JusCMS Project Description

JusCMS,MPDL =Publication Management Solution–JusCMS=

Institutes:
 * MPI for Intellectual Property, Competition and Tax Law,
 * MPI for Comparative and International Private Law
 * MPI for Foreign and International Criminal Law
 * MPI for Foreign and International Social Law
 * MPI for Comparative Public Law and International Law

Responsible for the Proposal:
 * Sylvia Kortüm (MPI for Intellectual Property, Competition and Tax Law)
 * Malte Dreyer (MPDL)

Requested Budget (total):

(will be provided by MPDL)

Requested Budget (annual): 1. Year: Euro (will be provided by MPDL) 2. Year: Euro (will be provided by MPDL)

=Brief Summary= This project intends to extend the existing CMS – set up by the five cooperating institutes – through the eSciDoc-based PubMan solution, and to reach the institutes’ targets for sustainable re-use, increased visibility, persistent identification (incl. citation), retrieval and long-term archiving of results of juristic research. The juristic discipline requires the description of specific publication types with respective metadata, which the current PubMan solution does not adequately cover. Yet, generic components of long-term archiving, re-use of data for reports and exports, definition and layout of references in specific citation styles and workflows, have been identified. The aim of the project is to evaluate the general architectural concept and to align the existing CMS solution (CONTENS 2.5) with the components and services of eSciDoc, in order to build an appropriate, sustainable solution for the five institutes. The synergy between the discipline-specific requirements of a set of institutes and the generic functionalities the eSciDoc infrastructure can offer will be a beneficial outcome of the project. =Detailed Project Description Publication Management Solution – JusCMS=

Background
In 2004, based on the overall objective to improve and secure the visibility of their research output as well as to offer research-related information, the institutes mentioned above decided to build a specific CMS (CONTENS 2.5): The CMS is intended to make the processing of academic contents as well as other relevant information rapid and effective and to make this content available on a web-based platform to target groups both internally and externally. In addition to the external publication of academic research results, research and academic organization is supported internally. The collection and description of publications, which is an essential part of research activities in the field of law, turns out to be a particular challenge: Researchers have very specific methods to categorize and describe their publications, as well as multiple ways to cite them. For example, comments to a judgement (Urteilsanmerkungen) have to follow discipline-specific standards. The management and storage of publications needed for proper retrieval, re-use of citations and visibility, therefore requires specific metadata and publication types, with respective user interfaces for submitting, enriching and re-using of data. Upon completion of project Stage 1, i.e. the successful launch of the five CMS-based institutes’ websites, the institutes consider the integration of their system into the eSciDoc infrastructure, in order to gain advantage of shared technologies and expertise in project Stage 2. Especially the services and functionalities offered by the PubMan solution, such as sustained visibility, multiple re-use possibilities (citation styles, exports, reports), standardized data formats and long-term archiving, might be of potential interest for academic purposes.

Needs
Based on the overall target to increase the visibility of juristic research and interoperability of the bibliographic references, the institutes have developed a consolidated list of requirements, which includes aspects of data entry depending on discipline-specific metadata and content types, multiple re-use possibilities (e.g reports), advanced user management, quality checks, configurable citation styles based on discipline-specific standards, persistent identification of their publications (citation), configurable visibility options for their full texts according to each institute’s policy and an overall interoperability of their data with the archives of the Max Planck Society (eDoc, eSciDoc/PubMan) as well as global search engines (google, google scholar, google book). In addition, transcriptions of full texts into structured text formats are necessary to support search and browse text-inherent structures. As the requirements call for sustainable systems and technologies, open and standardized data formats for interoperability and long-term archiving aspects, the institutes need support and special expertise. Consequently, since most of the required functionalities are already supplied by the PubMan solution and the eSciDoc infrastructure in a generic manner, the institutes decided to align further development closely to the MPDL.

Preparatory and Related Work
The demand for the presentation of publications on websites and the obligation to feed the eDoc/Max Planck yearbook has led to some preparatory work accomplished in 2006/2007. The work follows the basic assumption that the immediate visibility would act as an incentive for the researcher to enter publication data herself/himself, as early as possible and in a correct manner since it will be shown on the personal website and in other prominent places. The assumption seems to be correct as far as it has been put into practise within the cooperating institutes. The requirements for a data matrix – including fragmentation of the data and compulsory entry – have been generated on the basis of the following envisaged basic uses: Publication types were generated according to classifications generally accepted within the discipline’s community, its different citation styles and different roles of author. For each publication type the mandatory or optional data and its fields were generated with regard to the above-mentioned envisaged use. At the same time citation styles (for the individual publication lists) were specified and the specifications of the relevant publication type were tested as to whether they would meet the citation demands. For test purposes, publication types (object classes) and citation styles (output types) were implemented in JusCMS. Over the previous months, several meetings between representatives of the Publication Management Solution – JusCMS – and the MPDL have taken place. Various documents, preparatory work and considerations have been exchanged. In the end, the institutes decided to cooperate with the MPDL in project Stage 2.
 * Presentation of references on websites in the specific style and classification of the discipline including additional useful information (e.g. existing review or translation of the publication by a third party). Citation styles differ among types of publications (e.g. journal article – collection – comment), countries of origin of the publications (e.g. German journal article – English journal article), specific publishing houses (e.g. journal article NJW – journal article AcP) and the roles of academics in publishing (e.g. editor – author). Presentation styles may differ according to the location of the presentation on the website. The following locations on websites were considered:
 * individual publication lists for each researcher
 * publication lists including publications of all researchers of the institute
 * selected publications, e.g. all existing English publications
 * publications on project website, (e.g. publication lists according to field of research or catchword)
 * eDoc scheme / Max Planck yearbook
 * VG Wort (VG Wort instituted a web interface; only rough matching)
 * reference software (e.g. endnote, citavi, bibliographix)

