Introduction

These guidelines describe the CERIF-XML profile for CRIS managers to be compatible with OpenAIRE.

Aim

The Guidelines provide orientation for CRIS managers to expose their metadata in a way that is compatible with the OpenAIRE infrastructure. By implementing the Guidelines, CRIS managers support the inclusion and therefore the reuse of metadata in their systems within the OpenAIRE infrastructure. For developers of CRIS platforms, the Guidelines provide guidance to add supportive functionalities for CRIS managers and users. Exchange of information between individual CRIS systems and the OpenAIRE infrastructure is an example of point-to-point data exchange between CRIS systems, since the OpenAIRE infrastructure is itself a CRIS system.

CERIF-CRIS

CERIF (Common European Research Information Format) is a standard data model for research information and a recommendation by the European Union to Member States. The care and custody of CERIF was handed over by the European Union to euroCRIS (http://www.eurocris.org), a non-for-profit organisation dedicated to the interoperability of Research Information Systems (CRISs). In addition to a domain model and a formal data model, CERIF includes a mechanism to construct XML profiles (specialized subsets) for specific information interchange scenarios. The OpenAIRE profile of CERIF supports harvesting and importing metadata from CRIS systems.

Compliance to the FAIR Principles

The compliance of these Guidelines to the FAIR Principles has been studied and is documented in a separate report that will be made available on Zenodo.

Acknowledgements

Editors of this version

Editors of earlier versions

Organisation names reflect the persons’ affiliations at the time of their contribution to the Guidelines.

Contributors

We wish to acknowledge the following contributors and also those who provided feedback outside the formal editing and reviewing work.

  • Wilko Steinhof (DANS, The Netherlands)

Versions

List of changes in the 1.1.2 version (since 1.1.1)

  1. The COAR Resource Types controlled vocabulary is upgraded to Version 3.0 (#99)
  2. The COAR Access Types controlled vocabulary is upgraded to Version 1.0 (#86)

List of changes in the 1.1.1 version (since 1.1.0)

  1. Digital Author Identifier (DAI) is added as a person identifier type. (#49)
  2. Multiple person identifiers of the same kind are allowed: where ambiguous or uncertain information is available, it should be listed in <AlternativeXXX> elements (where XXX is the identifier type). (#48)
  3. Multiple parents of an OrgUnit are allowed so that e.g. interdisciplinary research centres can be represented faithfully. (#45)
  4. The xmlns:cfprocess declaration was removed where it was not needed. (#43)
  5. The upstream development of CERIF XML introduced changes in the includes/cerif-commons.xsd schema component.
  6. Cached Schematron schemas are now being taken from a more authoritative source.
  7. The documentation was improved regarding the precision of date/datetime fields (#47), regular expression constraints in the XML Schema (#50) and the DisplayName feature (#52).
  8. The official location of the XML Schema files is now at https://www.openaire.eu/schema/cris/1.1/ (#51)

Feedback

We welcome your comments and suggestions. Please see https://github.com/openaire/guidelines-cris-managers#contributing