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| -rw-r--r-- | guide/src/SUMMARY.md | 9 | ||||
| -rw-r--r-- | guide/src/entity_container.md | 84 | ||||
| -rw-r--r-- | guide/src/entity_creator.md | 13 | ||||
| -rw-r--r-- | guide/src/entity_fields.md | 457 | ||||
| -rw-r--r-- | guide/src/entity_file.md | 24 | ||||
| -rw-r--r-- | guide/src/entity_fileset.md | 21 | ||||
| -rw-r--r-- | guide/src/entity_release.md | 303 | ||||
| -rw-r--r-- | guide/src/entity_webcapture.md | 32 | ||||
| -rw-r--r-- | guide/src/entity_work.md | 4 |
9 files changed, 490 insertions, 457 deletions
diff --git a/guide/src/SUMMARY.md b/guide/src/SUMMARY.md index c25615b8..2a986dcb 100644 --- a/guide/src/SUMMARY.md +++ b/guide/src/SUMMARY.md @@ -10,7 +10,14 @@ - [Implementation and Infrastructure](./implementation.md) - [Roadmap](./roadmap.md) - [Cataloging Style Guide](./style_guide.md) - - [Entity Field Reference](./entity_fields.md) + - [All Entities](./entity_fields.md) + - [Container](./entity_container.md) + - [Creator](./entity_creator.md) + - [File](./entity_file.md) + - [Fileset](./entity_fileset.md) + - [Web Capture](./entity_webcapture.md) + - [Release](./entity_release.md) + - [Work](./entity_work.md) - [Public API](./http_api.md) - [Bulk Exports](./bulk_exports.md) - [Cookbook](./cookbook.md) diff --git a/guide/src/entity_container.md b/guide/src/entity_container.md new file mode 100644 index 00000000..f6568044 --- /dev/null +++ b/guide/src/entity_container.md @@ -0,0 +1,84 @@ + +# Container Entity Reference + +## Fields + +- `name` (string, required): The title of the publication, as used in + international indexing services. Eg, "Journal of Important Results". Not + necessarily in the native language, but also not necessarily in English. + Alternative titles (and translations) can be stored in "extra" metadata (see + below) +- `container_type` (string): eg, journal vs. conference vs. book series. + Controlled vocabulary is TODO. +- `publisher` (string): The name of the publishing organization. Eg, "Society + of Curious Students". +- `issnl` (string): an external identifier, with registration controlled by the + [ISSN organization](http://www.issn.org/). Registration is relatively + inexpensive and easy to obtain (depending on world region), so almost all + serial publications have one. The ISSN-L ("linking ISSN") is one of either + the print ("ISSNp") or electronic ("ISSNe") identifiers for a serial + publication; not all publications have both types of ISSN, but many do, which + can cause confusion. The ISSN master list is not gratis/public, but the + ISSN-L mapping is. +- `wikidata_qid` (string): external linking identifier to a Wikidata entity. + +#### `extra` Fields + +- `abbrev` (string): a commonly used abbreviation for the publication, as used + in citations, following the [ISO 4]() standard. Eg, "Journal of Polymer + Science Part A" -> "J. Polym. Sci. A" +- `coden` (string): an external identifier, the [CODEN code](). 6 characters, + all upper-case. +- `issnp` (string): Print ISSN +- `issne` (string): Electronic ISSN +- `default_license` (string, slug): short name (eg, "CC-BY-SA") for the + default/recommended license for works published in this container +- `original_name` (string): native name (if `name` is translated) +- `platform` (string): hosting platform: OJS, wordpress, scielo, etc +- `mimetypes` (array of string): formats that this container publishes all works + under (eg, 'application/pdf', 'text/html') +- `first_year` (integer): first year of publication +- `last_year` (integer): final year of publication (implies that container is no longer active) +- `languages` (array of strings): ISO codes; the first entry is considered the + "primary" language (if that makes sense) +- `country` (string): ISO abbreviation (two characters) for the country this + container is published in +- `aliases` (array of strings): significant alternative names or abbreviations + for this container (not just capitalization/punctuation) +- `region` (string, slug): continent/world-region (vocabulary is TODO) +- `discipline` (string, slug): highest-level subject aread (vocabulary is TODO) +- `urls` (array of strings): known homepage URLs for this container (first in array is default) + +Additional fields used in analytics and "curration" tracking: + +- `doaj` (object) + - `as_of` (string, ISO datetime): datetime of most recent check; if not set, + not actually in DOAJ + - `seal` (bool): has DOAJ seal + - `work_level` (bool): whether work-level publications are registered with DOAJ + - `archive` (array of strings): preservation archives +- `road` (object) + - `as_of` (string, ISO datetime): datetime of most recent check; if not set, + not actually in ROAD +- `kbart` (object) + - `lockss`, `clockss`, `portico`, `jstor` etc (object) + - `year_spans` (array of arrays of integers (pairs)): year spans (inclusive) + for which the given archive has preserved this container + - `volume_spans` (array of arrays of integers (pairs)): volume spans (inclusive) + for which the given archive has preserved this container +- `sherpa_romeo` (object): + - `color` (string): the SHERPA/RoMEO "color" of the publisher of this container +- `doi`: TODO: include list of prefixes and which (if any) DOI registrar is used +- `dblp` (object): + - `id` (string) +- `ia` (object): Internet Archive specific fields + - `sim` (object): same format as `kbart` preservation above; coverage in microfilm collection + - `longtail` (bool): is this considered a "long-tail" open access venue + +For KBART and other "coverage" fields, we "over-count" on the assumption that +works with "in-progress" status will soon actually be preserved. Elements of +these arrays are either an integer (means that single year is preserved), or an +array of length two (meaning everything between the two numbers (inclusive) is +preserved). + +[CODEN]: https://en.wikipedia.org/wiki/CODEN diff --git a/guide/src/entity_creator.md b/guide/src/entity_creator.md new file mode 100644 index 00000000..fded9e8d --- /dev/null +++ b/guide/src/entity_creator.md @@ -0,0 +1,13 @@ + +# Creator Entity Reference + +## Fields + +- `display_name` (string, required): Full name, as will be displayed in user + interfaces. Eg, "Grace