MPI ICE Requirements PubMan

PubMan Piloten,MPDL,PubMan

Summarized outcome of kick-off meeting with MPI Chemical Ecology (MPI ICE) and MPI Biogeochemistry (MPI BCG)

MPDL München, 27 August 2008, 13-17 Uhr

Participants: Diana Mewes, Dieter Ruder, Simone Bieniek, Jan Kellmann, Malte Dreyer, Nicole Kondic, Ulla Tschida, Michael Franke, Natasa Bulatovic

For more details on workflow and local identifier handling (IRIS), see slides presented by Diana Mewes

Current publication management

 * Data reference is currently EndNote, see also example EndNote Library exported
 * in Endnote (using the customizable fields), each publication is assigned to groups and persons, using the local IRIS identifiers.
 * data is transfered to IRIS (for ICE) and Aleph (for BCG)
 * endnote data is daily transfered to webserver (institute and scientists homepages)
 * currently, following customizable fields of endnote are in use:
 * CU1: Assignment of persons to groups (different group acronyms for BCG and ICE)
 * CU2: Assignment of persons to IRIS identifiers (for ICE only)
 * CU3: rights declaration, if content is OA or not (value: OA)
 * CU4: declaration of external publications (value: EXT)
 * CU5: visibility (in each issue) (value: no)
 * CU6: (not used)
 * Handling of publications before MPG was joined: authors are assigned to their current group, but publication carries in addition the value CU4 (EXT). These publications are exluded from Yearbook, but used for websites.

Author identifiers in IRIS

 * persons (authors) are identified, normalized and assigned to one or more groups
 * each person has a primary group and an alternative group to which s/he is assigned
 * each person assigned to a group contains status (active, inactive) and time period for which the person is assigned to a specific group
 * also external authors are stored, but are not assigned to institute. they have specific EXT value
 * Participants of Research Schools are assigned to their Research School plus the institutional group.

Goals / Expectations MPI ICE/BCG

 * Management of publication data (metadata and fulltexts) using PubMan, at MPI ICE and MPI BCG
 * Usage of PubMan data for generation of reports and websites
 * Fast realization of first phase (see below, approach)

Requirements

 * import Endnote files, including the information in customizable fields (highest priority)
 * as long as 2 systems are used in parallel (Endnote and PubMan), update/synchronization has to be provided
 * duplicate check needed: original endnote items should be stored together with pubitem, to facilitate automatic diff. If endnote item has changed, pubitem is modified accordingly.
 * Export possibilities for website generation
 * Export possibilities for reports (yearbook, annual report)
 * Identification of external publications (CU4) needed
 * Individual selection of "outstanding papers" needed for annual reports
 * Assignment of PIDs for publications in the moment they are released
 * PIDs for authors (has to include the local identifier)
 * quality assurance workflow for releasing publications
 * Duplicate check possibility based on similarity (either on fulltext or on MD level)
 * Management of fulltexts
 * increasing visibility of open access publications (Example revisions: If one revision exists with OA access, make it visible)
 * management of visibility (highest priority: organisational unit levels, in addition restricted access for user groups)
 * Import from external databases (Web of Science, Current Contents, BIOSIS)

Expectations MPDL

 * Cooperation in functional specification (scenarios, use cases) in CoLab
 * Investment of time needed from local staff
 * Dissemination/Communication on usage options of PubMan in the MPG
 * transparent communication

Phase 1 (Sept08-March09)
=> Preparations for introduction at Institutes
 * (P)IDs for authors - first prototype
 * (P)IDs for publications
 * Endnote Import incl. customizable fields
 * Endnote Export incl. customizable fields
 * Synchronisation between Endnote and PubMan

NOTE: During phase 1, several releases are expected. Upcoming features can be tested continuously as soon as released.

Kick-off Meeting at Institutes (April09)

 * Presentation of first results

Phase 2(starting May09)
=> Introduction at Institutes and further development
 * Citation Style ICE/BCG
 * They want to have APA, but with the special rule, that all authors are always displayed. Should be only little effort for us. The only question is if we want to do a special APA for ICE. --Nicole 08:41, 19 December 2008 (UTC)
 * Export format for Adobe InDesign (Citation style in XML)
 * Import options for Web of Science, Current Contents, Biosis
 * Selection of "outstanding papers"
 * Duplicate check
 * fulltext access level for organisational units
 * (local) depositing policy

Further interests

 * license data management solution
 * statistics for publication data