Add new information product types

[alanorth]

In the context of harmonizing metadata in preparation for closer integration between information systems in the One CGIAR, a question was raised about adding more types of information products. The current list of types in CG Core is somewhat of a mashup of types historical used in various repositories, but should be amended to include more types based on current reality on the ground.

A few references (others can add links to theirs):

• CGSpace's current list of types: https://ilri.github.io/cgspace-submission-guidelines/dcterms-type/dcterms-type.txt
• CG Core's current list of types: https://agriculturalsemantics.github.io/cg-core/IPtypes.html

[marieALaporte]

I removed the types that were both in CGSpace and CG Core. Below are my comments I was able to dig up some definition from what we did with the MWG when we started our assessment of existing standards. Could someone validate what is in the table and provide missing information. Tagging @ayabowork for your information	Type	Comments
Abstract	proposed def: A brief summary of a work on a particular subject, designed to act as the point-of-entry that will help the reader quickly to obtain an overview of the work's contents. The abstract may be an integral part of the work itself, written by the same author(s) and appearing at the beginning of a work such as a research paper, report, review or thesis. Alternatively it may be separate from the published work itself, and written by someone other than the author(s) of the published work, for example by a member of a professional abstracting service such as CAB Abstracts. Source: FaBiO
Blog Post	there is post. I updated its definition.
Brief	proposed def: Brief description of important new research, also known as “communication”. Source: MEL
Case Study	proposed def: A qualitative descriptive research study of individuals or a group. Source: VIVO
Data Paper	A data paper is a scholarly publication describing a particular dataset or group of dataset, published in the form of a peer-reviewed article in a scholarly journal. The main purpose of a data paper is to describe data, the circumstances of their collection, and information related to data features, access and potential reuse. Source: COAR Resource Types
Dataset	we have data file and Dataset As A Collection Of Data
Equation	proposed definition: Strings of mathematical expressions and formulas (e.g., NDVI, EVI, LSWI). Source: MEL
Extension Material	could you provide a definition for that type?
Internal Document	Internal report is a record of findings collected for internal use. It is not designed to be made public and may include confidential or proprietary information. Source: MEL
Journal Item	we have press item
Logo	Specific logos related to initiatives, institutions, service providers or products. Source: MEL
Manuscript-unpublished	this should not be a type. Should just be an abstract or a journal article with in the Core Metadata the field peer reviewed to false (or missing). One can argue that if it is on cgspace, that's not unpublished.... There is also a working paper type that might work for what is needed
Mobile Message	Message circulated via mobile phone (e.g. SMS, MMS). Source: MEL
News Item	Articles in a daily, weekly or monthly publication reporting on news and social issues aimed at the public. May entail critical analysis based on expertise in the field. Source: MEL
Opinion Piece	could you provide a definition for that type?
Photo Report	how is it different from Image?
Report	we have financial, technical and research report. Would it be possible to reassign this generic type to the more specific types?
Template	Electronic files with a predesigned, customized format and structure, as for a fax, letter, or expense report, ready to be filled in. Also, questionnaires.
Training Material	could you provide a definition for that type?
Wiki	not sure how that's different from website
Other	that's more for you at a system to have such option. It cannot really be in a standard

[monday2016]

Here are the types used by MEL MEL-Types-2022-06-24-13-04-37_MS.xlsx

@valentina-dc FYI

[marieALaporte]

@monday2016 do you need to have things classified as types and subtypes, or one list with all the types enough?

[alanorth]

Thank you for the analysis, @marieALaporte!

A few comments on @monday2016's MEL list:

• Blog presumably refers to a Blog Post, not an entire Blog (which would be a website). Recommend using "Blog Post" here.
• Donor Report should be a sub-type of "Report"
• There are few other types that might also be sub-types of "Report", for example: Concept Note and Proposal. These are not sufficiently distinct types of written work that warrant a new type in my opinion (whereas Brief and Brochure are widely known outside of academia and even usually have a distinct physical format)
• News Item/Press Item we have these on CGSpace, but they are separated. I think we should determine if these are the same thing and merge them with one name, or separate them if they are truly distinct
• Tool is confusing because in my experience it usually refers to a document describing some method for doing something, rather than a piece of Software or a literal tool like a hammer ;)
• I agree Other doesn't really belong in a standard lookup list, but systems can use it if there is no matching option

I can see how the sub types are useful and informative, but I don't know how we incorporate them.

[monday2016]

@alanorth Please see my replies here below. Hope all is clear now.

