RCAAP: Portuguese Open Access
Scientific Repository


 5th UNICA Scholarly Communication Seminar

                      João Mendes Moreira
              RCAAP Project Manager, FCCN
                             jmm@fccn.pt
1.   Background
2.   Services
3.   Stats
4.   Future Work
5.   Critical success factors
RCAAP Project
             • Promote visibility and accessibility to the Portuguese scientific
               output
  Goals      • Improve access to information about national scientific output
             • Integrate Portugal into international Initiatives


             • UMIC – Knowledge Society Agency (Political support and
               funding)
Governance   • POSC (funding agency)
             • FCCN (General and Infrastructures Coordination)
             • UMinho (Scientific and Technical Coordination)

             •   RCAAP Portal and Directory
             •   SARI – IR’s in SaaS regime
Services     •   Blimunda - Publisher copyright policies & self-archiving
             •   Communication, awareness, training
             •   Advocacy and Networking
Retrospective                                             Electronic
                                                                        Services
                                                                                                            Image




                                                                       SaaS
                                                                                     5




                                      June 2008




                                                                                                                                Dec.2008
                                                                                            Front and
                                                  Infrastructures                           Backoffice
                                                                                            Training
Dec.2009




                           V2



                                                                                          Studies and
                                                                                          Guidelines
                    SaaS




                            8
                                                                                                                Shared
                                                                                                               Repository
                                Dissimination

       27-10-2011                             RCAAP - Repositório Cientifico de Acesso Aberto de Portugal                   4
Type    #
            Univ    18
            Polit   6
            Hosp    4
19-Out-10   LAB     53   RCAAP
1.   Background
2.   Services
3.   Stats
4.   Future Work
5.   Critical success factors
RCAAP Portal

                                                                      IR 1




                                                                                  Oai-pmh
                                                               SARI
                                                                1                           IR 2



                                                               SARI
                                                                                            IR N




                                                                        Oai-pmh
                                                                2
                                                                      SARI
                                     Flavour of Arc Software
                                                                       N

             OAI-PMH Data Provider
27-10-2011                                           RCAAP                                     7
SARI – IR’s (SaaS)

              Service                                 Institutions
                           Team Responsibilities
             highlights                                  rights
  • Target (R&D)          • Housing (N-REN          • 1 TB Host
  • Free                    Datacenter)               capacity
  • Ruled by a            • Infrastructures         • Own look and
    contract                management                fee
  • Based on SaaS         • Software conf & manag   • RCAAP portal
    model                 • Training                  Indexing
                          • Helpdesk and support




27-10-2011                             RCAAP                         8
Integration - B-On - National Consortium




27-10-2011                 RCAAP                  9
Integration – DeGóis - CRIS




27-10-2011                  RCAAP    10
Publisher copyright policies & self-archiving
                                                         Blimunda Project




                                                        Activities

                                                        1. Registration of Portuguese
                                                           journals (12?/25?)
                                                        2. SHERPA-ROMEO Portuguese
                                                           version
http://http://sites.google.com/site/projectoblimunda/
                                                        FCCN Signed MoU with SHERPA-
27-10-2011                                  RCAAP
                                                        ROMEO                    11
Serviços - Disseminação




27-10-2011             RCAAP     12
Disseminação e comunicação
       Web 2.0
  ● Blog – http://blog.rcaap.pt
  ● Twitter – www.twitter.com/rcaap
  ● Facebook – www.facebook.com/rcaap
  ● Website Projecto http://projecto.rcaap.pt




19-Out-10                  RCAAP                13
Sensibilização e Divulgação




19-Out-10                  RCAAP     14
Relevant deliverables
  ● State of the Art Report on Open Access in Portugal
  ● Open Access Policies Kit
  ● State of the Art Report on Scientific Data Repositories




19-Out-10                      RCAAP                          15
Work on Progress
  • Partnership with Brasil
     • PT-BR Portal (IR, Journals, T&D)
     • PT-BR Directory (IR, Journals)
     • Conference (1st Portuguese-Brasilian)
  • Integration with OpenAIRE – European Repository
  • Scientific Data Repositories
  • OpenAccess website + RCAAP website
    refurbishing + e-learning modules + Statistics
    Module
19-Out-10                   RCAAP                     16
1.   Background
2.   Services
3.   Stats
4.   Future Work
5.   Critical success factors
IRs evolution
                                             Evolução Repositórios
                             35
                                                                                                                          32
                             30

                             25                                                                               25
                                                                                                                          22
                             20

                             15
                                                                                                  14
                                                                                                  13
                                                                                                              12
                             10                                                       10                                  10

