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GREENSTONE
OAI IMPLEMENTATION
Wednesday, May 22, 2013
Kathmandu - Nepal
Diego J. Spano
dspano@prodigioconsultores.com
diegospano
@diegospano
THE OPEN ARCHIVES
APPROACH
The Open Archives Approach
"The Open Archives Initiative develops and promotes
interoperability standards that aim to facilitate the efficient
dissemination of content."
Facilitates access to heterogeneous web-accessible material
A low-barrier interoperability solution
Based on repositories supporting
Metadata sharing
Publishing
Archiving
Arose out of the e-print community
Main features
Open Archives Initiative
OAI Protocol for Metadata Harvesting (OAI-PMH)
To facilitate metadata harvesting there needs to be agreement on:
Transport protocol - HTTP
Metadata format - Dublin Core
Metadata Quality Assurance - mandatory element set, naming and
subject conventions
Intellectual Property and Usage Rights
The Open Archives Approach
OAI-PMH
A mechanism for harvesting
Data providers make metadata available for harvesting
Service Providers harvest metadata
Metadata can be centrally collected or “aggregated”
That’s all it is: a way to bring metadata together in one place!
GaDP
(GREENSTONE AS DATA
PROVIDER)
Greenstone comes with a built-in OAI data provider. This runs as a CGI program called
"oaiserver.cgi“. It can be accessed via the same URL as the Greenstone library (replacing
"library.cgi with "oaiserver.cgi").
GaDP – GREENSTONE AS DATA PROVIDER
http://biblioteca.clacso.edu.ar/gsdl/cgi-bin/library.cgi http://biblioteca.clacso.edu.ar/gsdl/cgi-bin/oaiserver.cgi
Configuration of the server is done via the oai.cfg file in the
Greenstone etc directory.
This file specifies general information about the repository, and lists
collections to be made accessible to OAI clients. By default, collections are not
accessible.
Greenstone's OAI server currently supports Dublin Core, Qualified Dublin
Core, RFC1807 metadata. For collections that use other metadata sets,
including extracted metadata, metadata mapping rules should be provided to
map the existing metadata to Dublin Core.
Next … Main parameters to configure
GaDP – GREENSTONE AS DATA PROVIDER
baseServerURL: the URL of the web server (the domain and port number if necessary)
baseServerURL “http://www.mylibrary.org”
oaiserverPath: the relative path of the oaiserver.cgi (will be added to baseServerURL)
oaiserverPath “/greenstone/cgi-bin/oaiserver.cgi”
libraryPath: the relative path of the Greenstone library.cgi
libraryPath “/greenstone/cgi-bin/library.cgi”
repositoryName: The OAI repository name - human readable
repositoryName “University of Waikato - Institutional Repository”
repositoryId: The OAI repository domain name or unique identifier - used for
generating the document identifiers, which will be like: oai:reposId:coll:oid
repositoryId “waikato”
maintainer: The central administrative email address for the repository
maintainer “george@mylib.edu"
resumeafter: How many records to output before needing a resumption token
resumeafter 250
GaDP – GREENSTONE AS DATA PROVIDER
oaiinfo: Free text items describing the repository.
oaiinfo “Purpose” “This Repository has all the papers …”
oaiinfo “Size” “More than 5000 articles”
oaicollection: A list of collections that should be made available to OAI clients. By
default, collections are not available. There can be more than one line
oaicollection thesis images videos
oaisetname / oaisetdescription: Optional set name and description for each collection.
oaisetname thesis “Thesis of Chemystry subjects”
oaisetdescription thesis “Ph students´papers”
oaimetadata: the list of metadata formats this server supports
oaimetadata oai_dc gsdl_qdc
Next … how to map your own metadata fields
GaDP – GREENSTONE AS DATA PROVIDER
Mapping rules allow you to match your own metadata schema to the right Dublin Core
metadata. The format is:
oaimapping <greenstone fieldname> <metadataPrefix.fieldname>
oaimapping dls.Subject oai_dc.coverage
oaimapping nz.Region oai_dc.coverage
oaimapping nz.Region gsdl_qdc.spatial
Next … Validate your site
GaDP – GREENSTONE AS DATA PROVIDER
Go to http://www.openarchives.org/data/registerasprovider.html and validate your
site to be sure it can be a data provider.
