1. 1 CASLIN 2009 Institutional repositories and document citation CASLIN 2009 8th June 2009, Hotel Klášter Teplá Linda Skolková & Miloslav Nič

2. 2CASLIN 2009 Introduction Terminology: Terminology: Citation formats – intended primarily for machine use Citation formats – intended primarily for machine use Citation styles – intended primarily for human use Citation styles – intended primarily for human use Citation manager – a software tool used to process citations and references („shorter“ and „longer“ records) Citation manager – a software tool used to process citations and references („shorter“ and „longer“ records)

3. 3CASLIN 2009 Methodology 1/2 Survey of existing open source software for institutional repositories Survey of existing open source software for institutional repositories Choice of a particular installation of the software in question Choice of a particular installation of the software in question Study of software’s capability to export citation data (from user point of view) Study of software’s capability to export citation data (from user point of view) Study of selected journals digital libraries and citation databases from citation data processing view Study of selected journals digital libraries and citation databases from citation data processing view

4. 4CASLIN 2009 Methodology 2/2 Choice of open source citation managers based on scientists’ demands Choice of open source citation managers based on scientists’ demands Export of sample citation data, further work with exported data (import to a second citation manager, comparison) Export of sample citation data, further work with exported data (import to a second citation manager, comparison)

5. 5CASLIN 2009 Institutional repository software Four institutional repository software tools chosen: Four institutional repository software tools chosen: DSpace (http://www.dspace.org/) DSpace (http://www.dspace.org/)http://www.dspace.org/ EPrints (http://www.eprints.org/) EPrints (http://www.eprints.org/)http://www.eprints.org/ Fedora (http://www.fedora-commons.org/) Fedora (http://www.fedora-commons.org/)http://www.fedora-commons.org/ CDS Invenio (http://cdsware.cern.ch/invenio/index.html) CDS Invenio (http://cdsware.cern.ch/invenio/index.html)http://cdsware.cern.ch/invenio/index.html

6. 6CASLIN 2009 DSpace: DSpace@MIT No particular citation data export formats offered either for individual records of for record sets No particular citation data export formats offered either for individual records of for record sets URI – handle – to identify the document URI – handle – to identify the document

7. 7CASLIN 2009 EPrints:E-LIS A variety of citation data export formats available for record sets: A variety of citation data export formats available for record sets: ASCII Citation, BibTeX, Dublin Core, EP3XML, EndNote, Eprints Application Profile, HTML Citation, ISO Citation, METS, Object IDs, OpenURL Context Object, Refer and Reference Manager ASCII Citation, BibTeX, Dublin Core, EP3XML, EndNote, Eprints Application Profile, HTML Citation, ISO Citation, METS, Object IDs, OpenURL Context Object, Refer and Reference Manager For individual records: For individual records: Those above + Full Metadata, DIDL and Simple Metadata Those above + Full Metadata, DIDL and Simple Metadata

8. 8CASLIN 2009 Fedora: ARROW Repository No options to export citation data offered No options to export citation data offered Possibility to copy the identifier (handle) and basic (not complete) bibliographic data available Possibility to copy the identifier (handle) and basic (not complete) bibliographic data available

9. 9CASLIN 2009 CDS Invenio: CDS Document Server Eleven citation data formats available for record sets: Eleven citation data formats available for record sets: Excel, HTML brief, BibTeX, HTML address label, HTML detailed, HTML MARC, HTML photo captions only, HTML portfolio, MODS, XML Dublin Core, XML MARC Excel, HTML brief, BibTeX, HTML address label, HTML detailed, HTML MARC, HTML photo captions only, HTML portfolio, MODS, XML Dublin Core, XML MARC Six formats available for individual records: Six formats available for individual records: BibTeX, MARC, MARCXML, DC, EndNote, NLM BibTeX, MARC, MARCXML, DC, EndNote, NLM