                              5
                                                                           4

                              0          1           1          1
                                  2003        2004       2005       2006       2007        2008        2009        2010
              RIs (locais)         1           1          1          4         10          13          12          10
              SARIs                                                             0           5          14          22
              Total Agregados                                                              14          25          32




27-10-2011                          RCAAP - Repositório Cientifico de Acesso Aberto de Portugal                                18
Documents evolution
             50000

             45000

             40000

             35000

             30000

             25000

             20000

             15000

             10000

              5000

                 0




27-10-2011           RCAAP - Repositório Cientifico de Acesso Aberto de Portugal   19
Web 2.0

          41 Posts
          Max 584 visits March/2010
RCAAP Portal usage
Policies and OA Mandates in Portugal
Instituição                     Ano

Universidade do Minho          2005
ISCTE                          2007
Universidade do Porto          2008
Universidade Aberta            2010
Instituto Politécnico de
                               2010
Bragança
Universidade de Coimbra        2010
1.   Background
2.   Services
3.   Stats
4.   Future Work
5.   Critical success factors
Future Work

  ● Scientific Data Repositories
  ● Portuguese Scientific journals in SaaS
  ● Digital preservation




27-10-2011              RCAAP                24
1.   Background
2.   Services
3.   Stats
4.   Future Work
5.   Critical success factors
Critical Success Factors
  • Global Approach              (advocacy, collaboration, partnerships, training
        and dissemination, support, services and infrastructures)
  • Governance Model
             • Commitment at all levels (political, funding, operational)
             • Based on centers of expertise (coordination, infrastructures,
               Services, etc) and Trustable Players
  • Service Model
             • Free institutions to focus on core activities
             • Economies of Scale (Level of service, Rapid deployment)
  • Institution members participation

27-10-2011                          RCAAP - Repositório Cientifico de Acesso Aberto de Portugal   26
Thanks

                     João Mendes Moreira
                           jmm@fccn.pt



27-10-2011   RCAAP                         27

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RCAAP: Scientific Open Access Repository of Portugal: Introduction