GaDP – GREENSTONE AS DATA PROVIDER
GaDP – GREENSTONE AS DATA PROVIDER
Once your OAI server is operational, to provide maximal international
visibility for your open access collections you should register them in
at least one (and ideally all) of the following:
-the ROAR directory (http://roar.eprints.org/)
- the OAI directory (http://www.openarchives.org/Register/BrowseSites)
- the OpenDOAR directory (http://www.opendoar.org/)
Next … A real case.
repositoryName
baseServerURL + oaiserverPath
repositoryId
maintainer
oaiinfo
http://biblioteca.clacso.edu.ar/gsdl/cgi-bin/oaiserver.cgi
GaDP – GREENSTONE AS DATA PROVIDER
oaisetname
oaisetdescription
oaicollection
GaDP – GREENSTONE AS DATA PROVIDER
oaimapping
GaDP – GREENSTONE AS DATA PROVIDER
GaSP
(GREENSTONE AS
SERVICE PROVIDER)
GLI can serve as an OAI client application: it can connect to a remote OAI server and
retrieve metadata and even download documents.
You have three methods for doing this:
- Using GLI (Greenstone Librarian Interface)
- Using command line from within Greenstone environment
- Using a third party application that allows you to download OAI records.
We´ll focus on the first two methods.
Next … Using GLI to download OAI records
GaSP – GREENSTONE AS SERVICE PROVIDER
GLI offers a “Download” tab for downloading documents and/or records. Assuming
that you know the URL for the external repository, you can know the rest of the
parameters by clicking “Server Information”, i.e.. the name of the sets.
GaSP – GREENSTONE AS SERVICE PROVIDER
Once you filled the required fields just press the Download button.
GaSP – GREENSTONE AS SERVICE PROVIDER
The downloaded records will appear in the “Gather” tab under “Downloaded Files”
section. Drag them to the right panel to get the records ready for building the
collection.
GaSP – GREENSTONE AS SERVICE PROVIDER
OAI records imported into a Greenstone collection are saved as Greenstone archive
format, similar to XML format but with some extra data
GaSP – GREENSTONE AS SERVICE PROVIDER
Dublin Core metadata extracted as “ex”
Schema
“prettymd” metadata: its value is a
preformated table (with style)
Containing the full OAI record
format DocumentText "[prettymd]“ is all you need to display the OAI record…
GaSP – GREENSTONE AS SERVICE PROVIDER
Using command line to download OAI records
Just a few step to do this task:
1. Open a terminal or console window
2. Go to Greenstone root folder
3. Run setup.bat/setup.bash
4. Move to the import folder of the target collection for the records
5. Run perl -S downloadfrom.pl (with the following options)
- download_mode OAI
- url http://biblioteca.clacso.edu.ar/gsdl/cgi-bin/oaiserver.cgi
- set ar/ar-001
- max_record 10
6. Build the collection as usual
The command “downloadfrom” will have the same results as the previous task
executed through GLI
GaSP – GREENSTONE AS SERVICE PROVIDER
Harvester: client application issuing OAI-PMH requests
Repository: network accessible server, able to process OAI-PMH requests
correctly
Resource: object the metadata is “about”, nature of resources is not
defined in the OAI-PMH
Item: component of a repository from which metadata about a resource
can be disseminated. Has an unique identifier
Record: metadata in a specific metadata format
Identifier: unique key for an item in a repository
Set: optional construct for grouping items in a repository
GLOSARY
For GS2, there are 3 tutorials:
http://wiki.greenstone.org/wiki/index.php/Tutorial_exercises#Setting_up_your_Greenstone_OAI_Server
http://wiki.greenstone.org/wiki/index.php/Tutorial_exercises#Connecting_to_an_OAI_server_from_GLI
http://wiki.greenstone.org/wiki/index.php/Tutorial_exercises#Connecting_to_the_Greenstone_OAI_server_fro
m_the_outside_world
http://wiki.greenstone.org/wiki/index.php/2.85_Release_Notes#OAI_downloading
For GS3, the same approximate information is merged into the following 2 tutorials:
http://wiki.greenstone.org/wiki/index.php/GS3_Tutorial_exercises#Setting_up_your_Greenstone_OAI_Server
http://wiki.greenstone.org/wiki/gsdoc/tutorial/gs3-current/en/OAI_downloading.htm
+ INFO...