Hopper" +- `given_name` (string): Also known as "first name". Eg, "Grace". +- `surname` (string): Also known as "last name". Eg, "Hooper". +- `orcid` (string): external identifier, as registered with ORCID. +- `wikidata_qid` (string): external linking identifier to a Wikidata entity. + +See also ["Human Names"](./style_guide.md##human-names) sub-section of style guide. diff --git a/guide/src/entity_fields.md b/guide/src/entity_fields.md index d2e68f95..dfded89a 100644 --- a/guide/src/entity_fields.md +++ b/guide/src/entity_fields.md @@ -1,4 +1,4 @@ -# Entity Field Reference +# Common Entity Fields All entities have: @@ -10,458 +10,3 @@ well as accommodating niche or field-specific content. Reasonable care should be taken with this extra metadata: don't include large text or binary fields, hundreds of fields, duplicate metadata, etc. -## Containers - -- `name` (string, required): The title of the publication, as used in - international indexing services. Eg, "Journal of Important Results". Not - necessarily in the native language, but also not necessarily in English. - Alternative titles (and translations) can be stored in "extra" metadata (see - below) -- `container_type` (string): eg, journal vs. conference vs. book series. - Controlled vocabulary is TODO. -- `publisher` (string): The name of the publishing organization. Eg, "Society - of Curious Students". -- `issnl` (string): an external identifier, with registration controlled by the - [ISSN organization](http://www.issn.org/). Registration is relatively - inexpensive and easy to obtain (depending on world region), so almost all - serial publications have one. The ISSN-L ("linking ISSN") is one of either - the print ("ISSNp") or electronic ("ISSNe") identifiers for a serial - publication; not all publications have both types of ISSN, but many do, which - can cause confusion. The ISSN master list is not gratis/public, but the - ISSN-L mapping is. -- `wikidata_qid` (string): external linking identifier to a Wikidata entity. - -#### `extra` Fields - -- `abbrev` (string): a commonly used abbreviation for the publication, as used - in citations, following the [ISO 4]() standard. Eg, "Journal of Polymer - Science Part A" -> "J. Polym. Sci. A" -- `coden` (string): an external identifier, the [CODEN code](). 6 characters, - all upper-case. -- `issnp` (string): Print ISSN -- `issne` (string): Electronic ISSN -- `default_license` (string, slug): short name (eg, "CC-BY-SA") for the - default/recommended license for works published in this container -- `original_name` (string): native name (if `name` is translated) -- `platform` (string): hosting platform: OJS, wordpress, scielo, etc -- `mimetypes` (array of string): formats that this container publishes all works - under (eg, 'application/pdf', 'text/html') -- `first_year` (integer): first year of publication -- `last_year` (integer): final year of publication (implies that container is no longer active) -- `languages` (array of strings): ISO codes; the first entry is considered the - "primary" language (if that makes sense) -- `country` (string): ISO abbreviation (two characters) for the country this - container is published in -- `aliases` (array of strings): significant alternative names or abbreviations - for this container (not just capitalization/punctuation) -- `region` (string, slug): continent/world-region (vocabulary is TODO) -- `discipline` (string, slug): highest-level subject aread (vocabulary is TODO) -- `urls` (array of strings): known homepage URLs for this container (first in array is default) - -Additional fields used in analytics and "curration" tracking: - -- `doaj` (object) - - `as_of` (string, ISO datetime): datetime of most recent check; if not set, - not actually in DOAJ - - `seal` (bool): has DOAJ seal - - `work_level` (bool): whether work-level publications are registered with DOAJ - - `archive` (array of strings): preservation archives -- `road` (object) - - `as_of` (string, ISO datetime): datetime of most recent check; if not set, - not actually in ROAD -- `kbart` (object) - - `lockss`, `clockss`, `portico`, `jstor` etc (object) - - `year_spans` (array of arrays of integers (pairs)): year spans (inclusive) - for which the given archive has preserved this container - - `volume_spans` (array of arrays of integers (pairs)): volume spans (inclusive) - for which the given archive has preserved this container -- `sherpa_romeo` (object): - - `color` (string): the SHERPA/RoMEO "color" of the publisher of this container -- `doi`: TODO: include list of prefixes and which (if any) DOI registrar is used -- `dblp` (object): - - `id` (string) -- `ia` (object): Internet Archive specific fields - - `sim` (object): same format as `kbart` preservation above; coverage in microfilm collection - - `longtail` (bool): is this considered a "long-tail" open access venue - -For KBART and other "coverage" fields, we "over-count" on the assumption that -works with "in-progress" status will soon actually be preserved. Elements of -these arrays are either an integer (means that single year is preserved), or an -array of length two (meaning everything between the two numbers (inclusive) is -preserved). - -[CODEN]: https://en.wikipedia.org/wiki/CODEN - -## Creators - -- `display_name` (string, required): Full name, as will be displayed in user - interfaces. Eg, "Grace Hopper" -- `given_name` (string): Also known as "first name". Eg, "Grace". -- `surname` (string): Also known as "last name". Eg, "Hooper". -- `orcid` (string): external identifier, as registered with ORCID. -- `wikidata_qid` (string): external linking identifier to a Wikidata entity. - -See also ["Human Names"](./style_guide.md##human-names) sub-section of style guide. - -## Files - -- `size` (integer, positive, non-zero): Size of file in bytes. Eg: 1048576. -- `md5` (string): MD5 hash in lower-case hex. Eg: "d41efcc592d1e40ac13905377399eb9b". -- `sha1` (string): SHA-1 hash in lower-case hex. Not required, but the most-used of the hashes and should always be included. Eg: "f013d66c7f6817d08b7eb2a93e6d0440c1f3e7f8". -- `sha256`: SHA-256 hash in lower-case hex. Eg: "a77e4c11a57f1d757fca5754a8f83b5d4ece49a2d28596889127c1a2f3f28832". -- `urls`: An array of "typed" URLs. Order