Introduction

Welcome to the guidelines of EUDAT’s metadata service B2FIND for data providers. These guidelines are intended to provide information about the requirements for successful metadata integration into B2FIND.

Intended Audience

These guidelines are for research data providers and repository managers who intend to publish their metadata on B2FIND.

Objective

B2FIND gathers diverse metadata on the research output of many heterogeneous sources with the aim of providing a unified discovery portal. The portal then allows widespread and cross-disciplinary search and access to the underlying data collections.

These guidelines provide instructions and policies that should be followed by data providers to establish an easy ingestion workflow.

Open Research Data Principles

EUDAT propagates 'good practices' for research data management which follow the FAIR principles. These are a set of guidelines widely used for managing scientific data so that it can be accessed and re-used efficiently, see Guidelines on FAIR Data Management in Horizon 2020 . The FAIR principles promote:

  • the availability of data supporting scholarly publications
  • the use of data repositories
  • the value of data curation to enable data access and reuse
  • support for developing researchers’ data management skills
  • and establishing cultural norms of academia that ensure that individuals gain credit for sharing data.

We address these principles to the extent that they affect metadata in the following sections. In general, we follow a low-barrier approach that aims to facilitate an easy metadata integration into the B2FIND portal.

Contents of the Guidelines

The guidelines are divided into three sections:

  1. The first section addresses the policies for Providing Metadata for EUDAT-B2FIND, e.g. policies about the structure and availability of the provided metadata.
  2. The subsequent section focuses on the Harvesting of Metadata by B2FIND.
  3. Finally, we investigate the Mapping onto the B2FIND Metadata Schema and give some recommendations on how metadata quality can be improved or assured during this process.

B2FIND Workflow

A schema of the B2FIND metadata ingestion workflow can be seen in the figure below. Besides the first (MD Specification and Generation) and last (MD Uploading) steps, the sub processes ‘MD Providing’, ‘MD Harvesting’ and ‘MD Mapping’ correspond to the paragraphs of the guidelines.

B2FIND ingestion workflow
The B2FIND metadata ingestion workflow

While we don't go into technical details, we refer

  • data managers who are interested in the step by step implementation of the whole metadata ingestion workflow to the B2FIND-Training material.
  • developers who are interested in the underlying software and source code to the github repository EUDAT-B2FIND .

Editors

  • Anna-Lena Flügel, DKRZ
  • Claudia Martens, DKRZ
  • Heinrich Widmann, DKRZ
  • Michael Kurtz, DKRZ
  • Sara Ramezani, Surf
  • Juha Hakala, NLF
  • Heinke Höck, DKRZ
  • Mikael Karlsson, CSC