QUESTIONS
THANKS !!!
Diego Spano
dspano@prodigioconsultores.com
www.prodigioconsultores.com

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Configuring Greenstone's OAI server

  • 1. GREENSTONE OAI IMPLEMENTATION Wednesday, May 22, 2013 Kathmandu - Nepal Diego J. Spano dspano@prodigioconsultores.com diegospano @diegospano
  • 3. The Open Archives Approach "The Open Archives Initiative develops and promotes interoperability standards that aim to facilitate the efficient dissemination of content." Facilitates access to heterogeneous web-accessible material A low-barrier interoperability solution Based on repositories supporting Metadata sharing Publishing Archiving Arose out of the e-print community Main features Open Archives Initiative OAI Protocol for Metadata Harvesting (OAI-PMH)
  • 4. To facilitate metadata harvesting there needs to be agreement on: Transport protocol - HTTP Metadata format - Dublin Core Metadata Quality Assurance - mandatory element set, naming and subject conventions Intellectual Property and Usage Rights The Open Archives Approach
  • 5. OAI-PMH A mechanism for harvesting Data providers make metadata available for harvesting Service Providers harvest metadata Metadata can be centrally collected or “aggregated” That’s all it is: a way to bring metadata together in one place!
  • 7. Greenstone comes with a built-in OAI data provider. This runs as a CGI program called "oaiserver.cgi“. It can be accessed via the same URL as the Greenstone library (replacing "library.cgi with "oaiserver.cgi"). GaDP – GREENSTONE AS DATA PROVIDER http://biblioteca.clacso.edu.ar/gsdl/cgi-bin/library.cgi http://biblioteca.clacso.edu.ar/gsdl/cgi-bin/oaiserver.cgi
  • 8. Configuration of the server is done via the oai.cfg file in the Greenstone etc directory. This file specifies general information about the repository, and lists collections to be made accessible to OAI clients. By default, collections are not accessible. Greenstone's OAI server currently supports Dublin Core, Qualified Dublin Core, RFC1807 metadata. For collections that use other metadata sets, including extracted metadata, metadata mapping rules should be provided to map the existing metadata to Dublin Core. Next … Main parameters to configure GaDP – GREENSTONE AS DATA PROVIDER
  • 9. baseServerURL: the URL of the web server (the domain and port number if necessary) baseServerURL “http://www.mylibrary.org” oaiserverPath: the relative path of the oaiserver.cgi (will be added to baseServerURL) oaiserverPath “/greenstone/cgi-bin/oaiserver.cgi” libraryPath: the relative path of the Greenstone library.cgi libraryPath “/greenstone/cgi-bin/library.cgi” repositoryName: The OAI repository name - human readable repositoryName “University of Waikato - Institutional Repository” repositoryId: The OAI repository domain name or unique identifier - used for generating the document identifiers, which will be like: oai:reposId:coll:oid repositoryId “waikato” maintainer: The central administrative email address for the repository maintainer “george@mylib.edu" resumeafter: How many records to output before needing a resumption token resumeafter 250 GaDP – GREENSTONE AS DATA PROVIDER
  • 10. oaiinfo: Free text items describing the repository. oaiinfo “Purpose” “This Repository has all the papers …” oaiinfo “Size” “More than 5000 articles” oaicollection: A list of collections that should be made available to OAI clients. By default, collections are not available. There can be more than one line oaicollection thesis images videos oaisetname / oaisetdescription: Optional set name and description for each collection. oaisetname thesis “Thesis of Chemystry subjects” oaisetdescription thesis “Ph students´papers” oaimetadata: the list of metadata formats this server supports oaimetadata oai_dc gsdl_qdc Next … how to map your own metadata fields GaDP – GREENSTONE AS DATA PROVIDER
  • 11. Mapping rules allow you to match your own metadata schema to the right Dublin Core metadata. The format is: oaimapping <greenstone fieldname> <metadataPrefix.fieldname> oaimapping dls.Subject oai_dc.coverage oaimapping nz.Region oai_dc.coverage oaimapping nz.Region gsdl_qdc.spatial Next … Validate your site GaDP – GREENSTONE AS DATA PROVIDER
  • 12. Go to http://www.openarchives.org/data/registerasprovider.html and validate your site to be sure it can be a data provider. GaDP – GREENSTONE AS DATA PROVIDER
  • 13. GaDP – GREENSTONE AS DATA PROVIDER Once your OAI server is operational, to provide maximal international visibility for your open access collections you should register them in at least one (and ideally all) of the following: -the ROAR directory (http://roar.eprints.org/) - the OAI directory (http://www.openarchives.org/Register/BrowseSites) - the OpenDOAR directory (http://www.opendoar.org/) Next … A real case.
