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- A aplicação do quadro normativo de portugues current research information system (PTCRIS) aos repositórios institucionais do Repositório Científico de Acesso Aberto de Portugal (RCAAP) - identificadores individuais únicosPublication . Graça, Paulo; Mendes Moreira, João; Ribeiro, Fernando António; Carvalho, JoséO Portuguese Current Research Information System (PTCRIS) é um programa estruturante para a gestão de ciência e tecnologia em Portugal e visa promover a integração de vários sistemas de informação de suporte à atividade científica utilizados pelos investigadores, pelos gestores de ciência e público em geral. O ecossistema PTCRIS é composto por vários tipos de sistemas: Curricula, gestão de investigadores e organizações, gestão de projetos, gestão de financiamento e também os sistemas de gestão de outputs e outcomes, dos quais faz parte o Repositório Científico de Acesso Aberto de Portugal (RCAAP). O RCAAP tem por missão promover, apoiar e facilitar a adoção do acesso aberto ao conhecimento científico em Portugal através de uma rede organizada de repositórios. A integração de cada um dos tipos de sistemas anteriormente referidos no ecossistema PTCRIS passa pela adoção de um conjunto de standards e normas a que designamos quadro normativo PTCRIS e que está alinhado com as normas de referência internacionais. Uma das normas emanadas por este quadro são os identificadores, em particular os identificadores individuais únicos de investigadores. Seguindo as boas práticas internacionais o PTCRIS selecionou o ORCID, uma iniciativa de base comunitária, aberta e sem fins lucrativos, para este fim. Para além de disponibilizar um registo de identificadores únicos de investigadores, o ORCID disponibiliza serviços que, no contexto do PTCRIS, têm como finalidade assegurar que neste ecossistema um item é inserido uma única vez. A comunicação descreve o processo de levantamento e identificação dos requisitos técnico-funcionais dos repositórios do RCAAP para a integração com ORCID, a análise comparativa entre cada uma das três plataformas DSpace e os esforços feitos pelas equipas RCAAP / PTCRIS junto da comunidade internacional e entidades responsáveis (DuraSpace, ORCID e CINECA) no sentido de abraçarem o quadro normativo PTCRIS que, sendo baseado em normas internacionais, é de interesse geral para a comunidade. Em resultado destes esforços, podemos desde já afirmar que uma das variações do DSpace será totalmente compatível com os requisitos definidos pelo PTCRIS, permitindo dessa forma aplicar no contexto real os pressupostos do projeto.
- An ORCID based synchronization framework for a national CRIS ecosystemPublication . Mendes Moreira, João; Cunha, Alcino; Macedo, NunoPTCRIS (Portuguese Current Research Information System) is a program aiming at the creation and sustained development of a national integrated information ecosystem, to support research management according to the best international standards and practices. This paper reports on the experience of designing and prototyping a synchronization framework for PTCRIS based on ORCID (Open Researcher and Contributor ID). This framework embraces the "input once, re-use often" principle, and will enable a substantial reduction of the research output management burden by allowing automatic information exchange between the various national systems. The design of the framework followed best practices in rigorous software engineering, namely well-established principles in the research field of consistency management, and relied on formal analysis techniques and tools for its validation and verification. The notion of consistency between the services was formally specified and discussed with the stakeholders before the technical aspects on how to preserve said consistency were explored. Formal specification languages and automated verification tools were used to analyze the specifications and generate usage scenarios, useful for validation with the stakeholder and essential to certificate compliant services.
- Development of Plan S monitoring and compliance tool in the context of PTCRIS for Portuguese National Science FoundationPublication . Mendes Moreira, João; Pardelha, Filipa; Laranjeira, Cátia; Pereira, Filipa; Novais, Joana; Lopes, Paulo Simões; Antunes, António; Cardoso, ElsaThe Portuguese Foundation for Science and Technology (FCT) has endorsed Plan-S since early 2021 and it is working towards implementing its obligations. To ensure an effective fulfillment of its open science policies, FCT is implementing a new monitoring and compliance tool, that will enforce the compliance with Plan-S as well as the new FCT’s open access (OA) policy. This paper details FCT’s approach to implement this tool and discusses the challenges of integrating information that is spread across multiple systems. The new tool will be built on top of infrastructures and services developed by FCT over the last years under the umbrella of the Portuguese Current Research Information System (PTCRIS) program. This tool comprises an operational component, integrated with the grant management system, and an analytical component, based on a Data Warehouse and Business Intelligence (DW/BI) system. The DW/BI system for the ecosystem of Science and Technology in Portugal will be developed using Kimball's Dimensional DW architecture, which advocates the incremental design and development of dimensional data marts linked by conforming dimensions. In this approach, data marts contain atomic and summarized data, corresponding to the development of elementary and derived dimensional models. Three data marts will be developed for the subject areas of funding, scientific results and for monitoring and compliance. The last data mart will calculate the compliance indicators for Plan-S as well as for FCT’s OA policy. The operational component of the new tool then receives, from the analytical component, the list of scientific results per funding registry along with data regarding compliance. A list of non-compliances for each scientific result will be the basis of a notification module that will inform the principal investigator (PI) and the FCT compliance officer.
- Monitoring a national Open Access funder mandatePublication . Carvalho, José; Laranjeira, Cátia; Vaz, Vasco; Mendes Moreira, JoãoAcknowledging the benefits associated with open access (OA) to scientific literature, the Foundation for Science and Technology (Fundação para a Ciência e Tecnologia - FCT), the national funding agency for science in Portugal, defined an OA policy that aims at ensuring free, online access to publications arising from FCT-funded research. Key to the implementation of FCT OA policy is the existence of a solid and mature repository infrastructure, the Scientific Open Access Repository of Portugal – RCAAP. Furthermore, RCAAP is part of PTCRIS, an integrated research information ecosystem whose holistic vision of the research information landscape allow us to link implementation of FCT OA mandate to added value services, with great benefits for the research community. In these paper, we describe the strategy adopted to implement and monitor a funder’s OA mandate in an unprecedented integrated manner, using ground-breaking technical solutions built upon an existing infrastructure to address new challenges.
- Integrating a national network of institutional repositories into the national/international research management ecosystemPublication . Mendes Moreira, João; Laranjeira, Cátia; Carvalho, José; Ribeiro, Fernando; Lopes, Paulo Simões; Graça, PauloPTCRIS (Portuguese Current Research Information System - https://ptcris.pt/) is a program aiming at the creation and sustained development of a national integrated information ecosystem to support research management, according to the best international standards and practices. This ecosystem includes outcomes and outputs modules, in particular institutional repositories managed by the nationwide service RCAAP (Scientific Open Access Repository of Portugal – http://www.rcaap.pt/). In order to achieve such vision, PTCRIS has two main goals. The first one is to define a regulatory framework based on the best international standards and practices. The second is to foster the adoption of such framework in the various information systems, both national (including RCAAP) and local (at the institution level). This paper reports the context, strategy and work developed thus far to make the Portuguese repositories network (RCAAP), with more than 40 repositories, compliant with the national research ecosystem (PTCRIS) by adopting its regulatory framework. Integrating RCAAP within the PTCRIS ecosystem will greatly contribute to promote open scholarship, open data and open science.