is not meaningful, and may not be - preserved. - - `url` (string, required): - Eg: "https://example.edu/~frau/prcding.pdf". - - `rel` (string, required): - Eg: "webarchive". -- `mimetype` (string): Format of the file. If XML, specific schema can be - included after a `+`. Example: "application/pdf" -- `release_ids` (array of string identifiers): references to `release` entities that this - file represents a manifestation of. Note that a single file can contain - multiple release references (eg, a PDF containing a full issue with many - articles), and that a release will often have multiple files (differing only - by watermarks, or different digitizations of the same printed work, or - variant MIME/media types of the same published work). - -## Filesets - -Warning: This schema is not yet stable. - -- `manifest` (array of objects): each entry represents a file - - `path` (string, required): relative path to file (including filename) - - `size` (integer, required): in bytes - - `md5` (string): MD5 hash in lower-case hex - - `sha1` (string): SHA-1 hash in lower-case hex - - `sha256` (string): SHA-256 hash in lower-case hex - - `extra` (object): any extra metadata about this specific file -- `urls`: An array of "typed" URLs. Order is not meaningful, and may not be - preserved. - - `url` (string, required): - Eg: "https://example.edu/~frau/prcding.pdf". - - `rel` (string, required): - Eg: "webarchive". -- `release_ids` (array of string identifiers): references to `release` entities - -## Webcaptures - -Warning: This schema is not yet stable. - -- `cdx` (array of objects): each entry represents a distinct web resource - (URL). First is considered the primary/entry. Roughly aligns with CDXJ schema. - - `surt` (string, required): sortable URL format - - `timestamp` (string, datetime, required): ISO format, UTC timezone, with - `Z` prefix required, with second (or finer) precision. Eg, - "2016-09-19T17:20:24Z". Wayback timestamps (like "20160919172024") should - be converted naively. - - `url` (string, required): full URL - - `mimetype` (string): content type of the resource - - `status_code` (integer, signed): HTTP status code - - `sha1` (string, required): SHA-1 hash in lower-case hex - - `sha256` (string): SHA-256 hash in lower-case hex -- `archive_urls`: An array of "typed" URLs where this snapshot can be found. - Can be wayback/memento instances, or direct links to a WARC file containing - all the capture resources. Often will only be a single archive. Order is not - meaningful, and may not be preserved. - - `url` (string, required): - Eg: "https://example.edu/~frau/prcding.pdf". - - `rel` (string, required): Eg: "wayback" or "warc" -- `original_url` (string): base URL of the resource. May reference a specific - CDX entry, or maybe in normalized form. -- `timestamp` (string, datetime): same format as CDX line timestamp (UTC, etc). - Corresponds to the overall capture timestamp. Can be the earliest of CDX - timestamps if that makes sense -- `release_ids` (array of string identifiers): references to `release` entities - -## Releases - -- `title` (string, required): the display title of the release. May include subtitle. -- `original_title` (string): the full original language title, if `title` is translated -- `work_id` (fatcat identifier; required): the (single) work that this release - is grouped under. If not specified in a creation (`POST`) action, the API - will auto-generate a work. -- `container_id` (fatcat identifier): a (single) container that this release is - part of. When expanded the `container` field contains the full `container` - entity. -- `release_type` (string, controlled set): represents the medium or form-factor - of this release; eg, "book" versus "journal article". Not necessarily - the same across all releases of a work. See definitions below. -- `release_status` (string, controlled set): represents the publishing/review - lifecycle status of this particular release of the work. See definitions - below. -- `release_date` (string, ISO date format): when this release was first made - publicly available. Blank if only year is known. -- `release_year` (integer): year when this release was first made - publicly available; should match `release_date` if both are known. -- `doi` (string): full DOI number, lower-case. Example: "10.1234/abcde.789". - See the "External Identifiers" section of style guide. -- `wikidata_qid` (string): external identifier for Wikidata entities. These are - integers prefixed with "Q", like "Q4321". Each `release` entity can be - associated with at most one Wikidata entity (this field is not an array), and - Wikidata entities should be associated with at most a single `release`. In - the future it may be possible to associate Wikidata entities with `work` - entities instead. See the "External Identifiers" section of style guide. -- `isbn13` (string): external identifier for books. ISBN-9 and other formats - should be converted to canonical ISBN-13. See the "External Identifiers" - section of style guide. -- `pmid` (string): external identifier for PubMed database. These are bare - integers, but stored in a string format. See the "External Identifiers" - section of style guide. -- `pmcid` (string): external identifier for PubMed Central database. These are - integers prefixed with "PMC" (upper case), like "PMC4321". See the "External - Identifiers" section of style guide. -- `core_id` (string): external identifier for the [CORE] open access - aggregator. These identifiers are integers, but stored in string format. See - the "External Identifiers" section of style guide. -- `arxiv_id` (string) external identifier to a (version-specific) [arxiv.org]() - work -- `jstor_id` (string) external identifier for works in JSTOR -- `volume` (string): optionally, stores the specific volume of a serial - publication this release was published in. - type: string -- `issue` (string): optionally, stores the specific issue of a serial - publication this release was published in. -- `pages` (string): the pages (within a volume/issue of a publication) that - this release can be looked up under. This is a free-form string, and could - represent the first page, a range of pages, or even prefix pages (like - "xii-xxx"). -- `publisher` (string): name of the publishing entity. This does not need to be - populated if the associated `container` entity has the publisher field set, - though it is acceptable to duplicate, as the publishing entity of a container - may differ over time. Should be set for singleton releases, like books. -- `language` (string, slug): the primary language used in this particular release of - the work. Only a single language can be specified; additional languages can - be stored in "extra" metadata (TODO: which field?). This field should be a - valid RFC1766/ISO639 language code (two letters). AKA, a controlled - vocabulary, not a free-form name of the language. -- `license_slug` (string, slug): the license of this release. Usually a - creative commons short code (eg, `CC-BY`), though a small number of other - short names for publisher-specific licenses are included (TODO: list these). -- `contribs` (array of objects): an array of authorship and other `creator` contributions to this - release. Contribution fields include: - - `index` (integer, optional): the (zero-indexed) order of this - author. Authorship order has significance in many fields. Non-author - contributions (illustration, translation, editorship) may or may not be - ordered, depending on context, but index numbers should be unique per - release (aka, there should not be "first author" and "first translator") - - `creator_id` (identifier): if known, a reference to a specific `creator` - - `raw_name` (string): the name of the contributor, as attributed in the - text of this work. If the `creator_id` is linked, this may be different - from the `display_name`; if a creator is not linked, this field is - particularly important. Syntax and name order is not specified, but most - often will be "display order", not index/alphabetical (in Western - tradition, surname followed by given name). - - `role` (string, of a set): the type of contribution, from a controlled - vocabulary. TODO: vocabulary needs review. - - `extra` (string): additional context can go here. For example, author - affiliation, "this is the corresponding author", etc. -- `refs` (array of ident strings): references (aka, citations) to other releases. References - can only be linked to a specific target release (not a work), though it may - be ambiguous which release of a work is being referenced if the citation is - not specific enough. Reference fields include: - - `index` (integer, optional): reference lists and bibliographies almost - always have an implicit order. Zero-indexed. Note that this is distinct - from the `key` field. - - `target_release_id` (fatcat identifier): if known, and the release - exists, a cross-reference to the Fatcat entity - - `extra` (JSON, optional): additional citation format metadata can be - stored here, particularly if the citation schema does not align. Common - fields might be "volume", "authors", "issue", "publisher", "url", and - external identifiers ("doi", "isbn13"). - - `key` (string): works often reference works with a short slug or index - number, which can be captured here. For example, "[BROWN2017]". Keys - generally supersede the `index` field, though both can/should be - supplied. - - `year` (integer): year of publication of the cited release. - - `container_title` (string): if applicable, the name of the container of - the release being cited, as written in the citation (usually an - abbreviation). - - `title` (string): the title of the work/release being cited, as written. - - `locator` (string): a more specific reference into the work/release being - cited, for example the page number(s). For web reference, store the URL - in "extra", not here. -- `abstracts` (array of objects): see below - - `sha1` (string, hex, required): reference to the abstract content (string). - Example: "3f242a192acc258bdfdb151943419437f440c313" - - `content` (string): The abstract raw content itself. Example: `<jats:p>Some - abstract thing goes here</jats:p>` - - `mimetype` (string): not formally required, but should effectively always get - set. `text/plain` if the abstract doesn't have a structured format - - `lang` (string, controlled set): the human language this abstract is in. See - the `lang` field of release for format and vocabulary. - -[arxiv.org]: https://arxiv.org - -#### `extra` Fields - -- `crossref` (object), for extra crossref-specific metadata - - `subject` (array of strings) for subject/category of content - - `type` (string) raw/original Crossref type - - `alternative-id` (array of strings) - - `archive` (array of strings), indicating preservation services deposited - - `funder` (object/dictionary) -- `aliases` (array of strings) for additional titles this release might be - known by -- `container_name` (string) if not matched to a container entity -- `subtitle` (string) -- `group-title` (string) for releases within an collection/group -- `translation_of` (release identifier) if this release is a translation of - another (usually under the same work) -- `withdrawn_date` (string, ISO date format): if this release has been - retracted (post-publication) or withdrawn (pre- or post-publication), this is - the datetime of that event. Retractions also result in a `retraction` release - under the same `work` entity. This is intended to migrate from "extra" to a - full release entity field. - -#### `release_type` Vocabulary - -This vocabulary is based on the -[CSL types](http://docs.citationstyles.org/en/stable/specification.html#appendix-iii-types), -with a small number of (proposed) extensions: - -- `article-magazine` -- `article-journal`, including pre-prints and working papers -- `book` -- `chapter` is allowed as they are frequently referenced and read independent - of the entire book. The data model does not currently support linking a - subset of a release to an entity representing the entire release. The - release/work/file distinctions should not be used to group multiple chapters under - a single work; a book chapter can be it's own work. A paper which is - republished as a chapter (eg, in a collection, or "edited" book) can have - both releases under one work. The criteria of whether to "split" a book and - have release entities for each chapter