●Autonomous Administration

●Free Helpdesk (Email & Phone)

●24 Repositories currently hosted

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


http://comum.rcaap.pt

http://comum.rcaap.pt/


Dspace Addons (Uminho and RCAAP)

●OAIextended●Statistics●Request Copy●Sharing Bar●Degóis●Other (Document Type; Recent

Items;…)


OAIextended Addon

●Creates Virtual Sets●For: DRIVER, OpenAIRE, ETDs●Activates DIDL

●Based on Filters and Modifiers●Filters (dc.types, dc.rights, etc…)

●Modifiers (open access » info:eu-repo/semantics/openAccess)

●Highly configurable●To be included in Dspace 1.8 ???


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


Request Copy Addon

●For restricted access items●Sends an email to the person who

deposited the item, requesting copy●Author/Depositor reply with 2 clicks…


Sharing Bar Addon

●Share item on Social Networks●Share item on Reference

Management Tools (Endnote; Mendeley; Bibtex)

●Send to Degóis Curricula (CRIS)

(social networks can be configured)


DeGóis Addon

●Sends submited item to DeGóis Curricula (CRIS)

●Repository » Degóis = Webservice●Degóis » Repository = Sword

●Also included in Search Portal and Sharing Bar Addon

Interoperability with DeGóis (CRIS)

10-04-2023 RCAAP 32


Other Addons

●Document Type addon●Recent items●Portuguese Help Page

Download link for 1.6.2 - http://goo.gl/7Koqb

On project website http://projecto.rcaap.pt

http://goo.gl/7Koqb

http://goo.gl/7Koqb

http://projecto.rcaap.pt/


Portuguese –Brazilian Cooperation

Memorandum (main points)i. Search Portals integration/interoperability

ii. Portuguese-Brasilian Directory of Open Access repositories and journals

iii. Anual Open Access conference


RCAAP - OASIS

● Brazil1) TD (BDTD)2) Repositories (RI)3) Journals (SEER)4) Journals (Scielo)

● Portugal1) Repositories (RI)2) Scielo (planned)


BDTD

Scielo.br Scielo.ptSEER


OA Portuguese-Brazilian Directory

●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-PMHhttp://directorio.rcaap.pt

http://directorio.rcaap.pt/

OA Portuguese-Brazilian Directory

http://diretorio.rcaap.pt/


2nd Portuguese-Brazilian Conference24-25 November, Rio de Janeiro, Brazil

Dissemination, Advocacy, Networking and Training

10-04-2023 41RCAAP


●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 42RCAAP

http://blog.rcaap.pt/

http://www.twitter.com/rcaap

http://www.facebook.com/rcaap





19-Out-10 43RCAAP

http://tv1.rtp.pt/multimedia/index.php?tvprog=17203&idpod=34085&formato=flv&pag=recentes&escolha=

Project Website


http://projecto-devel.rcaap.pt/

e-learning


Módulos1 - O Acesso Aberto

2 – RCAAP

3 – O Rep. Comum

4 – Auto-arquivo

5 – Os direitos de autor

http://projecto-devel.rcaap.pt/index.php/lang-pt/consultar-recursos-de-apoio/tutoriais/cap-4-o-auto-arquivo

Studies and Documents● State of the Art Report on Open Access in Portugal

(2009)● Kit de Políticas Open Access (2009) (in English and

Spanish – 2011)● Os Repositórios de dados Científicos: Estado da Arte

(2010)

19-Out-10 46RCAAP


Number of Repositories

2003 2004 2005 2006 2007 2008 2009 2010 2011

RI (lo-cais)

1 1 1 4 10 13 12 11 12

SARIs NaN NaN NaN NaN NaN 5 14 20 21

Total Agre-gados

NaN NaN NaN NaN NaN 18 26 31 33

2.5

7.5

12.5

17.5

22.5

27.5

32.5

18

26

3133


Number of items (Portugal only)

0

10000

20000

30000

40000

50000

60000

70000

13191

41244

63747

OA policies and mandatesInstitution Year

Universidade do Minho 2005 + 2010

ISCTE 2007

Universidade do Porto 2008

Universidade Aberta 2010

Instituto Politécnico de Bragança 2010

Universidade de Coimbra 2010

Universidade de Lisboa 2010

Hospitais Universitários de Coimbra 2011

Instituto Politécnico de Leiria 2011




4. Results and indicators5. Current and future

work6. Final remarks

Current and Future Work

●Pilot project on data repositories●Aggregated/Centralized Statistics●Hosting service for OA journals (SARC) –

SaaS model●State of the art report on digital

preservation●Developing/enhancing Portuguese-

Brasilian cooperation

10-04-2023 RCAAP 52


Pilot project on data repositories●Experimenting with one central repository

for several institutions + datasets in local IRs

●Diferent Metadata Schemas (DDI, Dublin Core, and other schemas)

●Dspace 1.6.2 platform


Aggregated/Centralized Statistics●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

*Receive weekly or monthy by email an update of the generated grafic


Aggregated/Centralized Statistics


SARC – Journal Hosting Service●Based in OJS (2.3.3)

●One OJS instance – Several journals

●Highly configurable to accomodate different journal practices and brandings

●8 Journals hosted in 2011

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

10-04-2023 RCAAP 60

Some success factors●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 Building10-04-2023 RCAAP 61

THANKS!

ELOY [email protected]

10-04-2023 RCAAP 63

mailto:[email protected]

eloy rodrigues, director of the university of minho documentation services

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