  • 1. RCAAP: Portuguese Open Access Scientific Repository 5th UNICA Scholarly Communication Seminar João Mendes Moreira RCAAP Project Manager, FCCN jmm@fccn.pt
  • 2. 1. Background 2. Services 3. Stats 4. Future Work 5. Critical success factors
  • 3. RCAAP Project • Promote visibility and accessibility to the Portuguese scientific output Goals • Improve access to information about national scientific output • Integrate Portugal into international Initiatives • UMIC – Knowledge Society Agency (Political support and funding) Governance • POSC (funding agency) • FCCN (General and Infrastructures Coordination) • UMinho (Scientific and Technical Coordination) • RCAAP Portal and Directory • SARI – IR’s in SaaS regime Services • Blimunda - Publisher copyright policies & self-archiving • Communication, awareness, training • Advocacy and Networking
  • 4. Retrospective Electronic Services Image SaaS 5 June 2008 Dec.2008 Front and Infrastructures Backoffice Training Dec.2009 V2 Studies and Guidelines SaaS 8 Shared Repository Dissimination 27-10-2011 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal 4
  • 5. Type # Univ 18 Polit 6 Hosp 4 19-Out-10 LAB 53 RCAAP
  • 6. 1. Background 2. Services 3. Stats 4. Future Work 5. Critical success factors
  • 7. RCAAP Portal IR 1 Oai-pmh SARI 1 IR 2 SARI IR N Oai-pmh 2 SARI Flavour of Arc Software N OAI-PMH Data Provider 27-10-2011 RCAAP 7
  • 8. SARI – IR’s (SaaS) Service Institutions Team Responsibilities highlights rights • Target (R&D) • Housing (N-REN • 1 TB Host • Free Datacenter) capacity • Ruled by a • Infrastructures • Own look and contract management fee • Based on SaaS • Software conf & manag • RCAAP portal model • Training Indexing • Helpdesk and support 27-10-2011 RCAAP 8
  • 9. Integration - B-On - National Consortium 27-10-2011 RCAAP 9
  • 10. Integration – DeGóis - CRIS 27-10-2011 RCAAP 10
  • 11. Publisher copyright policies & self-archiving Blimunda Project Activities 1. Registration of Portuguese journals (12?/25?) 2. SHERPA-ROMEO Portuguese version http://http://sites.google.com/site/projectoblimunda/ FCCN Signed MoU with SHERPA- 27-10-2011 RCAAP ROMEO 11
  • 13. Disseminação e comunicação Web 2.0 ● Blog – http://blog.rcaap.pt ● Twitter – www.twitter.com/rcaap ● Facebook – www.facebook.com/rcaap ● Website Projecto http://projecto.rcaap.pt 19-Out-10 RCAAP 13
  • 15. Relevant deliverables ● State of the Art Report on Open Access in Portugal ● Open Access Policies Kit ● State of the Art Report on Scientific Data Repositories 19-Out-10 RCAAP 15
  • 16. Work on Progress • Partnership with Brasil • PT-BR Portal (IR, Journals, T&D) • PT-BR Directory (IR, Journals) • Conference (1st Portuguese-Brasilian) • Integration with OpenAIRE – European Repository • Scientific Data Repositories • OpenAccess website + RCAAP website refurbishing + e-learning modules + Statistics Module 19-Out-10 RCAAP 16
  • 17. 1. Background 2. Services 3. Stats 4. Future Work 5. Critical success factors
  • 18. IRs evolution Evolução Repositórios 35 32 30 25 25 22 20 15 14 13 12 10 10 10 5 4 0 1 1 1 2003 2004 2005 2006 2007 2008 2009 2010 RIs (locais) 1 1 1 4 10 13 12 10 SARIs 0 5 14 22 Total Agregados 14 25 32 27-10-2011 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal 18
  • 19. Documents evolution 50000 45000 40000 35000 30000 25000 20000 15000 10000 5000 0 27-10-2011 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal 19
  • 20. Web 2.0 41 Posts Max 584 visits March/2010
  • 22. Policies and OA Mandates in Portugal Instituição Ano Universidade do Minho 2005 ISCTE 2007 Universidade do Porto 2008 Universidade Aberta 2010 Instituto Politécnico de 2010 Bragança Universidade de Coimbra 2010
  • 23. 1. Background 2. Services 3. Stats 4. Future Work 5. Critical success factors
  • 24. Future Work ● Scientific Data Repositories ● Portuguese Scientific journals in SaaS ● Digital preservation 27-10-2011 RCAAP 24
  • 25. 1. Background 2. Services 3. Stats 4. Future Work 5. Critical success factors
  • 26. Critical Success Factors • Global Approach (advocacy, collaboration, partnerships, training and dissemination, support, services and infrastructures) • Governance Model • Commitment at all levels (political, funding, operational) • Based on centers of expertise (coordination, infrastructures, Services, etc) and Trustable Players • Service Model • Free institutions to focus on core activities • Economies of Scale (Level of service, Rapid deployment) • Institution members participation 27-10-2011 RCAAP - Repositório Cientifico de Acesso Aberto de Portugal 26
  • 27. Thanks João Mendes Moreira jmm@fccn.pt 27-10-2011 RCAAP 27

