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Solution “Publication Management” Participation of Early Adopters. Kick-off Meeting Cluster Golm Golm, AEI, 15 oct 2007. What we would like to talk about. 10:00 – 12:00 Why PubMan (Publication Management Service) Benefits for scientists Benefits for institute Context
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Solution “Publication Management”Participation of Early Adopters Kick-off Meeting Cluster Golm Golm, AEI, 15 oct 2007
What we would like to talk about • 10:00 – 12:00 • Why PubMan (Publication Management Service) • Benefits for scientists • Benefits for institute • Context • Status of eSciDoc/PubMan (infrastructure, current release) • Participation • Overview pilots, partners Early Adopter • Early Adopter characteristics and activtiy areas • Early Adopter Working groups • Organisation of Cluster • Questions/Discussion • 13:00 – 15:00 (when required/interested) • Details about PubMan functionalities (envisioned, currently implemented) • current institute/individual workflow at MPIs for handling publication data (workflow, people involved, basic needs)
Why PubMan - What is it? • A software solution designed to address • Management, dissemination, long-term archiving of publication data of a research organisation • Publication data: formal/informal publications, grey literature, supplementary material • Local/Individual configurations in presentation, management and re-purposing of publication data • A service offered to interested institutes in the MPG • A re-usable open source software • Based on the infrastructure developed within the eSciDoc project • One pillar of the MPG OA Agenda • A possibility to put into practice a „deposit mandate“
Why PubMan - Benefits scientists • One source of my publication data – multiple re-use: • Individual researcher pages • Dept/institutes websites • Yearbook • Report for the scientific advisory board (Fachbeiratsbericht) • Integration with (external) systems/portals • Integration in global and/or disciplin-specific search engines • Interfaces with local systems (primary data archive, local publication databases) • Persistent identification of publication items • Versions • Related items/objects • Align individual publication workflow with institutes workflow
Why PubMan – Benefits Institute • One source of publication data – multiple re-use • Yearbook • Reports for scientific advisory board • Institute websites • Configuration of views/entry points per organisational unit (=Institute, departement, research group) • Configuration of functionalities • Workflows for Quality assurance • Workflows for IPR checks on released „fulltexts“ • Default settings (collections, type of publication, organisational unit, …)
Why PubMan - context • Open Access • Berlin declaration 2003 • eDoc (since 2001 central development) • used for MPS yearbook since 2003 • shortcomings • eSciDoc project • BMBF funded 2004-2009, partner FIZ Karlsruhe • Platform for communication, dissemination, long-term archiving, supporting eScience scenarios • Research-driven solutions (Publication data, research data) • Close cooperation with institutes („participation concept“)
eSciDoc Solutions • PubMan • Pilot group • Early Adopters • FACES • MPI für Bildungsforschung • VIRR • MPI für Europäische Rechtsgeschichte • WALS Online • MPI für Evolutionäre Anthropologie • LAMUS-Anbindung • MPI für Psycholinguistik
Status eSciDoc /pubMan • See next slide for overview on eSciDoc infrastructure
PubMan Release 1 • Prove of Concept • Framework – application logic • Graphical user interfaces lower priority • Show basic functionalities • Submission • Browse/display • search • Storage of any item type (publication, language, image) • Storage of Organizational Units (OU) • Link between publication and OU • Network of organizational units • Search with Boolean Operators and wildcards • SRU/SRW Interfaces • REST- and SOAP-Interfaces • XML-exchange
PubMan release 2 (planned for 29 oct) • Versioning of items in the repository • Intellectual (Revisions) • Bibliographical (modification of released items) • Simple workflow -> intermediate release • Transparency • Item history, revision history • Re-usability of PubMan data • Export EndNote, citation style (APA) • Different entry points into the system • Browsing by organizational unit(s) • Simple and advanced search • Different MD display types for different needs • Various collections/users
Participation eSciDoc – possibilities of engagement • Partner: • develop well defined work packages • Close cooperation and alignment with eSciDoc development • e.g. MPI psycholinguistics, MPI evolutionary anthropology • Pilots: • functional advisory board • Cross-disciplinary • Cross-organisational boundaries • Communication channels into user communities (lib, IT, scientists) • Early Adopter: • vital interest in using specific solution for local needs • Involved in migration and roll-out concepts • Priorities are shaping release plans
Early Adopters – characteristics (PubMan) • Characteristics • vital interest in local publication data management, with the support of PubMan • By using PubMan • By integrating any other local database in use into eSciDoc infrastructure • Potentially ready for first migrations • Engagement and committment to PubMan • Consensus between directors, scientists and staff on participation • Represent multiple disciplines (research practice) • Represent multiple formats/content types (research output)
Early Adopters - overview activity areas • Development • Continuous testing (test reports, start content) • Assist in functional improvements • Identification of local workflows and priorities • Optimisation of GUIs • Migration • Support development of effective migration processes • Support in step-by-step migration of data to PubMan • Setting up organisational structures • optimal alignment of local and central competencies when developing/introducing solutions • Shaping local/central measures needed for successfull roll-out • Local trainings • Communication plans • Ressources plans, staff profiles • Policies • Engage in user community (Minerva, eDoc forum) • Reporting activities (sInfo, sections, Pilots)
Early Adopters – next activities • GUI Design • Re-work existing GUIs • Continous optimisation of user‘s guidance • Patterns • Special features for scientists • Easy submission, easy reports, researcher page • Feedback collections, organisational units • Testing of ongoing releases • summarized feedback report • Open access (organisational, technical)
Early Adopter - future activities • Feedback quality assurance workflows • Controlled lists/ Normdateien • creation, maintance, usage • Metadata • descriptive MD • Genres • Migration • One-by one migration • Testcase for functionalities, policies training • Synchronizing local and central archives • Interfaces, formats, services needed
Organisation Early Adopters – Cluster Golm • Three institutes: • AEI (Coordination, local contact: E. Schlenk) • MPI Kolloid-/ Grenzflaechenf. (local contact: ) • MPI Molekulare Pflanzenphys. (local contact: ) • Activities Early Adopters: • Will be mainly executed by additional FTE • Will be coordinated by AEI • Communication channels: • CoLab (Wiki community platform), Mail • Workshops • Questionaires • Face-to face meetings • … • Contact MPDL/eSciDoc • Nicole Kondic, Ulla Tschida
Additional FTE • Aim • Support institutes in their activtities as Early Adopter • Support institutes and scientistis in „self-archiving“ of publication data • Shape librarys profile in context of publication management • Tasks: • Visit local scientists for identifying local workflows • Assist in putting data to the system • Testing • Participation in working groups, documentation • Support in functional specification/issues • Inform local EA institutes about ongoing activities/outcome • Train/support local staff in introduction/configuration/handling of PubMan • Bring together/assemble different local needs (context PubMan) • Identify synergie potentials in cooperation of the 3 libraries • Next steps: • Local contacts? • Stellenbeschreibung • Ausschreibung • Einstellung