  • 16. oaimapping GaDP – GREENSTONE AS DATA PROVIDER
  • 18. GLI can serve as an OAI client application: it can connect to a remote OAI server and retrieve metadata and even download documents. You have three methods for doing this: - Using GLI (Greenstone Librarian Interface) - Using command line from within Greenstone environment - Using a third party application that allows you to download OAI records. We´ll focus on the first two methods. Next … Using GLI to download OAI records GaSP – GREENSTONE AS SERVICE PROVIDER
  • 19. GLI offers a “Download” tab for downloading documents and/or records. Assuming that you know the URL for the external repository, you can know the rest of the parameters by clicking “Server Information”, i.e.. the name of the sets. GaSP – GREENSTONE AS SERVICE PROVIDER
  • 20. Once you filled the required fields just press the Download button. GaSP – GREENSTONE AS SERVICE PROVIDER
  • 21. The downloaded records will appear in the “Gather” tab under “Downloaded Files” section. Drag them to the right panel to get the records ready for building the collection. GaSP – GREENSTONE AS SERVICE PROVIDER
  • 22. OAI records imported into a Greenstone collection are saved as Greenstone archive format, similar to XML format but with some extra data GaSP – GREENSTONE AS SERVICE PROVIDER Dublin Core metadata extracted as “ex” Schema “prettymd” metadata: its value is a preformated table (with style) Containing the full OAI record
  • 23. format DocumentText "[prettymd]“ is all you need to display the OAI record… GaSP – GREENSTONE AS SERVICE PROVIDER
  • 24. Using command line to download OAI records Just a few step to do this task: 1. Open a terminal or console window 2. Go to Greenstone root folder 3. Run setup.bat/setup.bash 4. Move to the import folder of the target collection for the records 5. Run perl -S downloadfrom.pl (with the following options) - download_mode OAI - url http://biblioteca.clacso.edu.ar/gsdl/cgi-bin/oaiserver.cgi - set ar/ar-001 - max_record 10 6. Build the collection as usual The command “downloadfrom” will have the same results as the previous task executed through GLI GaSP – GREENSTONE AS SERVICE PROVIDER
  • 25. Harvester: client application issuing OAI-PMH requests Repository: network accessible server, able to process OAI-PMH requests correctly Resource: object the metadata is “about”, nature of resources is not defined in the OAI-PMH Item: component of a repository from which metadata about a resource can be disseminated. Has an unique identifier Record: metadata in a specific metadata format Identifier: unique key for an item in a repository Set: optional construct for grouping items in a repository GLOSARY
  • 26. For GS2, there are 3 tutorials: http://wiki.greenstone.org/wiki/index.php/Tutorial_exercises#Setting_up_your_Greenstone_OAI_Server http://wiki.greenstone.org/wiki/index.php/Tutorial_exercises#Connecting_to_an_OAI_server_from_GLI http://wiki.greenstone.org/wiki/index.php/Tutorial_exercises#Connecting_to_the_Greenstone_OAI_server_fro m_the_outside_world http://wiki.greenstone.org/wiki/index.php/2.85_Release_Notes#OAI_downloading For GS3, the same approximate information is merged into the following 2 tutorials: http://wiki.greenstone.org/wiki/index.php/GS3_Tutorial_exercises#Setting_up_your_Greenstone_OAI_Server http://wiki.greenstone.org/wiki/gsdoc/tutorial/gs3-current/en/OAI_downloading.htm + INFO...