Project milestone Open Access

OpenAIRE Guidelines for institutional and thematic repository managers 4.0

Schirrwagen, Jochen; Baglioni, Miriam

Principe, Pedro; Manghi, Paolo; Loehden, Aenne; Czerniak, Andreas; Bäcker, Amelie; Cabezas, Alberto; Azrilevich, Paola; Kataoka, Tomoko; Walk, Paul; Farnel, Sharon; Lasou, Pierre

The OpenAIRE Guidelines for Literature Repository Managers 4.0 provide orientation for repository managers to define and implement their local data management policies according to the requirements of the OpenAIRE - Open Access Infrastructure for Research in Europe.

The OpenAIRE Guidelines were established to support the Open Access strategy of the European Commission and to meet requirements of the OpenAIRE infrastructure. This new version of the Guidelines, according to the expansion of the aims of the OpenAIRE initiative and its infrastructure, has a broader scope. In fact, these Guidelines are intended to guide repository manager to expose to the OpenAIRE infrastructure open access and non-open access publications together with funding information, where applicable.

By implementing these Guidelines, repository managers will not only be enabling authors who deposit publications in their repository to fulfill the EC Open Access requirements, and eventually also the requirements of other (national or international) funders with whom OpenAIRE cooperates, but also incorporating their publications into the OpenAIRE infrastructure for discoverability and utilizing value-added services provided by the OpenAIRE portal.

The OpenAIRE Guidelines for Literature Repository Managers 4.0 are part of a set of OpenAIRE Guidelines that also include the OpenAIRE Guidelines for Data Archive Managers, the OpenAIRE Guidelines for CRIS managers, the OpenAIRE Guidelines for Software Repository Managers, and the Guidelines for Other Research Products Repository Managers.

What’s new

In comparison with previous versions of the Guidelines, this version introduces the following major changes:

  • an application profile and schema based on Dublin Core and DataCite incl. a new OAI-metadataPrefix
  • support of identifier schemes for authors, organizations, funders, scholarly resources
  • introduction of COAR Controlled Vocabularies
  • compliance with the OpenAIRE Content Acquisition Policy, published on 05-Oct-2018.
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