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The first open-source release of DSpace-CRIS was based on DSpace 1.8.2. Current releases of DSpace-CRIS are based on current DSpace 7 snapshot, DSpace 5.10 and DSpace 6.3 versions.

Info
titleCurrent release
The latest release is DSpace-CRIS 7 2021.01.00 dated June, 2nd 2021

For previous DSpace versions there are no official tags as an enourmous amount of improvements and new features have been incorporated on running branches, including the alignment with the not-yet-released DSpace 5.11 and 6.4 versions. For such reasons, new DSpace-CRIS releases will be tagged as soon as DSpace 6.4 and/or 5.11 are out. 

Below there is a detailed release plan covering all the known features that will be contributed by 4Science and other community members that would like to be involved in supporting the enhancement of this open-source extension of DSpace. 

A visit to the community page maintained by DSpace-CRIS users is also recommended: https://wiki.duraspace.org/display/DSPACECRIS/New+Features

New functionalities are preferable  preferably developed for DSpace-CRIS 7 but support for all DSpace versions accepted by the Community is provided. Institutions interested in enhancements for DSpace-CRIS 6.x and DSpace-CRIS 5.x are still welcome to contribute but a plan to implement or support the same use case with version 7 should be provided.

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  • Minor versions are expected to be easier to upgrade to, REST API is guarantee guaranteed to be backward compatible;
  • Major versions are used to highlight important functional or breaking changes. The changelog will highlight the new features, the configuration and REST API changes and the version of the plain DSpace that is used as basis;
  • Year versions are assumed to be major. Minor version related to the previous year can still occur for security fix.

The latest version is actively maintained by 4Science and community members as volunteer work, support . Support for past versions will be based on availability of resources and funding from the community. Security fixes will be bring brought to the current version and the previous major if the current version is a new one (i.e. minor = 00). For example if version 2021.02.00 is the current one, security fixes will be released for both 2021 major 01 and 02, i.e. version 2021.01.01 and 2021.02.01 will be released. Once version 2021.02.01 will be out, security fixes will comes come as 2021.02.02.

DSpace-CRIS and DSpace releases are independent, the used plain DSpace version used as basis for a DSpace-CRIS version will be noted in the changelog but. But, when whenever appropriate, it will be possible to get release an official DSpace-CRIS release version based on a DSpace unreleased version (as it was the case for the first DSpace-CRIS 7.0 release). In such situation situations, the DSpace-CRIS development team will have reviewed the know known issues in DSpace and provided custom remediation, workaround workarounds or alternative functionalities to support the relevant use cases. Some limitation limitations can also be acceptable and just noted in the release notes as they afflict may impact edge scenario scenarios or a limited user users' base.

Releases

The first production-ready DSpace-CRIS 7.0 has been was released the 2nd June 2021. The version supports the key use cases and the most demanded features of DSpace-CRIS according to the priorities defined by the community of users (DSpace-CRIS User Group).  The first version of DSpace-CRIS 7.0 addressed priorities 1 and 2 with contributions from supporting institutions (resource effort and/or funding) from supporting institutions and volunteer work by 4Science (more than 3,000 hours in 2020 and 2021 on top of what 4Science provided for the plain DSpace 7). The original development plan is available here, where tasks in lower priorities can still be found with estimation.

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As 7.0 version is based on DSpace 7 that is still under development (see: DSpace Release 7.0 Status). Changes , changes are being periodically merged from the upstream. With regard to version 7, the two roadmaps will be still separated due to the significant amount of extra functionalities of DSpace-CRIS that is not possible to give back to plain DSpace yet (possibly proposed for DSpace 8). 

DSpace-CRIS 7 is developed in the branches named dspace-cris-7 in the REST API, Angular and Rest contract repositories maintained by 4Science. The development of DSpace-CRIS closely follows the deploy of the official DSpace 7 and new developments from the mainstream are generally merged in DSpace-CRIS within 1-2 weeks. The code is now very stable and there are projects already running on this codebase that are expected to go in production in the next coming months.

