Definitions - HackMD

# Definitions Last updated: 2024-04-05 URL for this page: https://hackmd.io/@investinopen/Infra-Finder-definitions URL for site: https://hackmd.io/@investinopen/Infra-Finder ## Introduction [Invest in Open Infrastructure](https://investinopen.org/) is developing the [Infra Finder](https://investinopen.org/catalog/) to make available standardized information about core open infrastructure services for the benefit of decision makers and members of the community, and to connect funders and adopters with projects to support. Information reflected in Infra Finder is pulled from public data sources as well as self-reported data gathered through our **provider intake form**. Please see our documentation on [data sources](https\://hackmd.io/@investinopen/Infra-Finder-background#Data-Sources) for more information. **Buttons, such as links to pricing or technical user documentation, will only display when we have been able to gather publicly available information for the service.** ## Overview ### Service Name A **service** is a product or infrastructure component. In some cases, the service may be the same as a provider. Examples of services include: - Open Journal Systems (OJS) - DSpace - Figshare - Kotahi - arXiv ### Provider Name A **provider** is a formal or informal organization responsible for running a service. Examples of providers include: - The Public Knowledge Project (PKP) - Lyrasis - Digital Science - Coko Foundation - arXiv ### Location The location from which the service or provider primarily operates or is incorporated. ### Pricing Info A public link to pricing or fees. ### Get in Touch Public contact information, typically a link to a contact form or email address. ## About ### Launch Year The year that the service was first made available to users. ### Record Updated The date and time at which the record was last updated on Infra Finder. ### Solution Category The function(s) that a service is primarily designed to serve. This can be one or more of the following categories: - **Annotations system:** A tool that allows scholars to mark up and comment on digital works, either individually or collaboratively. - **Archive information management system:** An application used to organize, control, and manage information about archival collections. - **Authoring tool:** A tool or platform that facilitates the creation of documents destined for print or digital publication. These tools may provide real-time editing, built-in templates, version control, and support for formats like LaTeX, making them useful for academic and scientific writing. - **Digital asset management system:** An application used to store, organize, manage, and share digital files and assets. - **Digital library, collection or exhibit platform:** An application used to share collections of digital objects and create media-rich online exhibits. - **Discovery system:** A tool that facilitates search and retrieval of scholarly content. - **Federated identity or authentication management:** A secure system that enables user authorization, authentication, and digital identity management. - **Format conversion tool or service:** A tool that supports the transformation of digital files or metadata from one format to another. - **Index or directory:** A curated list of resources relevant to a certain audience. - **Informal scholarly communications:** Digital tools that facilitate activities that occur outside of formal journal publication, such as communication on social media, listservs, or through other digital platforms. - **Media viewer/player:** A tool that allows users to play digital audiovisual content. - **Open access policy information compilation:** A curated list of open access policy information. - **Open scholarly dataset:** An open dataset intended to support scholarly research. - **Peer review system:** A tool that facilitates the pre- or post-publication review of manuscripts. - **Persistent identifier service:** A service that maintains a persistent identifier registry and associated tools and services. - **Personal information management system:** A platform or software that allows individuals to collect, organize, and store digital objects. - **Preservation system:** A system that facilitates long-term, secure storage of digital objects. - **Publishing system:** A platform that facilitates digital publishing workflows. - **Repository service:** A hosted digital platform that makes information resources available online. - **Repository software:** A software that can be used by a community to ingest, manage, preserve, and share digital content. - **Research profiling system:** Research profiling systems, also known as Research Information Management Systems (RIMS) or Current Research Information Systems (CRIS), “collect and store structured data about faculty research and scholarly activities for one institution, with the intention of repurposing the information in a variety of ways.” - **Standard, specification or protocol:** A set of community-accepted rules used by two or more parties to interact or exchange information. - **Submissions system:** A digital platform or software used by academic journals and publishers to streamline the process of authors submitting their research papers for peer review and publication consideration. They facilitate the efficient handling of manuscripts, including submission, peer review management, and editorial workflow tracking. ### Service Summary An overview of the functions of the tool or service and its role in supporting research. ## Mission ### Mission The mission of the service and/or provider. ### Key Achievements A space to showcase the service’s track record and proudest accomplishments. This may include: - Usage or adoption milestones - Deployment of major features or new versions - Staff additions or changes in leadership - Grant awards or other major funding ## Technical Attributes ### Purpose To provide basic information for assessing technical compatibility of the service with user's needs. ### Elements #### Open Code Repository For **services**, a link to the open code repository, if available. An open code repository that should include the source code required to replicate or run the service. Code repositories that _only_ contain plug-ins or community contributions, or that lack critical components for running the service do not meet the criteria for inclusion. For **standards**, a public link to the full standard, if available. #### Maintenance Status The service's maintenance status. Evidence of active maintenance may include regular commits and issue resolutions in a GitHub repository, activity in community and support forums. Options include: - **Actively Maintained:** Regular security and feature updates. - **Minimally Maintained:** Essential patching for stability or security issues, but little to no active development of new features. - **Unsupported:** No active development by the maintainers. - **Unknown:** The respondent does not have enough information to answer the question. #### Technical Documentation A link to technical user documentation, which meaningfully describes the process for users to install, configure, maintain, and troubleshoot the code for running a service. In the case of those services not reliant on client installs, documentation should meaningfully describe how users perform tasks on the platform to utilize the service. Documentation may include installation guides, tutorials, manuals, FAQs, etc. #### Open Product Roadmap A link to the publicly available documentation the service/standard maintains outlining the priorities and progress for product