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The project plan

Aims, Objectives and Final Output(s) of the project

The ServiceCORE project aims to develop a new nation-wide aggregation service that will improve the discovery of research publications stored across British Open Access repositories. The ServiceCORE project will extend the solution provided by the CORE system, developed in the first stage of the Resource Discovery programme. CORE is a pilot system that harvests both content and metadata from 61 British repositories and makes them accessible through three applications - a Web portal, a Mobile application and a Plugin for institutional repositories. The ServiceCORE project will extend this system with:
(a) a new Web Service layer working on top of the CORE Linked Data repository, providing programmable access to both content and metadata,
(b) an enhanced related resource discovery system based on text-mining,
(c) a pilot tool for automatic subject-based classification of content using text categorisation techniques.

The ServiceCORE will also increase the CORE repository coverage to at least 80% of British OAI-PMH compliant repositories and will improve the policies for content updating. ServiceCORE will continue a successful Advisory Board collaboration started in the CORE project. Key experts in the field representing MIMAS, OpenDOAR/SHERPA, UKOLN and The European Library will participate in the discussions on the development of a Good Practise in publishing content in Open Access Repositories (OARs).

Wider Benefits to Sector & Achievements for Host Institution

Libraries University libraries have to pay substantial amount of money these days to pay for subscription fees to publishers. ServiceCORE will advance the technical infrastructure in the UK for accessing, sharing and navigating Open Access resources that are free of charge, thanks to self-depositing/self-archiving strategies. It is believed that this approach will put pressure on the publishers to adopt Open Access publishing models and will result in significant savings. There is currently no aggregation service in the UK that would be aiming at a deeper integration of OARs at the content level.
General public/tax payers Tax payers contribute towards research funding. Researchers use part of their funding to pay conference subscriptions to get their work published. At the same time, libraries have to pay commercial publishers to provide access to the results of publically funded research. The tax payer, unless associated with a university, would have to pay to receive access to the research results towards which he has contributed. Improving the technical infrastructure in the Open Access field will stimulate a cultural change and will lead towards cheaper and more open publishing models.
Open University The Open university is committed to the principles of “openness.” As a result, the OU aims to contribute towards the progress in the Open Access publishing field.
Wider Research Community ServiceCORE will provide not only a free aggregation service for research outputs, it will also make available tools for navigating and browsing research papers, which are currently distributed across OARs. In this way, ServiceCORE will help researchers, students and general public to effectively explore and organise information in OARs.
JISC, funding bodies, government, universities ServiceCORE infrastructure will enable the estimation of more accurate statistics about research in different fields (due to the content classification etc.) and trends in research fields. This information might clearly be of interest to funders, government, universities etc. To make this information reusable, ServiceCORE will provide information as Linked Data and will also build Web Services providing programmatic access to information.

Risk Analysis and Success Plan

Risk Probability Impact/Consequences Contingency plan
Staffing problems Low Hard to realise the project objectives on time. To minimise the risk of staffing problems, the proposal is made for specific named researchers who are available to work on the project. In case of specific staffing problems KMi, The Open University would look for a highly skilled consultant in this domain and would subcontract specific implementation tasks.
Developing the strategy for updating/deleting records from the system is difficult due to inconsistencies across OARs High It is hard to estimate the amount of work necessary to tackle the updating issues.
The system could in the case of some specific OARs contain records that were in fact removed.
All issues will be reported and discussed with OpenDOAR, UKOLN and The European Library. The result will be the development of the Good Practise document.
Developing the strategy for updating/deleting records from the system is difficult due to inconsistencies across OARs High It is hard to estimate the amount of work necessary to tackle the updating issues.
The system could in the case of some specific OARs contain records that were in fact removed.
All issues will be reported and discussed with OpenDOAR, UKOLN and The European Library. The result will be the development of the Good Practise document.
Interlinking semantically related metadata with full-text content too slow – does not scale up Low The frequency of updates is limited Optimise the resource discovery system by increasing the threshold for the discovery of records candidates.
Parallelise the system using Hadoop or similar solutions.
The pilot subject based classification methods produce only baseline results. Medium The accuracy of the classification system is low. The set of features used to train the machine learning classification models will be adapted to find the best possible parameters.
The size of the training set will be increased and the classification models will be retrained.
Legal restrictions on content access. Low Cannot expose specific content or metadata records through the system. The project will be working only with Open Access repository metadata. Licensing information about the metadata being used will be ensured through OpenDOAR.

IPR

The ServiceCORE project results will adhere to the principles of “openness.” The developed Good Practise and Guidelines will be openly shared and disseminated. The developed software tools/components will be made available as Open Source. All metadata will be exposed openly.

Project Team Relationships and End User Engagement

Members of the project team are very keen to engage fully in JISC programme activities. At least 10 person-days for programme level activities has been included in the project budget. The team will liaise and, as appropriate, collaborate with existing projects and partners in the field, in particular UKOLN and the University of Nottingham (OpenDOAR). The ServiceCORE project team is open to sharing lessons learned and issues encountered throughout the life of the project.

The planned work will be carried out by the Knowledge Media institute (KMi). The KMi team will regularly inform the Advisory Board about the current state of the project and the existing challenges.

Dr Zdenek Zdrahal will be the project and technical director. Project and dissemination management will be carried out by Owen Stephens. Petr Knoth will be the main technical developer. The project manager and director will collaborate to ensure:

(a) full compliance with the project management guidelines, as set out by JISC,
(b) progressing according to the project plan,
(c) all project deliverables and tasks outlined in the project plan are completed in a timely manner,
(d) progress meetings and regular communication between the project team and the Advisory Board are in place.

The ServiceCORE project has already established an Advisory Board composed of experts in the field who will keep track of the project progress to ensure the applicability of the project results and help to disseminate the project results towards the community of interest. The project has invited internationally recognised experts Bill Hubbard of University of Nottingham (OpenDOAR), Paul Walk of UKOLN, Andreas Juffinger of The European Library and Vic Lyte of MIMAS to communicate the results to the international communities and to provide feedback.

Projected Timeline, Workplan & Overall Project Methodology

Budget