10. 10CASLIN 2009 Journals, digital libraries Nature: RIS; Connotea Nature: RIS; Connotea Science: EndNote, Reference Manager (RIS), ProCite (RIS), BibTeX, RefWorks, Medlars; CiteULike, PubMedCitation; additional formats can be requested Science: EndNote, Reference Manager (RIS), ProCite (RIS), BibTeX, RefWorks, Medlars; CiteULike, PubMedCitation; additional formats can be requested SpringerLink: RIS, text SpringerLink: RIS, text Wiley InterScience: Plain Text, Endnote Wiley InterScience: Plain Text, Endnote

11. 11CASLIN 2009 Citation databases Scopus: RIS (Reference Manager, ProCite, EndNote), Text (ASCII format), RefWorks Direct Export, Comma Separated file,.csv (e.g. Excel); BibTeX (citation style!), 2collab bookmarks Scopus: RIS (Reference Manager, ProCite, EndNote), Text (ASCII format), RefWorks Direct Export, Comma Separated file,.csv (e.g. Excel); BibTeX (citation style!), 2collab bookmarks Web of Science: EndNoteWeb, EndNote/RefMan/Procite (not RIS!), HTML, Plain Text, tab-delimited files (for Win and for Mac) Web of Science: EndNoteWeb, EndNote/RefMan/Procite (not RIS!), HTML, Plain Text, tab-delimited files (for Win and for Mac)

12. 12CASLIN 2009 Formats chosen for further work Exports from EPrints and CDS Invenio: Exports from EPrints and CDS Invenio: MODS (http://www.loc.gov/standards/mods/) MODS (http://www.loc.gov/standards/mods/)http://www.loc.gov/standards/mods/http://www.loc.gov/standards/mods/ BibTeX (http://www.bibtex.org/) BibTeX (http://www.bibtex.org/)http://www.bibtex.org/http://www.bibtex.org/ Exports from citation managers: Exports from citation managers: RIS (http://www.refman.com/support/risformat_intro. asp) RIS (http://www.refman.com/support/risformat_intro. asp)http://www.refman.com/support/risformat_intro. asphttp://www.refman.com/support/risformat_intro. asp BibTeX (http://www.bibtex.org/) BibTeX (http://www.bibtex.org/)http://www.bibtex.org/http://www.bibtex.org/

13. 13CASLIN 2009 Choice of open source software managers Zotero (http://www.zotero.org/) Zotero (http://www.zotero.org/)http://www.zotero.org/ Connotea (http://www.connotea.org/) Connotea (http://www.connotea.org/)http://www.connotea.org/http://www.connotea.org/ Reasons: Reasons: Available as open source, free of charge Available as open source, free of charge Work with a variety of import and export formats Work with a variety of import and export formats

14. 14CASLIN 2009 Zotero Seven import formats offered (when importing from a local file): Seven import formats offered (when importing from a local file): MODS, MAB2, MARC, RDF, RIS, Refer/BibTeX, BibTeX MODS, MAB2, MARC, RDF, RIS, Refer/BibTeX, BibTeX Seven export formats: Seven export formats: Zotero RDF, MODS, RIS, Refer/BibIX, Unqualified Dublin Core RDF, Wikipedia Citation Templates, BibTeX Zotero RDF, MODS, RIS, Refer/BibIX, Unqualified Dublin Core RDF, Wikipedia Citation Templates, BibTeX

15. 15CASLIN 2009 Connotea Seven import formats (for uploading data from a local file): Seven import formats (for uploading data from a local file): Firefox Bookmarks, RIS, EndNote (Refer), EndNote (XML) (Experimental), BibTeX, ISI Web of Knowledge, MODS, Plain Text (one URL and tags per line) Firefox Bookmarks, RIS, EndNote (Refer), EndNote (XML) (Experimental), BibTeX, ISI Web of Knowledge, MODS, Plain Text (one URL and tags per line) Six basic export formats: Six basic export formats: RIS, EndNote, BibTeX, MODS (XML), Word 2007 Bibliography, Simple Text Citations RIS, EndNote, BibTeX, MODS (XML), Word 2007 Bibliography, Simple Text Citations Three other export formats: Three other export formats: RSS, RDF, Plain RSS, RDF, Plain

