openaire · ACz-UniBi · Feb 23, 2021 · Feb 16, 2021 · Feb 16, 2021 · Feb 17, 2021
diff --git a/.gitignore b/.gitignore
@@ -58,3 +58,4 @@ target/
 .project
 /.pydevproject
 /.settings/
+.vscode/settings.json
diff --git a/README.rst b/README.rst
@@ -1,15 +1,15 @@
-OpenAIRE Guidelines for Literature Repository Managers based on Dublin Core and DataCite Metadata Kernel
-========================================================================================================
+OpenAIRE Guidelines for institutional and thematic Repository Managers based on Dublin Core and DataCite Metadata Kernel
+========================================================================================================================
 
-Release 4.0
-~~~~~~~~~~~
+Release 4.1-rc
+~~~~~~~~~~~~~~
 
 .. image:: https://zenodo.org/badge/DOI/10.5281/zenodo.1299203.svg
    :target: https://doi.org/10.5281/zenodo.1299203
-   :alt: v.4.0 DOI
+   :alt: v.4.1 DOI
 
 .. image:: https://readthedocs.org/projects/openaire-guidelines-for-literature-repository-managers/badge/?version=latest
-   :target: https://readthedocs.org/projects/openaire-guidelines-for-literature-repository-managers/?badge=v4.0.0
+   :target: https://readthedocs.org/projects/openaire-guidelines-for-literature-repository-managers/?badge=v4.1.0
    :alt: Documentation Status
 
 Status

diff --git a/docs/_static/FAIR-Indicator_InstThemRepoGuidelines.png b/docs/_static/FAIR-Indicator_InstThemRepoGuidelines.png
diff --git a/docs/_static/default.css b/docs/_static/default.css
@@ -0,0 +1,3 @@
+.wy-nav-content {
+    max-width: none;
+}
diff --git a/docs/_templates/layout.html b/docs/_templates/layout.html
@@ -0,0 +1,4 @@
+{% extends "!layout.html" %}
+{% block extrahead %}
+    <link href="{{ pathto("_static/default.css", True) }}" rel="stylesheet" type="text/css">
+{% endblock %}
diff --git a/docs/application_profile.rst b/docs/application_profile.rst
@@ -3,7 +3,7 @@
 Application Profile Overview
 ============================
 
-The properties of the Application Profile for OpenAIRE Literature Repository Guidelines are listed in this section.
+The properties of the Application Profile for OpenAIRE institutional and thematic Repository Guidelines are listed in this section.
 The following requirement levels for the metadata properties are used:
 
 Mandatory (M)
@@ -25,35 +25,40 @@ This documentation uses the following namespace abbreviations:
 * ``datacite``: http://datacite.org/schema/kernel-4
 * ``oaire``: http://namespace.openaire.eu/schema/oaire/
 
