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OpenAIRE Guide for Researchers

This guide is the complete guide for researchers and project coordinators on how to comply with the EC Open Access Policies in Horizon 2020 and FP7.

It compiles the much of the information you can find on the OpenAIRE portal into one PDF for easy print-out and reference.

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Join the Open Access Network

OpenAIRE is an OA publications infrastructure, making visible funded research outcomes. We currently aggregate 19,145,958 publications and 45,418 datasets from 7,791 data providers, including many institutional repositories. We support a wide range of scholarly resources (see our content acquisition policy document to wee how we approach this issue). To this extent, OpenAIRE now additionally to literature repositories harvest CRIS systems and repositories for research data sets. 

Why register my repository/journal/CRIS in OpenAIRE?

When your content is harvested by OpenAIRE, you automatically comply with the European Commission’s policies on Open Access. All records (closed or open) with funding information attached are made more visible via OpenAIRE aggregated and viewed into different facets by a wide range of stakeholders.

1. Use the OpenAIRE Guidelines

OpenAIRE has defined a series of Interoperability Guidelines to assist data providers expose their content in an interoperable format.  

  1. Literature repositories: use of vocabularies, and how to provide links to funding and other research entities (e.g., datasets), and access rights
  2. Data repositories: based on the latest DataCite XML Schema, extended with information on links to funding and access rights.
  3. CRIS systems: compatible with CERIF (EuroCRIS) 

For literature repositories we have different status of compatibility depending on the guidelines version and the exposed content via OAI-Sets.  

Please carefully analyse the proper version of the OpenAIRE guidelines, especially the metadata and vocabulary application profile, OAI-PMH usage instructions and available examples, and search for useful info about OpenAIRE compatibility improvements for your software repository platform.

For more comprehensive support, please access the recordings and slides from the last webinars on OpenAIRE compatibility for repository platforms: Proprietary platforms: slides & recordings; EPrints platforms: slides & recordings; DSpace platforms: slides & recordings (access also to the slides on the OR2014 conference workshop).

Are the guidelines backwards-compatible?

Yes. Latest schema guarantees backwards-compatibility with previous versions. As the OpenAIRE OAI set has been renamed from ‘ec_fundedresources’ to ‘openaire’, the OpenAIRE infrastructure ensures the continuity of harvesting EC funded resources content based on the old set, and specifically those repositories are identified as OpenAIRE 2.0 compatible. 

2. VALIDATE AND REGISTER YOUR DATA SOURCE

OpenAIRE  provides a validator service that allows you to test and validate your data source/content for any of our guideline sets. Once you do this, you can proceed and register your data source and join OpenAIRE. 

Before you register your repository with OpenAIRE we ask you to take an extra step: register with the global repository registries OpenDOAR or re3data.org. Why do we do this? Your data, as well as OpenAIRE, is part of a global infrastructure landscape and we need to use these registries as they are a key component of this landscape.

Next, you use our registrtation service and specify information about the OAI-BaseURl and OAI-Sets OpenAIRE should harvest from. When you register, an automatic validation will start and the OpenAIRE team will contact you.

You can always use the validation and registration service to update to newer OpenAIRE guidelines compatibility levels, or edit infromation about what to be harvested.

Where can I find more information? Still Have questions?

Send us your question via This email address is being protected from spambots. You need JavaScript enabled to view it. or use our ticketing system https://www.openaire.eu/support/helpdesk. We are happy to support you!

OpenAIRE Guide for Usage Statistics

OpenAIRE, in alginment with recent national initiatives in the UK (JISC PIRUS2), the Netherlands (SURF SURE), Germany (OA-Statistik), and Knowledge Exchange Group on Usage statistics  is harvesting usage data from repositories in an effort to produce metrics that will lead to an alternative way of assessing of FP7 OA publications. 


This email address is being protected from spambots. You need JavaScript enabled to view it. to learn how to join the effort and contribute with your repository's data.

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OpenAIRE Guide for Research Institutions

The OpenAIRE Guide for Research Institutions will assist Research Institutions and Policy Makers to implement viable Open Access policies and procedures. The recommendations are based on best practices from a range of leading universities and research institutions in Europe.

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Project Officers Toolkit

This is an area where EC Project Officials may find information on the Open Access policies in Horizon 2020 and the Open Access pilot in FP7 and other concepts relevant to the scientific and scholarly communication process.

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OpenAIRE Guidelines: Update for Data Providers

OpenAIRE has developed into an open access publications infrastructure, as well as making visible funded research outcomes (at present EC-FP7 and Wellcome Trust). We now aggregate from 450 data providers, including many institutional repositories. Read on to find out about the update of the OpenAIRE guidelines. 
 

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OpenAIRE Guide for Repository Managers

Find about the OpenAIRE Guidelines, and make your publication or data repository OpenAIRE compatible.

Find the steps you need to follow in order to register your repository in OpenAIRE.

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Research Managers: what's in it for you?

Having aggregated content from many different sources (publication and data repositories, OA journals, CRIS systems and other databases) OpenAIRE is in the unique position to create a linked information space for research. After we apply cleaning, transformation processes we are able to produce facets of the information or statistics tailored to the needs of any research manager, from the project to the institution to the ministry level.  

Check out our Horizon 2020 Research Administrators Guide

For more information please contact us at This email address is being protected from spambots. You need JavaScript enabled to view it.

OpenAIRE Guide for Journals

Here you can find the steps you need to follow in order to register your journal in OpenAIRE after running a compatibility test.

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Embrace OA policies

..coming soon