Developing an Institutional Repository Service in Chinese Academy of Sciences

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1 Developing an Institutional Repository Service in Chinese Academy of Sciences Zhongming Zhu, Jianxia Ma Lanzhou Branch of National Science Library, CAS Zhixiong Zhang National Science Library, CAS Sino-German Symposium on Development of Library and Information Services October 15th-16th, Beijing

2 Overview Background Strategies What we have done What we are doing now Future concerns or expected collaborations

3 Some Background

12 branches 89 institutes 9 supporting institutions 1 Grad Schol & 1 University Future Institutional Distribution Repository of Institutes Landscape of CAS Xinjiang Branch Graduate School of Chinese

4 12 branches 89 institutes 9 supporting institutions 1 Grad Schol & 1 University Future Institutional Distribution Repository of Institutes Landscape of CAS Xinjiang Branch Graduate School of Chinese Academy of Sciences Lanzhou Branch Institutes in Beijing area Changchun Branch Shenyang Branch Chengdu Branch Kunming Branch Xian Branches Hefei institutes Guangzhou Branch Nanjing Branch Shanghai Branch University of Science and Technology of China (Xu, A. (2007). Introduction to cas and its cooperation with eu countries

5 Strategies Building s first in each institute In the help of NSL Setting up an example Extending to a batch of institutes Covering all institutes Advocating a pilot method Adopting an open source solution Shapping of a federated repository service of CAS Hosting by NSL

6 What and how we have done

7 Selecting a pilot participant (I) Considerations: Whether does the institute have a strong interest in and need of establishing an? Whether can the institute provide necessary supporting conditions? And Whether does the institute have a variety of applications in its research information environment?

8 Selecting pilot participant (II) IMECH selected as pilot participant they have a strong desire to have their researcher s published papers to be managed and preserved as a whole they are ready for providing needed conditions such as computing environment, staffs.. they have comparatively simple ETD systems, bibliographic databases, and ARP (Academic Resources Plan) applications, electronic article databases, and etc. IMECH, namely Institute of Mechanics, CAS

9 Capturing and defining function requirements (I) Common functions and services are identified and defined via inspecting current systems and applications

10 Capturing and defining function requirements (II) Specific requirements from IMECH Easily interoperating with other local systems to exchange and reuse existent information Less laborious efforts in demanding researchers to describe and submit content In favor of a computer-aided automatic metadata generation process More flexible access control options carefully evaluating them to see if they can be identified as commonalities

11 Selection of software Tools DSpace outshined Largest community of users and developers worldwide Can manage and preserve all types of content Multiple valued functions Easily customized and extended Open source APIs Variety of extending programs involved Using Java -makes it also easy to integrate plentiful packages or tools, when needed, in Java world OAI-enabled (DSpace website.

Extent/guidelines of practicing customization and extension Most are carried out here Mainly via using its APIs Some of them are required to modify codes within

12 Extent/guidelines of practicing customization and extension Most are carried out here Mainly via using its APIs Some of them are required to modify codes within the layer Few are needed to go to such a level (DSpaceSystem Documentation: Architecture. index.php?option=com_content&task=view&id=145#logfiles)

13 Localization enhancement and UI improvement Apply an UTF-8 encoding setting to support Chinese operations Provide Chinese user interface via localizing relevant files, texts and messages Activate indexing and searching in Chinese Change default UI to a Chinese version one

14 DSpace default UI

15 Adjusted and customized Display style New Chinese interface

16 Localization enhancement and UI improvement (II) Adapt to handle Chinese author names in a habitual way last name first, like 胡文瑞, not 文瑞胡, or 胡, 文瑞 Add a support to browse items with Chinese pinyin sort order Other improvements Configurable display fields order and combination Visual editing text block content

17 Pinyin order sort Chinese name order

18 Both fields and display order can be configured, no matter being in simple view or full view

19 Visual editing support for news, license content, and other types of text block content.

20 Resource types and Metadata Default QDC as common metadata schema Adding new metadata fields meet specific needs Adapting editing forms and result pages to reflect the changes Four major resource types can be properly handled Journal articles Thesis Conference papers Books

21 Correspondent author Conference date supervisor Conference name Type of thesis Journal papers Conference papers thesis Some of added metadata fields in different resource types, appearing in results

22 Identifier Not applying canonical handle prefix in current phase Using domain-based identifiers (X) ( )

23 Reuse data from ARP ARP Research outputs Staff ARP Data exporter Staff Research outputs Data importer ARP: Academia Resource Planning Deployed in almost all institutes in CAS Contain information about research outputs but with no associated full content Getting content from ARP can be an initial content recruitment strategies in building