Editor's Notes

  • #5: I also would like to give you a view of the project major tasks and acomplishmentsIn June 2008 the project started. The following months were used to set up it up. (provision resources and implement services)Hardware provisioning, Software base installation and basic servicesConception and implementation of Electronic services (IR in SaaS regime, Portal or aggregator and a Validator to validate items)Organized the Front, backofficePrepared the training programCreatedThe project image and website2008 ended with the 3ª OA Conference (the other two were organized by Minho)In 2009 the goals where to grow, consolidate and integrate.The shared repository was created (for institutions that do not have IR – that meant that there where no excuses not to deposit)Important documents (guidelines or studies) where also producedIntegration with other information systems of the scientific environment were producedDissemination tools where also created8 new SARIs where createdThe year ended with the presentation of the 4ª OA Conference
  • #6: UN – 18 (CRUP, ISPA e UFP)PL – 6 (IPB, IPCB, IPV, IPSanterem,IPLeiria, Frassineti)HP - 4 (HFF, CHLC, CHP, HUC)LAB – 3 (IGC, LNEC e INSA)Novos: Viseu, CHLC e INSA (Ricardo Jorge)
  • #8: 1 – Agregador de conteúdos dos repositórios das Instituições de Ensino e de Investigação a) com repositório local b) com repositórioalojado2 – Normasinternacionaisquepermitemqueosconteúdosdeste portal sejamintegradosnoutrossistemas (EU e BR)3 – Utilização simples e intuitiva (Usem!)Going into more detail on the servicesMain characteristicsBased on ARC softwareOAI-PMHDRIVER GuidelinesFully certified for accessibilityNew releaseFull text searchOAI-PMH Data ProviderPrincipaisfuncionalidadesPesquisa simples e avançadaFiltros (idioma, tipodocumento, ano, etc)Clustering e refinamento (autor, ano, repositório)
  • #9: IR is the main service and is delivered in an innovative way.This means that a IR can be up and running in a two months period.
  • #10: Since the beginning we have defined has strategy to integrate RCAAP with other tools.The first integration was with b-on search engine1 – b-on is the national consortium that purchase content from scientific main publishers2 - b-on has search engine3 – RCAAP is no one of the resources of that portal
  • #11: CurrentResearchInformationSystemA integração com o DeGoís veio permitir a interligação entre Plataforma de Curricula DeGóis e o RCAAP aproveitando o mesmoregistoparaosdoissistemas.
  • #12: One of the newest services we have launched is Blimunda -Publisher copyright policies & self-archivingThe project was comissioned by RCAAP to Library and documentation center of Faculty of Science and Tecnology of New University of Lisbon (our hostess) Activities:- Registration of Portuguese journals (250) hald- TranslationMaisrecenteserviço, desenvolvidoemparceria com FCT/UNL, é projectoBlimunda:- SHERPA-ROMEO contémpolíticas auto-depósitoem RI relativas a revistas e editorescientíficos- ProjectoBlimundaconsisitiuemfazerlevantamentoparaeditoresportuguesesTradução de siteTradução de políticas- Se conhecemalgum editor de revistaportuguesaquedesejaregistar a suapolíticaentãocontactem-nos.Greencan archive pre-print and post-print or publisher's version/PDFBluecan archive post-print (ie final draft post-refereeing) or publisher's version/PDFYellowcan archive pre-print (ie pre-refereeing)Whitearchiving not formally supported
  • #13: Has you know, open access is about a cultural change so, in order to help member institutions in the dissemination and communication activities, RCAAP team has produced:- Traditional merchandizing material and a communication plan for Institutions to useWeb 2.0 tools
  • #14: Here are ourweb 2.0 addresses,… soyou are invited to joinus.
  • #15: This slide show some other activities/materials used for dissemination- The open access week was a very successful event with the participation of more that 2/3 of Member Instituions- The first Portuguese- Brazilian OA conference (partnership that I will talk in a few moments)- Two TV programs focused OA
  • #16: Until the present moment the project produced several documents. The most relevant ones are:State of the Art Report on Open Access in Portugal. This study was done in conjunction with SELL and was presente in Granada Meeting.Open Access Policies Kit. (Research Institution and Funding agencies)State of the Art Report on Scientific Data Repositories (that Eloy has presented)
  • #17: Inoctober 2009 a MoUwassignedbetweenMinistriesofScienceandEducationof Brasil and Portugal
  • #19: This graphic shows the Irs repositories evolutionThe dark line shows the number of total repositories aggregated. The medium gray show the number of hosted IR. The light gray show the Irs managed by institution members.We are proud to show it because:Firstly because since the project started the number of Irs more than doubled;Secondly because the numberosIrs is more that 2/3 of the total number of repositoriesLastly because some institutions are giving up their IR in order to move to the hosted one- Mais do queduplicounúmero de repositórioapósiniciativa RCAAP- Momentohistórico com o número de SARIs a ultrapassar o número de repositóriosexistentes.
  • #20: Thisgraph show thenumberofdocumentsevolution. One can seethatthe total numberofdocuments more that triple.
  • #21: The slide show figures regarding web 2.0 services. We can see:The number of facebook friendsThe number of tweettsThe number of posts and visitsYou are welcomed to join us
  • #22: This slide shows googleanalitics figures since Jan 1, 2009.In this graph we can see that the usage is rising. Its also curious to observe the effect of events lineGlobal campain in September 2009Open Access weekWe can also see the several sources and usage by country.
  • #23: Regarding policies and mandates itisalsointeresting to seethatthenumberhasbeengrowingandexpects to increase more.
  • #25: In terms of future work we will give special attention to:SDR (continue the pilot planed to start in 2010 in order to access if we can provide a service on this area)During Blimunda project we were able to ask publishers their interest on having their journal hosted. More than 90% where interested in that kind of service so we intend to run a pilot in order to test this serviceWith the growth of content and participating institutions our preservation responsibilities increase so we would like to work on digital preservationConclusionsContinue the support of the creation and implementation of repositories in institutions still lacking them;Provideguidelines, toolkits and help for the definition and implementation of Open Access mandates for research institutions; Provide guidelines, toolkits and help for the definition and implementation of Open Access mandates for research funders; Reinforce the Open Access advocacy and dissemination activities for repositories and RCAAP Portal;
  • #27: I would like to end by sharing what we believe to be the critical success factors of the projectFinally the active involvement of institution members has been crucial to move the project forward