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openaire / guidelines-cris-managers

OpenAIRE Guidelines for CRIS Managers based on CERIF-XML
https://openaire-guidelines-for-cris-managers.readthedocs.io/
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FAIR principles? #98

Closed ACz-UniBi closed 1 year ago

ACz-UniBi commented 3 years ago

How does the current version of the guidelines comply with the FAIR principles?

jdvorak001 commented 3 years ago

We should first clarify the meaning of "data" and "metadata" for the context of CRISs. There are basically two options:

(A) Data is some digital contents that is managed by the CRIS and metadata is the research information around this contents. Then any Person, OrgUnit, Project, Funding, Publication, Product, Equipment records would be part of the metadata. The digital contents in a CRIS thus may be documents that are on the edge between administration and research: project proposals, funding agreements, project reports and similar. But managing these documents is not a central role of a CRIS, actually this functionality is absent in some CRISs entirely. Other CRISs may link to the organization's Document Management System. The core function of a CRIS is to keep an overview of research activities and provide links to other systems where more detailed information can be found.

(B) The research information contained in the CRIS is the data. Then metadata would be a description of the CRIS itself and of the interface through which an external user can interact with the CRIS. So the question RDA-F1-01M (Metadata is identified by a persistent identifier) would translate as whether the documentation has a PID. (The OpenAIRE Guidelines for CRIS Managers does, the DOI by Zenodo.)

With either option, applying the FAIR principles is difficult. Perhaps this needs more discussion?

jdvorak001 commented 3 years ago

From the discussion with @abollini and @chenejac :

The CRIS Guidelines should make sure actual files (the contents) are referenced in such a way that Accessibility is satisfied. This should be in line with the OpenAIRE Guidelines for Literature Repositories and the OpenAIRE Guidelines for Data Archives. Then we can claim a similar level of FAIR compliance in this part.

To all Guidelines one can address a recommendation to use open data/document formats (prefer PDF to MS Word, CSV to MS Excel, ...).

Re: Equipment: The exposed information should include a description of how the particular instrument can be accessed and used by others. So the CRIS Guidelines could support the additional use-case of advertising the existence and availability of the piece of equipment (in addition to the use-case of referencing the equipment that was used for producing a research dataset, which is covered by the Data Archives Guidelines as well).

Re: Funding and Projects (and Events): There is a conflict between the definition of Publication (which only allows scientific publications) and the COAR typology (which allows reports, incl. project reports and other project deliverables). Perhaps we should just remove scholarly publication and the results of research bits from the definition of Publication. Or we can specify in the definition of the Publication entity that it can also be anything that is specified in a particular Type of that publication, even if it does not satisfy the generic Publication definition. (So the precedence would be given to the specific type over the general definition of the entity. – in any case this construct should not be applied beyond Publication)

jdvorak001 commented 2 years ago

Recording a discussion with @ACz-UniBi : In v1.1.2 we should pick the low-hanging fruits and perhaps list the others as requiring further investigation.

jdvorak001 commented 2 years ago

@ACz-UniBi has started the section in his branch and will arrange for it to be built on readthedocs.org as a preview.

ACz-UniBi commented 2 years ago

The first draft of the new section is available and could be seen at https://acz-guidelines-cris-managers.readthedocs.io/en/fair_enabled/

The text is also available in a gDoc file at https://docs.google.com/document/d/1PovG0S2f5zouz2hLrtqMz6B6YA9n1XemDgrpsHkmeVs/edit# and can be commented more easily there.

jdvorak001 commented 2 years ago

It was decided to produce a separate report "FAIR principles compliance of the OpenAIRE Guidelines for CRIS Managers v....." out of this. We will publish it on Zenodo (the DOI 10.5281/zenodo.6627245 was reserved for the concept version) and only include the reference in the Guidelines.

jdvorak001 commented 2 years ago

So #136 mentions the report. Producing it is the only missing bit now. :-)

ACz-UniBi commented 1 year ago

Compliance of the OpenAIRE Guidelines for CRIS Managers v1.1.1 with the FAIR Principles report is published at ZENODO, including the used FAIR spec. sheet.