-======================================== ============================= ========================================================================================
-OpenAIRE-Field                           Metadata Element              Refinement by Vocabulary
-======================================== ============================= ========================================================================================
+======================================== ============================= ================================================================================ ==============
+OpenAIRE-Field                           Metadata Element              Refinement by Vocabulary                                                         FAIR
+======================================== ============================= ================================================================================ ==============
 :ref:`dci:title`                         datacite:title                :ref:`title type <vocab:titletype_titletype>`
 :ref:`dci:creator`                       datacite:creator              :ref:`name type <vocab:nametype_nametype>`
 :ref:`dci:contributor`                   datacite:contributor          | :ref:`name type <vocab:nametype_nametype>`
                                                                        | :ref:`contributor type <vocab:contributortype_contributortype>`
 :ref:`aire:fundingReference`             oaire:fundingReference        :ref:`funderIdentifier type <vocab:funderIdentifiertype_identifiertype>`
 :ref:`dci:alternativeIdentifier`         datacite:alternateIdentifier  :ref:`alternateIdentifier type <vocab:alternateIdentifiertype_identifiertype>`
-:ref:`dci:relatedIdentifier`             datacite:relatedIdentifier    | :ref:`relatedIdentifier type <vocab:relatedIdentifiertype_identifiertype>`
-                                                                       | :ref:`relation type <vocab:relationtype_relationtype>`
-                                                                       | :ref:`resourcetype general <vocab:resourcetypegeneral_resourcetypegeneral>`
+:ref:`dci:relatedIdentifier`             datacite:relatedIdentifier    | :ref:`relatedIdentifier type <vocab:relatedIdentifiertype_identifiertype>`     | RDA-I3-01M
+                                                                       | :ref:`relation type <vocab:relationtype_relationtype>`                         | RDA-I3-02M
+                                                                       | :ref:`resourcetype general <vocab:resourcetypegeneral_resourcetypegeneral>`    | RDA-I3-03M
+                                                                                                                                                        | RDA-I3-04M
 :ref:`dci:dateEmbargo`                   datacite:date                 :ref:`date type <vocab:datetype_datetype>`
 :ref:`dc:language`                       dc:language                   `IETF BCP 47`_, `ISO 639-3`_
 :ref:`dc:publisher`                      dc:publisher
 :ref:`dci:datePublication`               datacite:date                 :ref:`date type <vocab:datetype_datetype>`
 :ref:`aire:resourceType`                 oaire:resourceType            `COAR Resource Type Vocabulary`_
 :ref:`dc:description`                    dc:description
-:ref:`dc:format`                         dc:format
-:ref:`dci:identifier`                    datacite:identifier           :ref:`identifier type <vocab:identifiertype_identifiertype>`
-:ref:`dci:accessrights`                  datacite:rights               `COAR Access Right Vocabulary`_
+:ref:`dc:format`                         dc:format                                                                                                      RDA-I1-01D
+:ref:`dci:identifier`                    datacite:identifier           :ref:`identifier type <vocab:identifiertype_identifiertype>`                     | RDA-F1-01M
+                                                                                                                                                        | RDA-F1-02M
+                                                                                                                                                        | RDA-A1.1-01D
+:ref:`dci:accessrights`                  datacite:rights               `COAR Access Right Vocabulary`_                                                  RDA-A1-01M
 :ref:`dc:source`                         dc:source
-:ref:`dci:subject`                       datacite:subject              
-:ref:`aire:licenseCondition`             oaire:licenseCondition
+:ref:`dci:subject`                       datacite:subject                                                                                               RDA-I1-01M  
+:ref:`aire:licenseCondition`             oaire:licenseCondition                                                                                         | RDA-R1.1-01M
+                                                                                                                                                        | RDA-R1.1-02M
+                                                                                                                                                        | RDA-R1.1-03M
 :ref:`dc:coverage`                       dc:coverage
 :ref:`dci:size`                          datacite:size
 :ref:`dci:geolocation`                   datacite:geoLocation
 :ref:`aire:version`                      oaire:version                 `COAR Version Vocabulary`_ 
-:ref:`aire:file`                         oaire:file                    `COAR Access Right Vocabulary`_
+:ref:`aire:file`                         oaire:file                    `COAR Access Right Vocabulary`_                                                  RDA-F3-01M
 :ref:`aire:citationTitle`                oaire:citationTitle 	
 :ref:`aire:citationVolume`               oaire:citationVolume
 :ref:`aire:citationIssue`                oaire:citationIssue
@@ -63,7 +68,7 @@ OpenAIRE-Field                           Metadata Element              Refinemen
 :ref:`aire:citationConferencePlace`      oaire:citationConferencePlace
 :ref:`aire:citationConferenceDate`       oaire:citationConferenceDate
 :ref:`dct:audience`                      dcterms:audience
-======================================== ============================= ========================================================================================
+======================================== ============================= ================================================================================ ==============
 
 The application profile is implemented in XML Schema.
 `The files <https://github.com/openaire/guidelines-literature-repositories/tree/master/schemas>`_ 
@@ -74,12 +79,12 @@ In the XML metadata documents the schema must be declared as follows:
 .. code-block:: xml
    :linenos:
 
-   <resource xmlns:rdf="http://www.w3.org/1999/02/22-rdf-syntax-ns#"
+   <oaire:resource xmlns:rdf="http://www.w3.org/1999/02/22-rdf-syntax-ns#"
      xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
      xmlns:dc="http://purl.org/dc/elements/1.1/"
      xmlns:dcterms="http://purl.org/dc/terms/"
      xmlns:datacite="http://datacite.org/schema/kernel-4"
-     xmlns="http://namespace.openaire.eu/schema/oaire/"
+     xmlns:oaire="http://namespace.openaire.eu/schema/oaire/"
      xsi:schemaLocation="http://namespace.openaire.eu/schema/oaire/ https://www.openaire.eu/schema/repo-lit/4.0/openaire.xsd">
 
 .. _COAR Resource Type Vocabulary: http://vocabularies.coar-repositories.org/documentation/resource_types/

diff --git a/docs/conf.py b/docs/conf.py
@@ -57,17 +57,17 @@
 master_doc = 'index'
 
 # General information about the project.
-project = u'OpenAIRE Guidelines for Literature Repository Managers'
-copyright = u'2018, OpenAIRE. This work is licensed under Creative Commons Attribution 4.0 International'
+project = u'OpenAIRE Guidelines for institutional and thematic Repository Managers'
+copyright = u'2021, OpenAIRE. This work is licensed under Creative Commons Attribution 4.0 International'
 