24 OAI Support Activated GetRecord& identifier=oai:dspace.imech.ac.cn:311007/20500&metadataprefix=oai_dc oai_dc <?xml version="1.0" encoding="utf-8"?> - <OAI-PMH xmlns=" xmlns:xsi=" xsi:schemalocation=" "> <responsedate> t10:02:12z T10:02:12Z</responseDate> <request identifier=" oai:dspace.imech.ac.cn:311007/20500 " metadataprefix="oai_dc oai_dc" verb="getrecord GetRecord"> oai/request</request> - <GetRecord> - <record> - <header> <identifier>oai:dspace.imech.ac.cn:311007/20500 oai:dspace.imech.ac.cn:311007/20500</identifier> <datestamp> t01:57:55z T01:57:55Z</datestamp> <setspec>hdl_311007_19060 hdl_311007_19060</setspec> </header> - <metadata> - <oai_dc:dc xmlns:oai_dc=" " xmlns:dc=" xmlns:xsi=" xsi:schemalocation=" "> <dc:creator> 张均锋 </dc:creator> <dc:creator> 祈涛 </dc:creator> <dc:date> t06:49:28z T06:49:28Z</dc:date> OAI harvester <dc:date> t01:57:54z T01:57:54Z</dc:date> <dc:date> t06:49:28z T06:49:28Z</dc:date> <dc:date> t01:57:54z T01:57:54Z</dc:date> <dc:date>n</dc:date> <dc:identifier> </dc:identifier> <dc:identifier> </dc:identifier> <dc:description /> the-scene research! <dc:description>a A 3D anisotropic elastoplastic-damage model was presented based on continuum damage mechanics theory. In this model, the tensor decomposition technique is employed. Combined with the plastic yield rule and damage evolution, the stress tensor in incremental format is obtained. The derivate eigenmodes in the proposed model are assumed to be related with the uniaxial behavior of the rock material. Each eigenmode has a corresponding damage variable due easily to the fact that exposed, damage is a function discovered, of the magnitude of the and eigenstrain.. Within an eigenmodes,, different damage evolution can be used for tensile and compressive loadings. This model was also developed into finite element code in explicit format, and the code was integrated into the well-known computational environment ABAQUS using the ABAQUS/Explicit Solver. Numerical simulation of an more uniaxial compressive wide-spreadly test for a rock sample used. is to examine the performance of the proposed model, and the progressive failure process of the rock sample is unveiled. </dc:description> <dc:description /> <dc:relation>2006, : , : </dc:relation> <dc:title>3d Anisotropic Elastoplastic-Damage Model and Its Application in Simulating the Behavior of Rock Materials </dc:title> <dc:type>article Article</dc:type> </oai_dc:dc> our Federated service </metadata> </record> </GetRecord> </OAI-PMH> Metadata can be collected by any Important for s data (behind- the-scene research!) to be Essential functionality for shaping of

SRW/U Interface Enabled http://dspace.imech.ac.cn/srw/search/dspace?query dspace.imech.ac.cn/srw/search/dspace?query=dc.title dc.title+.

.. To offer functionality of getting search service can be easily integrated into external applications To Facilitate data (behind-the- scene research!

25 SRW/U Interface Enabled dspace.imech.ac.cn/srw/search/dspace?query=dc.title dc.title+...&operation= searchretrieve&v1.1&maximumrecords=50&startrecord=1&resultsetttl=30 0&recordPacking=xml... To offer functionality of getting search service can be easily integrated into external applications To Facilitate data (behind-the- scene research!) to be readily discovered by a search service provider often performing distributing search. Based on SRW/U package from OCLC SRW/U. /software/srw/default.htm

Implementation in IMECH A pilot service has been initiated Help planning System installation and configuration training system administrator and users Initial data

26 Implementation in IMECH A pilot service has been initiated Help planning System installation and configuration training system administrator and users Initial data import/ingest from ARP from Melinets(library automation system) existent full content importing and linking IP and special user or group-based access control

27 What we are doing now Real time usage statistics both for users and itself Any other kind of improvements or optimizations based on tests and feedback Preparing for selecting several institutes as extending pilot participants to promote service in CAS Development of OAI harvesting tools to quicken steps towards setting up a federated institutional repository in CAS early.

28 OAI-DP SRW/U WS-- WS-- OAI-DP OAI-DP OAI-DP OAI-DP Federated Repository Service Infrastructure of CAS OAI-DP OAI-DP OAI-DP OAI-DP OAI-DP OAI-DP OAI-DP OAI-DP

29 Future concerns and expected collaborations More flexible multiple metadata schema support Research output metadata or grey literature metadata [1] Integrate SIMILE into DSpace? [2] SIMILE will leverage and extend DSpace, enhancing its support for arbitrary schemata and metadata, primarily though the application of RDF and semantic web techniques. Machine-aided content recruitment strategies and automatic metadata generation open APIs made it an easily embedded service Deposit/ Delete/Search/Harvest/Obtain interface [3] or service Content exchange or sharing [1]Campbell,D.(2005). Metadata for research outputs: Australian and overseas contexts. staffpaper/2005/educause.ppt [2] The SIMILE Project. [3] Deposit API.

30 Thank you!

Chuck Cartledge, PhD. 25 February 2018

Chuck Cartledge, PhD. 25 February 2018 Big Data: Data Wrangling Boot Camp Web Crawling with R and OAI-PMH Chuck Cartledge, PhD 25 February 2018 1/21 Table of contents (1 of 1) 1 Intro. 2 OAI-PMH What is OAI-PMH 3 Hands-on 4 Q & A 5 Conclusion