EDDI2016 Esra Akdeniz, Wolfgang Zenk-Möltgen 06.12.2016 Creating a DDI-Lifecycle based Metadata Schema for the GESIS Data Archive EDDI2016 Esra Akdeniz, Wolfgang Zenk-Möltgen 06.12.2016

„DDILimDas“ “Use of DDI-Lifecycle at the GESIS Data Archive” internal project at the GESIS Data Archive project duration: two years (01/2015-12/2016) Main objectives: Change products, projects and processes at DAS from DDI-C as documentation and archiving format to DDI-L Harmonization Facilitation Reusability Harmonization (of preliminary work done in different projects at DAS so far) Facilitation (of a consistent and coordinated future DDI management) (focus on) Reusability (in GESIS)

Outcome Development of… a metadata schema for all use cases in the data archive in the DDI-L format recommendations for all existing tools within Gesis DAS

Tools Missy= metadata at the study and variable level as well as reports and tools for data handling and analysis DBK= Study Descriptions (Primary data from survey research, historical social research and texts for content analyses) CBE= Context level information for a customized selection of variables ( Topics & context, Panel & context, Scales & context, Time integration & context, Space integration & context, User & context) CharmStats =precise and transparent documentation of harmonization of variables DSDM = to document a dataset of a cross-section or comparative survey on variable level da|ra = Registration agency for social and economic data Datorium = self-archiving tool Stardat = Data Archiving Suite (includes all functions of DBK on study level to describe studies, includes functions of DSDM on variable level, includes functions of CBE on context level, includes functions to generate reports, includes self-archiving (datorium), includes functions zu generate versions and documentation about errata)

DDILimDas Metadata Elements Sections of Metadataelements Number of Metadataelements Information on Project 3 Information on Study 105 Information on Person(s) 22 Information on Institution(s) 13 Information on Dataset 62 Information on Survey Instrument 12 Information on Questions 19 Information on Answers 6 Information on Documents 26 Information on Groups 11 Information on Products 8 Information on Concepts/Categories Information on Literature 21 Information on Notes 5 Information on DDIInstance 9 Total 330 Sections of Metadataelements Information on Project Information on Study Information on Person(s) Information on Institution(s) Information on Dataset Information on Survey Instrument Information on Questions Information on Answers Information on Documents Information on Groups Information on Products Information on Concepts/Categories Information on Literature Information on Notes Information on DDIInstance

DDILimDas Metadata Schema

DDILimDas Metadata Elements Sections of Metadataelements Number of Metadataelements Number of Mappins (Workarounds) Elements without Mappings Information on Project 3 - Information on Study 105 96 (20) 9 Information on Person(s) 22 21 (3) 1 Information on Institution(s) 13 13 (1) Information on Dataset 62 57 (18) 5 Information on Survey Instrument 12 12 (2) Information on Questions 19 19 (5) Information on Answers 6 Information on Documents 26 24 (5) 2 Information on Groups 11 10 (3) Information on Products 8 7 (7) Information on Concepts/Categories 7 Information on Literature 21 19 (6) Information on Notes 4 Information on DDIInstance Total 330 307 (70) 23

Harmonization between tools DBK da|ra Stardat CharmStats datorium „name of primary researcher“ „primary researcher institution“ „person“ „affiliation“ „institution“ „primary reseacher“ „name“ „persontype“ „primary researcher“ „institution (of the primary researcher)“ DDILimDas Step 1a: Name of a person Step 1b: Name of an institution (independently if it´s an institution as a primary researcher or an institution of the primary investigator) ddi:DDIInstance/g:ResourcePackage/a:OrganizationScheme/a:Individual/a:IndividualIdentification/a:IndividualName/a:FullName/r:String ddi:DDIInstance/g:ResourcePackage/a:OrganizationScheme/a:Organization/a:OrganizationIdentification/a:OrganizationName/r:String Step 2: Reference on either OrganizatioName or IndividualName ddi:DDIInstance/g:Group/g:Subgroup/s:StudyUnit/r:Citation/r:Creator/ r:CreatorReference/r:TypeOfObject="Individual/Organization“ Step 3a: Relation elements for linking Individuals to Organizations by defining the Individual as SourceObject Step 3b: Defining Organization as TargetObject Step 3c: Defining TargetObject of beeing an Affiliation ddi:DDIInstance/g:ResourcePackage/a:OrganizationScheme/r:Relation/a:SourceObject/a:IndividualReference/r:TypeOfObject="Individual“ + ddi:DDIInstance/g:ResourcePackage/a:OrganizationScheme/r:Relation/a:TargetObject/a:OrganizationReference/r:TypeOfObject="Organization" ddi:DDIInstance/g:ResourcePackage/a:OrganizationScheme/r:Relation/a:TargetObject/a:Role/r:Description/r:Content="Affiliation"

Example for a Workaround Element Definition Tools DDI-Mapping FileSize Size of a Dataset File Survey Instrument File Document File DBK da|ra datorium Step 1 ddi:DDIInstance/g:Group/g:Subgroup/s:StudyUnit/r:Note/ r:TypeOfNote (with codeListName="GesisTypeOfNote"="FileSize") Step 2 ddi:DDIInstance/g:Group/s:StudyUnit/r:Note/r:Relationship/ r:RelatedToReference/r:TypeOfObject Step 3 r:NoteContent/r:Content

Steps to go Publish a report on the metadata schema Produce DDI Profiles for the metadata schema Supply each GESIS project/tool development with the overall metadata schema Exchange with CESSDA CMM project

Thank you for your attention