DSpace-CRIS 7 moves the CRIS objects to the DSpace items with the extended concept of Configurable Entities, maintaining the Authority Framework as an efficient, flexible, performant way to manage relations among objects, successfully used in hundreds of real installations around the world since more than 10 years.

DSpace-CRIS 7 has many additional features and tailored procedure that enhance the UX and are not available in DSpace 7, few some key points are:

  • Processes tailored to the entity types
  • Many additional data providers
  • Support for structured metadata, ternary relationships and nested metadata
  • Configurable layout for entities in tabs and boxes
  • ORCID v3 complete integration Management (pull and push of profile information, publications, projects)
  • Management of personal profiles
  • Granular permissions at metadata level
  • Enhanced statistics visualization, reports, export capabilities including CVs in PDF, citation lists according to the CSL, and much more.

Please check the release notes of each DSpace-CRIS version and the technical documentation for more details.

A presentation of the newly released DSpace-CRIS was given at Open Repositories:

slides: http://doi.org/10.5281/zenodo.4923701. Video: https://youtu.be/8jgn0h38Zr8?t=3857 (starting at: 1h 03' 55").

Next releases

2021.02.00 in Autumn: it will be focus focussed on tool tools to simplify the migration from previous DSpace-CRIS versions (5.x, 6.x), and UX enhancements.

2021.03.00 by the end of year: additional features such as publication claimsclaim, administrative merge tool, viewer framework and more.

2021

DSpace-CRIS 7 2021.01.00 June, 2nd

This version fully supports all key use cases for a modern repository and RIMS / CRIS system. It is designed for new users, as migration from previous versions still requires some custom data extraction and transformation.

With DSpace-CRIS 7, 4Science is delighted to announce a number of key enhancements which improve the flexibility, integration, data quality and accuracy of DSpace-CRIS: 

  • Full ORCID v3 integration (push/pull information)
  • Integration with dozen external data sources, including commercial ones, to retrieve bibliographic and bibliometric data
  • Support for decentralised management, self-service researcher profile management and approval workflows
  • Aligned to the latest OpenAIRE Guidelines for Literature Repositories, Data Archives and CRIS Managers
  • Data quality tools ensure that your information is always complete and accurate

These enhancements with DSpace-CRIS 7 build on the new DSpace 7 architecture, featuring a new Angular UI and a fully-featured REST API. 