 # The version info for the project you're documenting, acts as replacement for
 # |version| and |release|, also used in various other places throughout the
 # built documents.
 #
 # The short X.Y version.
-version = '4.0'
+version = '4.1'
 # The full version, including alpha/beta/rc tags.
-release = '4.0.1-SNAPSHOT'
+release = '4.1-SNAPSHOT'
 
 # The language for content autogenerated by Sphinx. Refer to documentation
 # for a list of supported languages.
@@ -230,7 +230,7 @@ def setup(app):
 # (source start file, target name, title,
 #  author, documentclass [howto, manual, or own class]).
 latex_documents = [
-  (master_doc, 'OpenAIREGuidelines.tex', u'OpenAIRE Interoperability Guidelines for Literature Repository Managers',
+  (master_doc, 'OpenAIREGuidelines.tex', u'OpenAIRE Interoperability Guidelines for institutional & thematic Repository Managers',
    u'OpenAIRE Guidelines Team', 'manual', True),
 ]
 

diff --git a/docs/contribute.rst b/docs/contribute.rst
@@ -3,7 +3,6 @@ How to contribute
 
 Your feedback, esp. as a repository manager, is important for us. You can provide us feedback using the following channels:
 
-* by adding a comment to our v4 feedback document (no account needed) at: https://docs.google.com/document/d/1aFWrkBO_f_GTWWTAfco4uoUphEbtOOdJVD_2ohYw7Ek/edit
 * by creating an issue in our guidelines github repository (you need to have a github account): https://github.com/openaire/guidelines-literature-repositories/issues
 * by making annotations on the guidelines pages (you need to have an account for https://web.hypothes.is): just highlight some text and you can annotate the document
 * by sending an e-mail to: [email protected]
diff --git a/docs/fair_enabled.rst b/docs/fair_enabled.rst
@@ -0,0 +1,28 @@
+.. _fair_enabled:
+
+FAIR enabled
+============
+
+The OpenAIRE and DRIVER guidelines, at the beginning of their time in `2006 <https://www.openaire.eu/history>`_, had already put the focus on elements that can be found today in the FAIR principles.
+Community-based refinement and enhancement of the guidelines over time to include elements with their descriptions that are consistent with motivation of FAIR. 
+The following section describe the FAIRification process of the OpenAIRE Guidelines for institutional & thematic Repository Manager.
+
+.. _fair_overview:
+
+Overview
+~~~~~~~~
+
+The FAIR maturity model: specification and guidelines of the `Research Data Alliance (RDA) <https://www.rd-alliance.org>`_ (DOI: `10.15497/rda00045 <https://doi.org/10.15497/rda00045>`_)
+has the aim to specify the objective indicators for the FAIR assessment. The guidelines are intended to assist evaluators to implement the indicators in the evaluation approach or tool 
+they manage.
+
+The evaluation level analyse is done thru the RDA provided sheet at https://www.rd-alliance.org/system/files/FAIR_evaluation_levels_v0.01.xlsx . 
+The result of this evaluation shows the figure below.
+
+
+.. image:: _static/FAIR-Indicator_InstThemRepoGuidelines.png
+    :width: 800px
+    :align: center
+    :alt: analyzed FAIR Indicator for the OpenAIRE Guidelines for instiutional and thematic repository managers
+
+
diff --git a/docs/field_creator.rst b/docs/field_creator.rst
@@ -1,7 +1,7 @@
 .. _dci:creator:
 
-Creator (M)
-===========
+Creator (MA)
+============
 
 ``datacite:creator``
 

diff --git a/docs/field_filelocation.rst b/docs/field_filelocation.rst
@@ -57,6 +57,6 @@ Example
 .. code-block:: xml
    :linenos:
 
-   <oaire:file accessRightsURI="http://purl.org/coar/access_right/c_abf2" mimeType="application/pdf" objectType="fulltext">http://link-to-the-fulltext.org</oaire:file>
+   <oaire:file accessRightsURI="http://purl.org/coar/access_right/c_abf2" mimeType="application/pdf" objectType="fulltext" version="4.0.1">http://link-to-the-fulltext.org</oaire:file>
 
