Guides for OpenAIRE Services
PROVIDE - How to validate and register your data source
Learn how to validate and register your repository, journal, CRIS or aggregator in OpenAIRE
What it is
OpenAIRE PROVIDE is the content gateway service of OpenAIRE, where data providers are invited to connect scholarly content with OpenAIRE, allowing repositories, data archives, journals, aggregators and CRIS systems, to enter the OpenAIRE and European Open Science (EOSC) ecosystem and be accessible by millions of researchers, research institutes and networks, research funders, policy makers and citizens.
OpenAIRE PROVIDE lowers any technological barriers, by supporting a series of integrations, therefore, enabling its users to visually access OpenAIRE's services that are responsible for the data harvesting process. There are four distinctive steps from the initial express of interest for OpenAIRE PROVIDE to the actual content availability on OpenAIRE and EOSC. The steps indicate the important subservices of OpenAIRE that perform the following functionalities:
- Validation of data sources with the OpenAIRE guidelines (via the OpenAIRE Validator),
- Registration of data sources to OpenAIRE and global interlinked networks provides links to content for text and data mining, view history of validations, status of harvesting,
- Enrichment of metadata information that describes the data sources to be available through OpenAIRE. Subscribe and view/receive notifications to enrich the metadata or the content of the data source (via the OpenAIRE Broker),
- Generation of usage statistics by subscribing to the OpenAIRE UsageCounts service; Get aggregated, COUNTER compliant usage statistics, like metadata views and full-text downloads, for repository access and broaden your mechanisms for Open research impact assessment.
What it does
Validator
The OpenAIRE Validator tool performs validation checks on both the quality of implementation of the OAI-PMH protocol and the conformance of the metadata to the specific schemas. It is a rule based system which also provides an admin panel that allows its users to easily configure the individual validation rules and sets of rules, that implement the guidelines.
The OpenAIRE Validator service allows to test the compatibility of the data sources with the OpenAIRE Guidelines. If validation succeeds the data source can be registered for regular aggregation and indexing in OpenAIRE.
Registration
To register your data source in OpenAIRE, first you need to test their compatibility to the OpenAIRE guidelines, using the Validator tool. If validation succeeds the data source can be registered for regular aggregation and indexing in OpenAIRE.
OpenAIRE allows for registration of:
- Institutional and thematic repositories registered in OpenDOAR or FAIRsharing,
- Research data repositories registered in Re3data or FAIRsharing,
- Individual e-Journals,
- CRIS registered in DRIS from EUROCRIS,
- Aggregators, and
- Publishers.
How to Validate & Register
The Validator service is available through the OpenAIRE PROVIDE dashboad, so the user needs to have an OpenAIRE account to access it. Logging into the PROVIDE dashboard, the user will have access to the Validator and Registration services, accessible through the top left menu as shown in the image.
The Validator service includes two main steps to perform the aggregation and indexing of your data source in OpenAIRE:
1st: Validate your data source
Test the compatibility of your data source (repository, journal, CRIS or aggregator) to the OpenAIRE guidelines.
2nd: Register your data source
Register your data source in OpenAIRE.
Please find below guided information on how to Validate and Register your data sorce.
Validate your data source
To perform the validation of your data source, follow these steps:
- Go to the Validator service
- Login to the PROVIDE dashboard
- Go to the top left menu and select: Validator > Validate
- Select the data source type you want to validate
- Select data source
- Select from the list, or enter the base OAI URL of your data source.
- The repository’s/journal’s published sets are exposed in a later stage and you may select one for the compatibility tests.
- Select guidelines
You may apply two types of compatibility tests on your repository:- Content: specific to the content/format of the dc fields
- Usage: specific to the implementation of OAI-PMH
- Select parameters
- You may define an upper limit on the number of records tested. This is highly recommended for first time users, or when re-checking after the implementation of automated changes.
- Select one of the data source exposed sets (optional).
- You may also group your results by a specific field. This is quite useful when validating an aggregator and you know in advance which is the field that distinguished among data sources.
- Finish
Finish the compatibility test and wait for the results by email or check the Validation History menu.