is whether the chapter has been - cited/reference as such. -- `dataset` -- `entry`, which can be used for generic web resources like question/answer - site entries. -- `entry-encyclopedia` -- `manuscript` -- `paper-conference` -- `patent` -- `post-weblog` for blog entries -- `report` -- `review`, for things like book reviews, not the "literature review" form of - `article-journal`, nor peer reviews (see `peer_review`) -- `speech` can be used for eg, slides and recorded conference presentations - themselves, as distinct from `paper-conference` -- `thesis` -- `webpage` -- `peer_review` (fatcat extension) -- `software` (fatcat extension) -- `standard` (fatcat extension), for technical standards like RFCs -- `abstract` (fatcat extension), for releases that are only an abstract of a - larger work. In particular, translations. Many are granted DOIs. -- `editorial` (custom extension) for columns, "in this issue", and other - content published along peer-reviewed content in journals. Many are granted DOIs. -- `letter` for "letters to the editor", "authors respond", and - sub-article-length published content. Many are granted DOIs. -- `stub` (fatcat extension) for releases which have notable external - identifiers, and thus are included "for completeness", but don't seem to - represent a "full work". - -An example of a `stub` might be a paper that gets an extra DOI by accident; the -primary DOI should be a full release, and the accidental DOI can be a `stub` -release under the same work. `stub` releases shouldn't be considered full -releases when counting or aggregating (though if technically difficult this may -not always be implemented). Other things that can be categorized as stubs -(which seem to often end up mis-categorized as full articles in bibliographic -databases): - -- commercial advertisements -- "trap" or "honey pot" works, which are fakes included in databases to - detect re-publishing without attribution -- "This page is intentionally blank" -- "About the author", "About the editors", "About the cover" -- "Acknowledgments" -- "Notices" - -All other CSL types are also allowed, though they are mostly out of scope: - -- `article` (generic; should usually be some other type) -- `article-newspaper` -- `bill` -- `broadcast` -- `entry-dictionary` -- `figure` -- `graphic` -- `interview` -- `legislation` -- `legal_case` -- `map` -- `motion_picture` -- `musical_score` -- `pamphlet` -- `personal_communication` -- `post` -- `review-book` -- `song` -- `treaty` - -For the purpose of statistics, the following release types are considered -"papers": - -- `article-journal` -- `chapter` -- `paper-conference` -- `thesis` - -#### `release_status` Vocabulary - -These roughly follow the [DRIVER](http://web.archive.org/web/20091109125137/http://www2.lse.ac.uk/library/versions/VERSIONS_Toolkit_v1_final.pdf) publication version guidelines, with the addition of a `retracted` status. - -- `draft` is an early version of a work which is not considered for peer - review. Sometimes these are posted to websites or repositories for early - comments and feedback. -- `submitted` is the version that was submitted for publication. Also known as - "pre-print", "pre-review", "under review". Note that this doesn't imply that - the work was every actually submitted, reviewed, or accepted for publication, - just that this is the version that "would be". Most versions in pre-print - repositories are likely to have this status. -- `accepted` is a version that has undergone peer review and accepted for - published, but has not gone through any publisher copy editing or - re-formatting. Also known as "post-print", "author's manuscript", - "publisher's proof". -- `published` is the version that the publisher distributes. May include minor - (gramatical, typographical, broken link, aesthetic) corrections. Also known - as "version of record", "final publication version", "archival copy". -- `updated`: post-publication significant updates (considered a separate release - in Fatcat). Also known as "correction" (in the context of either a published - "correction notice", or the full new version) -- `retraction` for post-publication retraction notices (should be a release - under the same work as the `published` release) - -Note that in the case of a retraction, the original publication does not get -status `retracted`, only the retraction notice does. The original publication -does get a `widthdrawn_date` metadata field set. - -When blank, indicates status isn't known, and wasn't inferred at creation time. -Can often be interpreted as `published`, but be careful! - -#### `contribs.role` Vocabulary - -- `author` -- `translator` -- `illustrator` -- `editor` - -All other CSL role types are also allowed, though are mostly out of scope for -Fatcat: - -- `collection-editor` -- `composer` -- `container-author` -- `director` -- `editorial-director` -- `editortranslator` -- `interviewer` -- `original-author` -- `recipient` -- `reviewed-author` - -If blank, indicates that type of contribution is not known; this can often be -interpreted as authorship. - -## Works - -Works have no fields! They just group releases. - diff --git a/guide/src/entity_file.md b/guide/src/entity_file.md new file mode 100644 index 00000000..7719adfd --- /dev/null +++ b/guide/src/entity_file.md @@ -0,0 +1,24 @@ + +# File Entity Reference + +## Fields + +- `size` (integer, positive, non-zero): Size of file in bytes. Eg: 1048576. +- `md5` (string): MD5 hash in lower-case hex. Eg: "d41efcc592d1e40ac13905377399eb9b". +- `sha1` (string): SHA-1 hash in lower-case hex. Not technically required, but + the most-used of the hash fields and should always be included. Eg: + "f013d66c7f6817d08b7eb2a93e6d0440c1f3e7f8". +- `sha256`: SHA-256 hash in lower-case hex. Eg: + "a77e4c11a57f1d757fca5754a8f83b5d4ece49a2d28596889127c1a2f3f28832". +- `urls`: An array of "typed" URLs. Order is not meaningful, and may not be + preserved. + - `url` (string, required): Eg: "https://example.edu/~frau/prcding.pdf". + - `rel` (string, required): Eg: "webarchive". +- `mimetype` (string): Format of the file. If XML, specific schema can be + included after a `+`. Example: "application/pdf" +- `release_ids` (array of string identifiers): references