16. 16CASLIN 2009 Citation data imports to Zotero A sample set of citation data from E-LIS eprint archive (110 records; BibTeX to Zotero) and from CERN Document Server (80 records; MODS to Zotero) gathered A sample set of citation data from E-LIS eprint archive (110 records; BibTeX to Zotero) and from CERN Document Server (80 records; MODS to Zotero) gathered At first sight these steps proceeded without any significant problems At first sight these steps proceeded without any significant problems Minor problems ocurred, e.g. viewing a record representing a document in Greek with characters from Greek alphabet Minor problems ocurred, e.g. viewing a record representing a document in Greek with characters from Greek alphabet

17. 17CASLIN 2009 Citation data exports from Zotero Both data sets exported from Zotero in RIS format and imported to Connotea Both data sets exported from Zotero in RIS format and imported to Connotea As in the previous case, in general the import was successful but problems ocurred anyway As in the previous case, in general the import was successful but problems ocurred anyway Connotea informs the user about changes being made during import Connotea informs the user about changes being made during import

18. 18CASLIN 2009 Citation data export from Connotea Export to BibTeX format Export to BibTeX format Comparison of original BibTeX files with these new ones (after two conversions took place) Comparison of original BibTeX files with these new ones (after two conversions took place) The files were significantly different: The files were significantly different: The Connotea export file did not contain abstract, other data (volume, number, pages, journal) were also lost The Connotea export file did not contain abstract, other data (volume, number, pages, journal) were also lost Author, title, year, keywords and URL were still present Author, title, year, keywords and URL were still present

19. 19CASLIN 2009 Data loss – something to think about? Yes, certainly! Yes, certainly! Associated problem – citing different versions of documents (journal vs. institutional repository): Associated problem – citing different versions of documents (journal vs. institutional repository): Journal article in print Journal article in print Journal article online Journal article online Preprint of a journal article Preprint of a journal article Postprint of a journal article Postprint of a journal article … Issue of trust in the electronic environment (CASLIN 2008) Issue of trust in the electronic environment (CASLIN 2008) „Authoritative“ vs. „unauthoritative“ versions of documents (citing one, actually using another) „Authoritative“ vs. „unauthoritative“ versions of documents (citing one, actually using another)

20. 20CASLIN 2009 Discussion and conclusions A survey of institutional repositories has shown that not all repositories offer satisfactory citation data export options A survey of institutional repositories has shown that not all repositories offer satisfactory citation data export options Experiments leading to rather interesting results – at first sight everything is perfect, at second sight it becomes apparent that transformations lead to data (information) loss Experiments leading to rather interesting results – at first sight everything is perfect, at second sight it becomes apparent that transformations lead to data (information) loss Citation export capabilities as one of selection criteria for institutional repository software? Citation export capabilities as one of selection criteria for institutional repository software? Open source – Open Access Open source – Open Access

21. 21CASLIN 2009 Questions?

22. 22CASLIN 2009 Thank you for your attention!

23. 23CASLIN 2009 Contact details Linda Skolková Institute of Information Studies and Librarianship, Faculty of Arts, Charles University, Prague (http://uisk.ff.cuni.cz/) http://uisk.ff.cuni.cz/http://uisk.ff.cuni.cz/ E-mail: linda.skolkova@ff.cuni.cz linda.skolkova@ff.cuni.czlinda.skolkova@ff.cuni.cz Miloslav Nič Institute of Chemical Technology, Prague (http://www.vscht.cz/) http://www.vscht.cz/http://www.vscht.cz/ E-mail: miloslav.nic@vscht.cz miloslav.nic@vscht.czmiloslav.nic@vscht.cz