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

2. 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)

3. 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“

4. 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

5. 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, …)

6. 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 , 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“)

7. 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

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

10. 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

11. 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

12. 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

13. 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)

14. 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)

15. 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)

16. 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

17. 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

18. 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