 .. _COAR Access Right Vocabulary: http://vocabularies.coar-repositories.org/documentation/access_rights/
diff --git a/docs/field_projectid.rst b/docs/field_projectid.rst
@@ -75,7 +75,7 @@ Title of the project, award or grant (occurrence: 0-1).
 Example
 ~~~~~~~
 
-An example utilizing all fields:
+Examples utilizing all fields:
 
 .. code-block:: xml
    :linenos:
@@ -90,4 +90,31 @@ An example utilizing all fields:
     </oaire:fundingReference>
    </oaire:fundingReferences>
 
-.. _Crossref Funder Registry: https://www.crossref.org/services/funder-registry/
+
+ .. code-block:: xml
+   :linenos:
+
+   <oaire:fundingReferences>
+    <oaire:fundingReference>
+      <oaire:funderName>Deutsche Forschungsgemeinschaft</oaire:funderName>
+      <oaire:funderIdentifier funderIdentifierType="Crossref Funder ID"> http://dx.doi.org/10.13039/501100001659</oaire:funderIdentifier>
+      <oaire:fundingStream>Transregios</oaire:fundingStream>
+      <oaire:awardNumber awardURI="https://gepris.dfg.de/gepris/projekt/276833197">276833197</oaire:awardNumber>
+      <oaire:awardTitle>Quantitative Quality Assessment of Computational Photography</oaire:awardTitle>
+      </oaire:fundingReference>
+    </oaire:fundingReferences>
+
+.. code-block:: xml
+   :linenos:
+
+   <oaire:fundingReferences>
+     <oaire:fundingReference>
+      <oaire:funderName>SNSF</oaire:funderName>
+      <oaire:funderIdentifier funderIdentifierType="ISNI">http://www.isni.org/isni/0000000106723101</oaire:funderIdentifier>
+      <oaire:fundingStream>International short research visits</oaire:fundingStream>
+      <oaire:awardNumber awardURI="http://p3.snf.ch/project-151094">151094</oaire:awardNumber>
+      <oaire:awardTitle>Amygdala fMRI and social cognition in patients with unilateral MTLE and Urbach-Wiethe disease</oaire:awardTitle>  
+     </oaire:fundingReference>
+   </oaire:fundingReferences>
+
+.. _Crossref Funder Registry: https://www.crossref.org/services/funder-registry/
diff --git a/docs/field_resourceidentifier.rst b/docs/field_resourceidentifier.rst
@@ -25,7 +25,11 @@ The ideal use of this element is to use a direct link or a link to a jump-off pa
 
 Smart practice:
 
-* use a stable URL
+* use a stable, sustainable URL
+
+**Remarks**
+
+* adapted from `DataCite MetadataKernel`_ v4.1
 
 **Do Not Confuse With**
 
@@ -51,6 +55,20 @@ The type of the Identifier (occurrences: 1).
 .. note::
    Unlike DataCite, OpenAIRE allows for DOIs and other types of identifiers.
 
+
+
+`FAIR enabled <fair_enabled.html>`_
+~~~~~~~~~~~~
+
+============= =========== ===================================================
+Indicator     Priority    Description                                       
+============= =========== ===================================================
+RDA-F1-01M    essential   Metadata is identified by a persistent identifier 
+RDA-F1-02M    essential   Metadata is identified by a global unique id      
+RDA-A1.1-01D  important   Data is accessible through a free access protocol 
+============= =========== ===================================================
+
+
 Example
 ~~~~~~~
 
@@ -60,3 +78,6 @@ In this example the handle redirects to the jump-off page. A jump-off page is a
    :linenos:
 
    <datacite:identifier identifierType="Handle">http://hdl.handle.net/1234/5628</datacite:identifier>
+
+
+.. _DataCite MetadataKernel: http://schema.datacite.org/meta/kernel-4.1/
diff --git a/docs/field_size.rst b/docs/field_size.rst
@@ -37,9 +37,9 @@ Example
 .. code-block:: xml
    :linenos:
 
-     <datacite.sizes>
+     <datacite:sizes>
 	     <datacite:size>15 pages</datacite:size>
 	     <datacite:size>6 MB</datacite:size>
-     </datacite.sizes>
+     </datacite:sizes>
 
 .. _DataCite MetadataKernel: http://schema.datacite.org/meta/kernel-4.1/
diff --git a/docs/index.rst b/docs/index.rst
@@ -1,14 +1,15 @@
-################################################################
-OpenAIRE Guidelines for Literature Repository Managers v4
-################################################################
+#########################################################################
+OpenAIRE Guidelines for institutional and thematic Repository Managers v4
+#########################################################################
 
-These guidelines describe the application profile v4 for Literature Repository managers to be compatible with OpenAIRE.
+These guidelines describe the application profile v4 for institutional and thematic Repository managers to be compatible with OpenAIRE.
 
 .. toctree::
    :maxdepth: 1
 
    introduction
    use_of_oai_pmh
    application_profile
+   fair_enabled
 
 .. include:: contribute.rst