development. #### Open API Link(s) to a publicly available, documented application programming interface (API) that provides developers with programmatic access to the service or its content. ### Hosting Options & Service Providers #### Hosting Strategy Indication of whether the software can be hosted, deployed, configured, maintained, or otherwise serviced by a vendor, whether the service provider or a third party. #### Service Providers Link to a public registry of approved third party service providers or to a description of services available, if these are available ### What other tools and projects does your project interact with? List of tools and services with which the tool can readily exchange information unidirectionally or bidirectionally. ## Community Engagement ### Purpose To help users evaluate how the service interacts with its stakeholders, including policies that govern stakeholder participation and pathways for stakeholders to contribute. ### Elements #### Community Contribution Guidelines Link(s) to the primary source of information on how users can engage with the community. This may include guidelines for contributing code or submitting feature requests, opportunities to vote on development priorities and features and participate in collaborative development sprints, or get involved with community governance. #### Code of Conduct Link(s) to a code of conduct describes the expectations, norms, rules, and responsibilities for individuals participating in physical and digital communities. It should also provide explicit pathways for reporting violations and indicate how reports will be addressed and resolved. ### Organizational commitment to community engagement Ways in which the service concretely demonstrates a commitment to community engagement through dedicated resources and programs. This may include staff explicitly tasked with community engagement, evidence of regular community involvement in major decisions, and community-driven governance. In the case of a hosted service, this may apply to the service itself or to the provider. ### User Contribution Pathways Ways in which community members can meaningfully contribute to the development of the infrastructure. Contribution pathways we currently catalog include: - **Code:** Contributing to the codebase for software projects - **Community tools:** Developing add-ons, integrations, or interoperable tools that extend the utility of a software project beyond the core codebase - **Documentation:** Writing and maintaining tutorials, how-to guides, technical references or other resources that explain how the software or resource operates or how to use it - **Working / Interest groups:** Joining working groups or interest groups - **Education / Training:** Providing education or training to other community members - **Funds:** Making financial contributions to the service or provider in support of its development and maintenance - **Others** ## Policies & Governance ### Purpose To help users understand how the service makes decisions about its operations and describe the policies that are in place to protect and serve user interests. ### Elements ### Governance Summary Description of the governance structure of the service, including major partners or sponsors and existence of governing boards and committees. ### Policies #### Bylaws Link(s) to public documentation of bylaws or other governance rules that describe how organizational decisions are made and by whom, member rights and responsibilities, and/or other processes and policies relevant to community regulation." #### Commitment to Privacy Link(s) to policies regarding the collection and use of user data or personal information. Privacy policies should indicate whether personal information is ever sold, how users can opt out of data collection, and how the service complies with applicable laws (e.g., [GDPR](https://gdpr-info.eu/)). #### DEI Statement Link(s) to a diversity, equity, and inclusion statement outlines initiatives, programs, and other activities aimed at measuring and increasing the diversity of users, community members, and other key stakeholders. #### Web Accessibility Statement Link(s) to information about how a service meets web accessibility standards, as well as any known accessibility barriers. Information may also include any formal audits to assess compliance with WCAG or another accessibility standard, links to [VPAT](https://www.section508.gov/sell/vpat/) and [HECVAT](https://library.educause.edu/resources/2020/4/higher-education-community-vendor-assessment-toolkit) forms or other accessibility templates. #### Open Data Statement Link(s) to an open data statement that describes an organization’s commitment to the use and availability of their data for users of the service that allows the data to be accessed to the extent possible. #### Values Frameworks Description of or links to self-assessments against values frameworks. Values frameworks provide a scaffolding that allows stakeholders to agree upon, communicate, and advance shared ideals and promote ethical and effective practices. Services may engage with values frameworks by adopting statements of principles or values, completing self-assessments, or undergoing third party certification processes. ## Additional Information ### Organizational History Brief narrative overview of the history of the service and/or provider or a link to a public document. ### Organizational Structure #### Business or Ownership Model The service's legal business structure or formal aims. Options include: - **Commercial (for-profit):** The service or provider operates with the primary goal of making a profit. - **Fiscal sponsorship (academic institution):** The service is hosted by an academic institution that provides administrative, financial, and legal support. - **Fiscal sponsorship (non-profit):** The service is hosted by a non-profit organization that provides administrative, financial, and legal support. - **Non-profit organization:** The service or provider is an independently incorporated non-profit. - **Individual maintainer:** The service is run by a single individual and is not formally incorporated. - **Volunteer community:** The service is run by a group of uncompensated individuals and is not formally incorporated. - **Intergovernmental organization:** An organization established by a treaty or governed by international law - **Other** #### Full-time Staff The current number of full-time equivalent (FTE) compensated employees. ## Funding ### Primary Funding Source Indication of whether the service is primarily funded through program service revenue, contributions or other means. Program service revenue is money that the organization received from charging fees or selling goods or services related to its mission or programs during the year. Contributions include money that the organization received from donors and grantmakers. ### Funding Needs A description of how community investment can help a service achieve its goals. --- This page first published: 2024-04-05 ###### tags: `Infra-Finder-documentation` --- <a rel="license" href="http://creativecommons.org/licenses/by/4.0/"><img alt="Creative Commons License" style="border-width:0" src="https://i.creativecommons.org/l/by/4.0/88x31.png" /></a><br />This work is made available under a <a rel="license" href="http://creativecommons.org/licenses/by/4.0/">Creative Commons Attribution 4.0 International License</a>. Users are free to share, remix, and adapt this work. (Please attribute [Invest in Open Infrastructure](https://investinopen.org/) in any derivative work).

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