Register your data source
Before you start the registration, please verify the following information:
For Literature and Data Repositories: |
Make sure your Repository is already registered in one of the following global registries - OpenDOAR (for Literature Repositories), Re3data (for Data Repositories) or FAIRsharing (for Data and Literature Repositories), and is compatible with the OpenAIRE Guidelines. |
For Journals and Aggregators: | Make sure that your data source is compatible with the OpenAIRE Literature Guidelines. |
For CRIS systems | Make sure your CRIS is registered in DRIS, the Directory of Research Information Systems, and is compatible with the OpenAIRE Guidelines for CRIS Managers. |
To perform the registration of your data source, follow these steps:
- Go to the Register functionality
- Login to the PROVIDE dashboard
- Go to the top left menu and select: Register
- Select the type of your data source
- Fill in the form with the requested information, according to your data source type, as follows:
- for Repositories
- Select data source
Select your Repository from the list, starting by identifying the country to which it belongs. - Register data source
Fill in or update the basic information of your Repository. Note: the pre-filled information has been collected from OpenDOAR, Re3data and FAIRsharing. Please check it and correct it if necessary. - Register interface
Register the base OAI-PMH URL of your Repository, to collect your records from, as well the desired compatibility level with the OpenAIRE Guidelines.
Choose an OAI-set if desired. If no set is chosen, all records will be harvested. - Terms of Use
Select the desired options regarding the Terms of Use. - Finish
Select the option “Finish” to conclude the registration process.
- Select data source
- for Journals and Aggregators
- Register data source
Fill in the basic information of your data source. - Register interface
Register the base OAI-PMH URL of your data source, to collect your records from, as well the desired compatibility level with the OpenAIRE Guidelines.
Choose an OAI-set if desired. If no set is chosen, all records will be harvested. - Terms of Use
Select the desired options regarding the Terms of Use. - Finish
Select the option “Finish” to conclude the registration process.
- Register data source
- for CRIS systems
- Select data source
Select your CRIS from the list, starting by identifying the country to which it belongs. - Register data source
Fill in or update the basic information of your CRIS. Note: the pre-filled information has been collected from DRIS. Please check it and correct it if necessary. - Register interface
Register the base OAI-PMH URL of your CRIS, to collect your records from.
Choose an OAI-set if desired. If no set is chosen, all records will be harvested. - Terms of Use
Select the desired options regarding the Terms of Use. - Finish
Select the option “Finish” to conclude the registration process.
- Select data source
Once you have finished the registration of your data source, the information will be validated by the OpenAIRE Aggregation team, who will contact you if further information is needed. After this process and if validation succeeds, your data source will join the OpenAIRE infrastructure and their content will be regularly aggregated and indexed to contribute to the OpenAIRE Graph.
More information
Support on how to implement the OpenAIRE Guidelines:
For DSpace
OpenAIRE Literature v.4 compliance for DSpace 5.x and DSpace 6.x. See here.
Source: LYRASIS Wiki.
For EPrints
OpenAIRE Export Plugin - Literature Repository Guidelines. See here.
About:
- Export Plugin for Interoperability with OpenAIRE.
- Exports metadata based on Guidelines for Literature Repositories by OpenAIRE (https://openaire-guidelines-for-literature-repository-managers.readthedocs.io/en/v4.0.0/).
- This plugin was developed as a part of Canadian Association of Research Libraries OpenAIRE Pilot Project.
For Journals
[News item]: Open Journal Systems (OJS) sets new standards to achieve OpenAIRE compliance with JATS
Instructions on how to expose Horizon Europe project's information
[News item]: OpenAIRE guidelines for data source managers ensure compatibility of the Horizon Europe Open Science requirements
Webinar
A user journey in OpenAIRE provide services and interoperability guidelines implementation
14 October, 2020
Community Call for Content Providers
OpenAIRE Guidelines V4: specifications and implementation roadmap and use cases
6 November, 2019
OpenAIRE aggregation and enrichment processes: specifications and good practices
4 March, 2020
FAQ
How do I validate my repository or journal and provide data to OpenAIRE?
Factsheets
PROVIDE - Content Provider Dashboard