to `release` entities + that this file represents a manifestation of. Note that a single file can + contain multiple release references (eg, a PDF containing a full issue with + many articles), and that a release will often have multiple files (differing + only by watermarks, or different digitizations of the same printed work, or + variant MIME/media types of the same published work). diff --git a/guide/src/entity_fileset.md b/guide/src/entity_fileset.md new file mode 100644 index 00000000..7e5ac757 --- /dev/null +++ b/guide/src/entity_fileset.md @@ -0,0 +1,21 @@ + +# Fileset Entity Reference + +## Fields + +Warning: This schema is not yet stable. + +- `manifest` (array of objects): each entry represents a file + - `path` (string, required): relative path to file (including filename) + - `size` (integer, required): in bytes + - `md5` (string): MD5 hash in lower-case hex + - `sha1` (string): SHA-1 hash in lower-case hex + - `sha256` (string): SHA-256 hash in lower-case hex + - `extra` (object): any extra metadata about this specific file +- `urls`: An array of "typed" URLs. Order is not meaningful, and may not be + preserved. + - `url` (string, required): + Eg: "https://example.edu/~frau/prcding.pdf". + - `rel` (string, required): + Eg: "webarchive". +- `release_ids` (array of string identifiers): references to `release` entities diff --git a/guide/src/entity_release.md b/guide/src/entity_release.md new file mode 100644 index 00000000..709a020c --- /dev/null +++ b/guide/src/entity_release.md @@ -0,0 +1,303 @@ + +# Release Entity Reference + +## Fields + +- `title` (string, required): the display title of the release. May include subtitle. +- `subtitle` (string): intended only to be used primarily with books, not + journal articles. Subtitle may also be appended to the `title` instead of + populating this field. +- `original_title` (string): the full original language title, if `title` is translated +- `work_id` (fatcat identifier; required): the (single) work that this release + is grouped under. If not specified in a creation (`POST`) action, the API + will auto-generate a work. +- `container_id` (fatcat identifier): a (single) container that this release is + part of. When expanded the `container` field contains the full `container` + entity. +- `release_type` (string, controlled set): represents the medium or form-factor + of this release; eg, "book" versus "journal article". Not necessarily + the same across all releases of a work. See definitions below. +- `release_state` (string, controlled set): represents the publishing/review + lifecycle status of this particular release of the work. See definitions + below. +- `release_date` (string, ISO date format): when this release was first made + publicly available. Blank if only year is known. +- `release_year` (integer): year when this release was first made + publicly available; should match `release_date` if both are known. +- `ext_ids` (key/value object of string-to-string mappings): external + identifiers. At least an empty `ext_ids` object is always required for + release entities, so individual identifiers can be accessed directly. +- `volume` (string): optionally, stores the specific volume of a serial + publication this release was published in. + type: string +- `issue` (string): optionally, stores the specific issue of a serial + publication this release was published in. +- `pages` (string): the pages (within a volume/issue of a publication) that + this release can be looked up under. This is a free-form string, and could + represent the first page, a range of pages, or even prefix pages (like + "xii-xxx"). +- `publisher` (string): name of the publishing entity. This does not need to be + populated if the associated `container` entity has the publisher field set, + though it is acceptable to duplicate, as the publishing entity of a container + may differ over time. Should be set for singleton releases, like books. +- `language` (string, slug): the primary language used in this particular release of + the work. Only a single language can be specified; additional languages can + be stored in "extra" metadata (TODO: which field?). This field should be a + valid RFC1766/ISO639 language code (two letters). AKA, a controlled + vocabulary, not a free-form name of the language. +- `license_slug` (string, slug): the license of this release. Usually a + creative commons short code (eg, `CC-BY`), though a small number of other + short names for publisher-specific licenses are included (TODO: list these). +- `contribs` (array of objects): an array of authorship and other `creator` contributions to this + release. Contribution fields include: + - `index` (integer, optional): the (zero-indexed) order of this + author. Authorship order has significance in many fields. Non-author + contributions (illustration, translation, editorship) may or may not be + ordered, depending on context, but index numbers should be unique per + release (aka, there should not be "first author" and "first translator") + - `creator_id` (identifier): if known, a reference to a specific `creator` + - `raw_name` (string): the name of the contributor, as attributed in the + text of this work. If the `creator_id` is linked, this may be different + from the `display_name`; if a creator is not linked, this field is + particularly important. Syntax and name order is not specified, but most + often will be "display order", not index/alphabetical (in Western + tradition, surname followed by given name). + - `role` (string, of a set): the type of contribution, from a controlled + vocabulary. TODO: vocabulary needs review. + - `extra` (string): additional context can go here. For example, author + affiliation, "this is the corresponding author", etc. +- `refs` (array of ident strings): references (aka, citations) to other releases. References + can only be linked to a specific target release (not a work), though it may + be ambiguous which release of a work is being referenced if the citation is + not specific enough. Reference fields include: + - `index` (integer, optional): reference lists and bibliographies almost + always have an implicit order. Zero-indexed. Note that this is distinct + from the `key` field. + - `target_release_id` (fatcat identifier): if known, and the release + exists, a cross-reference to the Fatcat entity + - `extra` (JSON, optional): additional citation format metadata can be + stored here, particularly if the citation schema does not align. Common + fields might be "volume", "authors", "issue", "publisher", "url", and + external identifiers ("doi", "isbn13"). + - `key` (string): works often reference works with a short slug or index + number, which can be captured here. For example, "[BROWN2017]". Keys + generally supersede the `index` field, though both can/should be + supplied. + - `year` (integer): year of publication of the cited release. + - `container_title` (string): if applicable, the name of the container of + the release being cited, as written in the citation (usually an + abbreviation). + - `title` (string): the title of the work/release being cited, as written. + - `locator` (string): a more specific reference into the work/release being + cited, for example the page number(s). For web reference, store the URL + in "extra", not here. +- `abstracts` (array of objects): see below + - `sha1` (string, hex, required): reference to the abstract content (string). + Example: "3f242a192acc258bdfdb151943419437f440c313" + - `content` (string): The abstract raw content itself. Example: `<jats:p>Some + abstract thing goes here</jats:p>` + - `mimetype` (string): not formally required, but should effectively always get + set. `text/plain` if the abstract doesn't have a structured format + - `lang` (string, controlled set): the human language this abstract is in. See + the `lang` field of release for format and vocabulary. + +#### External Identifiers (`ext_ids`) + +The `ext_ids` object name-spaces external identifiers and makes it easier to +add new identifiers to the schema in the future. + +- `doi` (string): full DOI number, lower-case. Example: "10.1234/abcde.789". + See the "External Identifiers" section of style guide for more notes + about DOIs specifically. +- `wikidata_qid` (string): external identifier for Wikidata entities. These are + integers prefixed with "Q", like "Q4321". Each `release` entity can be + associated with at most one Wikidata entity (this field is not an array), and + Wikidata entities should be associated with at most a single `release`. In + the future it may be possible to associate Wikidata entities with `work` + entities instead. +- `isbn13` (string): external identifier for books. ISBN-9 and other formats + should be converted to canonical ISBN-13. +- `pmid` (string): external identifier for PubMed database. These are bare + integers, but stored in a string format. +- `pmcid` (string): external identifier for PubMed Central database. These are + integers prefixed with "PMC" (upper case), like "PMC4321". Versioned PMCIDs + can also be stored (eg, "PMC4321.1"; future clarification of whether versions + should *always* be stored will be needed. +- `core` (string): external identifier for the [CORE] open access + aggregator. These identifiers are integers, but stored in string format. +- `arxiv` (string) external identifier to a (version-specific) [arxiv.org]() + work. For releases, must always include the `vN` suffix (eg, `v3`). +- `jstor` (string) external identifier for works in JSTOR. +- `ark` (string) ARK identifer +- `mag` (string) Microsoft Academic Graph identifier + +[arxiv.org]: https://arxiv.org + +#### `extra` Fields + +- `crossref` (object), for extra crossref-specific metadata + - `subject` (array of strings) for subject/category of content + - `type` (string) raw/original Crossref type + - `alternative-id` (array of strings) + - `archive` (array of strings), indicating preservation services deposited + - `funder` (object/dictionary) +- `aliases` (array of strings) for additional titles this release might be + known by +- `container_name` (string) if not matched to a container entity +- `subtitle` (string) +- `group-title` (string) for releases within an collection/group +- `translation_of` (release identifier) if this release is a translation of + another (usually under the same work) +- `withdrawn_date` (string, ISO date format): if this release has been + retracted (post-publication) or withdrawn (pre- or post-publication), this is + the datetime of that event. Retractions also result in a `retraction` release + under the same `work` entity. This is intended to migrate from "extra" to a + full release entity field. + +#### `release_type` Vocabulary + +This vocabulary is based on the +[CSL types](http://docs.citationstyles.org/en/stable/specification.html#appendix-iii-types), +with a small number of (proposed) extensions: + +- `article-magazine` +- `article-journal`, including pre-prints and working papers +- `book` +- `chapter` is allowed as they are frequently referenced and read independent + of the entire book. The data model does not currently support linking a + subset of a release to an entity representing the entire release. The + release/work/file distinctions should not be used to group multiple chapters under + a single work; a book chapter can be it's own work. A paper which is + republished as a chapter (eg, in a collection, or "edited" book) can have + both releases under one work. The criteria of whether to "split" a book and + have release entities for each chapter is whether the chapter has been + cited/reference as such. +- `dataset` +- `entry`, which can be used for generic web resources like question/answer + site entries. +- `entry-encyclopedia` +- `manuscript` +- `paper-conference` +- `patent` +- `post-weblog` for blog entries +- `report` +- `review`, for things like book reviews, not the "literature review" form of + `article-journal`, nor peer reviews (see `peer_review`) +- `speech` can be used for eg, slides and recorded conference presentations + themselves, as distinct from `paper-conference` +- `thesis` +- `webpage` +- `peer_review` (fatcat extension) +- `software` (fatcat extension) +- `standard` (fatcat extension), for technical standards like RFCs +- `abstract` (fatcat extension), for releases that are only an abstract of a + larger work. In particular, translations. Many are granted DOIs. +- `editorial` (custom