• Blog presumably refers to a Blog Post, not an entire Blog (which would be a website). Recommend using "Blog Post" here. You are right but we used the type "Blog" as we do not have "Blog Post"
• Donor Report should be a sub-type of "Report". I agree with you, it is a sub-type of the report and it is at the same time a distinct type as it is used for project reporting under one specific section "donor reports".
• There are few other types that might also be sub-types of "Report", for example: Concept Note and Proposal. These are not sufficiently distinct types of written work that warrant a new type in my opinion (whereas Brief and Brochure are widely known outside of academia and even usually have a distinct physical format). "Concept notes" and "Proposals" are added for project planning and CRP planning purposes as we have a project management part in MEL.
• News Item/Press Item we have these on CGSpace, but they are separated. I think we should determine if these are the same thing and merge them with one name, or separate them if they are truly distinct. I agree with you.
• Tool is confusing because in my experience it usually refers to a document describing some method for doing something, rather than a piece of Software or a literal tool like a hammer ;). Tools mostly are used as you mentioned in a document describing some methods.
• I agree Other doesn't really belong in a standard lookup list, but systems can use it if there is no matching option

I am also copying here below some new suggested types to be added to MEL

• Guideline
• Infographic which is in CG Core already
• Factsheet

@enricobonaiuti and @valentina-dc FYI

[MargaritaRamirez]

Hi everyone, We want to let you know that we were working with Marie Angelique (since last year), evaluating the way to align the categories that we have in MARLO AICCRA with the ones shared in the metadata working group. We exported the information and made the first mapping version and parked the task for a while. Last week she shared with me what you have been discussing this past month. Considering this, we export the type information from CG Core, CGSpace, and MEL and made the process again. You can find the information at this link https://cgiar.sharepoint.com/:x:/s/CCAFS-KDS/EbOlrESU5DdHlb16BZ_66lsBuvmr4O4cNCnJz5qVReLYcw?e=8ddKrw sheet 2-Mapping V.2 colored table. We will appreciate your comments.

[alanorth]

@MargaritaRamirez that's a useful comparison, thank you. I have sorted the CG Core, CGSpace, and MEL columns alphabetically so it is easier to compare types.

Also, I propose we remove "Other" from all lists immediately since it doesn't belong in a public controlled vocabulary and should be an internal decision at each repository. CGSpace has 249 items with type "Other", FYI. :thinking:

[marieALaporte]

Should we organize a meeting to discuss the next steps? Would be great to have something online for the types sooner rather than later.

[alanorth]

@marieALaporte yes let's meet to discuss. I've been on leave for a bit. The earliest I could be available would be the week of Monday, August 29th. We could move this to email for the scheduling?

[valentina-dc]

Dear @alanorth, @marieALaporte, and @MargaritaRamirez, Thank you very much for your discussion and contribution to this issue.

We have run a similar exercise of matching the knowledge products types (it looks like we have all done a comparable exercise!) that has helped us to carry on a discussion within our MEL Team.

Please find at this link the shared file. Results of our discussion are in column D. We have also reflected with Marie Angelique on some of these types and on the need for harmonization and definitions.

Some general comments for the discussion we will have in two weeks:

1. Aim to simplify the list as much as possible and reflect if some types could become sub-types and if this could be feasible. For example, a Data Paper could be a sub-type of a Journal Article or a Technical Report, a sub-type of Report.
2. See if there is an actual use for all these types. How many use cases do we have for a specific type? This might guide the decision on removing a type or adding sub-types, ...
3. We should revise some of the definitions together. E.g., what is the difference between News items and Press Items?
4. Lastly, are there any existing standards we could use as a reference? @marieALaporte and @MargaritaRamirez have mentioned that the Metadata WG reviewed current standards. @marieALaporte, could you please send us the link to this review? Is there any aspects or recommendation we should consider?

In case you have any comments on the Excel, please feel free to add a column.

I am looking forward to our upcoming meeting.

FYI @monday2016, @enricobonaiuti, @svetlanasaakova, @ayabowork

[ayabowork]

Hi all, here is link to the document that the MWG was working on to harmonize output types, authors, journal titles etc across CGSpace, CG Core and CGIAR repositories: https://cgiar.sharepoint.com/:x:/r/sites/metadata-wg/_layouts/15/Doc.aspx?sourcedoc=%7B4C74F24A-D100-4D48-A034-2A9658C27528%7D&file=2021_harmonizing_controlled%20lists.xlsx&action=default&mobileredirect=true&cid=86e0bdab-5211-465b-8566-f853c4f35295 It looks like there is some duplication of effort across centers so would be nice to work on this together. @valentina-dc , @alanorth, @MargaritaRamirez, @marieALaporte