Solution “Publication Management” Participation of Early Adopters Kick-off Meeting Cluster Golm Golm, AEI, 15 oct 2007

What we would like to talk about 10:00 – 12:00 Why PubMan (Publication Management Service) Benefits for scientists Benefits for institute Context Status of eSciDoc/PubMan (infrastructure, current release) Participation Overview pilots, partners Early Adopter Early Adopter characteristics and activtiy areas Early Adopter Working groups Organisation of Cluster Questions/Discussion 13:00 – 15:00 (when required/interested) Details about PubMan functionalities (envisioned, currently implemented) current institute/individual workflow at MPIs for handling publication data (workflow, people involved, basic needs)

Why PubMan - What is it? A software solution designed to address Management, dissemination, long-term archiving of publication data of a research organisation Publication data: formal/informal publications, grey literature, supplementary material Local/Individual configurations in presentation, management and re-purposing of publication data A service offered to interested institutes in the MPG A re-usable open source software Based on the infrastructure developed within the eSciDoc project One pillar of the MPG OA Agenda A possibility to put into practice a „deposit mandate“

Why PubMan - Benefits scientists One source of my publication data – multiple re-use: Individual researcher pages Dept/institutes websites Yearbook Report for the scientific advisory board (Fachbeiratsbericht) Integration with (external) systems/portals Integration in global and/or disciplin-specific search engines Interfaces with local systems (primary data archive, local publication databases) Persistent identification of publication items Versions Related items/objects Align individual publication workflow with institutes workflow

Why PubMan – Benefits Institute One source of publication data – multiple re-use Yearbook Reports for scientific advisory board Institute websites Configuration of views/entry points per organisational unit (=Institute, departement, research group) Configuration of functionalities Workflows for Quality assurance Workflows for IPR checks on released „fulltexts“ Default settings (collections, type of publication, organisational unit, …)

Why PubMan - context Open Access eSciDoc project Berlin declaration 2003 eDoc (since 2001 central development) used for MPS yearbook since 2003 shortcomings eSciDoc project BMBF funded 2004-2009, partner FIZ Karlsruhe Platform for communication, dissemination, long-term archiving, supporting eScience scenarios Research-driven solutions (Publication data, research data) Close cooperation with institutes („participation concept“)

eSciDoc Solutions PubMan FACES VIRR WALS Online LAMUS-Anbindung Pilot group Early Adopters FACES MPI für Bildungsforschung VIRR MPI für Europäische Rechtsgeschichte WALS Online MPI für Evolutionäre Anthropologie LAMUS-Anbindung MPI für Psycholinguistik

Status eSciDoc /pubMan See next slide for overview on eSciDoc infrastructure

PubMan Release 1 Prove of Concept Show basic functionalities Framework – application logic Graphical user interfaces lower priority Show basic functionalities Submission Browse/display search Storage of any item type (publication, language, image) Storage of Organizational Units (OU) Link between publication and OU Network of organizational units Search with Boolean Operators and wildcards SRU/SRW Interfaces REST- and SOAP-Interfaces XML-exchange

PubMan release 2 (planned for 29 oct) Versioning of items in the repository Intellectual (Revisions) Bibliographical (modification of released items) Simple workflow -> intermediate release Transparency Item history, revision history Re-usability of PubMan data Export EndNote, citation style (APA) Different entry points into the system Browsing by organizational unit(s) Simple and advanced search Different MD display types for different needs Various collections/users

Participation eSciDoc – possibilities of engagement Partner: develop well defined work packages Close cooperation and alignment with eSciDoc development e.g. MPI psycholinguistics, MPI evolutionary anthropology Pilots: functional advisory board Cross-disciplinary Cross-organisational boundaries Communication channels into user communities (lib, IT, scientists) Early Adopter: vital interest in using specific solution for local needs Involved in migration and roll-out concepts Priorities are shaping release plans

Early Adopters – characteristics (PubMan) vital interest in local publication data management, with the support of PubMan By using PubMan By integrating any other local database in use into eSciDoc infrastructure Potentially ready for first migrations Engagement and committment to PubMan Consensus between directors, scientists and staff on participation Represent multiple disciplines (research practice) Represent multiple formats/content types (research output)

Early Adopters - overview activity areas Development Continuous testing (test reports, start content) Assist in functional improvements Identification of local workflows and priorities Optimisation of GUIs Migration Support development of effective migration processes Support in step-by-step migration of data to PubMan Setting up organisational structures optimal alignment of local and central competencies when developing/introducing solutions Shaping local/central measures needed for successfull roll-out Local trainings Communication plans Ressources plans, staff profiles Policies Engage in user community (Minerva, eDoc forum) Reporting activities (sInfo, sections, Pilots)

Early Adopters – next activities GUI Design Re-work existing GUIs Continous optimisation of user‘s guidance Patterns Special features for scientists Easy submission, easy reports, researcher page Feedback collections, organisational units Testing of ongoing releases summarized feedback report Open access (organisational, technical)

Early Adopter - future activities Feedback quality assurance workflows Controlled lists/ Normdateien creation, maintance, usage Metadata descriptive MD Genres Migration One-by one migration Testcase for functionalities, policies training Synchronizing local and central archives Interfaces, formats, services needed

Organisation Early Adopters – Cluster Golm Three institutes: AEI (Coordination, local contact: E. Schlenk) MPI Kolloid-/ Grenzflaechenf. (local contact: ) MPI Molekulare Pflanzenphys. (local contact: ) Activities Early Adopters: Will be mainly executed by additional FTE Will be coordinated by AEI Communication channels: CoLab (Wiki community platform), Mail Workshops Questionaires Face-to face meetings … Contact MPDL/eSciDoc Nicole Kondic, Ulla Tschida

Additional FTE Aim Tasks: Next steps: Support institutes in their activtities as Early Adopter Support institutes and scientistis in „self-archiving“ of publication data Shape librarys profile in context of publication management Tasks: Visit local scientists for identifying local workflows Assist in putting data to the system Testing Participation in working groups, documentation Support in functional specification/issues Inform local EA institutes about ongoing activities/outcome Train/support local staff in introduction/configuration/handling of PubMan Bring together/assemble different local needs (context PubMan) Identify synergie potentials in cooperation of the 3 libraries Next steps: Local contacts? Stellenbeschreibung Ausschreibung Einstellung