extension) for columns, "in this issue", and other + content published along peer-reviewed content in journals. Many are granted DOIs. +- `letter` for "letters to the editor", "authors respond", and + sub-article-length published content. Many are granted DOIs. +- `stub` (fatcat extension) for releases which have notable external + identifiers, and thus are included "for completeness", but don't seem to + represent a "full work". + +An example of a `stub` might be a paper that gets an extra DOI by accident; the +primary DOI should be a full release, and the accidental DOI can be a `stub` +release under the same work. `stub` releases shouldn't be considered full +releases when counting or aggregating (though if technically difficult this may +not always be implemented). Other things that can be categorized as stubs +(which seem to often end up mis-categorized as full articles in bibliographic +databases): + +- commercial advertisements +- "trap" or "honey pot" works, which are fakes included in databases to + detect re-publishing without attribution +- "This page is intentionally blank" +- "About the author", "About the editors", "About the cover" +- "Acknowledgments" +- "Notices" + +All other CSL types are also allowed, though they are mostly out of scope: + +- `article` (generic; should usually be some other type) +- `article-newspaper` +- `bill` +- `broadcast` +- `entry-dictionary` +- `figure` +- `graphic` +- `interview` +- `legislation` +- `legal_case` +- `map` +- `motion_picture` +- `musical_score` +- `pamphlet` +- `personal_communication` +- `post` +- `review-book` +- `song` +- `treaty` + +For the purpose of statistics, the following release types are considered +"papers": + +- `article-journal` +- `chapter` +- `paper-conference` +- `thesis` + +#### `release_state` Vocabulary + +These roughly follow the [DRIVER](http://web.archive.org/web/20091109125137/http://www2.lse.ac.uk/library/versions/VERSIONS_Toolkit_v1_final.pdf) publication version guidelines, with the addition of a `retracted` status. + +- `draft` is an early version of a work which is not considered for peer + review. Sometimes these are posted to websites or repositories for early + comments and feedback. +- `submitted` is the version that was submitted for publication. Also known as + "pre-print", "pre-review", "under review". Note that this doesn't imply that + the work was every actually submitted, reviewed, or accepted for publication, + just that this is the version that "would be". Most versions in pre-print + repositories are likely to have this status. +- `accepted` is a version that has undergone peer review and accepted for + published, but has not gone through any publisher copy editing or + re-formatting. Also known as "post-print", "author's manuscript", + "publisher's proof". +- `published` is the version that the publisher distributes. May include minor + (gramatical, typographical, broken link, aesthetic) corrections. Also known + as "version of record", "final publication version", "archival copy". +- `updated`: post-publication significant updates (considered a separate release + in Fatcat). Also known as "correction" (in the context of either a published + "correction notice", or the full new version) +- `retraction` for post-publication retraction notices (should be a release + under the same work as the `published` release) + +Note that in the case of a retraction, the original publication does not get +state `retracted`, only the retraction notice does. The original publication +does get a `withdrawn_status` metadata field set. + +When blank, indicates status isn't known, and wasn't inferred at creation time. +Can often be interpreted as `published`, but be careful! + +#### `contribs.role` Vocabulary + +- `author` +- `translator` +- `illustrator` +- `editor` + +All other CSL role types are also allowed, though are mostly out of scope for +Fatcat: + +- `collection-editor` +- `composer` +- `container-author` +- `director` +- `editorial-director` +- `editortranslator` +- `interviewer` +- `original-author` +- `recipient` +- `reviewed-author` + +If blank, indicates that type of contribution is not known; this can often be +interpreted as authorship. diff --git a/guide/src/entity_webcapture.md b/guide/src/entity_webcapture.md new file mode 100644 index 00000000..8c5615fb --- /dev/null +++ b/guide/src/entity_webcapture.md @@ -0,0 +1,32 @@ + +# Web Capture Entity Reference + +## Fields + +Warning: This schema is not yet stable. + +- `cdx` (array of objects): each entry represents a distinct web resource + (URL). First is considered the primary/entry. Roughly aligns with CDXJ schema. + - `surt` (string, required): sortable URL format + - `timestamp` (string, datetime, required): ISO format, UTC timezone, with + `Z` prefix required, with second (or finer) precision. Eg, + "2016-09-19T17:20:24Z". Wayback timestamps (like "20160919172024") should + be converted naively. + - `url` (string, required): full URL + - `mimetype` (string): content type of the resource + - `status_code` (integer, signed): HTTP status code + - `sha1` (string, required): SHA-1 hash in lower-case hex + - `sha256` (string): SHA-256 hash in lower-case hex +- `archive_urls`: An array of "typed" URLs where this snapshot can be found. + Can be wayback/memento instances, or direct links to a WARC file containing + all the capture resources. Often will only be a single archive. Order is not + meaningful, and may not be preserved. + - `url` (string, required): + Eg: "https://example.edu/~frau/prcding.pdf". + - `rel` (string, required): Eg: "wayback" or "warc" +- `original_url` (string): base URL of the resource. May reference a specific + CDX entry, or maybe in normalized form. +- `timestamp` (string, datetime): same format as CDX line timestamp (UTC, etc). + Corresponds to the overall capture timestamp. Can be the earliest of CDX + timestamps if that makes sense +- `release_ids` (array of string identifiers): references to `release` entities diff --git a/guide/src/entity_work.md b/guide/src/entity_work.md new file mode 100644 index 00000000..1bb88b06 --- /dev/null +++ b/guide/src/entity_work.md @@ -0,0 +1,4 @@ + +# Work Entity Reference + +Works have no fields! They just group releases. |