Architecture
  • Aligned with DSpace 7
  • full REST API with a documented contract
  • modern Angular SPA UI
Authentication
  • DSpace-CRIS can be integrated with several Identity Provider ranging from Shibboleth, LDAP, OpenID Connect, ORCID to a local username/password (encrypted) database
Data collection
  • Submission process for all the entities in the OpenAIRE CRIS information space (Publications, Patents, Products, People, OrgUnits, Projects, Fundings, Equipments, Journals)
  • Import from external sources available for most entity types: Fundings from OpenAIRE, Patents from the European Patent Office, OrgUnits from Sherpa/RoMEO (publisher), People from ORCID, Publications from ORCID, PubMed, CrossRef, Scopus, Web of Science, OpenAIRE, arXiv, NASA/ADS, CiNii, Scielo, VuFind, PubMed Europe), Journals from Sherpa/RoMEO
  • Automatic enrichment of manual submission looking up to the external providers by identifiers
  • Bulk operations (creation, update, delete) via xls on all the entities with easy cross-linking (any identifier can be used to link any kind of entities, i.e. publications to a person via an ORCID, staffno, etc) and future reference (link to an entity that is not yet in the system via an identifier that will be resolved later). Bulk operations are validated against your data model, submission configuration and security (mandatory and available fields, relations, etc.)
  • Publication Metadata extraction from Scholarly PDF via machine vision (based on the Grobid project)
  • Receive automatic alert from compatible providers (OpenAIRE, ORCID) about missing publications or wrong/incomplete data on existing records
  • Automatically import new publications for your researcher from Scopus and Web of Science
  • Grab bibliometrics data for your publications and authors from Scopus and Web of Science
  • Manage complex structured data as nested metadata and ternary relations
Data presentation
  • define sections and entry points to explore your repository composing configurable widget such as sorted list of objects (Most viewed, Most cited, Recent additions, etc.), infographics for key indicators (number of publications, researchers, etc.), search facets, browse indexes, advanced search form and branding messages
  • easily organise your data without code change in tabs and boxes
  • include references to linked entities in any entity page (i.e. the list of publications of a researcher, the list of funding received by a project, etc.)
  • present search results and linked entities in a graphical way with pie, line, bar charts
  • export your researchers information in professional looking PDF/RDF CV
  • export details about your other entities (Funding, Projects, Organisations, etc.) in PDF/RDF fact sheets
  • export publications data in citation formats (APA, Chicago, MLA, etc.) via CSL
  • show the bibliometrics collected for your publications and authors
  • include alternative metrics information for your publication from AltMetric and/or Dimension
  • ORCID and authenticated ORCID are properly displayed in researcher profiles and linked records (publications, projects, etc.)
  • granular visibility at metadata level based on contextual rules (financial data of a funding visible only to the investigators involved in the project, personal contact data only to HR people, etc.)
  • rich and extensible usage reports are available for all the entities including direct data (visualization and download) and aggregated data about the linked objects (visualization of researcher's publications, etc.). Data can be visualized in tabular and graphical form with maps and exportable charts (pie, line, bar). Reports can be produced for a specific time frame or since the system setup
Profile management
  • Researchers can manage directly selected information in their profiles and linked records
  • List of linked objects in the profile can be amended, hiding unwanted objects (old research) and forcing a preferred visualization order (selected publications, projects, etc.)
  • ORCID Synchronisation: the researcher can connect/disconect her local profile with ORCID to received suggestion about missing publication and push update to the ORCID registry
  • ORCID preferences: it is possible to configure which details are synchronised (biographic information, affiliation, qualification, education, publications, funding) setting a manual or automatic (over the night) push
Data quality & accuracy
  • Identify potential duplicate during the submission and approval workflow
  • get flags for unrelated entities or uncertain matches (i.e. not identified authors in a publication, investigator in a project, etc.). Option to automatically create new records for specific entity types or manual curate the authorities
  • configurable lookup authorities both internals than externals, such as the personal staff, the ORCID registries, the recorded fundings, the OpenAIRE project database and more
  • default to international approved data model (CERIF / OpenAIRE) and controlled vocabularies (COAR)
  • retains identifier for external entities for future use and automatic match (i.e. ORCID of external authors)
  • enforced validation in bulk operation to guarantee that the record structure always match your definition (i.e. the proper metadata are used according to the entity definition)
  • Receive automatic alert from compatible providers (OpenAIRE, ORCID) about missing publications or wrong/incomplete data on existing records
  • Automatically ingest publications for your researchers from Scopus and Web of Science
  • Configurable workflows by collection and entity types to involve librarians, research officer, legal, ethical and financial department in data input and verification
  • Correction workflow to be used by less privileged user to request correction on existing record that need to be moderated
  • Easily to monitor and organise tasks queue for approvals, changes in correction requests are highlighted 
Data security
  • enforced granular security at the metadata level across the whole platform: REST API, export and import tool, visualization
  • support for partial editing so that researcher can edit some (configurable) information in their profile and their related records without touching master data coming from external systems or under the Institution responsibility
  • easily access to an audit log of all the operations performed on a record 
  • REST API are protected using JWT, SSL, CSRF Token
Interoperability
  • Connectors to retrieve records (Publication, Person, Funding, OrgUnit, Journal) from 17 external data sources
  • Connectors to retrieve bibliometrics data for your publications and authors from Scopus and Web of Science
  • Full integration (push/pull) with ORCID via v3 API and support for WebHook (Premium API)
  • Aligned to the latest OpenAIRE Guidelines for Literature Repositories (v4, v3), Data Archives (v4 unreleased) and CRIS Managers (v1.1.1)
  • Full REST API
  • export options in XML, CERIF XML, XLS for all the entities

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