Scholaris Network of Experts Reports

Permanent URI for this collectionhttps://hdl.handle.net/1807/142616

This collection hosts reports and recommendations produced by Scholaris Expert Groups.

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Now showing 1 - 6 of 6
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    S-MDEG Minimum Viable Metadata Recommendations Release 1.0
    (2025-04-09) Bakker, Caitlin; Desmeules, Robin; Farnel, Sharon; Nason, Mike; Smart, Laura
    The guidelines developed by the Minimum Viable Metadata sub-group of the Scholaris Metadata and Discovery Expert Group (S-MDEG) offer a practical, community-informed approach to working with metadata in DSpace. These documents provide recommendations for minimum and standard metadata requirements within the Scholaris service. This includes clear documentation for standard Qualified Dublin Core as implemented in DSpace 7, along with metadata mappings for additional namespaces such as OpenAIRE, thesis/ETD-MS, and basic custom metadata fields.
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    S-MDEG Multilingual Recommendations Release 1.0
    (2025-04-09) Bascik, Teresa; Nason, Mike; Pedersen, Jordan; Sullivan, Carolyn
    The guidelines developed by the Multilingual Metadata sub-group of the Scholaris Metadata and Discovery Expert Group (S-MDEG) offer a practical, community-informed approach to supporting multilingual metadata in DSpace. To inform these recommendations, the group reviewed the October 2023 COAR report, Good Practice Advice for Managing Multilingual and non-English Language Content in Repositories. Recognizing the importance of interoperability, S-MDEG adopted the report’s guidance as a foundation for advancing multilingual support in Scholaris. Recommendations are divided into two categories: recommended practices to adopt when using DSpace 7, and recommendations requiring further development or advocacy, such as platform improvements and dedicated community efforts.
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    S-MDEG Briefing Document on Persistent Identifiers Release 1.0
    (2025-04-09) Nason, Mike
    The briefing document provides an overview of available options and key considerations for persistent identifiers (PIDs) in the context of institutional repositories. PIDs are foundational to open scholarly infrastructure and play a critical role in improving the discoverability, accessibility, and long-term management of scholarly works. Given Scholaris’s emphasis on interoperability and best practices, questions around PIDs implementation are both timely and essential. Fortunately, this work builds on existing national efforts. In particular, the Canadian Research Knowledge Network (CRKN) has played a leading role in supporting PID adoption through coordinated infrastructure, service agreements, community engagement, and advocacy. This document is intended to help Scholaris institutions assess PIDs options within their repositories and align their practices with broader efforts across the Canadian scholarly ecosystem.
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    S-MDEG "Entities" Guidance and Advice Release 1.0
    (2025-04-09) Bakker, Caitlin; Bascik, Teresa; Desmeules, Robin; Farnel, Sharon; Nason, Mike; Sullivan, Carolyn
    The recommendations developed by the Entities sub-group of the Scholaris Metadata and Discovery Expert Group (S-MDEG) offer guidance and resources to help Scholaris participants assess the potential benefits and challenges of implementing Configurable Entities in DSpace 7, either at migration or as a future enhancement. Configurable Entities, first developed for DSpace-CRIS, are a new feature for DSpace 7. Entities introduce a structured way to model relationships between different types of items—such as authors, projects, or publications—offering greater flexibility through the use of virtual metadata. While Entities can enrich repository metadata and streamline workflows over time, their implementation adds complexity and may not be feasible during initial migration for all institutions.
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    S-MDEG Cleaning Metadata for Migration Recommendations Release 1.0
    (2025-04-09) Brouillard, Carl; Desmeules, Robin; Farnel, Sharon; Pedersen, Jordan; Smart, Laura; Sullivan, Carolyn
    The guidelines developed by the Metadata Cleaning sub-group of the Scholaris Metadata and Discovery Expert Group (S-MDEG) provide a practical, community-informed approach to metadata cleaning tasks. This document includes general recommendations and key considerations for metadata cleaning before, during, and after migration to the Scholaris infrastructure (DSpace 7); metadata review checklists for both DSpace and non-DSpace institutions; and an overview of known challenges related to metadata cleanup in DSpace 7.
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    S-ETEG Guidance on LAC Requirements for Harvesting Theses and Dissertations Release 1.0
    (2025-04-09) McLaughlin, Sean; Mircea, Gabriela; Whitney, Jennifer
    The recommendations developed by the LAC harvesting sub-group of the Scholaris Electronic Theses and Dissertations Expert Group (S-ETEG) provide guidance to Scholaris participants on meeting Library and Archives Canada (LAC) requirements for harvesting theses and dissertations from an institutional repository hosted in the Scholaris technical environment. The document also recommends changes to the default DSpace 7.x metadata registry and ETDMS crosswalk that must be implemented in order to meet LAC requirements.