Wider Context
The project’s objectives to improve and secure the visibility of the institutes’ research output on a platform open to the public are in line with the “Berlin Declaration on Open Access to Knowledge in the Sciences and Humanities” (22 October 2003) signed by the MPS: The Internet is promoted as a functional instrument for a global scientific knowledge base and human reflection, and measures which research policy makers, research institutions, funding agencies, libraries, archives and museums need to consider are specified. Open access contributions include original scientific research results, raw data and metadata, source materials, digital representations of pictorial and graphical materials and scholarly multimedia material. The objectives are also consistent with the recent recommendation of the European Commission on the management of intellectual property in knowledge transfer activities and the Code of Practice for universities and other public research organisations (C(2008)1329 10 April 2008): Member States should promote the broad dissemination of knowledge created with public funds, by taking steps to encourage open access to research results, while enabling, where appropriate, the protection of the related intellectual property. As a future perspective, the Institutes might be interested in the possibilities of enriched publications, provided by full-text transcriptions. The provision of XML-transcribed full texts gives researchers new and promising possibilities for search and retrieval. As text-inherent structures are modelled in a standardized manner and stored together with the bibliographic metadata, researchers may profit from advanced searches by combining certain key words with structural information. As the identification of relevant structural parts of a full text is done by researchers or adequately trained staff, the publication data are enriched with important information.

Work Description
In the following, all work items that need to be covered are listed in a rough chronological order:

Overall Requirements
This phase covers the detailed specification of requirements for publication management and re-use.

See Requirements overview for the project

Concept for Overall Architecture
During this phase, the general architectural concept will be defined. Depending on the requirements and on the current status of CONTENS 2.5, it has to be decided which system will be the single source of reference and how both systems (CONTENS 2.5 and PubMan/eSciDoc) can be aligned in an appropriate manner to address all needs. In this context, aspects of maintenance for productive environments have to be clarified. Topics like software interfaces, GUI, internationalization, user management, and synchronization will be considered as well.

Document-Type Specific Metadata
The document-type specific metadata for legal artifacts will be defined and mapped to a Dublin Core Application profile to enable a high degree of sustainability and interoperability.

Citation Styles
The discipline-specific citation styles will be identified and modeled.

Citation lists
Once citation styles have been defined, the styles will be applied to list of items.

Reports
The required reports will be specified and implemented.

Conversion of Old Metadata
The existing metadata for about 10,000 items will be converted to the metadata profile defined. This work will be accomplished by students and reviewed by the staff of the institutes afterwards.

Interoperability
The scenarios for export and import of bibliographic references will be specified and implemented.

Structured Text Format Evaluation
Depending on the specific requirements of the institutes, initial TEI profiles will be specified to enable search and browse for encoded, text-inherent information. Based on the TEI profile, an easy-to-use editor will be developed. In addition, different representations on the TEI-based transcriptions (e.g. html, PDF, RSS) will be provided.

Required Personnel
New Staff to Be Employed at the Institutes: In addition to existing staff, the institutes will be supported by New Staff to Be Employed at the MPDL: In addition to the existing staff member, the MPDL will be supported by Overall Costs
 * one IT developer (1 FTE) and
 * one support and coordination expert (0.5 FTE)
 * one Service Manager for functional and technical specifications (0,5 FTE)
 * two man-year 1 FTE IT developer (up to E14): (Details by MPDL)
 * two man-year 0.5 FTE support/coordination (up to E11): (Details by MPDL)
 * two man-year 0.5 Service Manager (up to E13): (Details by MPDL)
 * estimated 900 hours student work for work package 6: about 7.000 Euro
 * external software development of existing CMS CONTENS 2.5: about 30.000 Euro
 * hardware (servers for testing and productive systems): about 15.000 Euro

Further Materials
The efforts for the work packages are described in this schedule. [https:/subversion.mpdl.mpg.de/repos/smc/tags/public/Projects/JusCMS/Zusammenfassung.doc This document] clarifies overvalue, functionalities and outlook of the JusCMS Project. Meanwhile SSRN has become a very important research platform in the community of JusCMS. To get to know more about the Social Science Research Network (SSRN) you can have a look at this report.