2017-11-2 Meeting notes- Elements Repository Connector 

Date


Elements Repository Connector- Meeting Notes

Notes taken by Rachel Appel (Unlicensed) on 7/2/17, reproduced verbatim by Gabe Galson in confluence on 6/25/2018

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Kelsey Rosell: VP of Institutional Sales for Digital Science

Kate Byrne: Repository Platforms Product Manager

Ulisse Gallo: Account Manager

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Annie Johnson

Rachel Appel

Delphine Khanna

David Lacy

Emily Toner

Cynthia Schwarz


Demo

  • Have been re-tooling repository tool
  • My Publications → Detail view → Button labeled “Deposit”
    • Can provide local information/instruction
    • Can select embargo period and make comment
    • Suggest re-use license (with guidance)
    • Creates datasource icon for record and information about deposit
    • Repository is treated as datasource for Elements, anything can be harvested back into Elements
    • Creates DSpace ID that maintains link between Elements and repo
    • Sends metadata to DSpace
      • 2 way workflow available for DSpace, EPrints, and figshare
      • Working on bepress (Dec 2017) and Samvera still in progress
    • Can be sent to live or can be put into review queue
    • Can modify metadata and create custom map file between Elements and repo
    • Edit metadata record in DSpace and syncs with Elements version (batch modifications run in the background but needs to run through entire harvest for non public records. The public ones are harvested through OAI PMH to identify modified records)
    • Dspace 6.1 has embargo support (not the previous version)
    • Connect via API URL, username, and password
      • Also takes OAI pmh baseline URL (to enable differential harvest) and SWORD endpoint
    • Harvesting to Elements can happen on a collection level and deposit controls
      • Upcoming: more control on the license options
      • Crosswalks live on Elements
        • Can download CSV of harvest map and crosswalks
    • How to keep track of which direction - harvest and deposit:
      • Connector by default is in both directions
      • Develop harvest crosswalks, turn it on, pulls in copy to map to corresponding record in Elements
      • Depositing from Elements: immediately harvested back via ID designation
      • Metadata edits can only be pushed from repository (working on the reverse)
    • Can work with hosted or local DSpace; no customers working with DSpace Direct yet (as far as she knows)
    • TIND: had early conversations, but no clients
    • Does usability studies when a client is interested and the framework is extensible
    • Different versions of DSpace vs what is and what is not supported
    • Website has tools and information
    • Has RD2 sandbox in Elements Preview instance
    • Open Access Module:
      • Repository tools module + open access tool
      • Can select publication types for OA with data specification
      • Can work with multiple integrated repositories
      • Can be used without OA policy, can be used as a framework (invisible)
      • Configure compliance settings: deposit deadline, embargo maximums, compliant file versions
      • Can filter by groups in Elements
      • Dashboard to monitor what is being deposited/not yet deposited, you can deposit on people behalf, send emails to the faculty (reminders, etc)
      • Pubmed central: get directly links to the full text (OA)
        • You still need to “click the button” to deposit each file. But they are very interested in exploring options for automated.
      • Track dates for depositing and deposit rates
      • Keep track of “user engagement” (who has not uploaded anything in a long time? Who has items waiting for deposit?)
      • You can generate a number of reports (OA Reports)
      • Action prompts for publications that fall into the OA policy
      • Claim+ to claim and then take through link to funding and then deposit
      • OA dashboard: high level with summary/portion of publications deposited
      • Implementation:
        • Decide how you want to use the system (workflow, metadata structure, policies, etc.)
      • Set up process: subscribe to ongoing license, one-time implementation fee (relatively low), upgrade to “enterprise” from “faculty reporting” solution
      • Enterprise: adds repo and OA monitor modules + impact (but we already have impact because they gave it to us for free).
        • About $20,000 extra annually (+ 1 time fee) - Although some discount will apply (e.g., because we are a “reference client”)
        • Kelsey will send us the details.
        • They can also prorate it between now and February (which is the time for our license renewal.
        • If we were to a Figshare customer we would also get another extra discount (because we would get  a multi product license)
        • URL to sandbox
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