@openaire_eu
OpenAIRE 
Monitoring Services
EC FP7 & H2020 and other national funders
Pedro Principe
University ofMinho (OpenAIRE support andtraining manager)
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Services for Funders
Align Open Science policies. 
Sync infrastructures.
Monitor and report.
OpenAIRE helps you measure 
research funding impact and 
supports monitoring of Open Access
Open Access & Open Research Data in H2020
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Deposit once!
• Locate an appropriated repository via OpenAIRE.
• If no repository is available: use Zenodo
(OpenAIRE/CERN repository).
• Acknowledge project funding in the publication or 
dataset metadata record.
• Use a fully OpenAIRE compatible repository. 
If don't… use the OpenAIRE linking services 
afterwards and associate your research 
results (Link/Claim publication or datasets to 
projects).
• But we don't stop there! We apply cleaning, 
transformation, disambiguation processes, 
and identify relationships among all research 
entities: publications, data, funding…
• All publications accessible via OpenAIRE and linked to a 
project will be displayed automatically in the reporting 
section of the EC Participant Portal for the project. 
We did it!
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PROJECT
PUBLICATIONS
AND DATASETS
Automatically
EC's participant portal (reporting)
OpenAIRE services and tools for projects:
Open Access Depositing
 Storing Research Data 
Claiming publications and datasets
Reporting research outputs
Monitoring and analytics
Discovery and Access
Infrastructure to support the policy compliance
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OpenAIRE monitoring for EC
OA with DOIs
reports
EC projects and funding streams pages and stats
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Funders related activities in OpenAIRE
Sync infrastructures and Support 
national e-infrastructures
Guidelines for metadata funding info 
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Monitor mandate compliance
Align and support OA policies
Text mining and inference
Statistics and reporting
Analytics and trends
APIs with projects list for 
repository software
• A unique view of the scientific outputs that derive from their funding.
• OpenAIRE enables advanced monitoring (including of compliance with 
Open Access policies), reporting and analysis of research impact and 
research trends.
• Funders can assess the impact of their funding by viewing advanced 
statistics on research outputs (publications and data-sets) and the 
funding programme/stream/project from which they derive (including 
co-funded research results and research trends). 
OpenAIRE can offer funders:
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Agreement between OpenAIRE & Funders
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OpenAIRE requires only a very limited set of metadata fields from funders. No 
personal or private details are required. The mandatory and optional data fields are:
• PROJECT IDENTIFIER (MANDATORY)
• PROJECT TITLE or ACRONYM (MANDATORY)
• FUNDER NAME (MANDATORY) –e.g. Wellcome Trust, EC
• START DATE (MANDATORY),
• END DATE (MANDATORY)
• FUNDING STREAM(S) (OPTIONAL) – funding categories for more detailed statistics
• PARTICIPANT ORGANIZATION(S) (OPTIONAL) – i.e., project partners
Data description
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BETA
Funders Integration status:
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Funder Country Status
European Commission (FP7 & H2020) EU Production
Portuguese Foundation for Science and Technology (FCT) Portugal Production
Wellcome trust (WT) UK Production
National Science Foundation (NSF) US Production
National Health and Medical Research Council (NHMRC) Australia Production
Australian Research Council (ARC) Australia Production
Ministry of Education, Science and Technological Development (MESTD) Serbia Production
Ministry of Science Education and Sport (MZOS/MSES) Croatia Production
Croatia Science Foundation (HRZZ/CSF) Croatia Production
Netherlands Organisation for Scientific Research (NWO) Nederlands Production
Science Foundation Ireland (SFI) Ireland Production
National Institute of Health (NIH) US Production
Swiss National Science Foundation (SNSF) Switzerland BETA
Austrian Science Fund (FWF) Austria BETA
Research Council UK (RCUK) UK BETA
Tara Expedition Foundation (TARA) France BETA
Scientific and Technological Research Council of Turkey (Tubitak) Turkey Pilot
Academy of Finland Finland Pilot
CONICYT Chile Pilot
Ministry of Economy, Industry and Competitiveness Spain Pilot
German Research Foundation (DFG) Germany Pilot
Funder integration in OpenAIRE: simplified workflow
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1. Obtain list of projects
2. Data analysis for 
integration and inference 
module
3. Integration on DB
4. IIS module integration
5. Inference
6. Data provision on beta
7. Quality check
Results available on the 
OpenAIRE portal
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Results from national EU funders
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Funded projects info in OpenAIRE
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Collect metadata
including project
grantID from
OpenAIRE compliant
repositories
Metadata
publications record 
enrichments by
OpenAIRE 
deduplication
Link Publications to 
projects by
inference (text
mining procedures)
Link Publications to 
projects using the
end-user service: 
claim publications
Enriched Document Example
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Multiple 
Instances host 
the same 
document (which 
is de-duplicated)
Funding Info 
either from 
metadata or by 
text mining
Using the OpenAIRE portal, funder can:
• filter publications/data by funder and browse by specific funding streams
• search via project title, acronym or grant agreement and view specific statistics of the project: 
publications/data over time, OA status, where they were published/deposited, etc.
• view overall funder/funding stream statistics (facets over time, data source, institution, etc.)
• correlate author/institution output with funding information
• visualize clusters of publications/data or funding based on their interlinking (national or ERA-
wide level).
Features OpenAIRE can provide to funders
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Monitor and reporting: statistics service, portal info
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• Links to software 
• 1,290 software links in the REFERENCES section and 2,985 links in the full text.
• Topic modeling
• Trends in research
• Hidden relationships
• Basic version to be in beta
Research monitoring and analytics
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Data provider stats:
Funders in data provider publications
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Co-funded publications
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Organization Page:
Better funding and project information access (page and app box) 
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Search filters:
Better funding and project information access
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Funder Statistics 
More options: co-funded…
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‘Claim’ functionality available for all national funders
Link research results portal facilities (1/4)
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Link publication or datasets to projects: 
Identify the project, select publications or 
datasets and set the access rights.
Zenodo – extended grant support (2/4)
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The APIs offer custom access to metadata about projects funded by all funders 
integrated in the OpenAIRE info space (Dspace, Eprints, other repository  platforms).
(E.g. Funders Projects List Dspace Add-on)
OpenAIRE API (3/4)
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• IDEA: Repositories in OpenAIRE may be interested to acquire metadata information 
about publications that are “potentially of interest to them”: i.e. be part of their 
collection: add new records, enrich the records with extra metadata information.
• CHALLENGE: Literature broker service
• Enrichment: harvesting from repository and return to repository its records if they have been 
“enriched” by deduplication and/or inference.
Dashboard for Content Providers (4/4)
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 Data source registration
 Validation (against guidelines)
 Content enrichment and fixing
 Content notifications
 Data source usage statistics
Dashboard Functionalities
Content events - enrichments & alerts
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www.openaire.eu
@openaire_eu
facebook.com/groups/openaire 
pedroprincipe@sdum.uminho.pt