aboutsummaryrefslogtreecommitdiffstats
path: root/guide
diff options
context:
space:
mode:
Diffstat (limited to 'guide')
-rw-r--r--guide/src/SUMMARY.md9
-rw-r--r--guide/src/entity_container.md84
-rw-r--r--guide/src/entity_creator.md13
-rw-r--r--guide/src/entity_fields.md457
-rw-r--r--guide/src/entity_file.md24
-rw-r--r--guide/src/entity_fileset.md21
-rw-r--r--guide/src/entity_release.md303
-rw-r--r--guide/src/entity_webcapture.md32
-rw-r--r--guide/src/entity_work.md4
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.