Integrating National Institutional Repositories into Research Management Ecosystem

This project focuses on integrating a national network of institutional repositories into the national/international research management ecosystem led by João Mendes Moreira. It outlines the background, goals, methodology, results, and conclusions. The mission is to ensure the creation of a national integrated information support system for research management. Goals include communication, dissemination, training, and regulatory framework adaptation. The ecosystem covers CRIS, academic expertise, funding database, research outcomes, organizations database, grant management, research ethics, and more.

• Research Management
• Institutional Repositories
• Integration
• National Network
• Ecosystem

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1. Integrating a national network of institutional repositories into the national/international research management ecosystem Jo o Mendes Moreira 0000-0002-9081-2728 02/03/2025 1

2. Outline Background Goals and motivation Methodology Results Conclusions 02/03/2025 2

3. Mission Ensure the creation national national integrated integrated information support support research researchmanagement creation and sustained information ecosystem management sustained development of ecosystem (PTCRIS) to 02/03/2025 3

4. Goals Communication dissemination and training Regulatory framework Adapt FCT systems Adapt external systems 2-mar-25 4

5. Regulatory framework System B System A Identifiers Identifiers data data semanthics API semantics API Standards others Standards others 2-mar-25 5

6. The ecosystem CRIS Current Research Information Systems Academic expertise Funding database Outcomes / outputs Research news Organizations database Grant Research ethics management Scientific equipment Research portal Indicators 02/03/2025 6

7. Stage 0 -Funding- Seed funding Fase 0 CV IRs (RCAAP) Grant Mng RF National IS PTCRISync Local IS CRIS 1 CRIS 2 Services PTCRISync (SaaS) CV Recon service DaaS v1

8. Stage 1 -Funding- Fase 1 RF National CRIS Dgrees ID Data Local CRIS protection Services Research Portal BI DaaS v2 2-Mar-25 8

9. THE RCAAP 08.11.2015 RCAAP - Open Access Scientific Repository of Portugal 1

10. Electronic services RCAAP Portal Directory Shared Repositories Journals (SARC) Stats (SCEUR) Hoteed IRs (SARI) Data (SARDC)

11. Figures 47 Institutional Repositories (28 hosted) 1 shared repository shared by 50 institutions 44 journals (14 housed) 1 million documents (330K PT) 16-Sep-2015 5

12. Recognition / Consolidation RCAAP Legal support for the deposit of doctoral dissertations and master's theses (DL 115/2013 and Ordinance No. 285/2015). Support compliance and monitoring of open access policy of the FCT. 16-Sep-2015 6

13. Motivation Integrate RCAAP services RCAAP services, namely institutional repositories, into PTCRIS ecosystem by adopting it s regulatory framework regulatory framework Provide added value services to institution by extending functionalities on IRs (DSpaceCRIS DSpaceCRIS=IR+CRIS =IR+CRIS) open source open source solution, non non- -disruptive and sustainable approach approach disruptive and sustainable 02/03/2025 15

14. Motivation: Goal 2: Comply with PTCRIS regulatory framework PTCRIS Outcomes / outputs Academic expertise Funding database Research news (RCAAP) Dados cient ficos Org. Research ethics RI Revistas Grant mng database (Dspace) (OJS) (CKAN) Scientific equipment Research portal Statistics PTCRISync 10-Set-14 16

15. Motivation: Goal 1: added value services DSPACE CRIS 17Jor na 02/03/2025

16. Motivation: Goal 3: open source non non- -disruptive and sustainable approach disruptive and sustainable approach open source solution, DSpaceCRIS = Open Source Non-disruptive = pilot with 3 institutions Sustainable = CINECA + REX (configuration management and software deployment) software deployment) 02/03/2025 18

17. Methodology Entities stage 1 Entities stage 2 Prep Kick-off Report DSpaceCRIS master instance Goals and expectations Publications Events Tools Project scope Persons Journals Client form Team Organizations Others Projects 02/03/2025 19

18. Participants (Pilot Pilot) Institution (Univ. Aberta, Univ. Alg, Egas Moniz) Project team Researchers RCAAP (FCT|FCCN & UMinho) Electronic services team Project team 02/03/2025 20

19. Tasks Institution RCAAP Team 1 Fill the form 1 Installation, basic configuration 2 Entities (record selection) - authors ORCID; - projects OpenAIRE; - T&D RENATES - Organizations- ISNI; 3 Tests & system exploring 2 Design / layout 3 Basic configurations 4 Information import 4 Information validation FORMA O ONLINE 5 - Support 5 Information consolidation 6 Tests with final users 7 Metrics and statistics analysis 6 - Corrections 7 Security and load tests Implementation report Implementation report

20. Results (provisional) IR and PTCRIS regulatory framework (in progress) IR and PTCRIS regulatory framework (in progress) ORCID (done) ORCID (done) PTCRISync (done but work need to be done) PTCRISync (done but work need to be done) OrgIds (not started) OrgIds (not started) CERIF CERIF- -XML (soon to be deliverer: Data provider, XML (soon to be deliverer: Data provider, data harvester) data harvester) Provide added value services to institution by extending functionalities on IRs (DSpaceCRIS=IR+CRIS DSpaceCRIS=IR+CRIS) open source open source solution, non non- -disruptive and sustainable approach approach disruptive and sustainable 02/03/2025 22

21. Challenges Connecting entities with authority control (ORCID; Projects; ISNI; ...) (in progress) Export/import information in CERIF-XML (to be addressed by CINECA ) Cultural change (CRIS-IR in research institution and researchers habits) 02/03/2025 23

22. Conclusions Work in progress Results achieved so far are positive Data quantity and quality will increase (DC vs CERIF) If successful this initiative can change the Portuguese landscape of CRIS (from very low to very high implementation) 02/03/2025 24

23. 02/03/2025 25

24. Cooperation is power! 02/03/2025 26